Group 1 - The core viewpoint indicates that port coal prices have increased by 16 CNY/ton week-on-week, with coal prices in Shanxi and Inner Mongolia rising by 16 CNY/ton and 15 CNY/ton respectively, driven by good shipment from coal mines and low inventory levels [1] - The demand side shows a slight increase in iron and steel production by 0.46 million tons, providing some support for the essential demand [1] - Overall, the supply constraints in the coal mining industry remain unchanged, indicating a stable market environment [1] Group 2 - The coal ETF (515220) tracks the China Securities Coal Index (399998), which selects listed companies involved in coal mining, washing, and coking to reflect the overall performance of the coal industry [1] - The constituent stocks cover major segments of the coal industry chain, exhibiting significant industry concentration and cyclical characteristics [1] - Investors without stock accounts can consider the Guotai CSI Coal ETF Connect C (008280) and Guotai CSI Coal ETF Connect A (008279) for investment opportunities [1]
煤炭ETF（515220）昨日净流入超0.5亿元，行业供需格局支撑价格韧性
Mei Ri Jing Ji Xin Wen·2025-08-20 04:43