电网ETF（561380）涨超1.3%，近20日净流入超3.6亿元，北美缺电利好电力设备行业

Core Insights - North America is experiencing a power shortage, which is beneficial for the power equipment industry within the overseas supply chain [1] - The development of power generation, energy storage, and transmission & distribution sectors is expected to grow [1] - In 2024, 20 new DC transmission lines are projected to deliver 705.3 billion kilowatt-hours, with renewable energy accounting for 56.8%, an increase of 4.3 percentage points year-on-year [1] - The importance of grid equipment in the absorption of clean energy is highlighted [1] - The high demand for data centers is driving the transition to Solid State Transformer (SST) technology, leading to sustained growth in power equipment demand [1] - The industry is benefiting from the expansion of overseas energy infrastructure and structural opportunities in domestic ultra-high voltage and energy storage sectors [1] - The Grid ETF (561380) tracks the Hang Seng A-share Power Grid Equipment Index, which includes listed companies involved in key areas such as transmission and transformation equipment and grid automation [1]