电网ETF（561380）涨超2%，电力保供与清洁能源外送提振行业景气度

Core Viewpoint - State Grid is fully committed to ensuring power supply during the peak summer season, with the maximum load in its operational area expected to exceed 1.2 billion kilowatts for the first time this summer [1] Group 1: Power Supply Measures - The company is implementing 24 measures to ensure power supply, including improving work mechanisms, enhancing grid safety management, and optimizing resource allocation [1] - A total of 140 key summer projects are being accelerated for production [1] Group 2: Renewable Energy Projects - The first batch of power supply projects under the "Xinjiang Electricity into Chongqing" initiative has been put into operation, with the Tianshan North Gobi Energy Base having a total scale of 14.2 million kilowatts and a clean energy proportion of 71.8% [1] - It is expected that all units, except for solar thermal, will be operational by December this year, with an annual transmission of 36 billion kilowatt-hours of green electricity to the Sichuan-Chongqing region [1] Group 3: Industry Impact - The electric grid equipment industry is expected to benefit from the demand for ultra-high voltage construction and clean energy transmission [1] - During the peak summer season, the focus will be on enhancing grid investment and supply capacity [1] Group 4: Investment Products - The Electric Grid ETF (code: 561380) tracks the Hang Seng A-share Electric Grid Equipment Index (code: HSCAUPG), which includes listed companies involved in electric grid equipment manufacturing and services [1] - Investors without stock accounts can consider the Guotai Hang Seng A-share Electric Grid Equipment ETF Initiated Link A (023638) and Link C (023639) [1]