Core Viewpoint - The coal ETF (515220) has seen a rise of over 2.2%, with its scale exceeding 10 billion yuan, driven by upcoming safety inspections in the coal industry that may lead to supply reductions and potential price increases [1] Industry Summary - The Ministry of Emergency Management announced that by November 2025, 22 central safety production inspection teams will be deployed across 31 provinces to conduct safety checks, which may address issues like excessive production capacity in the coal industry [1] - The upcoming peak demand season in November is expected to coincide with these inspections, potentially driving coal prices up, with forecasts suggesting prices could rebound to over 900 yuan per ton by year-end [1] Company Summary - The coal ETF (515220) tracks the CSI Coal Index (399998) and offers a high dividend yield, exceeding 5.3% over the past 12 months as of September 30 [1] - In the context of declining risk-free interest rates, the ETF presents a compelling investment opportunity, suggesting that investors may consider gradually accumulating positions in the coal ETF (515220) to capitalize on potential gains in the coal sector [1]
全市场唯一煤炭ETF（515220）涨超2.2%，规模超百亿元，安全生产考核巡查或将助力煤价反弹
Mei Ri Jing Ji Xin Wen·2025-10-10 02:40