没有股票账户的投资者可关注国泰恒生A股电网设备ETF发起联接A（023638），国泰恒生A股电网设备 ETF发起联接C（023639）。 注：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。 （文章来源：每日经济新闻） 中信建投指出，全球电力设备需求已进入上行周期。需求侧保持旺盛，全球新能源装机增长、电网升级 改造/建设、数据中心等用户侧增量，从用电/发电/输电侧带来需求增量。国际能源署预测到2027年全球 电力消费将以接近4%的年增长率持续增长。供给侧方面，全球供需仍相对偏紧，自2021年以来大型电 力变压器的平均交货周期几乎翻倍，2019年以来电力变压器价格上涨约75%，项目成本增加且延期风险 加剧。中国作为电力设备制造大国出口景气度较好，2025年1-4月电力相关变压器累计出口超130亿元， 同比高增50%左右，其中大容量变压器是增量的核心来源。 消息面上，国家能源局于6月5日发布《关 ...

截至今日收盘，上证指数收盘下跌23.13点，跌幅为0.68%，报收3380.82点，成交额4612.92亿元；深证 成指收盘下跌167.77点，跌幅为1.62%，报收10186.45点，成交额6911.13亿元；创业板指收盘下跌39.89 点，跌幅为1.91%，报收2043.25点，成交额3158.19亿元。沪深两市全天成交额合计不足1.2万亿元，较 上一日放量近1600亿元。 个股层面跌多涨少，全市场超3800只个股下跌，仅有1400余个股收红。板块方面，美容护理、养殖、食 品加工等概念板块涨幅居前；软件开发、通信服务、IT服务等概念板块跌幅居前。 今日，养殖板块整荡走高，养殖ETF（159865）盘中最高上涨0.7%。截止收盘，上涨0.34%。养殖ETF 近期资金关注度较高，近五日均录得资金流入。公司业绩方面，随着去年生猪市场行情回暖，上市猪企 业绩逐步改善，行业乐观情绪开始抬头。行业供给方面，接近三年的产能出清是2024年猪价上涨的基 础，2024年下半年产能去化节奏出现反复，但近期数据已经重回下降通道。成本控制方面，生猪养殖企 业的成本优化成效显著，为行业内公司业绩改善提供了一定支撑。站在当下，猪价的 ...

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]