GCL TECH(HK:03800) 智通财经网·2025-10-15 03:42Core Viewpoint - GCL-Poly Energy (03800) shares rose over 5%, currently up 5.56% at HKD 1.33, with a trading volume of HKD 606 million [1] Industry Summary - Regulatory authorities are expected to release a document to strengthen the control of photovoltaic production capacity, which will include requirements to limit the operating rates of existing capacities across the entire industry chain and prohibit new capacity additions [1] - The main contract for polysilicon futures increased by over 3% during the day, currently reported at CNY 50,885 per ton [1] Company Summary - Huatai Securities previously indicated that the company has significant cost and energy consumption advantages in granular silicon, which may lead to a steady increase in market share [1] - The outlook for the company is positive due to expected effective industry self-discipline and the gradual implementation of supply-side policies, suggesting substantial potential for profit recovery [1]