（文章来源：每日经济新闻） 7月29日，电网ETF（561380）涨超1.4%。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 江海证券指出，国内核聚变发展进入快车道，2030-2035年全球可控核聚变装置市场规模累计超万亿。 中国聚变能源有限公司的成立标志着我国聚变工程化、商业化进程加速，重点布局磁约束托卡马克技术 路线，该技术具有结构简单、造价低、加热成本低等优势，是目前全球最成熟的聚变途径。超导材料作 为托卡马克的核心材料，市场规模预计累计超过2700亿元。国内企业在核聚变产业链上已取得显著进 展，部分公司在高温超导磁体、等离子体技术等方面实现突破，中国科学院合肥物质科学研究院EAST 装置创下世界纪录。上海等地政策支持和技术攻关进一步推动产业发展，为可控核聚变商业化奠定基 础。 电网ETF（561380）跟踪的是恒生A股电网设备指数（HS ...

Group 1 - The core viewpoint of the article highlights the accelerated construction of the main grid and the upgrade of distribution networks, driving multi-dimensional development in the power grid equipment industry [1] - The second batch of winning bids for State Grid's transmission and transformation equipment reached 17.64 billion, marking a year-on-year increase of 13%, and setting a new record for a single batch [1] - Cumulatively, the first two batches of bids have seen a year-on-year growth of 17% [1] Group 2 - In the distribution network sector, the State Grid has announced four batches of procurement for distribution transformers and five batches for integrated products, with an expected total amount exceeding 6.5 billion [1] - The National Development and Reform Commission and the Energy Administration have issued the "Basic Rules for the Electricity Auxiliary Service Market," indicating that the market-oriented reform of auxiliary services has entered a systematic implementation phase [1] - The overall industry is characterized by "accelerated main grid construction, upgraded distribution networks, and deepened market-oriented reforms" [1] Group 3 - The Electric Grid ETF (561380) tracks the Hang Seng A-Share Electric Grid Equipment Index (code: HSCAUPG), which reflects the overall performance of listed companies in the electric grid equipment sector in China [1] - Investors without stock accounts can consider the Guotai Hang Seng A-Share Electric Grid Equipment ETF Initiated Link A (023638) and Link C (023639) [1]