NewTimeSpace News:As of 13:20 on February 27, 2026, the CSI Coal Index (399998) surged 2.38%. Its constituent stocks posted strong gains: Shanxi Coking rose 7.84%, Zhengzhou Coal Electricity climbed 4.18%, and Hengyuan Coal Electricity advanced 3.84%, while Meijin Energy, China National Coal Energy and other stocks followed the upward trend.Guotai CSI Coal ETF (515220) rose 2.31% to the latest price of RMB 1.2. Over a longer horizon, as of February 26, 2026, the ETF had a cumulative increase of 0.43% in the past two weeks. (The stocks listed above are only constituent stocks of the index and do not constitute any investment recommendation.)

In terms of liquidity,Guotai CSI Coal ETF recorded an intraday turnover rate of 4.11% with a trading volume of RMB 380 million. As of February 26, its average daily trading volume in the past month stood at RMB 876 million.

In terms of scale, the latest scale ofGuotai CSI Coal ETF reached RMB 9.117 billion. (Data source: Wind)

Data showed that leveraged funds have been continuously building positions in the ETF.Guotai CSI Coal ETF has seen net purchases by leveraged funds for three consecutive days, with the maximum single-day net purchase reaching RMB 16.3121 million, and the latest margin balance standing at RMB 210 million. (Data source: Wind)

As of February 26, the net asset value ofGuotai CSI Coal ETF has risen 113.68% in the past five years, ranking 24th among 1,128 index equity funds, placing it in the top 2.13%. In terms of profitability, as of February 26, 2026, since its inception, the ETF has achieved a maximum monthly return of 30.48%, a longest consecutive monthly gain streak of 8 months with a cumulative increase of 91.06% during the streak, and a gain-to-loss month ratio of 44:28. It has an average return of 6.24% in months with gains, an annual profit rate of 80.00%, and an 82.71% probability of profit for a 2-year historical holding period. As of February 26, 2026, the ETF has delivered an annualized excess return of 7.84% over the benchmark since its establishment.

In terms of drawdown, as of February 26, 2026,Guotai CSI Coal ETF's maximum drawdown year-to-date was 6.16%, with a relative benchmark drawdown of 0.09%. It only took 2 days to recover from the drawdown.

In terms of fees,Guotai CSI Coal ETF has a management fee rate of 0.50% and a custodian fee rate of 0.10%.

In terms of tracking accuracy, as of February 26, 2026, the ETF's tracking error in the past three months was 0.007%.

Guotai CSI Coal ETF closely tracks the CSI Coal Index, which selects securities of listed companies engaged in businesses such as coal mining and coal processing as its sample stocks to reflect the overall performance of securities of coal-related listed companies.

Data showed that as of January 30, 2026, the top 10 weight stocks of the CSI Coal Index (399998) were China Shenhua Energy, Shaanxi Coal Industry, Yankuang Energy, China National Coal Energy, Shanxi Coking Coal, Huayang Co., Ltd., Lu'an Environmental Energy, Meijin Energy, Huaibei Mining and Jinneng Holding Coal Industry. The combined weight of the top 10 stocks accounted for 65.54% of the index. (The stocks listed above are only constituent stocks of the index and do not constitute any investment recommendation.)

Guotai Junan Futures stated that relying on the national strategic positioning of the "Three Bases and One Corridor" and policy support for the Western Development Strategy, Xinjiang's coal output has achieved rapid growth, and the capacity of Xinjiang coal transportation to other regions has been continuously improved. Though still restricted by transportation distance and corridor capacity, the proportion of outward transportation volume in total output has stabilized at around 30%. In the future, with the improvement of corridor construction, the potential of outward transportation will be further unleashed, making Xinjiang a key force in ensuring the national coal supply.

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