短期压力释放，电网设备ETF（159326）迎布局窗口，资金越跌越买

Core Insights - The A-share market experienced a high opening followed by a decline, with the Electric Grid Equipment ETF (159326) seeing a reduced increase of 0.07% by 10:47 AM, despite active trading with a transaction volume of 83.14 million yuan [1] - The Electric Grid Equipment ETF has undergone a phase of correction recently, but there is a trend of increasing investment as it has seen a net inflow of 285 million yuan over the last five trading days, bringing its total size to over 1.9 billion yuan, making it the largest electric grid equipment-themed ETF in the market [1] - The demand for electric grid equipment is supported by global electricity shortages due to AI computing power surges and the need for renewable energy integration, alongside aging overseas grid infrastructure and the transition to new energy sources, positioning China's electric grid equipment as cost-effective and technologically advanced for international expansion [1] - China is continuously promoting electricity system reforms, accelerating the construction of ultra-high voltage and main grid systems, which sustains high demand for electric grid equipment [1] - The Electric Grid Equipment ETF tracks the CSI Electric Grid Equipment Theme Index, with a significant representation in sectors such as power transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment, where ultra-high voltage components account for 64% of the index [1]