EASA(SZ:300215) Mei Ri Jing Ji Xin Wen·2025-11-21 02:42Group 1 - The A-share market opened lower on November 21, with the only ETF tracking power grid equipment (159326) dropping by 3.23%, despite active trading with a transaction volume exceeding 1.1 billion yuan [1] - The power grid equipment ETF has experienced a phase of adjustment due to market conditions, but its long-term investment value remains unchanged, with a noticeable trend of low-position layout as it has seen a net inflow for six consecutive trading days, totaling over 300 million yuan, reaching a historical high of 1.916 billion yuan [1] - The AI-driven "electricity shortage" issue is significantly increasing residential electricity costs, with the largest U.S. grid operator, PJM, facing a decision-making dilemma regarding the rapid rise in residential electricity prices due to surging data center power consumption, warning of potential power shortages as early as 2027 [1] Group 2 - The power grid equipment ETF (159326) is the only ETF tracking the CSI Power Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment, where ultra-high voltage accounts for 64% of the index's weight, the highest in the market [2] - Current energy policies are frequently issued, driven by global electricity shortages and carbon reduction demands, creating abundant investment opportunities in clean energy and new grid construction over the next 3-5 years, with significant growth expected in energy storage, green hydrogen, and ammonia, alongside sustained high investment in wind, solar, and grid infrastructure [1]