E Fund Hang Seng China A Power Grid Equipment ETF

U.S. Grid Expansion Projects Approved Boosts Grid Equipment Sector Activity

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On April 20th, the concept of grid equipment continued to rise, with companies like Sun Cable hitting the daily limit. A total of 21 provinces and cities across the country have announced their "14th Five-Year" plans to promote the expansion of new energy and supporting construction. Guojin Securities expects that the approval of ultra-high voltage power grids will accelerate in 2026, driving up sector valuations, and the performance inflection point for related companies may appear in Q3 2026, making it the best time for layout currently

腾讯新闻 - 财经

Sun Cable

ChinaAMC CSI Grid Equipment Thematic ETF

Yuan Cheng Holding

TongDa Cable

QIFAN

HPEC

Ankura

SHUNNA

SINOLINK SECURITIES

The approval pace of ultra-high voltage is expected to significantly accelerate, leading to another surge in the limit-up trend for power grid equipment

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The power grid equipment sector continues to adjust, with the Hang Seng China A Power Grid Equipment Index falling by 2.1%. China International Capital Corporation (CICC) pointed out that power grid investment is accelerating, with increased demand for ultra-high voltage construction and main network bidding, while the bidding for electric meters is approaching last year's levels, indicating an upward trend in the power grid industry chain. At the same time, power equipment exports maintain high growth, and domestic companies are expected to have profit elasticity

Guotai Hang Seng China A Power Grid Equipment ETF

GF Fund Hang Seng China A Power Grid Equipment ETF

The power grid equipment sector continues to adjust, focusing on the long-term allocation value of the E Fund Hang Seng China A Power Grid Equipment ETF (560390)

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The U.S. Energy Information Administration (EIA) predicts that electricity consumption in the United States will reach a new high in 2025 and continue to rise in 2026 and 2027, primarily driven by the increase in electricity usage in artificial intelligence data centers and households and businesses. As a result, the power equipment sector has become active, with several companies hitting the daily limit. CITIC Construction Investment Securities pointed out that China's power equipment exports are facing development opportunities, especially against the backdrop of strong demand in the U.S. and European markets, and are expected to continue to grow. Great Wall Securities mentioned that supply restrictions on overseas power grid equipment provide Chinese companies with opportunities to expand abroad

GF CSI All Share Power Public Service ETF

Select Sect Spdr Util

iShares U.S. Power Infrastructure ETF

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

ISHRS S&P Glb Utilities

Bosera CSI All Share Electric Utilities ETF

ChinaAMC Green Electricity ETF

The EIA states that electricity consumption in the United States will reach new highs in the next two years, leading to a surge in the power equipment sector

As of the market close, the Hang Seng China A Power Grid Equipment Index fell by 0.5%. The State Grid and the Southern Power Grid saw significant growth in fixed asset investment in the first quarter, with the State Grid completing nearly 130 billion yuan, a year-on-year increase of 37%; the Southern Power Grid completed 38.45 billion yuan, a year-on-year increase of 49.5%. The investment growth rate far exceeded market expectations, marking the start of a strong investment cycle for the "14th Five-Year Plan" in the power grid sector, with intensive commencement of ultra-high voltage projects, increased order visibility for power grid equipment companies, and an upward trend in the economic cycle

The fixed asset investment of the two networks surged in the first quarter, focusing on the investment value of the power grid equipment ETF E Fund (560390)

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Currently, changes in the geopolitical landscape have made energy security a national strategy. The escalation of the situation in the Middle East has led to damage to oil and gas facilities, exacerbating global energy tensions and driving the energy substitution process in various countries. Investors can seize investment opportunities by focusing on ETF products related to power generation, power transmission, and energy storage, such as the CSI Green Power Index, Hang Seng China A Power Grid Equipment Thematic Index, and Guozheng New Energy Battery Index. These indices focus on the core segments of the power industry chain, characterized by low valuations and significant potential, especially in the context of the current global energy crisis, where the low valuation attribute is particularly prominent

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E Fund CSI New Energy ETF

Invesco Great Wall CNI New Energy Vehicle Battery ETF

Xingyin Guozheng New Energy Vehicle Battery ETF

GF Fund CNI New Energy Battery ETF

CCB Principal Guozheng New Energy Vehicle Battery ETF

GF CNI New Energy Vehicle Battery ETF

Energy security is prioritized, what are the indices related to "electricity"?

On April 2nd, the power grid equipment sector fell under pressure from the broader market, with the Hang Seng A Power Grid Equipment Index dropping by 1.7%. The State Grid's fixed asset investment reached 75.7 billion yuan in January-February 2026, a year-on-year increase of 80.6%. Additionally, the State Grid launched two major projects in late March, including the 500 kV transmission and transformation project in Sichuan and the Panxi ultra-high voltage AC project, with total investments of 1.1 billion yuan and 23.2 billion yuan, respectively

Power grid construction is "full throttle," focusing on the medium to long-term investment value of the power grid equipment ETF E Fund (560390)

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As of March 20, the new energy industry chain is active, with strong performance in photovoltaic, energy storage, and grid equipment sectors, leading to related stocks hitting the daily limit. The conflict between the U.S. and Iran, along with attacks on Qatar's LNG production capacity, has caused global energy prices to rise, revealing the vulnerabilities in the traditional energy supply chain and prompting a revaluation of the new energy industry chain. The entire new energy chain plays an important role in ensuring energy independence and supply stability, with the industry's long-term growth potential continuing to expand. Investors can pay attention to the five core ETFs under E Fund to seize investment opportunities across the entire new energy chain

E Fund CSI Photovoltaic Industry ETF

Huatai-Pb CSI All Share Power Public Service ETF

Energy security strategy upgrade highlights the value of the entire new energy supply chain configuration

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Against the backdrop of escalating geopolitical conflicts and rising energy security anxieties, global energy prices have surged significantly, revealing the vulnerabilities of traditional energy supply chains. Countries are placing greater emphasis on energy independence, and the value logic of the new energy industry chain is shifting from "cost first" to "security first." Recommended investment tools include new energy ETFs, photovoltaic ETFs, power grid equipment ETFs, energy storage battery ETFs, and battery ETFs, all of which possess strong resilience and growth prospects

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First Trust Nasdaq Clean Edg Liquid Series

ALPS Clean Energy ETF

iShares S&P Global Clean Energy

Under energy security, the global strategic value of new energy has significantly increased. How to choose core beneficiary investment tools?

The E Fund Hang Seng China A Power Grid Equipment ETF (560390) has achieved a net inflow of 650 million yuan in the past 6 days, driven by the worsening power gap in the United States, leading to a positive market outlook on investment opportunities in power grid equipment. The latest size of this ETF has reached 1.503 billion yuan, with shares hitting a historical high. CITIC Construction Investment Securities pointed out that the North American power system is facing supply-demand tension, and it is expected that the power gap will significantly increase in the coming years, with power grid equipment, gas turbines, and energy storage becoming the main beneficiary sectors. This ETF closely tracks the index related to power grid equipment and is expected to become a quality tool for investors to allocate in the power grid equipment industry in the future

E Fund Hang Seng China A Power Grid Equipment ETF has seen a net inflow of 650 million yuan for six consecutive days, as the power gap in the United States intensifies, presenting potential high-elasticity layout opportunities for power grid equipment and others

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Recently, the concept of energy security has gained strong traction, becoming the core investment theme in the market, with power-related sectors rising across the board. The escalation of geopolitical conflicts has led to a restructuring of the global energy landscape, and energy security has become a consensus among countries. Power assets, due to their distributed characteristics and low resource requirements, have become a beneficiary direction for alternative energy. The entire power industry chain is expected to see an increase in prosperity, with areas such as power generation, transmission, and storage becoming key investment focuses

Harvest CNI Green Power ETF

VG Utilities

How to invest in "electric" assets as energy security goes mainstream?

E Fund Hang Seng China A Power Grid Equipment ETF(560390.SH)