电网ETF（561380）涨超1.5%，电网投资增速上移或支撑行业景气

Group 1 - The electric grid equipment sector continues to show stable growth, with good performance in the profit margins of distribution equipment, grid automation devices, and electrical instruments [1] - Global investment in electric grids is currently in a medium to long-term upward cycle, driven by the rapid growth of wind and solar power, which increases the demand for grid-connected boosting equipment [1] - There is a pressing need for the replacement of aging grid equipment in developed economies, while the rise of diversified electricity terminals, such as electric vehicles, increases volatility and unpredictability in power consumption [1] Group 2 - Domestic electric grid equipment companies are expected to benefit from the upward shift in the growth rate of grid investment, with stable growth anticipated in overseas export businesses, particularly in transformers, switches, and control devices [1] - The pace of global grid construction is significantly lagging behind power source investment, and as the share of wind and solar power continues to rise, domestic electric grid equipment companies will continue to benefit from high global grid investment [1] - The Electric Grid ETF (561380) tracks the Hang Seng A-Share Electric Grid Equipment Index (HSCAUPG), which includes listed companies involved in the manufacturing of transmission and transformation equipment, smart grid technology, and power transmission and distribution control devices [1]