AIDC引爆电力需求，电网设备中长期逻辑坚实，电网设备ETF（159326）持续获资金抢筹

Group 1 - The A-share market saw all three major indices rise collectively, with the power grid equipment sector showing strong performance, recovering quickly after an early drop and turning positive in the afternoon [1] - The largest power grid equipment ETF (159326) recorded a slight increase of 0.05% with a trading volume of 1.362 billion yuan, and several stocks within the ETF, such as Han Cable and Dongcai Technology, reached their daily limit [1] - The ETF has attracted over 13.1 billion yuan in net inflows this year, reaching a new high of 19.287 billion yuan, making it the largest power grid ETF in the market [1] Group 2 - The ETF tracks the CSI Power Grid Equipment Theme Index and has over 78% exposure to the power grid equipment sector, making it the purest power grid index in the market [2] - The index's constituent stocks are primarily distributed across power transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment, with a high representation of smart grid (90% weight) and ultra-high voltage (67% weight) [2] Group 3 - The explosion of AI computing power has led to increased electricity demand in global data centers, with high-performance transformers being crucial for energy conversion [1] - Reports indicate that transformer factories in regions like Guangdong and Jiangsu are operating at full capacity, with some orders for data center-related transformers extending to 2027 [1] - Guojin Securities predicts a 30% supply gap for power transformers in the U.S. by 2025, with supply-demand mismatches expected to continue until 2030, benefiting export leaders with channel advantages and rapid delivery capabilities [1]