电网ETF（561380）盘中涨超2%，近10日净流入超14亿元，国家电网四万亿投资催化

Group 1 - The core viewpoint of the article highlights that the State Grid Corporation plans to invest 4 trillion yuan during the "14th Five-Year Plan" period, representing a 40% increase compared to the previous plan, aimed at building a new power system [1] - The electric power digitalization is emphasized as a crucial component of the new power system, with an expected 5% year-on-year growth in total electricity consumption by 2025, and specific growth rates of 8.2% for the tertiary industry and 6.3% for urban and rural residents' electricity consumption [1] - The monthly agent purchase electricity running costs are on the rise due to increased capacity prices and the entry of renewable energy mechanisms into the settlement cycle, while the overall agent purchase electricity costs are declining due to significant reductions in thermal power annual contract prices and the full market entry of renewable energy [1] Group 2 - The Electric Grid ETF (561380) tracks the Hang Seng A-Share Electric Grid Equipment Index (HSCAUPG), which selects listed companies involved in power transmission, distribution systems, and related services from the Chinese A-share market to reflect the overall performance of the electric grid equipment industry [1] - The index components cover key areas such as power network construction and technological upgrades, with a primary focus on the manufacturing sector, including information transmission, software, and information technology services [1]