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全市场唯一煤炭ETF(515220)规模破百亿!近10日净流入超21亿元!机构:煤价支撑仍存
Mei Ri Jing Ji Xin Wen·2025-08-26 03:54

Group 1 - The only coal ETF in the market (515220) has surpassed 10 billion in scale, with a net inflow of over 2.1 billion in the past 10 days, indicating strong investor interest in the coal sector [1] - Recent slight decline in thermal coal prices due to supply tightening from heavy rainfall in main production areas, while port prices remain stable, suggesting short-term price support [1] - July's thermal power generation increased by 4.3% year-on-year, with expectations that daily coal consumption at power plants will peak as the summer coal demand season comes to an end [1] Group 2 - Coking coal prices remain weak but stable, with high-priced resources slightly declining; limited coal mine production is causing slow supply increases [1] - The overall coal market shows no significant supply-demand imbalance, with high price support still in place [1] - The coal ETF (515220) tracks the CSI Coal Index (399998) and has a dividend yield of 4.97%, highlighting its investment value in a declining risk-free interest rate environment [1]