Core Insights - The only coal ETF in the market (515220) has surpassed 10 billion in scale, with over 2 billion net inflow in the past 10 days and an intraday increase of over 1.5% [1] - According to Zhongtai Securities, the "anti-involution" policy is expected to continue driving industry self-discipline through "overproduction checks," leading to a contraction in coal supply [1] - The ETF tracks the CSI Coal Index (399998) and has a dividend yield of 4.97% as of August 22, highlighting its value in a declining risk-free interest rate environment [1] Investment Opportunities - Investors are advised to consider gradually accumulating positions in the coal ETF (515220) and its connecting funds (Connecting A: 008279; Connecting C: 008280; Connecting E: 022501) to seize investment opportunities in the coal sector [1] - For investors without stock accounts, attention is drawn to Guotai CSI Coal ETF Connecting C (008280) and Guotai CSI Coal ETF Connecting A (008279) [1]
全市场唯一煤炭ETF（515220）规模破百亿！近10日净流入超20亿元，盘中涨超1.5%！机构：“反内卷”政策指引，煤炭或迎上行新周期
Sou Hu Cai Jing·2025-08-25 03:37