Group 1 - The electric grid equipment industry has shown stable performance recently, outperforming the market overall [1] - Demand in the electric grid equipment sector continues to grow steadily due to ongoing national policy support for renewable energy and smart grid construction [1] - The industry's valuation is at historical median levels, with leading companies benefiting from order growth and capacity release, indicating strong earnings certainty [1] Group 2 - The electric grid ETF (561380) tracks the Hang Seng A-share Electric Grid Equipment Index (HSCAUPG), which selects listed companies involved in power transmission, distribution, and control equipment manufacturing [1] - This index reflects the overall performance of high-quality enterprises within the electric grid equipment sector, showcasing distinct industry characteristics and growth potential [1] - Investors without stock accounts can consider the Guotai Hang Seng A-share Electric Grid Equipment ETF Initiator Link A (023638) and Link C (023639) [1]

截至2025年8月13日 10:40，电网ETF(159320)上涨3.64%， 冲击4连涨。成分股新易盛涨超13%，杭钢股 份涨停，华峰铝业、太辰光跟涨。 电网ETF紧密跟踪恒生A股电网设备指数，恒生A股电网设备指数反映与电网设备相关的内地上市公司 之表现。 数据显示，截至2025年8月12日，恒生A股电网设备指数(HSCAUPG)前十大权重股分别为新易盛 (300502)、国电南瑞(600406)、特变电工(600089)、思源电气(002028)、中天科技(600522)、亨通光电 (600487)、宏发股份(600885)、东方电缆(603606)、太辰光(300570)、三星医疗(601567)，前十大权重股 合计占比56.25%。 消息面方面，恒生A股电网设备指数第一大权重股新易盛公告称，预计2025年1-6月归属于上市公司股 东的净利润盈利：370,000万元至420,000万元，同比上年增长：327.68%至385.47%。预计2025年1-6月扣 除非经常性损益后的净利润盈利：369,100万元至419,100万元，同比上年增长：326.84%至384.66%。 流动性方面，电网ETF盘中换 ...