行业风口已至，电网设备ETF（159326）近一个月规模狂翻11倍

Group 1 - The electric grid equipment ETF (159326) has seen significant inflows, with a total of 11.14 billion yuan over the past nine trading days, reaching a new high of 15.78 billion yuan in total assets [1] - The State Grid Corporation of China announced procurement exceeding 3 billion yuan in its latest bidding, indicating a growing investment in the electric grid sector [1] - The fixed asset investment by the State Grid for the first nine months of the year surpassed 420 billion yuan, reflecting an 8.1% year-on-year increase [1] Group 2 - The electric grid equipment ETF tracks the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as power transmission and transformation equipment, grid automation, and distribution equipment [2] - The high voltage segment, particularly ultra-high voltage, accounts for 64% of the ETF's weight, the highest in the market [2] - Major holdings in the ETF include industry leaders such as Guodian NARI, TBEA, and Sifang Electric [2]