Group 1 - The electric grid equipment sector experienced a slight decline, with the only electric grid equipment ETF (159326) rising by 1.83% and achieving a trading volume of 7.84 billion yuan, marking a new high since its listing [1] - The electric grid equipment ETF has seen continuous capital inflow for eight consecutive trading days, totaling over 7.33 billion yuan, with the highest single-day net inflow reaching 3.98 billion yuan, bringing the latest scale to 11.61 billion yuan, a record high since its establishment [1] - Recent favorable policies for the electric grid equipment industry include the announcement of the latest batch of bidding results for power transmission and distribution projects by the State Grid, with multiple listed companies winning bids [1] Group 2 - The "14th Five-Year" plan emphasizes accelerating the construction of a new energy system, increasing the proportion of renewable energy supply, and promoting the safe and orderly replacement of fossil energy, aiming to build a strong energy nation [2] - The electric grid equipment ETF (159326) tracks the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as power transmission and transformation equipment, grid automation equipment, and cable components [2] - The ETF's holdings show a high weight of 64% in ultra-high voltage, over 61% in charging piles, and more than 15% in "nuclear fusion," all of which are the highest in the market [2]
单日成交额再创新高,电网设备ETF(159326)盘中持续放量,正泰电器等多股涨停