全市场唯一煤炭ETF（515220）回调超2%，近10日吸金超20亿元！或可关注回调布局机会

Group 1 - The coal supply and demand situation significantly improved in July, driven by strong demand and a contraction in supply [1] - National electricity consumption increased by 8.6% year-on-year, while thermal power generation rose by 4.3%, reflecting high growth in electricity demand [1] - Coal production decreased by 40 million tons month-on-month due to extreme weather and production restrictions in key coal-producing regions like Inner Mongolia and Shaanxi [1] Group 2 - The National Energy Administration has organized production inspections in key coal-producing provinces, prohibiting overcapacity production, which further limits supply expansion [1] - The only coal ETF in the market, Coal ETF (515220), tracks the CSI Coal Index (399998) and had a dividend yield of 4.97% as of August 22, highlighting its investment value in a declining risk-free interest rate environment [1] - Investors without stock accounts can consider the Guotai CSI Coal ETF Connect C (008280) and Connect A (008279) for exposure to the coal sector [1]