煤炭ETF（515220）昨日净流入超1.8亿，稳价预期下市场情绪回暖

Group 1 - The coal market is currently operating steadily with a slight upward trend, as indicated by the continuous rise in thermal coal prices, with the Yulin 5800 kcal index increasing by 34 yuan/ton to 545 yuan/ton and the Ordos 5500 kcal index rising by 24 yuan/ton to 480 yuan/ton [1] - The high daily consumption of electricity by power plants is expected to maintain short-term prices with a stable upward trend, while medium to long-term supply disruptions due to overproduction checks may optimize supply structure and support thermal coal prices [1] - The coking coal market is also experiencing accelerated price increases, with the CCI Shanxi low-sulfur index remaining at 1501 yuan/ton, driven by confidence from large group price hikes and a decrease in inventory at northern ports, leading to increased purchasing enthusiasm among traders [1] Group 2 - The coal ETF (515220) tracks the China Securities Coal Index (399998), which selects listed companies involved in coal mining and coal chemical industries to reflect the overall performance of coal industry securities [1] - The index focuses on value investment in the traditional energy sector, covering the entire industrial chain from coal production to processing and sales [1] - Investors without stock accounts can consider the Guotai China Securities Coal ETF Connect C (008280) and Guotai China Securities Coal ETF Connect A (008279) [1]