电网ETF（561380）涨超2.7%，高压建设提速与容量电价改革引关注

Group 1 - The core viewpoint of the article highlights the approval of the Panxi UHV AC project, which is set to commence construction in the first half of 2026 with a total investment of 23.17 billion yuan [1] - The project will establish two 1000 kV substations and double-circuit UHV lines, enhancing the power transmission capacity of the Panxi region by 5.8 million kW and facilitating the development of 7 million kW of new energy [1] - The Gansu-Zhejiang ±800 kV UHV DC transmission project has entered the electrical installation phase, which is expected to deliver over 36 billion kWh of electricity annually to Zhejiang, with more than 50% coming from renewable energy sources [1] Group 2 - The acceleration of UHV construction is expected to improve the capacity for clean energy consumption and promote grid upgrades [1] - The Electric Grid ETF (561380) tracks the Hang Seng A-share Electric Grid Equipment Index (HSCAUPG), which selects listed companies in the electric grid equipment sector from the mainland market [1] - The index constituents cover key areas such as power network construction and technological upgrades, demonstrating significant representativeness and focus within the industry, primarily comprising manufacturing while also including technology and cyclical sectors [1]