单日“吸金”超3.8亿，全市场唯一的电网设备ETF（159326）已连续9天获资金净流入

Group 1 - The electric grid equipment sector continues to show strong performance, with the only electric grid equipment ETF (159326) rising over 2.4% and attracting a net inflow of over 380 million yuan, reaching a new high of 1.578 billion yuan since its inception [1] - The recent popularity of the electric grid equipment sector is driven by a combination of domestic and international demand, with China's power equipment exports reaching 65.596 billion yuan from January to September 2025, a year-on-year increase of 36.33% [1] - The "14th Five-Year Plan" emphasizes the importance of a new energy system, providing long-term support for the industry's development [1] Group 2 - The electric grid equipment ETF (159326) tracks the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [2] - The ETF's holdings show a significant concentration in ultra-high voltage equipment, accounting for 64% of the portfolio, with over 6% in charging piles and over 14% in "nuclear fusion" related assets, the highest in the market [2] Group 3 - AI is expected to significantly boost electricity demand in the U.S., with OpenAI planning to deploy over 250 GW of computing centers by 2033, which may lead to increased electricity infrastructure needs [1] - The U.S. electricity infrastructure is currently lagging, necessitating a substantial increase in power generation and grid construction to meet future demands [1]