缺电逻辑持续演绎，电网设备ETF（159326）阶段回调迎布局机会，特高压含量最高

Group 1 - The A-share market experienced a collective pullback on November 17, with the only electric grid equipment ETF (159326) declining by 1.61% and achieving a trading volume of 177 million yuan, while some constituent stocks like Jingda Co. and Zhongyuan Co. saw significant gains [1] - The electric grid equipment ETF has attracted substantial capital, accumulating over 1.5 billion yuan in the last 12 trading days, reaching a total size of over 1.9 billion yuan, marking a record high since its inception and making it the largest electric grid equipment themed ETF in the market [1] - The long-term logic for the electric grid equipment sector remains solid due to ongoing global electricity shortages, presenting potential opportunities for investment despite short-term pullbacks [1] Group 2 - The electric grid equipment ETF (159326) is the only ETF tracking 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 index has a high weight of 64% in ultra-high voltage equipment, the highest in the market, and includes leading companies in its top ten holdings, such as Guodian NARI, TBEA, and Siyuan Electric [2]