行业长期价值稳固，电网设备ETF（159326）午后跌幅收窄，短期调整现布局窗口

Core Insights - The electric grid equipment ETF (159326) has shown resilience despite recent market adjustments, with a significant net inflow of over 300 million yuan over the past six trading days, reaching a historical high of 1.916 billion yuan in total assets [1] - The long-term value of the electric grid equipment industry remains solid, supported by domestic demand from AI electricity consumption and renewable energy integration, as well as strong external demand driven by the replacement of aging grids in overseas markets [1] - The U.S. power equipment industry is poised for growth due to a peak in coal-fired power plant retirements, with an expected retirement of 12.3 GW by 2025, alongside a slow increase in net generation capacity, creating a supply-demand gap [1] Industry Overview - The electric grid equipment ETF (159326) is the only ETF tracking the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation, cable components, and distribution equipment [2] - The index has a high concentration in ultra-high voltage equipment, accounting for 64% of its weight, the highest in the market [2]