煤炭ETF（515220）涨超2.0%，机构称反内卷政策或支撑板块上行

Group 1 - The core viewpoint is that the coal sector is expected to maintain an upward trend due to strengthened expectations of "anti-involution" and government initiatives to stabilize growth in key industries [1] - The Ministry of Industry and Information Technology plans to implement a new round of key industry growth stabilization work, focusing on structural adjustments, optimizing supply, and phasing out outdated production capacity [1] - The Central Financial Committee meeting emphasized the need to address low-price and disorderly competition among enterprises, guiding improvements in product quality and orderly exit of outdated production capacity [1] Group 2 - The coal price at ports has continued to rise this week, with daily iron and steel production nearing the highest level in five years, and the utilization rate of blast furnace capacity reaching 90.89% [1] - The current peak coal consumption season is approaching, leading to a strong coal price trend and optimistic medium to long-term expectations for the industry [1] - The Coal ETF (515220) tracks the China Securities Coal Index (399998), which reflects the overall performance of listed companies in the coal industry, covering various sub-sectors [1]