煤炭供给侧收紧，全市场唯一煤炭ETF（515220）盘中涨超1%

Core Viewpoint - The tightening of coal supply is becoming the current investment theme in the coal industry, with an expectation that the oversupply situation will gradually reverse and coal prices are likely to continue rising [1] Group 1: Supply and Demand Dynamics - The demand for winter coal storage is increasing, which may lead to an improvement in the coal supply-demand structure [1] - Future restrictions on imported coal are also anticipated [1] Group 2: Investment Opportunities - The only coal ETF in the market, Coal ETF (515220), tracks the CSI Coal Index (399998) and has a scale exceeding 13 billion [1] - The coal sector offers a high dividend yield, with over 5.3% in the past 12 months as of September 30 [1] - In the context of declining risk-free interest rates, the investment value of the coal ETF (515220) is highlighted, suggesting a strategy of gradually accumulating positions to seize investment opportunities in the coal sector [1]