电网ETF（561380）跌超3%，近20日净流入超4.5亿元，回调或可布局

Core Insights - The renewable energy industry has entered the "network construction era," with the National Energy Administration issuing guidelines to promote the integration of renewable energy and energy storage systems [1] - Significant infrastructure projects, such as the Gansu Wuwei North 750 kV transmission project and the Southeast Tibet to Guangdong-Hong Kong-Macao ultra-high voltage direct current transmission project, are underway to enhance cross-regional power transmission capabilities [1] - A unified national electricity market system is being accelerated, with policies aiming to establish a multi-level renewable energy consumption regulation system by 2030, addressing an annual demand for over 200 million kilowatts of new energy consumption [1] - The transition of renewable energy development from "grid-driven" to a new phase focused on "consumption capacity, safety regulation, and market mechanisms" is highlighted, with grid investment and technological innovation supporting efficient allocation and consumption of renewable energy [1] Industry Summary - The electric grid ETF (561380) tracks the Hang Seng A-share electric grid equipment index (HSCAUPG), which consists of up to 100 listed companies related to electric grid equipment, covering the entire industry chain of grid construction [1] - The index's constituent stocks are primarily concentrated in the electric grid equipment and communication equipment sectors, reflecting a high level of industry representation and overall performance of listed companies related to electric grid equipment [1]