电网ETF（561380）涨超0.6%，特高压技术突破与海外需求共振引关注

Core Insights - The aging of the U.S. power grid is severely impacting the development of AI, with Goldman Sachs projecting power shortages of 11.4 GW, 9.3 GW, 9.7 GW, and 10.4 GW from 2025 to 2028, respectively [1] - The outdated grid cannot meet the demands for grid capacity and load stability required by AI, which will stimulate growth in the demand for new and replacement power equipment, benefiting domestic power equipment companies expanding overseas [1] - The completion of the Ningxia-Hubei ±800kV UHVDC project marks a rapid development phase for China's UHV construction, enhancing cross-regional energy transmission capabilities [1] Industry Developments - Current capital expenditures for the U.S. power grid are expected to increase, leading to a rapid rise in demand for transformers, switches, and busbars [1] - The acceleration of domestic UHV construction presents dual development opportunities for the power equipment industry both domestically and internationally [1] - The Electric Grid ETF (561380) tracks the Hang Seng A-share Electric Grid Equipment Index (HSCAUPG), which selects listed companies in the power transmission, distribution systems, and related services sectors from the Chinese A-share market [1]