电力板块迎重磅利好,电网设备ETF(159326)涨超2%,跟踪全市场最“纯”电网指数
Mei Ri Jing Ji Xin Wen·2026-02-12 02:49

Group 1 - The core viewpoint of the news is that the A-share market indices rebounded strongly, driven by news related to the national unified electricity market system, which is expected to benefit the power grid construction and related sectors [1] - The implementation of the national unified electricity market system aims to outline the goals for the next 5-10 years, directly benefiting sectors such as power grid construction, electricity trading, energy storage, and renewable energy generation [1] - The report from brokerages indicates that the completion of the "14th Five-Year Plan" for the power system and the positive start of the "15th Five-Year Plan" have boosted industry expectations, with significant investment plans from the State Grid [1] Group 2 - The Electric Grid Equipment ETF (159326) is highlighted as the only ETF tracking the China Securities Electric Grid Equipment Theme Index, with over 78% of its holdings in electric grid equipment, making it the purest electric grid index in the market [2] - The index components are primarily distributed across sectors such as transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment, with a high representation of smart grid and ultra-high voltage equipment [2]

电力板块迎重磅利好,电网设备ETF(159326)涨超2%,跟踪全市场最“纯”电网指数 - Reportify