2月24日，A股集体上涨，截至收盘，上证指数涨0.87%，深证成指涨1.36%，创业板指涨0.99%。电网设 备ETF（159326）上涨4.37%，成交额显著放量，达15.36亿元，交投持续活跃。成分股方面，汉缆股 份、白云电器、保变电气、大连电瓷涨停，明阳电气上涨17.48%、安靠智电上涨11.76%，板块景气度 爆棚。 电网设备ETF（159326）是全市场唯一跟踪中证电网设备指数的ETF，智能电网权重90%、特高压权重 67%，均为全市场最高，最新规模超180亿元，为全市场最大电网类ETF，一键布局全产业链龙头。 （文章来源：每日经济新闻） 马斯克此前表示，AI发展的真正瓶颈不是芯片，而是电力供应，最快今年年底就会出现"芯片产能过 剩、电力供应不足"的局面。受美国电网建设周期限制，XAI数据中心普遍需排队12-18个月才能接入高 压电力，直接倒逼全球电网加速升级。与此同时，高端变压器"一台难求"，头部企业订单已排至2027年 底；2025年我国变压器出口646亿元，同比增长36%，量价齐升。 长城证券指出，全球电网设备需求强劲，海外供应缺口显著，美国变压器交付周期大幅延长，中国企业 在交付、技术、成本 ...

Group 1 - The company plans to issue 19,493,177 shares to a controlling shareholder, raising a total of 300 million yuan at an issue price of 15.39 yuan per share, with a lock-up period of 36 months. The funds will be used to supplement working capital after deducting issuance costs [1] - The full participation of the major shareholder in the issuance reinforces control and demonstrates confidence in the company's development. The company specializes in the research, production, and sales of power distribution and control equipment, as well as oriented silicon steel, which are widely used in various sectors including renewable energy and traditional power generation [2] - The domestic power grid investment during the "14th Five-Year Plan" is expected to reach 4 trillion yuan, a 40% increase from the previous plan, focusing on green energy transition and new power system construction, which will boost demand for electrical equipment [3] Group 2 - The company is one of the few that integrates the entire supply chain from oriented silicon steel to transformers, ensuring stable supply and cost advantages for high-end transformers. The revenue share of high-end transformers (110kV and above) is expected to increase to 44.26% by mid-2025 [4] - The company is actively expanding its global market presence, particularly in Southeast Asia, the Middle East, and Europe, while also exploring new business opportunities in the emerging sectors such as new energy heavy-duty vehicles [5] - The company is expected to benefit significantly from domestic power grid investments and overseas infrastructure demands, with projected net profits for 2025, 2026, and 2027 being 142 million, 215 million, and 290 million yuan respectively, indicating a positive long-term growth outlook [5]