电网ETF（561380）跟踪的是恒生A股电网设备指数（HSCAUPG），该指数从中国A股市场中选取涉及 输配电及控制设备制造等业务的上市公司证券作为指数样本，以反映电网设备相关上市公司证券的整体 表现。该指数成分股主要覆盖电力设备与新能源领域，具有较高的行业集中度和代表性。 （文章来源：每日经济新闻） 10月21日，电网ETF（561380）涨超2.4%。 华泰证券指出，2025年电力需求在新质生产力（二产+三产）、电能替代及居民用电拉动下增速继续跑 赢GDP增速，看好电力需求韧性下的电力设备和电源装备产业趋势。电力需求增长拉动电力设备主配网 投资共振，以及基荷支撑性电源需求。第三产业在AIDC等新兴行业带动下或成为用电需求主力军。整 车制造业1-8月用电量同比增长23%，新质生产力推动用电攀升。农业现代化等对电气化率的拉动作用 显著。水电出力节奏与去年错位，9月出力明显增加，同比增长38.9%。光伏发电量同比增长76.2%，增 速显著。 ...

Group 1 - The first phase of the world's largest "supercapacitor + lithium battery" hybrid energy storage system has been officially connected to the grid in Shanxi, marking a significant milestone in energy storage technology [1] - The investment in the national power grid reached 331.5 billion yuan from January to July 2025, a year-on-year increase of 12.5%, with the first half of the year seeing the highest fixed asset investment in history [1] - The compound annual growth rate of grid investment is expected to maintain around 10% over the next two years, supported by the demand for ultra-high voltage and main distribution network construction [1] Group 2 - The net value of the power grid ETF has increased by 38.35% over the past six months, ranking in the top 3.21% of its peers [2] - The domestic energy storage bidding scale reached 202.39 GWh from January to July 2025, a year-on-year increase of 146.3%, indicating strong market demand [2] - The energy storage industry is experiencing structural opportunities due to favorable global demand, with significant growth in Europe, the US, and emerging markets in Asia, Africa, and Latin America [2]

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 ...

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]