GGEP(SH:600236) Ge Long Hui·2026-01-15 06:39Core Viewpoint - Guiguan Power is expanding its growth by taking over Datang's hydropower assets, moving from Guangxi to a global stage [1] Group 1: Company Overview - Guiguan Power is controlled by Datang Group, one of the five major state-owned power enterprises, with the top six shareholders holding 94.31% as of September 2025 [1] - The company focuses on hydropower and other clean energy assets, currently ranking second in market value among Datang Group's listed companies [1] Group 2: Strategic Developments - Under the leadership of a new chairman, Datang Group aims to enhance capital operations, green transformation, and international development [1] - The new chairman emphasizes the importance of hydropower assets, with Guiguan Power setting a dual market value target of 200 billion by the start of the 14th Five-Year Plan [1] Group 3: Future Prospects - By the end of 2024, Datang Group has 8 GW of hydropower assets that are not yet listed [1] - Guiguan Power is tasked with significant development assets in Tibet, particularly the Southeast Tibet water-wind-solar base, which may be bundled for external delivery, positioning the company as a high-certainty and high-growth hydropower stock [1]