广东6100亿度“电力改革”先锋龙头，章盟主抢筹6.8亿，有望10元到56元！

Group 1 - The core viewpoint is that electricity reform is a key engine driving energy transition and high-quality economic and social development in the context of global climate change and China's "dual carbon" goals [1] - The electricity reform initiated in 2015 focuses on strengthening regulation of grid companies, determining transmission and distribution prices, and allowing direct transactions between power generation companies and electricity users [2] - By 2024, the market-based trading volume of electricity is expected to grow from 1.1 trillion kWh in 2016 to 6.2 trillion kWh, increasing its share of total electricity consumption from 17% to 63% [4] Group 2 - The electricity reform in China began in the 1980s and 1990s, evolving through multiple stages towards separation of government and enterprises, regulation and monitoring, and separation of generation and grid [5] - Several potential companies related to electricity reform have been identified, including companies focused on wind and solar power, as well as those benefiting from comprehensive energy service development [7] - A specific company in Guangdong, recognized as a leader in electricity reform, is currently experiencing significant institutional interest and is positioned for a potential upward trend in stock performance [8]