电网基建与AI数据中心共振，电网设备ETF（159326）领涨两市，单日成交额创历史新高

Group 1 - The A-share market experienced a collective pullback on January 13, with the only electric grid equipment ETF (159326) rising by 2.7%, leading the market in ETF performance, and achieving a record trading volume of 1.181 billion yuan [1] - The electric grid equipment ETF has seen a net inflow of over 468 million yuan this year, bringing its latest scale to 4.648 billion yuan, a new high since its establishment [1] - The Ministry of Industry and Information Technology and four other departments jointly issued guidelines for the construction and application of industrial green microgrids from 2026 to 2030, aiming to promote the application of green electricity in the industrial sector and enhance energy conservation and carbon reduction [1] Group 2 - Goldman Sachs predicts that investments in global digital infrastructure and energy systems driven by AI will reach 5 trillion dollars over the next decade, with electric grid equipment being a direct beneficiary of this investment wave [1] - According to Chengtong Securities, global electric grid investment continues to grow, with a significant portion of equipment in developed economies being over 20 years old, indicating a pressing need for upgrades [1] - The electric grid equipment ETF (159326) tracks the China Securities Electric Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, and distribution equipment, where smart grid and ultra-high voltage components hold the highest market weights at 88% and 65%, respectively [2]