电网设备行业再掀热潮！电网设备ETF（159326）午后涨势扩大至5.24%，规模、成交额均创新高

Core Viewpoint - The A-share market experienced a rebound, particularly in the power grid equipment sector, with the power grid equipment ETF (159326) rising by 5.52% and achieving a record trading volume of 4.17 billion yuan, indicating strong investor interest and market momentum [1] Group 1: Market Performance - The power grid equipment ETF (159326) saw a significant increase of 5.52% as of 13:39, with a trading volume reaching 4.17 billion yuan and a turnover rate of 55.88%, marking a historical high [1] - Several stocks within the ETF, including Zhongneng Electric, Shenma Power, and Baobian Electric, hit the daily limit, while others like Shuangjie Electric, Jinpan Technology, and Samsung Medical also experienced gains [1] Group 2: Industry Outlook - Huaxi Securities highlighted that ultra-high voltage (UHV) is a crucial channel for the delivery of renewable energy from large bases, predicting a sustained rigid demand for UHV line construction as new energy bases continue to develop [1] - The acceleration of UHV construction is expected due to the advancement of national policy planning, benefiting suppliers of UHV-related equipment such as converters, converter transformers, and direct current control protection systems [1] Group 3: ETF Composition - The power grid equipment ETF (159326) is the only ETF tracking the China Securities Power Grid Equipment Theme Index, covering a wide range of sectors including transmission and transformation equipment, grid automation devices, cable components, and distribution equipment, demonstrating strong market representation [1] - The ETF has a high weight of 64% in UHV-related stocks, the highest in the market, with its top ten holdings including industry leaders such as Guodian NARI, Tebian Electric, Siyuan Electric, and Trina Solar [1]