政策力度加强，电网设备ETF（159326）开盘拉升，规模再创新高

Core Viewpoint - The A-share market shows mixed performance with a notable rebound in the power grid equipment sector, driven by recent policy announcements and significant capital inflows into related ETFs [1]. Group 1: Market Performance - The only power grid equipment ETF (159326) increased by 0.98% as of 9:35 AM, with a trading volume of 19.76 million yuan [1]. - Key stocks such as Hualing Cable and Windfan Co. reached their daily limit, while Zhongneng Electric surged over 9% [1]. - The power grid equipment ETF has seen a net inflow for 11 consecutive trading days, totaling 724 million yuan, reaching a new high of 2.647 billion yuan in total assets [1]. Group 2: Policy Impact - The National Development and Reform Commission and the National Energy Administration released a notice aimed at optimizing market pricing for centralized renewable energy generation, which is expected to enhance the efficiency of electricity resource allocation and support the construction of a new power system [1]. - Huatai Securities anticipates that investments in the power grid during the 14th Five-Year Plan period will exceed 4 trillion yuan, a significant increase from 2.8 trillion yuan during the previous plan [1]. - The construction of the main grid is crucial for achieving interconnectivity and is a key focus for building a unified national electricity market [1]. Group 3: Related Products - The power grid equipment ETF (159326) tracks the CSI Power Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation, and cable components, with a high weight of 65% in ultra-high voltage [2]. - The Green Power ETF (562550) tracks the CSI Green Power Index, including clean energy companies and transitional energy samples, providing stable performance and high dividend yields, making it suitable for risk-averse asset allocation [2].