电网ETF（561380）涨超2.7%，政策预期提振行业前景

Core Viewpoint - The "15th Five-Year Plan" emphasizes accelerating the construction of smart grids and microgrids, indicating a significant push towards new power system development during this critical period for achieving carbon peak goals [1] Industry Summary - The Central Committee's proposal highlights the need to enhance the resilience and interconnectivity of the power grid system, with a focus on scientific planning for pumped storage and the vigorous development of new energy storage solutions [1] - The "15th Five-Year" period is identified as a crucial phase for the construction of new power systems, necessitating further upgrades in core grid technologies [1] Company Summary - The Electric Grid ETF (561380) tracks the Hang Seng A-Share Electric Grid Equipment Index (HSCAUPG), which selects listed companies primarily engaged in the electric grid equipment sector to reflect the overall performance of this industry [1] - The index components span multiple sectors, including electronic components, steel, and industrial metals, with a requirement that at least 40% of their revenue comes from electric grid-related businesses [1]