Group 1 - The electric power grid industry is experiencing a significant surge, with concepts such as UHV, photovoltaic inverters, virtual power plants, and charging piles seeing strong increases [1] - The electric grid equipment ETF (159326) rose by 5.52% with a trading volume of 546 million yuan and a turnover rate exceeding 72% as of 14:40 [1] - The ETF has attracted substantial capital, accumulating 582 million yuan in the past month, reaching a new high of over 728 million yuan, with a growth rate of 480% [1] Group 2 - The electric grid equipment ETF is the only ETF tracking the China Securities Electric Grid Equipment Theme Index, with a strong representation in the sectors of power transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [2] - UHV accounts for a significant 64% of the ETF's weight, the highest in the market, with leading stocks including Guodian NARI, TBEA, and Siyuan Electric among the top ten holdings [2]

Group 1 - The electric grid equipment industry experienced a significant surge on November 5, with key concepts such as UHV (Ultra High Voltage), virtual power plants, charging piles, and photovoltaic inverters collectively rising [1] - The only electric grid equipment ETF (159326) saw a 5.38% increase, with a trading volume of 4.91 billion yuan and a turnover rate of 65.5%, marking historical highs in both market price and daily trading volume [1] - The ETF has recorded net inflows for seven consecutive trading days, accumulating 5.82 billion yuan in the past month, with its latest scale exceeding 7.28 billion yuan, representing a growth rate of 480% since inception [1] Group 2 - Goldman Sachs projects that global investments in digital infrastructure and energy systems driven by AI will reach 5 trillion dollars over the next decade, with electric grid equipment being a direct beneficiary of this investment wave [1] - Dongwu Securities anticipates continued growth in electric grid investment by 2025, with leading companies benefiting from domestic construction and overseas market dual drivers, particularly those with technological advantages and order guarantees in UHV and smart grid sectors [1] - The electric grid equipment ETF tracks the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, and distribution equipment, where UHV accounts for 64% of the index weight [2]

5月23日晚间，广东瑞德智能科技股份有限公司（股票代码：301135，下称"瑞德智能"）宣布与顺德职 业技术学院达成战略合作，双方将围绕人形机器人、AI算法、光伏逆变、汽车电子、电机电动、智能 家居等科技前沿领域展开深度技术攻关。此次合作不仅是瑞德智能深化"技术+场景"战略的关键一步， 更标志着公司逐步切入人形机器人这一千亿级赛道，借助顺德职业技术学院的机器人智能感控系统重点 实验室及其他科研平台、学术积累和人才团队，加速构建从技术研发到商业化落地的全链条竞争力。 据了解，顺德职业技术学院是经国家教育部批准成立、广东省人民政府领导管理、省市共建、顺德区政 府投资兴建的高等职业技术院校，同时，教育部已于2025年5月22日发布拟同意设置本科高等学校的公 示，公示期后顺德职业技术学院即将升级为顺德职业技术大学。此外，顺德职业技术学院已与佛山市科 技局共同建立了佛山市机器人智能感控系统重点实验室，并且在人工智能机器人领域开展创新研究。目 前，已取得省级科研项目1项，市厅级项目8项，申请专利19项，并持续向中车集团、美的库卡、海格利 德等行业龙头企业输出技术服务，成功推进机器人智能感控系统的产业化应用。 业内人士指出 ...