EMT(SH:601208) Mei Ri Jing Ji Xin Wen·2025-08-15 04:34Core Insights - The A-share market indices collectively rose on August 15, with significant gains in sectors such as circuit boards, lithography machines, and power equipment [1] - The only ETF tracking the electric grid equipment sector (159326) saw a rise of 1.81%, with key holdings like Dongfang Electric and Ping An Electric reaching their daily limit [1] - The commencement of the Yarlung Tsangpo River downstream hydropower project will require extensive construction of ultra-high voltage direct current transmission lines and substations, leading to substantial procurement and installation of grid equipment [1] Industry Summary - The electric grid equipment ETF (159326) tracks the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation, cable components, and distribution equipment [1] - The ultra-high voltage segment holds a significant weight of 62% in the index, the highest in the market [1] - According to Galaxy Securities, the actual investment in the Yarlung Tsangpo project may exceed initial estimates, with potential investment growth of 5%, leading to a projected investment in transmission and transformation of approximately 189 to 315 billion yuan [1]