AI推高电力需求，迎接结构性上升周期，电网设备ETF（159326）大涨1.88%

Group 1 - The electric grid equipment ETF (159326) has seen a rise of 1.88% as of December 12, with stocks like Zhongneng Electric, Hualing Cable, and Fengfan Co. hitting the daily limit, while Tongguang Cable, Hailianxun, Shuangjie Electric, and Guodian Nanzi also experienced gains [1] - The ETF has recorded a net inflow of funds for 11 consecutive trading days, totaling 724 million yuan, with the latest share count reaching 1.848 billion and a total scale of 2.647 billion yuan, both hitting new highs since its inception [1] - A satellite named "Electric Power Engineering" was successfully launched on December 10, designed to meet the full-chain needs of electric grid construction and operation, serving as a dedicated monitoring tool for the grid [1] Group 2 - 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 transmission and transformation equipment, grid automation, cable components, and distribution equipment, expected to benefit from the explosion of AI computing power [2] - The ultra-high voltage sector holds a significant weight of 65% in the ETF, the highest in the market [2] Group 3 - Citigroup has indicated that global electricity demand is being significantly driven up by AI data centers, electrification, and the integration of renewable energy, alongside a Federal Reserve interest rate cut cycle that lowers financing costs, supporting long-term investments in grid infrastructure projects [1] - Asian market companies focused on high-voltage transformers, GIS, and energy storage systems are entering a "multi-year structural upcycle" [1]