把握全球电网升级大浪潮，关注电网设备ETF（159326）回调布局机会

Core Insights - The electric grid equipment ETF (159326) has experienced a strong inflow of funds, with a total net inflow of 1.114 billion yuan over the past nine trading days, reaching a new high of 1.578 billion yuan as of November 6 [1] - The surge in AI computing power has led to global electricity shortages, coupled with the aging of power grids in Europe and the US, creating significant opportunities for the Chinese electric grid equipment industry [1] - The ETF tracks the China Securities Electric Grid Equipment Theme Index, with a high representation of transformer and high-voltage equipment, where ultra-high voltage equipment accounts for 64% of the index [1] Fund Performance - As of the morning close on November 7, the ETF saw a slight decline of 0.32%, with a trading volume of 457 million yuan for the half-day [1] - Key stocks within the ETF, such as Neng Electric and Liangxin Co., saw increases of over 1% and 8% respectively, indicating active trading [1] Industry Outlook - The demand for high-voltage grid equipment is expected to remain strong, driven by ongoing upgrades and expansions in the electric grid sector [1] - The electric grid equipment industry is poised for historical export opportunities, particularly in transformer and primary equipment sectors, with orders and revenues showing rapid growth [1]