盘中触底拉升，电网设备ETF（159326）跌幅收窄，全市场电网设备含量最高

Group 1 - The A-share market experienced a collective pullback on February 13, with the electric grid equipment sector initially declining but later rebounding, as evidenced by the electric grid equipment ETF (159326) narrowing its decline to 0.91% with a transaction volume of 7.81 billion yuan [1] - The State Council issued an implementation opinion on improving the national unified electricity market system, outlining goals for the next 5 to 10 years, which directly benefits sectors such as grid construction, electricity trading, energy storage, and renewable energy generation [1] - Vertiv, a global leader in liquid cooling and power management solutions, reported significant earnings exceeding expectations for Q4 and the full year of fiscal year 2025, indicating that high power density cabinet deployments are accelerating, thereby increasing pressure on the power grid [1] Group 2 - The electric grid equipment ETF (159326) is the only ETF tracking the China Securities Electric Grid Equipment Theme Index, with over 78% of its holdings in the electric grid equipment sector, making it the purest electric grid index in the market [2] - The index constituents are primarily distributed across power transmission and transformation equipment, grid automation equipment, cable components, communication cables and accessories, and distribution equipment, showcasing strong representativeness [2] - The smart grid accounts for a high weight of 90%, while ultra-high voltage has a weight of 67%, both being the highest in the market [2]