电网ETF（561380）涨超2.3%，国家电网明确加大电网投资力度

Core Insights - The National Grid has announced an increase in investment in the power grid, indicating a sustained high demand in the domestic electricity sector [1] - The government has issued guidelines to promote high-quality development of the power grid, aiming to establish a new grid platform by 2030 that includes a main distribution network and supplementary microgrids [1] Investment and Development Goals - The target includes a "West-to-East Power Transmission" capacity exceeding 420 million kilowatts and an additional inter-provincial power mutual assistance capacity of 40 million kilowatts [1] - The goal is to support renewable energy generation to account for approximately 30% of total power generation and to accommodate distributed renewable energy capacity of 900 million kilowatts [1] Technological Advancements - The initiative will also promote the flexible and intelligent transformation of distribution networks, supporting the construction of distributed independent energy storage and grid-replacement energy storage [1] - There will be a focus on developing technologies for the coordinated planning and operational scheduling of main distribution microgrids, with pilot projects for 100% renewable energy large bases for long-distance transmission [1] Regional Developments - Inner Mongolia aims to achieve a grid-connected energy storage scale of over 45 GWh by 2025 [1] - Gansu has introduced a compensation mechanism for energy storage capacity, with a compensation standard set at 330 yuan per kW per year, supporting the construction of a new power system [1] ETF Performance - The Electric Grid ETF (561380) rose over 2.3%, tracking the Hang Seng A-share Electric Grid Equipment Index, which covers various sub-industries including electronic equipment, instruments, and components [1]