全市场唯一煤炭ETF（515220）盘中涨超2%！规模超75亿元，机构表示煤炭板块布局时点或已到来

Core Viewpoint - The coal market is experiencing a stable yet slightly strong performance, influenced by rainfall affecting production and transportation, leading to tightened supply and increased prices [1][2]. Group 1: Market Performance - The only coal ETF (515220) has seen an intraday increase of over 2%, with a total scale exceeding 7.5 billion yuan [1]. - The coal market is currently characterized by a stable demand from end-users, with major groups raising prices and a continuous decline in inventory at northern ports, boosting market confidence [1]. Group 2: Investment Opportunities - The coal sector possesses both cyclical and dividend attributes, with current low holdings indicating a potential turning point for the fundamentals, suggesting it may be time to invest [2]. - The coal ETF (515220) tracks the CSI Coal Index (399998) and has a dividend yield of 5.45%, highlighting its value in a declining risk-free interest rate environment [2]. - Investors without stock accounts are encouraged to consider related funds such as Guotai CSI Coal ETF Link C (008280) and Link A (008279) for exposure to coal sector investment opportunities [2].