全球变压器供应紧张，电网设备ETF（159326）拉升涨超4%，全市场唯一

Group 1 - The A-share market experienced a collective pullback on January 13, with the electric grid equipment sector showing significant movement, particularly the only electric grid equipment ETF (159326), which surged over 4% during trading [1] - The ETF recorded a trading volume of 770 million yuan by 14:01, with key holdings such as Double Star Electric, China West Electric, and TBEA hitting the daily limit, while Anke Intelligent Electric rose over 15% [1] - Global transformer supply remains tight, with the U.S. relying on imports for 80% of its power transformers and a projected 30% supply gap by 2025. China's transformer exports reached 58 billion yuan in the first 11 months, marking a year-on-year increase of 36.3% [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 power transmission and transformation equipment, grid automation equipment, and cable components [2] - The smart grid has a high weight of 88% in the index, while ultra-high voltage equipment accounts for 65%, both being the highest in the market [2] Group 3 - Goldman Sachs predicts that investments driven by AI in global digital infrastructure and energy systems will reach up to 5 trillion dollars over the next decade, with electric grid equipment being a direct beneficiary of this investment wave [1] - Huatai Securities indicates that the export logic for primary equipment, represented by transformers, remains strong, with high-speed growth in orders and revenue observed in both main and distribution networks [1] - The ongoing shortage of high-voltage grid equipment is expected to be sustained in the future [1]