煤炭ETF（515220）上一交易日净流入超1.0亿，市场关注供应收紧与价格韧性

Group 1 - The coal market is currently operating with a stable to strong trend, with both thermal coal and coking coal prices showing an upward trajectory [1] - Production limitations due to rainfall and some coal mines completing monthly tasks leading to production halts or reductions have tightened overall supply in the production areas [1] - The port's incoming coal volume is running at a low level, resulting in a continuous decline in inventory, making high-quality resources scarce in the market [1] Group 2 - Stable demand from end-users, recent price increases by large groups, and the continuous decline in inventory at northern ports have boosted market confidence, leading to increased purchasing enthusiasm among traders [1] - Current high shipping costs at ports and concentrated supply sources create a situation where prices are more likely to rise than fall, indicating a challenging environment for price declines [1] - The coal ETF (515220) tracks the CSI Coal Index (399998), which reflects the overall performance of listed companies involved in coal mining, processing, and sales, highlighting the industry's cyclical nature and sensitivity to macroeconomic conditions [1]