Mei Ri Jing Ji Xin Wen·2025-11-10 05:56Group 1 - The market is experiencing an upward trend, particularly in the power grid equipment sector, with the only power grid equipment ETF (159326) narrowing its decline to 0.44% and achieving a trading volume exceeding 430 million yuan [1] - The power grid equipment ETF (159326) has seen a continuous net inflow of funds for 10 days, totaling 1.225 billion yuan, reaching a record high of over 1.7 billion yuan since its inception [1] - The acceleration of ultra-high voltage project approvals is expected to benefit the industry, with significant equipment bidding anticipated to exceed 50 billion yuan in 2025 [1] Group 2 - The market's trading logic is shifting from the U.S.-led computing power industry chain to China's electricity and infrastructure-related industry chain, indicating a continued revaluation of the power system [2] - The power grid equipment ETF (159326) tracks the CSI Power Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, and distribution equipment, with ultra-high voltage accounting for 64% of the index [2] - The top ten holdings of the ETF include industry leaders such as Guodian NARI, TBEA, and Sifang Electric [2]