After 5 consecutive declines and stabilization, the Power Grid Equipment ETF (159326) rose 1.57%, tracking the purest power grid index across the entire market.

On March 18th after the market close, the three major A-share indices all rose collectively. The Shanghai Composite Index turned positive, ending a five-day decline in the electric grid equipment sector, which surged strongly in the afternoon. As of 14:23, the Electric Grid Equipment ETF (159326) increased by 1.68%, with a trading volume of 1.48 billion yuan. Holdings such as Baili Electric and Jicheng Electronics hit the daily limit, while stocks like Zhongrong Electric, Hangdian Shares, Zhiyang Innovation, Shanda Power, and China Electric Xinlong also rose.

Against the backdrop of AI computing power shortages, the Electric Grid Equipment ETF has seen frantic capital inflows this year, with a net inflow of over 26.3 billion yuan, ranking first among all market ETFs. Its latest size reached 31.874 billion yuan, maintaining the top position in its category.

Chengtong Securities believes that global investment in power grids continues to grow to cope with the increasing impact of wind and solar power on grids. It is expected that global grid investment will remain long-term prosperous. On the power generation side, benefiting from rapid growth in wind and photovoltaic industries, global power supply investments have significantly outpaced grid investments in recent years. This has increased demand for grid connection and boosting equipment, while grids need to invest more to handle the rising share of wind and solar power. On the grid side, developed economies have aging equipment, with over 20 years of service life, creating urgent replacement needs. Domestic grid equipment companies will benefit from the upward shift in the growth rate of grid investment, and overseas export business is expected to maintain stable growth.

AI Computing Power Boom, Global Grid Upgrades — Electric Grid Equipment ETF (159326): The only ETF in the market tracking the CSI Electric Grid Equipment Theme Index. The secondary industry classification in Shenwan is over 77% electric grid equipment, making it the purest electric grid index in the market. The weight of smart grids accounts for 90%, and ultra-high voltage accounts for 69%, both the highest in the market.

Green Power as Main Energy Source for Data Centers — Green Power ETF (562550): The largest in scale among similar indices, tracking the CSI Green Power Index. The secondary industry classification in Shenwan shows over 99% power-related companies, making it the most “pure” power-related index in the market. It packages leading power companies, including clean energy firms such as hydro, wind, and photovoltaic power, as well as traditional energy sources like thermal and nuclear power, reflecting energy transition.

Daily Economic News

(Editors: He Chong)

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