2月24日，A股集体上涨，截至收盘，上证指数涨0.87%，深证成指涨1.36%，创业板指涨0.99%。电网设 备ETF（159326）上涨4.37%，成交额显著放量，达15.36亿元，交投持续活跃。成分股方面，汉缆股 份、白云电器、保变电气、大连电瓷涨停，明阳电气上涨17.48%、安靠智电上涨11.76%，板块景气度 爆棚。 电网设备ETF（159326）是全市场唯一跟踪中证电网设备指数的ETF，智能电网权重90%、特高压权重 67%，均为全市场最高，最新规模超180亿元，为全市场最大电网类ETF，一键布局全产业链龙头。 （文章来源：每日经济新闻） 马斯克此前表示，AI发展的真正瓶颈不是芯片，而是电力供应，最快今年年底就会出现"芯片产能过 剩、电力供应不足"的局面。受美国电网建设周期限制，XAI数据中心普遍需排队12-18个月才能接入高 压电力，直接倒逼全球电网加速升级。与此同时，高端变压器"一台难求"，头部企业订单已排至2027年 底；2025年我国变压器出口646亿元，同比增长36%，量价齐升。 长城证券指出，全球电网设备需求强劲，海外供应缺口显著，美国变压器交付周期大幅延长，中国企业 在交付、技术、成本 ...

诚通证券认为，发达经济体电网设备老旧，超过20年使用年限设备占比高，更新换代需求迫切。国内电 网设备公司将受益于电网投资增速中枢上移，同时海外出口业务有望保持稳定增长。 全市场最纯——电网设备ETF（159326）：是全市场唯一跟踪中证电网设备主题指数的ETF，申万二级 行业中电网设备含量超78%，为全市场最纯的电网指数，从申万三级行业分类上看，指数成分股的行业 分布以输变电设备、电网自动化设备、线缆部件及其他、通信线缆及配套、配电设备为主，拥有较强的 代表性。智能电网权重占比高达90%，特高压权重占比高达67%，均为全市场最高。 （文章来源：每日经济新闻） 2月24日，A股市场迎来开门红，三大指数集体上涨，电网设备板块表现强势。截至14:30，全市场规模 最大的电网设备ETF（159326）涨幅4.37%，二级市场价格创成立以来新高，成交额已达13.37亿元，稳 居同类第一，持仓股保变电气、白云电器、汉缆股份、大连电瓷等股涨停，明阳电气涨超18%，安靠智 电涨超12%。 电网设备ETF今年以来持续获资金关注，今年以来净流入合计达126.79亿元，最新规模超180亿元，创 成立以来新高，为全市场规模最大的电网 ...

A股马年首个交易日（24日），三大指数集体高开。Wind数据显示，上证指数高开1.15%，深证成指涨1.52%，创业板指涨1.70%。 黄金、石油板块领涨，宇树机器人、能源金属、CPO、特高压、消费电子、半导体概念股活跃；免税店、短剧游戏、seedance题材走弱。 | 力得主A | 创业权指 | CIESO | | --- | --- | --- | | 6844.78 | 3331.79 | 1547.04 | | +87.98 +1.30% +55.84 +1.70% | | +17.27 +1.13% | | 沪深300 | 中证500 | 中证A500 | | 4727.30 | 8403.31 | 5931.03 | | +66.89 +1.44% +103.73 +1.25% | | +90.31 +1.55% | | 中证1000 | 深证100 | 中证红利 | | 8319.69 | 5896.85 | 5721.58 | | +114.86 +1.40% | +97.16 +1.68% | +53.36 +0.94% | | 万得全A涨跌分布 | | | | 跌306 | | 涨4966 ...

中金公司指出，国内电网投资景气延续，特高压项目自下半年进入核准招标加速期，我们认为电网是新 能源投资的后周期，仍有较大的投资缺口有待补齐，看好电网投资景气延续。 2月24日，年后第一个交易日，三大指数集体上涨，电网设备板块表现强势，截至10:53，全市场 最"纯"电网设备ETF（159326）涨幅4.15%，成交额已达9.29亿元，持仓股汉缆股份、保变电气涨停，安 靠智电涨超14%，通光线缆涨超11%，亨通光电、杭电股份涨超9%，特变电工盘中一度涨超5%。 全市场最纯——电网设备ETF（159326）：是全市场唯一跟踪中证电网设备主题指数的ETF，申万二级 行业中电网设备含量超78%，为全市场最纯的电网指数，从申万三级行业分类上看，指数成分股的行业 分布以输变电设备、电网自动化设备、线缆部件及其他、通信线缆及配套、配电设备为主，拥有较强的 代表性。智能电网权重占比高达90%，特高压权重占比高达67%，均为全市场最高。 春节期间，AI红包、人形机器人、春晚AI互动等科技热点密集刷屏，科技浪潮正以肉眼可见的速度渗 透到生活的每一个角落。而支撑这一切的，正是稳定、高效的电力基础设施。电网设备作为科技发展 的"电力托 ...

Group 1 - The core viewpoint of the news highlights a strong performance in the power grid equipment sector, with significant investments announced by major state-owned enterprises, indicating a bullish outlook for the industry [1][2] - The State Grid plans to invest 4 trillion yuan during the "14th Five-Year Plan" period, representing a 40% increase compared to the "13th Five-Year Plan" and a 66% increase over the previous period [1] - The Southern Power Grid has announced an investment scale of 180 billion yuan for 2026, marking a record high for five consecutive years, focusing on ultra-high voltage transmission, distribution network upgrades, and digital transformation [1] Group 2 - In 2025, the cumulative export value of transformers reached 9.036 billion USD, with a growth rate of 34.83%, setting a historical record [2] - Key power equipment exports in December 2025 showed significant year-on-year growth across various categories, including transformers and cables, indicating a robust export trend [2] - The global investment in power grids is expected to exceed 400 billion USD in 2025, driven by increasing demand for AI and infrastructure upgrades in the U.S. [2] Group 3 - The Tianhong CSI Power Grid Equipment Theme Index closely tracks the performance of 80 listed companies involved in ultra-high voltage and smart grid construction [3] - The fund manager emphasizes the growing market interest in the sector due to strong performance from leading companies, suggesting a favorable long-term investment outlook for the power grid equipment sector [3] - The Tianhong CSI Power Grid Equipment Index Fund is positioned as a convenient investment option for individuals looking to capitalize on the growth in AI power infrastructure [3]

Group 1 - The article highlights the dedication of young professionals in the western regions of China who choose to work during the Spring Festival, emphasizing their commitment to ensuring operational continuity in critical sectors [1][3][5] - The Ningxia ±800 kV Lingzhou Converter Station plays a vital role in the "West-East Power Transmission" project, delivering over 56 billion kilowatt-hours of electricity annually, which is equivalent to one-tenth of Zhejiang's total electricity consumption [3][4] - The introduction of advanced technologies such as drones and robotic dogs for inspection tasks has significantly improved operational efficiency, shifting from manual inspections to automated processes [4][3] Group 2 - The Kashgar Station, part of the China Academy of Space Technology, operates 24/7, receiving nearly 300 satellite data tracks daily with a success rate of 99.6%, supporting various applications from disaster monitoring to urban planning [5][6] - The article describes the transformation of the Lanzhou Petrochemical Company, which has become a hub for young talent, providing opportunities for innovation and development in the energy sector [7][9] - Young professionals like Yang Qingzheng express pride in contributing to the stability and efficiency of operations at Lanzhou Petrochemical, highlighting the company's role in the region's economic growth and technological advancement [9][8]

Group 1 - The company does not have any products related to space photovoltaic technology [1] - The company received inquiries regarding its products in the ultra-high voltage sector and current order status [1]

Core Viewpoint - The stock price of Hangdian Co., Ltd. (603618) has risen despite an expected loss of 300 million yuan in 2025, influenced by multiple factors including a one-time financial cleanup and market perceptions of future growth opportunities [1][2]. Group 1: Financial Performance - The company anticipates a loss of 300 million yuan in 2025, with approximately 264 million yuan attributed to impairment of fixed assets in its subsidiary, Hangzhou Yongte Information Technology Co., Ltd. The actual loss from core operations is around 36 million yuan [1]. - The gross margin for the third quarter of 2025 has dropped to 11.04%, indicating ongoing financial pressure [3]. Group 2: Market Dynamics - The traditional cable business is expected to benefit from the State Grid's investment plan for 2026, which is likely to increase demand for ultra-high voltage construction [2]. - The lithium battery copper foil project, which has already commenced production, is viewed as a new growth driver, attracting significant market interest [2]. - In early February 2026, there was a notable inflow of funds, with a net inflow of 296 million yuan on February 6, contributing to a series of short-term stock price increases [2]. Group 3: Risk Factors - Despite the positive market sentiment, the company still faces fundamental risks, including high debt levels and significant stock price volatility, with a single-day drop of 7.07% noted on February 13 [3]. - Investors are advised to consider both the performance pressures and speculative factors influencing the stock [3].

Group 1 - The A-share market experienced a collective pullback on February 13, with the electric grid equipment sector initially declining but later rebounding, as evidenced by the electric grid equipment ETF (159326) narrowing its decline to 0.91% with a transaction volume of 7.81 billion yuan [1] - The State Council issued an implementation opinion on improving the national unified electricity market system, outlining goals for the next 5 to 10 years, which directly benefits sectors such as grid construction, electricity trading, energy storage, and renewable energy generation [1] - Vertiv, a global leader in liquid cooling and power management solutions, reported significant earnings exceeding expectations for Q4 and the full year of fiscal year 2025, indicating that high power density cabinet deployments are accelerating, thereby increasing pressure on the power grid [1] Group 2 - The electric grid equipment ETF (159326) is the only ETF tracking the China Securities 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 constituents are primarily distributed across power transmission and transformation equipment, grid automation equipment, cable components, communication cables and accessories, and distribution equipment, showcasing strong representativeness [2] - The smart grid accounts for a high weight of 90%, while ultra-high voltage has a weight of 67%, both being the highest in the market [2]

据交易所数据显示， 汉缆股份连续两个交易日涨停，晋级2连板。该股今日于9时33分封涨停，成交额 7.66亿元，换手率3.50%。金融界App AI线索挖掘： 电网设备及 特高压板块近期受到市场关注，政策层 面，国家电网"十四五"期间推进4万亿元投资规划，"十五五"期间固定资产投资预计达4万亿元，特高压 建设与配网升级为重点方向；公司层面，汉缆股份在 抽水蓄能电缆供应领域绑定核心客户，海上 风电 领域具备±535kV直流海底电缆切片能力，同时持续优化内部治理结构，推进制度修订，强化审计委员 会职能，提升管理效率，这些因素共同构成了市场关注的核心逻辑。 风险提示：连板股波动剧烈，注 意追高风险，理性投资！（注：以上由AI基于交易所等公开数据生成，内容不构成投资建议。） ...