电网ETF（561380）涨超1.2%，近20日净流入超2.3亿元，电源入市成为主旋律

Core Viewpoint - The electricity market is entering a new phase with the implementation of Document No. 136, leading to a significant influx of renewable energy projects into the market, resulting in differentiated bidding outcomes due to regional policy variations [1] Group 1: Market Trends - The electricity market has achieved comprehensive coverage, with supply and demand trends becoming more relaxed, significantly impacting long-term contracts [1] - The electricity price is expected to face downward pressure, but support is anticipated when prices approach a 20% drop from the bottom [1] Group 2: Investment Opportunities - Asset consolidation is identified as a key development theme during the 14th Five-Year Plan period, presenting potential investment opportunities [1] - The Electric Grid ETF (561380) has seen a rise of over 1.2% and a net inflow of over 230 million yuan in the past 20 days, indicating strong market interest [1] Group 3: Index Information - The Electric Grid ETF tracks the Hang Seng A-Share Electric Grid Equipment Index (HSCAUPG), which selects listed companies primarily engaged in electric grid equipment-related businesses to reflect the overall performance of the sector [1]