电网ETF（561380）飘红，行业整体维持稳健增长态势

Group 1 - The AIDC supply chain remains an important direction for the industry, with short-term impacts from fluctuations in funding [1] - NVIDIA has clarified future trends in the SST industry, leading to increased attention on SST-related stocks [1] - There is a consensus on the shortage of power transmission and transformation equipment in North America, raising interest in transformer exports to this region [1] Group 2 - The export growth rate of domestic power transformers is expected to exceed 45% from January to August 2025, with significant opportunities in the North American and Middle Eastern markets [1] - In the area of power grid equipment, domestic ultra-high voltage investments and overseas demand continue to show high prosperity, with cumulative investment in the power grid increasing by 9.94% year-on-year from January to September 2025 [1] - The Electric Grid ETF (561380) tracks the Hang Seng A-share Electric Grid Equipment Index, which reflects the overall performance of companies involved in the electric grid equipment sector [1]