Industry ETF Indicator丨Non-ferrous and Chemical ETFs decline with increased trading volume, coal ETF rises over 1.5% at midday

GateUser-bd883c58 · 2026-03-24T06:12:59+00:00

Every Finance Reporter: Liu Mingtao Every Finance Editor: Ye FengThis morning, non-ferrous metals ETF (512400), power grid equipment ETF (159326), and chemical industry ETF (159870) with relatively large adjustment ranges had significant trading volumes, with the half-day trading volumes of all three ETFs exceeding 1 billion yuan. In terms of cross-border ETFs, the China-Korea Semiconductor ETF Huatai Pinebridge (513310) had half-day trading of 3.345 billion yuan, with relatively large trading volume.Regarding the ETF gains ranking, as geopolitical conflicts persist, the energy sector rose again today. Among them, the coal ETF Guotai (515220) had a half-day gain exceeding 1.5%, while energy and power-related ETFs had half-day gains around 1%.From an investment logic perspective, current geopolitical conflicts have triggered energy crisis investment. If the current US-Iran conflict eases and the strait blockade lasts a short time, coal price appreciation space would be relatively limited; if the blockade lasts

GateUser-bd883c58

2026-03-24 06:12:59

Daily Economic News Reporter: Liu Mingtao Daily Editor: Ye Feng

This morning, the ETFs with significant price movements included the Non-Ferrous Metals ETF (512400), Power Grid Equipment ETF (159326), and Chemical ETF (159870), all of which had trading volumes exceeding 1 billion yuan in the first half of the day. In cross-border ETFs, the China-Korea Semiconductor ETF Huatai Bairui (513310) traded 3.345 billion yuan in the first half of the day, indicating relatively high trading volume.

Regarding the ETF gainers, as geopolitical conflicts persist, the energy sector rose again today. Among them, the China National Coal ETF (515220) increased by over 1.5% in the first half of the day, while energy and power-related ETFs gained about 1%.

From an investment perspective, current energy crises triggered by geopolitical conflicts suggest that if the US-Iran conflict eases and the Strait of Hormuz blockade is short-lived, the upside for coal prices will be limited. However, if the blockade lasts longer or becomes normalized, the coal price center will shift upward overall, further solidifying coal’s role as an energy ballast.

Commentary: The China National Coal ETF (515220) rose by 1.76% this morning. The ETF has 7.72 billion shares outstanding, with a half-day trading volume of 908 million yuan. It tracks the CSI Coal Index, which includes listed companies involved in coal mining and processing, reflecting the overall performance of coal-related listed companies.

The CSI Coal Index selects listed companies involved in coal mining and processing as its sample securities to reflect the overall performance of coal-related listed companies.

Main holdings of the CSI Coal Index

Daily Economic News

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