Group 1 - The coal market is currently operating steadily with a slight upward trend in prices for thermal coal and coking coal, driven by stable end-user demand and recent price increases by major groups [1] - The coal ETF (515220) saw a net inflow of over 150 million, indicating strong investor interest in coal-related investments [1] - The China Securities Coal Index (399998), which the coal ETF tracks, reflects the overall performance of listed companies involved in coal mining and processing, highlighting the cyclical and resource-oriented characteristics of the energy sector [1] Group 2 - High shipping costs and concentrated supply in the port market are contributing to a price environment that is more prone to increases than decreases [1] - The daily consumption of electricity by power plants remains high, suggesting that short-term coal prices are likely to continue to rise moderately [1] - Long-term supply checks may disrupt coal supply, which could help stabilize prices and optimize market order [1]
煤炭ETF(515220)昨日净流入超1.5亿,稳价预期下市场情绪回暖
Mei Ri Jing Ji Xin Wen·2025-08-12 02:22