超16亿盘中抢筹百亿规模电网设备ETF(159326)，八连“吸金”66亿，居电网主题ETF第一

Group 1 - The electric grid equipment ETF (159326) experienced a single-day surge of 7.6% and has seen a slight pullback of 2%, with net subscriptions reaching 918 million units, indicating strong investor interest [1] - The ETF has recorded a total net inflow of 6.645 billion yuan over the past eight days, making it the leading electric grid theme ETF [1] - The ETF's latest scale has surpassed 11.778 billion yuan, positioning it as the largest in the electric grid theme category [3] Group 2 - Elon Musk highlighted the explosive growth in power demand for AI supercomputing clusters and data centers, leading to a critical shortage of high-performance transformers [2] - The North American market is experiencing a surge in demand for electrical equipment driven by aging grid updates and the electricity needs of AI data centers, with delivery times for transformers and high-voltage cables nearly doubling [2] - China's exports of transformers, high-voltage switches, and wires and cables are projected to grow by 35.3%, 29.4%, and 22.9% respectively from January to November 2025, indicating a strong international market presence [2] - The National Development and Reform Commission and the Energy Administration issued guidelines to promote high-quality development of the electric grid, encouraging proactive investment in grid construction [2] - Huatai Securities is optimistic about the acceleration of the national unified electricity market construction, predicting steady growth in grid investment during the 14th Five-Year Plan period, with high demand for ultra-high voltage construction [2]