电网升级按下“加速键”，电网设备ETF（159326）11日“吸金”超13亿元，规模再创新高

Core Viewpoint - The electric grid equipment sector is experiencing a significant upward trend, supported by favorable policies and increasing investment in the sector, particularly through the electric grid equipment ETF (159326) which has seen substantial net inflows and growth in scale [1][2]. Group 1: Market Performance - On November 10, the overall market showed a fluctuating upward trend, with the electric grid equipment sector displaying a "V" shape in its performance [1]. - The electric grid equipment ETF (159326) narrowed its decline to 0.70%, with a trading volume exceeding 543 million yuan [1]. - As of November 11, the electric grid equipment ETF (159326) has recorded net inflows for 11 consecutive days, totaling over 1.3 billion yuan, reaching a scale of 1.772 billion yuan, marking a new high since its inception [1]. Group 2: Policy and Industry Outlook - A new policy titled "Guiding Opinions on Promoting New Energy Consumption and Regulation" was issued on November 10, setting targets for new energy consumption regulation by 2030 and 2035 [1]. - By 2030, a multi-level new energy consumption regulation system is expected to be established, ensuring smooth integration of new energy into the grid and promoting sustainable development of new energy consumption models [1]. - Huatai Securities expresses optimism about the steady increase in China's electrification rate, which will synergistically promote the upgrade of the electric grid and the construction of new energy storage systems, accelerating the development of a new power system [2]. Group 3: ETF and Industry Composition - The electric grid equipment ETF (159326) is the only ETF tracking the CSI Electric Grid Equipment Theme Index, with a strong representation in the sectors of transmission and transformation equipment, grid automation, cable components, and distribution equipment [2]. - The index has a high weight of 64% in ultra-high voltage equipment, the highest in the market, with leading companies such as Guodian NARI, TBEA, Siyuan Electric, and Trina Solar among its top ten holdings [2].