电网ETF、电网设备ETF广发、电网设备ETF上涨超3%，电网设备ETF年内涨超30%，电网ETF、电网 设备ETF广发年内涨幅近30%。 | 代码 | 名称 | 涨跌幅。 | 年初至今 跟踪指数名称 | | --- | --- | --- | --- | | 561380 | 电网ETF | 3.18% | 29.79% 恒生A股电网设备 | | 159320 | 电网设备ETF广发 | 3.17% | 29.61% 恒生A股电网设备 | | 159507 | 通信ETF广发 | 3.05% | 10.23% 国证通信 | | 515050 | 通信ETF华夏 | 3.04% | 8.74% 5G通信 | | 159326 | 电网设备ETF | 3.02% | 33.60% 电网设备主题厂 | 消息面上：高盛最新报告上调2030年全球数据中心用电需求增幅，从175%上调到220%，AI投资增量正 从算力外溢至电力供应链，引发基础设施"可靠性超级周期"。 美国政府将于3月4日召集微软、Anthropic、亚马逊、Meta、谷歌等科技企业参会，签署一份关于"高耗 能数据中心电力成本承担"的承诺。特朗普已要求大 ...

每经记者|刘明涛 每经编辑|赵云 投资逻辑来看，电网建设是电力行业发展的重要基础，包括变电站和电力线路建设，当前我国智能电网、西电东送、城乡电网改造等重要项目都需要大量的 电网设备，并提出了新的要求，高效、节能、环保的电网设备将成为未来市场的主流，电源电网的转型升级为我国的电网设备制造业创造了巨大的发展机 | | | 半日交投活跃跨境ETF一览 | | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 现价 | 涨幅 (%) | 总金额(元) | | 513130 | 恒生科技ETF | 0.656 | -2.09 | 40.94亿 | | 513310 | 中韩半导体ETF | 4.131 | 4.82 | 28.98亿 | | 513090 | 香港证券ETF易方达 | 2.002 | -1.38 | 26.98亿 | | 513180 | 恒生科技指数ETF | 0.672 | -1.75 | 26.46亿 | | 159792 | 港股通互联网ETF | 0.78 | -1.76 | 19.40亿 | | 513120 | 港股创新药ETF | 1.25 | ...

Group 1 - The A-share market opened lower on February 26, with the Shanghai Composite Index down 0.15%, Shenzhen Component Index down 0.39%, and ChiNext Index down 1.29%. However, the Electric Grid Equipment ETF (159326) rose by 1.30%, with stocks like Zhongtian Technology and Hangdian Co. hitting the daily limit [1] - The Electric Grid Equipment ETF has seen continuous capital inflow for four consecutive trading days, totaling over 2.306 billion yuan, reaching a new high of 20.483 billion yuan, making it the largest electric grid ETF in the market [1] - The State Grid announced a fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan, a 40% increase compared to the previous plan, with an average annual investment of 800 billion yuan. Meanwhile, the Southern Power Grid disclosed a fixed asset investment of 180 billion yuan for 2026, marking a five-year high with an average growth rate of 9.5% [1] Group 2 - The International Energy Agency's latest report indicates that global electricity demand is expected to grow at an average annual rate of over 3.5% from 2026 to 2030, which is about 50% higher than the average growth rate over the past decade. Key drivers include industrial development, electric vehicle adoption, increased air conditioning use, and rising electricity consumption by data centers [2] - The Electric Grid Equipment ETF (159326) is the only product tracking the CSI 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. The product covers major industry players like TBEA and State Grid NARI, aligning with the growth of ultra-high voltage projects and overseas exports [2]

格隆汇2月26日｜今日电网、电力板块逆势上涨，电网设备ETF(159326)大涨2.55%，盘中获资金净申购 1.97亿份，预估净申购规模3.87亿元，近5日净流入额高达19.8亿元，绿电ETF(562550)、公用事业 ETF(159301)分别涨1.4%和0.7%。 ③高盛提出，AI时代资金正在涌向"重资产、低淘汰"（HALO）实体资产，比如电网、管道、公用事 业、交通基建及关键工业产能。 相关产品： 特高压权重高达66.28%+智能电网含量55%+可控核聚变含量14%"：电网设备ETF(159326)，权重股包括 国电南瑞（国内电网智能龙头）、特变电工（全球特高压设备核心供应商）、思源电气（电力设备研发 与制造）等。该ETF最新规模突破200亿，近20日净流入额高达47.59亿元。 电力转型全链条：绿电ETF(562550)，核心权重股：长江电力（国内最大水电运营商）、三峡能源（国 内最大的新能源运营商）。 MACD金叉信号形成，这些股涨势不错！ 消息面上： ①高盛最新报告上调2030年全球数据中心用电需求增幅，从175%上调到220%，AI投资增量正从算力外 溢至电力供应链，引发基础设施"可靠性超级周 ...

Domestic Financial Market - The Shanghai Composite Index closed at 4147.23, with an increase of 0.72% [4] - The Shenzhen Component Index closed at 14475.87, rising by 1.29% [4] - The ChiNext Index closed at 3354.82, up by 1.41% [4] Macro News Summary - On February 25, the central bank conducted a 600 billion MLF operation for a one-year term to maintain liquidity in the banking system [6] - The National Energy Administration is working to enhance oil and gas infrastructure connectivity while considering the needs for green hydrogen and ammonia transportation [6] - The Financial Secretary of Hong Kong announced that the Hong Kong Stock Exchange will consult the market on the implementation plan for the "T+1" settlement cycle in the first half of the year [6] Industry Dynamics - The domestic fertilizer market is experiencing a general price increase, with key stocks such as Liuguo Chemical and Chuanfa Longmang showing potential [7] - The State Council is focusing on the silver economy and the development of elderly care services, indicating significant potential in this sector, with related stocks including Innovation Medical and Kaidi Co. [7] - Google announced plans to build a new data center, advancing green electricity and energy storage initiatives, with related stocks like Sungrow Power Supply and Guodian NARI [7] Company Focus - Shunwang Technology is steadily advancing the construction of cloud-edge computing rooms, integrating more high-performance graphics card computing power to meet application demands [8] - Kaige Precision Machinery has delivered 800G and 1.6T optical module automation assembly product lines to overseas clients [8] - Yangdian Technology's dry-type transformer products are now being applied in data center infrastructure [8] - Ningbo Huaxiang is responsible for the OEM business of the Zhiyuan Expedition series, with the 6-degree-of-freedom dexterous hand product currently in the final stages of development and testing [8] Market Review and Outlook - The market showed a noticeable recovery post-holiday, with increased individual stock activity and the Shanghai Composite Index closing positively, indicating a solid foundation for future advances [9] - The market experienced a broad increase, with over 3700 stocks rising, and a significant number of stocks hitting the daily limit for two consecutive days, reflecting a general bullish trend [9] - Caution is advised as the index shows signs of divergence at higher time frames, and attention should be paid to the speed and volume of index rebounds [10]

Core Viewpoint - The "Hello, AI" forum in Haidian District aims to showcase the integration of AI technology with traditional culture, providing a platform for technology exchange and public engagement with AI innovations [1][3][18] Group 1: Event Overview - The forum will take place from February 28 to March 2, 2026, at the Zhongguancun Software Park International Conference Center [1][18] - It is organized as part of the 2026 Haidian District Economic and Social High-Quality Development Conference, featuring a "conference + exhibition + service" model [3][18] - The event will include four major exhibition areas, nearly ten themed activities, and participation from nearly a hundred exhibiting companies [3][18] Group 2: AI Technology Showcase - The forum will guide attendees through the evolution of AI technology, from foundational technologies to practical applications in daily life [4][5] - Key exhibition areas will focus on AI chips, algorithm frameworks, and core models, featuring leading companies like Baidu and Higo [4] - The "Insight into the Future" outdoor exhibition will display cutting-edge technologies such as the Xiaomi SUV YU7 and Baidu's "Luo Bo Kua Pao" [5] Group 3: Interactive Experiences - Attendees will have hands-on experiences with AI products, including robots making coffee and ice cream, and interactive AI installations [7][9] - The event will feature a variety of AI-integrated activities, such as AI calligraphy and 3D printing demonstrations, allowing participants to engage directly with technology [12][14] Group 4: Networking and Collaboration - The forum will host specialized sessions for industry professionals to discuss AI innovations and applications, fostering collaboration between enterprises and investors [16][17] - A government-enterprise service station will be established to address local business needs and enhance support for local enterprises [11][17]

Group 1 - The electric grid equipment sector has shown strong performance, with the largest electric grid equipment ETF (159326) rising by 4.37% to 1.910 yuan, with a trading volume of 1.536 billion yuan, indicating high trading activity and notable performance from constituent stocks like Han Cable and Baiyun Electric, among others [1] - Significant progress has been made in key projects of the national "14th Five-Year" electricity planning, particularly the Datong-Huailai-Tianjin South 1000 kV ultra-high voltage AC project, which has entered the electrical equipment installation phase [1] - JPMorgan noted that the Chinese power equipment sector has performed well since the beginning of 2026, driven by unexpected capital expenditures in the grid and strong export demand, indicating a new golden development cycle for the power equipment industry [1] Group 2 - The electric grid equipment ETF (159326) is the only ETF tracking the CSI Electric Grid Equipment Theme Index, with a 90% weight in smart grid and a 67% weight in ultra-high voltage, making it the largest in the market with a total size of 19.287 billion yuan [2] - This ETF allows investors to gain exposure to leading companies across the entire industry chain, such as TBEA and Guodian NARI, and is positioned to capitalize on three core opportunities: AI electricity usage, domestic investment, and overseas exports [2]

华源证券近日发布大能源行业2026年第7周周报：2025年国网总部总计招标金额894亿元，超过2022年的 2倍，相比2024年增长27%，增速有所加快。从金额来看，组合电器、变压器、电缆及附件、开关柜、 继电保护、通信网设备、电抗器是招标金额排名前7的设备，除通信网设备和断路器外，其余设备中标 金额均同比增加。 以下为研究报告摘要： 投资要点： 电网：2025年国网总部招标总结 本报告总结国网总部2025年输变电设备招标（不含单一来源采购）情况。2025年国网总部总计招标金额 894亿元，超过2022年的2倍，相比2024年增长27%，增速有所加快。从金额来看，组合电器、变压器、 电缆及附件、开关柜、继电保护、通信网设备、电抗器是招标金额排名前7的设备，除通信网设备和断 路器外，其余设备中标金额均同比增加。上市公司中，中国西电（601179）、平高电气（600312）、思 源电气（002028）、特变电工（600089）、国网信通（600131）、国电南瑞（600406）中标金额排名前 6，除国电南瑞外其它公司中标金额均有较高增长，其中思源电气相比2024年中标金额增长接近80%。 主要设备招标量、中标金额 ...

Group 1: Solid-State Battery Industry - The global solid-state battery industry is expected to achieve GWh-level mass production by 2027, driven by collaborative innovation in materials, processes, and equipment [5][6][7] - The solid-state battery supply chain is evolving towards a "materials-equipment-manufacturing-application" collaborative innovation model, with key advancements in electrolyte film formation processes impacting ionic conductivity [6][7] - The global solid-state battery equipment market is projected to reach 120 billion yuan by 2026, with significant demand for new equipment such as dry electrode preparation and isostatic pressing [7][8] Group 2: AI Applications and Media Consumption - The 2026 Spring Festival has become a battleground for major AI companies to showcase their technological capabilities, integrating AI deeply into program production and real-time interactions [10][11] - The focus of domestic AI large models has shifted from general capabilities to native agent capabilities, emphasizing task planning and multi-modal technology breakthroughs [10][11] - The gaming sector during the Spring Festival saw a preference for high DAU games, particularly in the MOBA and FPS genres, with Tencent's games dominating the market [11][12] Group 3: Energy Sector and Coal Market - In 2025, the State Grid's total bidding amount reached 89.4 billion yuan, doubling that of 2022 and increasing by 27% compared to 2024, indicating strong growth in the energy sector [14][15] - The coal market experienced unexpected inventory reductions before the Spring Festival, leading to optimistic coal prices post-holiday, supported by favorable supply conditions [16] - The release of the national unified electricity market policy aims to establish a market-oriented mechanism centered on supply and demand, emphasizing sustainability [17][18] Group 4: New Consumption Trends - The 2026 Spring Festival saw a significant increase in travel and consumption, with cross-regional passenger flow expected to reach 9.5 billion, a 5.32% increase from 2025 [19][20] - The beauty sector showed signs of recovery during the off-peak season, with a notable increase in sales, particularly in the makeup category, driven by festive consumption [22][23] - The overall retail and catering sales during the Spring Festival increased by 8.6% compared to the previous year, reflecting a vibrant consumer market [21][22]

高校、科研机构、企业、政府等多元创新主体通过知识共享、能力互补与流程优化，实现从基础研究、 应用开发到产业化全链条的有机衔接，已成为突破"卡脖子"技术、构建自主可控产业链的重要路径 以前是手拿"锤子"找"钉子"，研发后寻求应用场景；如今是按需造"锤子"，研发始于产业真实需求，终 于实际场景应用 文 |《瞭望》新闻周刊记者 郑昕 实习生 侯志丽 "十五五"时期，集成电路、工业母机、高端仪器、基础软件、先进材料、生物制造等关键核心技术攻 关，面临国际竞争加剧、前沿领域技术迭代速度快、技术路径高度不确定等多重挑战，这对核心技术问 题凝练、路线筛选、创新资源配置、评价引导等提出了更高要求。 近期，本刊记者在多地调研发现，在新型举国体制保障下，各地聚焦国家战略急需领域，打出"超常规 措施、全链条协同攻坚"组合拳。中国关键核心技术攻关正经历全方位范式变革，科研组织从"线性突 破"升级为"网状协同"，创新逻辑从"找钉子"转变为"造锤子"，成果转化"从1复制100"进阶到"从-1走向 0"，市场驱动、企业主导的创新生态实现系统性重构，教育科技人才一体化发展路径愈发清晰。 资源配置重构：网状协同破解全链条攻关难题 春节前夕，位 ...