煤炭股探底回升，煤炭ETF（515220）涨近1%，供给约束叠加旺季来临，煤价具备向上弹性

Group 1 - The coal sector is experiencing a rebound after a decline, with the coal ETF (515220) dropping over 2% before quickly recovering to nearly a 1% increase during trading [1] - Domestic coal production growth is gradually slowing due to safety regulations and overproduction checks, while import volumes are down year-on-year [1] - The third quarter is expected to show a significant improvement in coal industry performance, driven by tight supply and demand dynamics, with average coal prices improving on a month-on-month basis [1] Group 2 - The coal ETF (515220) has seen a substantial inflow of capital, with its share increasing by over 350% this year, bringing its total size to over 13.5 billion yuan [2] - The combination of strong fundamentals and capital inflows, along with the high dividend yield of the coal sector, enhances the investment value of the coal ETF (515220) [2] - Investors are encouraged to pay attention to the coal ETF (515220), which is the only coal ETF available in the market [2]