电力、算力双网融合，电网设备ETF（159326）实时成交破3亿元，保变电气领涨

Core Viewpoint - The A-share market saw a collective rise in the three major indices, with a notable surge in the stock of Baobian Electric, a leader in grid equipment, which increased nearly 8% as of 14:02. This movement was influenced by the National Energy Administration's guidance on promoting the integration of new energy and emerging industries [1]. Group 1: Market Performance - The only grid equipment ETF (159326) experienced a 1% increase, with a trading volume of 303 million yuan. Other related stocks such as Ping An Electric, Teruid, Zhongneng Electric, Huaton Cable, and Shuangjie Electric also saw gains [1]. - The surge in Baobian Electric's stock reflects a broader positive sentiment in the market regarding grid equipment and renewable energy sectors [1]. Group 2: Policy and Industry Outlook - The National Energy Administration's guidance emphasizes the promotion of new energy integration with emerging industries, aligning with the "East Data West Calculation" project to enhance the synergy between computing power facilities and green electricity demand [1]. - The "14th Five-Year Plan" suggests accelerating the construction of a new energy system, increasing the proportion of renewable energy supply, and ensuring a reliable transition from fossil fuels [1]. - The plan aims to enhance the resilience and complementarity of the power system, promote the development of new energy storage, and accelerate the construction of smart grids and microgrids [1]. Group 3: ETF Information - The grid equipment ETF (159326) tracks the CSI Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation, and cable components. The index has a high weight of 64% in ultra-high voltage stocks, the highest in the market [2]. - The top ten holdings include industry leaders like Guodian NARI, TBEA, and Siyuan Electric, indicating a robust representation of key players in the grid equipment sector [2]. - The Green Power ETF (562550) tracks the CSI Green Power Index, which includes clean energy companies as well as transitional samples from thermal and nuclear power [2].