变压器工厂爆单满产+全国容量电价政策发布，百亿规模电网设备ETF(159326)飙涨3%，年内“吸金”124亿

Group 1 - The core viewpoint highlights the strong performance of the ultra-high voltage and photovoltaic sectors, with the electric grid equipment ETF (159326) surging by 3.25% and attracting a net subscription of 100 million units [1] - Global AI computing power construction is entering an explosive phase, with transformer factories operating at full capacity, and some orders for data center transformers extending delivery times from 50 weeks to 127 weeks in the U.S. market [2] - A report from CITIC Securities indicates that space photovoltaic technology is not just speculation but is on the verge of large-scale deployment, with the long-term market potential expected to grow over 30 times [2] Group 2 - Two departments have issued a notice to improve the capacity pricing mechanism on the generation side, establishing a new independent storage capacity pricing mechanism at the national level, which will enhance the reliability of integrating unstable wind and solar power into the grid [2] - The electric grid equipment ETF (159326) has a weight of over 60% in ultra-high voltage, 55% in smart grid, and 14% in controllable nuclear fusion, with key stocks including State Grid NARI, TBEA, and Sifang Electric [2] - The photovoltaic ETF (515370) covers high-purity photovoltaic industries, with key stocks including TBEA, LONGi Green Energy, and Sungrow Power Supply [2] - The green electricity ETF (562550) focuses on the entire power transition chain, with core weight stocks such as Yangtze Power and Three Gorges Energy [3]