机械ETF（516960）涨超1.7%，数据中心电力需求扩张引关注

Core Viewpoint - The mechanical ETF (516960) has risen over 1.7%, driven by the expanding power demand in data centers and the anticipated recovery in the domestic power equipment industry by 2026 [1] Industry Summary - The domestic power equipment industry is expected to maintain high installation levels by 2026, with the delivery of "anti-involution" orders and stabilization of bidding prices leading to overall profit recovery in the supply chain [1] - Global offshore wind power is entering an accelerated expansion phase due to technological advancements and policy support, resulting in a continuous decrease in the cost per kilowatt-hour [1] - Key segments such as offshore wind power infrastructure and submarine cables will directly benefit from the expanding demand [1] - The overseas demand for wind power is beginning to increase, and domestic companies are expected to see rapid growth in overseas orders due to their mature supply chains and manufacturing capabilities, accelerating their international expansion [1] Company Summary - The mechanical ETF (516960) tracks a specialized mechanical index (000812), which selects listed company securities from the Shanghai and Shenzhen markets involved in specialized equipment and general machinery sectors [1] - The index focuses on high-end manufacturing and intelligent manufacturing, reflecting the overall performance of competitive and high-quality enterprises within the mechanical equipment industry [1]