电网ETF（561380）回调超3%，政策与需求双轮驱动行业长期逻辑，回调或可布局

Group 1 - The central economic work conference emphasizes the commitment to "dual carbon" goals, promoting a comprehensive green transition and formulating a national energy construction plan [1] - The photovoltaic industry is identified as a key area for "deep rectification" of excessive competition, which is expected to accelerate the exit of backward production capacity and improve industry profit margins [1] - The Zhejiang ultra-high voltage AC ring network project has been approved with a total investment of 29.3 billion yuan, marking it as the highest investment and largest single project in the domestic ultra-high voltage AC sector, scheduled for completion in 2029 [1] Group 2 - The electric grid ETF (561380) tracks the Hang Seng A-share electric grid equipment index, which reflects the overall performance of listed companies involved in power transmission, distribution, and control equipment manufacturing [1] - The index constituents are representative of the industry and highlight the trends in China's electric grid construction and intelligent upgrades [1]