数据中心缺电持续，变压器出口爆单，电网设备ETF（159326）规模突破200亿元

Group 1 - The A-share market saw a strong performance in the electric grid equipment sector, with the largest ETF (159326) rising by 2.81% and achieving a trading volume of 1.185 billion yuan by 13:25 [1] - The electric grid equipment ETF has experienced a net inflow of over 2.306 billion yuan over the past four trading days, reaching a new high of 20.483 billion yuan in total assets, making it the largest in its category [1] - The demand for power transformers and other core equipment is surging due to AI computing power driving data center electricity needs, with a supply gap of 30% for North American power transformers and 6% for distribution transformers [1] Group 2 - The electric grid equipment ETF (159326) is the only ETF tracking the China 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 components 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%) and ultra-high voltage (67%) [2]