“十五五”电网投资4万亿！规模最大的电网设备ETF(159326)涨4.7%，资金盘中抢筹近10亿，连续6日“吸金”

Group 1 - The electric grid equipment sector experienced a strong surge, with the green electricity ETF (562550) rising by 1.62% and the largest ETF in the same theme approaching a scale of 70 billion, increasing by 4.7% since the beginning of the year, with a cumulative increase of nearly 17% [1][2] - The National Grid announced on January 15 that fixed asset investment during the "14th Five-Year Plan" period is expected to reach 4 trillion yuan, a 40% increase compared to the "13th Five-Year Plan" investment, aimed at building a new power system [2] - The electric grid equipment ETF (159326), which tracks the China Securities Electric Grid Equipment Theme Index, saw a rise of 4.71%, with key stocks including State Grid NARI Technology, TBEA, and Sifang Electric [2] Group 2 - The green electricity ETF (562550) has a core weight stock, Yangtze Power, which accounts for 10% of its holdings, making it the largest hydropower operator in China, along with Three Gorges Energy, the largest renewable energy operator in the country [2] - The total net inflow into the electric grid equipment ETF has exceeded 2.4 billion yuan, with a net subscription of 5.74 billion shares and an estimated net inflow of 999.2 million yuan [1][2] - The investment scale for the Southern Grid during the "14th Five-Year Plan" period is expected to reach around 1 trillion yuan, indicating a significant investment in the electric grid sector [2]