全市场唯一煤炭ETF（515220）近10日净流入超1.4亿元，供给收紧煤价有望上行

Group 1 - The only coal ETF in the market (515220) has seen a net inflow of over 140 million yuan in the past 10 days, indicating potential upward movement in coal prices due to supply tightening [1] - Current coal inventory at northern ports is high, and demand from downstream power plants has not significantly improved, leading to a year-on-year decline in daily consumption [1] - The coal market is primarily supported by long-term contracts, with spot market activity being limited, resulting in weak price support [1] Group 2 - Climate experts indicate that China is entering a La Niña phase, increasing the likelihood of a cold winter in the southeast coastal regions, which may stabilize coal prices [1] - The coal ETF (515220) tracks the China Securities Coal Index (399998), which reflects the overall performance of listed companies involved in coal mining, processing, and related services [1] - The index is representative of the coal industry and focuses on the coal sector for investment allocation [1]