盘中触底回升，电网设备ETF（159326）跌幅收窄，实时成交破2亿元

Core Viewpoint - The A-share market experienced a decline in the electric grid equipment sector, but the electric grid equipment ETF (159326) has seen significant capital inflow, indicating strong investor interest and a solid long-term outlook for the industry [1] Group 1: Market Performance - The A-share market's three major indices opened high but fell, with the electric grid equipment ETF (159326) narrowing its decline to 0.64% as of 11:16 AM, with a trading volume of 2.19 billion yuan [1] - The electric grid equipment ETF has seen continuous capital inflow for 11 days, accumulating over 1.3 billion yuan, reaching a new high of 1.772 billion yuan in total scale since its inception [1] Group 2: Industry Outlook - The long-term logic for the electric grid equipment sector remains robust, driven by the power gap caused by AI computing power and the rigid demand for grid upgrades, which supports the industry's long-term development [1] - According to CITIC Securities, global investment in electric grids is expected to exceed 400 billion USD, indicating sustained high prosperity in the sector [1] - The demand for electrical equipment is expected to increase significantly due to the strong growth in global electricity demand driven by AI [1] Group 3: ETF 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 industry, primarily consisting of power transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [1] - The weight of ultra-high voltage equipment in the index is as high as 64%, the highest in the market [1]