GGEP(SH:600236) Jing Ji Guan Cha Wang·2026-02-14 08:14Group 1: Industry Overview - The electricity industry is experiencing favorable policies, with the State Council issuing an implementation opinion to establish a unified national electricity market by 2030, targeting a market-based transaction electricity proportion of 70% [1] - The policy aims to eliminate local protectionism and rectify improper interventions, providing long-term support for the electricity sector [1] Group 2: Company Performance - Guiguan Electric's stock price has shown a downward trend, closing at 8.39 yuan on February 13, 2026, down 1.99% for the day and a cumulative decline of 6.47% over the past five days [2] - On February 13, 2026, there was a net outflow of 5.45 million yuan in main funds, accounting for 8.75% of the total transaction volume, indicating a bearish market sentiment [2] - The stock is currently in a bearish trend, with a 20-day resistance level at 8.81 yuan and a support level at 7.93 yuan [2] Group 3: Institutional Insights - Institutions maintain a neutral outlook on Guiguan Electric, with a consolidated target price of 8.23 yuan, indicating slight downside potential from the current stock price [3] - Profit forecasts from 13 institutions estimate a net profit of 3.143 billion yuan for 2025, representing a year-on-year growth of 37.64%, while growth may slow to 8.76% in 2026 [3] - Recent institutional research frequency has been low, with only one institution issuing a buy or hold rating in January 2026 [3]