Group 1 - The market continues to show volatility, with the only electricity grid equipment ETF (159326) rising by 1.90% and a trading volume exceeding 1.79 billion yuan as of 13:57 on November 25 [1] - The surge in electricity demand from data centers has put pressure on the U.S. power system, with Texas seeing a 170% increase in monthly connection applications, totaling over 220 gigawatts, 73% of which comes from data centers [1] - Grid Strategies warns of potential power shortages and rolling blackouts in certain regions of the U.S. due to demand growth outpacing supply [1] Group 2 - The electricity grid equipment ETF (159326) tracks the China Securities Electricity Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation, and distribution equipment [2] - The index has a high weight of 64% in ultra-high voltage, the highest in the market, and includes leading companies like State Grid NARI, TBEA, and Siyuan Electric in its top ten holdings [2]
算力扩张重压电网，全市场唯一的电网设备ETF（159326）涨超1.90%
Mei Ri Jing Ji Xin Wen·2025-11-25 06:29