电网ETF（561380）涨超2%，新型电力系统建设引关注

Core Viewpoint - The article highlights the positive performance of the Electric Grid ETF (561380), which rose over 2% on November 3, driven by the "14th Five-Year Plan" recommendations to accelerate the construction of a new energy system and increase the proportion of renewable energy supply [1]. Group 1: Policy and Strategic Initiatives - The "14th Five-Year Plan" emphasizes the need to accelerate the construction of a new energy system and to continuously increase the share of renewable energy supply [1]. - The plan advocates for a systematic replacement of fossil energy sources in a safe and orderly manner, aiming to build a robust new power system and establish an energy powerhouse [1]. - It promotes a multi-energy approach, including wind, solar, water, and nuclear energy, while enhancing the quality of clean energy development [1]. Group 2: Industry Development Focus - The plan calls for the efficient and clean utilization of fossil energy, including the upgrading of coal-fired power plants and the replacement of scattered coal usage [1]. - There is a focus on improving the resilience and complementarity of the power system, with a scientific layout for pumped storage and a strong push for the development of new energy storage solutions [1]. - The construction of smart grids and microgrids is prioritized to enhance the overall efficiency and reliability of the energy system [1]. Group 3: ETF and Index Information - The Electric Grid ETF (561380) tracks the Hang Seng A-Share Electric Grid Equipment Index (HSCAUPG), which selects listed companies whose main business revenue comes at least 40% from the electric grid equipment sector [1]. - The index encompasses various sub-industries, including electronic devices, instruments, and components, to comprehensively reflect the overall performance of listed companies in the electric grid equipment sector [1].