算力狂飙加剧电网拥堵，电网设备ETF（159326）盘中交投活跃，金利华电领涨

Group 1 - The A-share market showed a positive trend with the only electricity grid equipment ETF (159326) rising by 0.65%, and trading volume exceeding 178 million yuan [1] - From January to October, the profits of industrial enterprises above designated size in China increased by 1.9% year-on-year, with the electricity, heat, gas, and water production and supply industry achieving a profit of 732.93 billion yuan, reflecting a robust growth of 9.5% [1] - According to a report by Zhongtai Securities, the demand for data center construction in the U.S. is expected to surge in the next 3 to 5 years, leading to increased load on the power grid due to the continuous operation of AI data centers [1] Group 2 - The electricity grid equipment ETF (159326) is the only ETF tracking the China Securities Electricity Grid Equipment Theme Index, with a strong representation in sectors such as power transmission and transformation equipment, grid automation equipment, and distribution equipment [2] - The index has a high weight of 64% in ultra-high voltage equipment, the highest in the market [2]