国家电网“十五五”投资4万亿元，电网ETF（561380）大涨超5%

Group 1 - The core viewpoint is that the investment in fixed assets by the State Grid Corporation is expected to reach 4 trillion yuan, marking a 40% increase compared to the previous five-year plan [3] - The construction of ultra-high voltage (UHV) projects is accelerating, with approvals for multiple projects expected to maintain an annual pace of 3-4 for direct current and 2 for alternating current during the 14th Five-Year Plan [3] - The demand for electricity in the U.S. is projected to grow, with data centers contributing significantly to the increased load, highlighting a gap between electricity demand and supply [4][7] Group 2 - The AI industry is driving a global electricity shortage, making power equipment a market focus, with predictions indicating that electricity demand from data centers will increase by over 150% by 2030 [8][11] - The domestic power grid industry is well-positioned to fill the electricity supply gap due to its complete industrial chain and efficient delivery capabilities [7] - The electric grid ETF (561380) has seen significant inflows, indicating strong market interest in the electric grid sector [1][11]