4万亿电网投资+AI算力需求爆发，电网设备ETF（159326）午后拉升，成交额已超8.96亿元

Group 1 - The A-share market showed mixed performance on February 4, with the Shanghai Composite Index slightly rising, and the electric grid equipment sector rebounding after hitting a low, with the only electric grid equipment ETF (159326) down by 0.77% and a trading volume of 896 million yuan [1] - The electric grid equipment ETF has seen significant inflows this year, with a total net inflow exceeding 10 billion yuan, bringing its latest scale to 17.577 billion yuan, making it the largest power-related ETF in the market [1] - The State Grid Corporation announced that fixed asset investment during the 14th Five-Year Plan period is expected to reach 4 trillion yuan, a 40% increase compared to the 13th Five-Year Plan, marking a historical high and supporting the electric grid equipment industry's prosperity throughout the 14th Five-Year Plan period [1] Group 2 - The electric grid equipment ETF (159326) is the only ETF tracking the China Securities Electric Grid Equipment Theme Index, with a strong representation in the industry distribution, primarily in power transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [2] - The smart grid has a weight of 90% in the ETF, while ultra-high voltage equipment accounts for 67%, both being the highest in the market [2]