电网ETF（561380）盘中涨超3.5%，数据中心供电技术革新引关注

Core Viewpoint - The electric grid ETF (561380) saw a rise of over 3.5% in early trading on August 27, driven by increased market liquidity in the power equipment industry and strong demand in North America [1] Industry Summary - The power equipment industry is experiencing enhanced market liquidity, with the AIDC supporting ongoing strong performance, leading to higher valuation premiums for new technology directions [1] - There is an expectation of a significant release of orders for high-voltage equipment in the second half of the year, extending the industry's prosperity cycle [1] - Exports of power transformers increased by over 40% from January to June, although market expectations are susceptible to fluctuations due to international trade tensions [1] - The wind power sector saw a substantial increase in shipments in the first half of the year, confirming high industry prosperity, with stable recovery in wind turbine prices and improved profitability for main engine manufacturers [1] Company Summary - The electric grid ETF (561380) tracks the Hang Seng A-share Electric Grid Equipment Index (HSCAUPG), focusing on A-share listed companies involved in power transmission, distribution, and grid construction [1] - The index reflects the overall performance of companies in the power equipment manufacturing and service sector, showcasing market value and development dynamics within the industry [1] - Investors without stock accounts can consider the Cathay Hang Seng A-share Electric Grid Equipment ETF Initiated Link A (023638) and Link C (023639) [1]