资金抢筹煤炭布局机遇，煤炭ETF（515220）近10日净流入超1.7亿元，持续降温+安监趋严共促煤价上涨

Group 1 - The core viewpoint indicates that the recent increase in thermal coal spot prices is attributed to reduced supply from coal mines due to production cuts at the end of the year and increased demand driven by cold weather, which is expected to keep daily consumption high [1] - Future cold weather is anticipated to support high daily consumption levels, while high-cost coal mines may reduce production following price declines, thereby supporting an increase in thermal coal prices [1] - Coking coal supply is constrained by safety and environmental inspections, while demand has slightly increased due to higher pig iron production, leading to an increase in inventory levels [1] Group 2 - The coal ETF (515220) tracks the China Securities Coal Index (399998), which selects listed companies involved in coal mining, processing, and related services to reflect the overall performance of the coal industry [1] - The index is considered to have strong industry representation and focuses on the coal sector in its allocation [1]