特高压狂掀涨停潮，电网设备ETF（159326）涨超3.21%，全市场特高压含量最高

Core Viewpoint - The high-voltage transmission concept is experiencing a surge, with significant stock price increases for companies like China Xidian, Wind范股份, and Baobian Electric, driven by recent regulatory approvals and project advancements in the sector [1] Group 1: Market Performance - The only ETF tracking power grid equipment (159326) rose by 3.21%, with a trading volume of 313 million yuan as of 13:05 [1] - The ETF has seen a net inflow for 11 consecutive trading days, accumulating 724 million yuan, reaching a new high of 2.647 billion yuan [1] Group 2: Regulatory Developments - The Sichuan Provincial Development and Reform Commission approved the Panzhixi High Voltage AC Project, and several other high-voltage projects have made significant progress [1] Group 3: Investment Outlook - Huatai Securities projects that national grid investment during the 14th Five-Year Plan period could exceed 4 trillion yuan, a substantial increase from the 2.8 trillion yuan during the 13th Five-Year Plan [1] - The construction of the main grid is crucial for achieving interconnectivity in the national grid, which is a key support for building a unified national electricity market [1] Group 4: ETF Composition - The ETF (159326) primarily tracks the China Securities Power Grid Equipment Theme Index, with a strong representation in sectors such as power transmission and transformation equipment, grid automation equipment, and distribution equipment [1] - High-voltage transmission equipment accounts for 65% of the ETF's weight, the highest in the market [1]