全市场唯一电网设备ETF（159326）成交额破2亿，规模再创新高

Core Insights - The Electric Grid Equipment ETF (159326) has seen a narrowing decline of 1.21% as of 14:54 on November 17, with a trading volume of 207 million yuan, indicating strong market interest [1] - The ETF has attracted 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 National Energy Administration has released guidelines to promote the integrated development of renewable energy, emphasizing the need for a dual network operation of electricity and computing power to support a national integrated computing power network [1] Industry Developments - The "14th Five-Year Plan" suggests accelerating the construction of a new energy system, increasing the proportion of renewable energy supply, and ensuring a safe and orderly replacement of fossil energy [1] - There is a focus on enhancing the resilience and complementarity of the power system, with plans for scientific layout of pumped storage and significant development of new energy storage, as well as accelerating the construction of smart grids and microgrids [1] - The Electric Grid Equipment ETF 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, with a high weight of 64% in ultra-high voltage [1]