午后强势拉升翻红，电网设备ETF（159326）成交额破10亿元，全市场电网设备含量最高

Group 1 - The A-share market indices continued to rebound, with the electric grid equipment sector experiencing a strong upward trend after an initial dip, leading to significant gains in various stocks [1] - The largest electric grid equipment ETF (159326) saw a rise of 0.94%, with a trading volume reaching 1.037 billion yuan, and several stocks, including Han Cable and Dongcai Technology, hitting the daily limit [1] - The electric grid equipment ETF has attracted over 1.247 billion yuan in the last three days, bringing its total size to 19.287 billion yuan, marking a record high since its inception [1] Group 2 - Domestic investment in electric grids is increasing, with the State Grid's fixed asset investment plan for the 14th Five-Year Plan reaching 4 trillion yuan, a 40% increase from the previous plan, creating a historic high [2] - The demand for electric grid equipment is being driven by the simultaneous global explosion in AI computing power, leading to a surge in electricity demand for data centers, with some transformer orders extending to 2027 [1][2] - The electric grid equipment ETF is the only one 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]