According to the Guohai Securities Research Report, GCL Energy Technology's profitability has improved across the board, and the rental calculation business is progressing in an orderly manner. 2026H1 achieved net profit of 550 million yuan, +5.5% year-on-year; Q2 achieved net profit to mother of 260 million yuan, -2.1% year-on-year. The reduction in combustion engine power generation and the slowdown in distributed photovoltaic development will affect 2026H1 revenue. The profitability of all businesses has improved across the board, and the energy service business has improved markedly. In terms of business expansion in 2026, since the beginning of the year, the company has promoted the AIDC business layout in an orderly manner. It has signed framework cooperation agreements with local governments of national computing power hubs such as Shaoguan in Guangdong, Zhongwei in Ningxia, and Ulanqab in Inner Mongolia, and strategic cooperation agreements with Wuwen Xinqiong and Qingcheng Jizhi. Currently, the company is actively promoting preliminary work such as window guidance and project filing for related cooperation. Looking forward to the future, the energy service industry is expected to drive the company's growth, and the computing power business is expected to become a new growth point for performance and maintain a “buy” rating.

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