10月15日午后，A股三大指數集體拉升，電(dian)網(wang)設(she)備ETF（159326）強(qiang)勢翻紅，截至13點54分，漲(zhang)幅1.31%，持倉(cang)股金(jin)盤科技漲(zhang)超18%，白云電(dian)器、四(si)方股份、通(tong)達股份等股漲(zhang)停(ting)，國電(dian)南自、良信股份、伊戈爾、明陽電(dian)氣、華通(tong)線纜、雙杰電(dian)氣等股跟漲(zhang)。電(dian)網(wang)設(she)備ETF已連續(xu)6個(ge)交易日獲資金(jin)凈(jing)流入，合計(ji)“吸金(jin)”超1.85億元。

消息面上，今(jin)年(nian)1月份至9月份，國(guo)家電網(wang)完成固定資(zi)產投(tou)資(zi)超(chao)4200億元(yuan)，同比增長(chang)8.1%。今(jin)年(nian)以(yi)來，隴(long)東—山東、哈密(mi)—重(zhong)慶、寧夏—湖南等(deng)直流工程投(tou)運(yun)，大(da)同—天津南、煙(yan)臺—威海(hai)交流等(deng)一批(pi)重(zhong)大(da)項目開工建設(she)。2025年(nian)全年(nian)，國(guo)家電網(wang)投(tou)資(zi)規模有望突(tu)破6500億元(yuan)。

財(cai)信(xin)證券表示，電(dian)(dian)(dian)(dian)網投(tou)資(zi)有望持續(xu)向好。電(dian)(dian)(dian)(dian)力(li)(li)需(xu)(xu)求方(fang)面(mian)，近(jin)年(nian)來(lai)我國電(dian)(dian)(dian)(dian)力(li)(li)消費彈性系(xi)數(shu)持續(xu)提升，新(xin)(xin)興用能需(xu)(xu)求不(bu)斷涌現(xian)，新(xin)(xin)能源發電(dian)(dian)(dian)(dian)市(shi)場化交易全面(mian)實行，電(dian)(dian)(dian)(dian)力(li)(li)需(xu)(xu)求端(duan)的最大用電(dian)(dian)(dian)(dian)負(fu)荷不(bu)斷提升，峰谷電(dian)(dian)(dian)(dian)價差距拉(la)大。電(dian)(dian)(dian)(dian)力(li)(li)供(gong)給方(fang)面(mian)，電(dian)(dian)(dian)(dian)力(li)(li)供(gong)給端(duan)的新(xin)(xin)能源滲透率不(bu)斷提升，雅下水電(dian)(dian)(dian)(dian)工程(cheng)及特高壓工程(cheng)等重要(yao)項(xiang)目(mu)對(dui)(dui)電(dian)(dian)(dian)(dian)網設(she)備用量(liang)有望增(zeng)加，國家電(dian)(dian)(dian)(dian)網及南(nan)方(fang)電(dian)(dian)(dian)(dian)網均(jun)對(dui)(dui) 2025 年(nian)電(dian)(dian)(dian)(dian)網投(tou)資(zi)建設(she)給出了高位續(xu)增(zeng)的規模指引，預(yu)計全年(nian)電(dian)(dian)(dian)(dian)網投(tou)資(zi)持續(xu)增(zeng)長。

電網(wang)設(she)備(bei)(bei)ETF（159326），是全市(shi)場唯一(yi)跟蹤中(zhong)證電網(wang)設(she)備(bei)(bei)主題指(zhi)數的ETF，從申萬(wan)三(san)級行(xing)業分類上看，指(zhi)數成分股的行(xing)業分布以輸變電設(she)備(bei)(bei)、電網(wang)自動(dong)化(hua)設(she)備(bei)(bei)、線(xian)纜(lan)部件(jian)及其他、通信線(xian)纜(lan)及配(pei)套、配(pei)電設(she)備(bei)(bei)為(wei)主，擁(yong)有較強的代表性。特高壓權重占比高達62%，全市(shi)場最高。