Core Insights - The A-share market experienced a decline, with the only ETF tracking power grid equipment (159326) dropping by 0.56%, despite active trading with a daily turnover of 177 million yuan [1] - The power grid equipment ETF has seen a net inflow of over 300 million yuan over the past six trading days, reaching a record size of 1.916 billion yuan [1] - The industry outlook for power grid equipment remains positive, driven by policy support and the emphasis on new energy systems in the "14th Five-Year Plan" [1] Industry Summary - The power grid equipment ETF (159326) is the only ETF tracking the CSI Power Grid Equipment Theme Index, with a significant representation in sectors such as transmission and transformation equipment, grid automation, cable components, and distribution equipment [1] - The weight of ultra-high voltage equipment in the index is notably high at 64%, the highest in the market [1] - Local governments are also focusing on enhancing the competitiveness of new energy industry clusters, further supporting the growth potential of the power equipment sector [1]
行业景气度向好，电网设备ETF（159326）获资金逆势布局，规模再创新高
Mei Ri Jing Ji Xin Wen·2025-11-21 02:21