华通线缆领涨，电网设备ETF（159326）上涨1.4%，特高压含量最高

Core Viewpoint - The electric grid equipment sector is experiencing significant activity, with the only electric grid equipment ETF (159326) rising by 1.4% and attracting substantial capital inflow, indicating strong investor interest in this area [1][2]. Group 1: Market Performance - As of November 13, the electric grid equipment ETF (159326) has attracted a total of 1.286 billion yuan in the last ten trading days, bringing its latest scale to 1.713 billion yuan [1]. - The ETF's performance is driven by key stocks such as Huadong Cable, Teradyne, Ping An Electric, and Shuangjie Electric, which are showing strong upward trends [1]. Group 2: Industry Trends - Under the dual carbon goals, the development of ultra-high voltage technology is becoming essential to address the structural mismatch between energy supply in the northern regions and demand in the central and eastern regions of China [1]. - Financial analysts note that China's electric grid construction technology is leading globally, and there is a growing demand in overseas markets due to aging grids and energy transitions, providing significant opportunities for domestic electric grid equipment companies [1]. - By 2025, many countries are expected to face frequent power outages due to extreme weather and aging grids, with the EU launching a large-scale euro grid renovation plan, creating further opportunities for Chinese companies [1]. Group 3: ETF Composition - The electric grid equipment ETF (159326) tracks the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [2]. - The ultra-high voltage segment holds a significant weight of 64% in the ETF, the highest in the market, with leading companies like Guodian NARI, Tebian Electric, and Siyuan Electric among the top ten holdings [2].