Ceepower (SZ:300062) Mei Ri Jing Ji Xin Wen·2025-11-07 02:53Core Viewpoint - The A-share market experienced a collective pullback on November 7, while the Electric Grid Equipment ETF (159326) saw a rise, indicating strong investor interest in the sector amid increasing electricity demand driven by AI developments [1] Group 1: Market Performance - The Electric Grid Equipment ETF (159326) opened with a gain of 0.83% and reached a transaction volume of 264 million yuan by 9:55 AM, with notable stocks like Neng Electric rising over 16% [1] - Over the past five trading days, the ETF has seen a net inflow of over 1 billion yuan, bringing its total scale to 1.578 billion yuan, a record high since its inception [1] Group 2: Industry Demand - The rapid development of AI has led to increased electricity demand, particularly in data centers, with the UK National Grid CEO reporting that data centers account for over half of new connection requests [1] - The National Grid plans to connect 19 gigawatts of new facilities over the next five years, which is approximately one-third of the current peak electricity demand in the UK [1] - Huaxi Securities noted that the surge in electricity demand in the US due to AI is likely to drive the need for upgrades and expansions in the power system, sustaining high demand for related electrical equipment [1] Group 3: ETF Composition - The Electric Grid Equipment ETF (159326) is the only ETF tracking the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation, cable components, and distribution equipment [1] - The index has a high weight of 64% in ultra-high voltage equipment, the highest in the market [1]