英国科技巨头上演疯狂“抢电”，电网设备ETF（159326）连续9日净流入，规模再创新高

Core Insights - The A-share market experienced a collective pullback on November 7, with the only electric grid equipment ETF (159326) showing a slight increase of 0.45% and a trading volume of 367 million yuan, driven by significant gains in stocks like Neng Electric and others [1] - The electric grid equipment ETF has seen a remarkable inflow of funds, totaling over 1.114 billion yuan in net inflows over the past nine trading days, reaching a new high of 1.578 billion yuan in total assets [1] - The UK electricity regulator reported a shocking increase in demand for grid connections, with the demand surging from 41 GW to 125 GW, indicating a total demand that exceeds the current peak electricity usage in the UK by more than double [1] Industry Analysis - Huayuan Securities suggests that AI could 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 a substantial increase in electricity demand [2] - The U.S. electricity infrastructure is lagging behind, necessitating a significant increase in power generation capacity, while the aging grid infrastructure also poses challenges [2] - The electric grid equipment ETF (159326) tracks the China Securities Electric Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation, and distribution equipment, where ultra-high voltage equipment accounts for 64% of the index [2]