The supervision of "combination boxing" took effect instantly, and the commodity market changed overnight. 101On October 20th, coal futures and stocks staged a downward trend. Related ETF products have also been hit hard, and the funds in the market have rarely fallen. Previously, benefiting from the surge in thermal coal futures, the income of related commodity ETF funds doubled during the year, and its share soared nearly three times in one month.

Regarding the prospect of the coal sector, some public investors believe that despite the long-term downward trend in demand, in the context of carbon neutrality, supply reduction is stronger than demand, and the industry boom is expected to continue in the short term. However, at present, the valuation of the sector has been fully reflected, and the expectation of supply growth in the coal market is expected to strengthen, and the growth rate of demand in the later period will also fall back.