AI对电力需求仍将维持较高水平，电网设备ETF（159326）跌幅收窄，精达股份涨势靠前

Core Viewpoint - The electric grid equipment sector is experiencing a rebound, with significant capital inflow into the electric grid equipment ETF, indicating strong investor interest and potential growth in the sector driven by AI and global manufacturing recovery [1] Group 1: Market Performance - The electric grid equipment ETF (159326) saw its decline narrow to 0.48% by 10:32 AM, amidst a generally low opening for the market [1] - Over the past 10 trading days, the ETF has attracted over 1.3 billion yuan in capital, reaching a new high of 1.915 billion yuan in total assets [1] Group 2: Future Outlook - Guojin Securities anticipates that capital expenditures in AI will continue to rise, maintaining high demand expectations for electricity [1] - The global manufacturing recovery is expected to further increase electricity demand, potentially leading to a rapid growth period for global electricity consumption [1] - China holds a significant advantage in energy supply and pricing, with ample manufacturing capacity, suggesting that the country will benefit greatly from the anticipated increase in global electricity demand [1] Group 3: ETF Composition - The electric grid equipment ETF is the only one tracking the CSI Electric Grid Equipment Theme Index, with major components including power transmission and transformation equipment, grid automation devices, cable components, and distribution equipment [1] - The top ten holdings of the ETF include industry leaders such as Guodian NARI, TBEA, Sifang Electric, and Teradyne [1]