Mei Ri Jing Ji Xin Wen·2026-02-26 06:12Group 1 - The core viewpoint is that the electric grid equipment sector is experiencing strong performance despite a general decline in the A-share market, driven by increased global energy infrastructure upgrades and rising demand for new data centers [1] - The electric grid equipment ETF (159326) has seen a significant increase of 1.93% with a trading volume of 8.22 billion yuan, and has recorded a net inflow of 1.982 billion yuan over the past five days, reaching a historical high in scale [1] - Major stocks in the sector, such as Zhongtian Technology and Hengtong Optic-Electric, have hit the daily limit, indicating strong investor interest and confidence in the sector's growth potential [1] Group 2 - The electric grid equipment ETF (159326) is the only product tracking the China Securities Electric Grid Equipment Theme Index, focusing on ultra-high voltage and smart grid sectors, with a 90% weight on smart grid and 67% on ultra-high voltage, leading the market [2] - The ETF covers key industry leaders like Tebian Electric Apparatus and State Grid NARI, aligning with the high growth trajectory of ultra-high voltage projects and overseas exports, making it a vital tool for investors [2] - Global investment in electric grids is projected to exceed 400 billion USD, with AI expected to significantly boost electricity demand and related equipment needs, sustaining high industry prosperity [1]