南方电网2026年投资1800亿创新高，电网设备ETF（159326）连续13日净流入，规模再创新高

Group 1 - The A-share market experienced a collective decline on January 27, with the only electric grid equipment ETF (159326) falling by 2.98% and achieving a trading volume of 7.19 billion yuan [1] - The electric grid equipment ETF has seen a net inflow of funds for 13 consecutive trading days, totaling 12.611 billion yuan, reaching a new high of 17.545 billion yuan, making it the largest power-related ETF in the market [1] - Southern Power Grid Company plans to invest 180 billion yuan in fixed assets in 2026, marking the fifth consecutive year of record capital expenditure, with an average annual growth rate of 9.5% over the past five years [1] Group 2 - The investment plan aligns with national dual carbon goals and the new power system construction plan, promoting projects like the Yangjiang Sanshan Island offshore wind power project [2] - The electric grid equipment ETF tracks the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, and cable components [2] - The smart grid accounts for 88% of the index weight, while ultra-high voltage accounts for 65%, both being the highest in the market [2]