规模突破20亿创新高，电网设备ETF（159227）再度翻红，中天科技领涨

Core Viewpoint - The A-share market shows positive momentum with the electric grid equipment ETF (159326) experiencing a notable rebound, driven by increased demand for electricity due to AI advancements and aging power grids in developed countries [1] Group 1: Market Performance - As of 14:00 on December 1, the electric grid equipment ETF (159326) rose by 0.64% with a trading volume of 196 million yuan [1] - The ETF has seen a net inflow of 139 million yuan over the past two days, bringing its total size to over 2 billion yuan, a record high since its inception [1] Group 2: Industry Insights - High demand for electricity is anticipated due to the explosion of AI computing power, with Goldman Sachs projecting a 160% increase in electricity demand from global data centers by 2030 [1] - Aging power grids in Europe and the U.S. require urgent upgrades, leading to a forecasted global investment in power grids exceeding 400 billion dollars [1] - CITIC Securities indicates that the high demand for electricity driven by AI will significantly boost the need for supporting electrical equipment [1] Group 3: ETF Composition - The electric grid equipment ETF (159326) is the only ETF tracking the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as power transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [1] - The index has a high weight of 65% in ultra-high voltage components, the highest in the market [1]