Guotai Coal ETF (515220) Rises 3.66% Against Market Trend; Institutions: Middle East Geopolitical Conflict Drives Domestic Coal Prices Gradually into Rising Channel

NewTimeSpace News: As of 09:36 on March 23, 2026, Guotai Coal ETF (515220) rose 3.66%, extending its winning streak to three consecutive sessions, with the latest price at 1.33 yuan. Looking at a longer time frame, as of March 20, 2026, Guotai Coal ETF has cumulatively increased 3.72% over the past two weeks. (The stocks listed above are index constituents only, with no specific recommendation intended.)

In terms of liquidity, Guotai Coal ETF recorded an intraday turnover rate of 1.68%, with trading volume reaching 175 million yuan. Looking at a longer time frame, as of March 20, the ETF's average daily trading volume over the past month was 1.215 billion yuan. (Data source: Wind)

In terms of scale, Guotai Coal ETF's latest assets under management reached 10.136 billion yuan. (Data source: Wind)

Regarding net capital inflows, Guotai Coal ETF has recorded consecutive net capital inflows for 3 days, with a single-day high of 201 million yuan in net inflows, totaling 326 million yuan in "capital attraction," with an average daily net inflow of 109 million yuan. (Data source: Wind)

Data shows that leveraged funds continue to build positions. Guotai Coal ETF's latest margin purchase amount reached 37.1023 million yuan, with the latest margin balance at 129 million yuan. (Data source: Wind)

As of March 20, Guotai Coal ETF's net value has risen 119.67% over the past five years, ranking 23rd out of 1,163 index equity funds, placing it in the top 1.98%. In terms of return capability, as of March 20, 2026, since its inception, Guotai Coal ETF's highest monthly return was 30.48%, the longest consecutive rising period was 8 months, the longest consecutive rising gain was 91.06%, the ratio of rising to falling months was 45/28, the average return rate during rising months was 6.25%, the annual profit percentage was 80.00%, and the historical 2-year holding profit probability was 82.69%. As of March 20, 2026, Guotai Coal ETF's annualized excess return over the benchmark since inception was 7.86%.

In terms of drawdown, as of March 20, 2026, Guotai Coal ETF's maximum drawdown year-to-date was 6.16%, with a relative benchmark drawdown of 0.16%. The recovery period after drawdown was 2 days.

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

In terms of tracking accuracy, as of March 20, 2026, Guotai Coal ETF's tracking error over the past month was 0.005%.

Guotai Coal ETF closely tracks the CSI Coal Index. The CSI Coal Index selects listed company securities involved in coal mining, coal processing, and other businesses as index samples to reflect the overall performance of coal-related listed company securities.

CITIC Securities stated that this round of Middle East geopolitical conflict has lasted more than three weeks, with overseas oil and gas price increases showing good sustainability. Although domestic and international coal price performance has been relatively weak, we believe that as the conflict continues and energy price transmission progresses, domestic coal prices are expected to gradually enter a rising channel, with price increases possessing sustainability.

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