电网ETF（561380）涨超2.0%，特高压建设与出口数据支撑行业景气预期

Group 1 - The core viewpoint of the articles highlights the significant growth in transformer exports, reaching a record high of 5.65 billion yuan in June, representing a year-on-year increase of 47.8%. Cumulative exports from January to June 2025 also saw a year-on-year growth of 37.6% [1] - The State Grid's 48th batch of ultra-high voltage project equipment bidding involves 22 segments with an estimated value of approximately 1 billion yuan, indicating a strong trend for electrical equipment exports and a competitive advantage in China's supply chain [1] - The industry is benefiting from policy support and increasing overseas demand, leading to a sustained positive outlook for the power grid equipment sector [1] Group 2 - The Electric Power Equipment ETF (561380) tracks the Hang Seng A-share Electric Power Equipment Index (HSCAUPG), which reflects the overall performance of listed companies in the electric power and related equipment sectors in the Chinese A-share market [1] - Investors without stock accounts can consider the Guotai Hang Seng A-share Electric Power Equipment ETF Initiated Link A (023638) and Link C (023639) as investment tools to participate in the development opportunities of China's electric power and equipment industry [1]