GCL TECH(HK:03800) 智通财经网·2026-02-05 01:34Core Viewpoint - GCL-Poly Energy Holdings Limited (03800) experienced a significant stock increase of 5.56%, reaching HKD 1.14, with a trading volume of HKD 30.36 million, following news of a visit from a team associated with Elon Musk's SpaceX to several Chinese photovoltaic companies [1] Group 1: Company Developments - GCL-Poly's management confirmed that a team from SpaceX visited the company to understand its business layout in granular silicon and perovskite in the United States [1] - The visit indicates potential interest from SpaceX in GCL-Poly's technology and capabilities in the photovoltaic sector [1] Group 2: Industry Insights - According to Guotai Junan Securities, as SpaceX advances its satellite launch and related in-orbit application strategies, the trend of exploring orbital AI data centers is becoming more apparent [1] - Photovoltaics are expected to play a crucial role as an energy supply method for space scenarios, potentially leading to increased application opportunities in the construction of orbital data centers, benefiting related photovoltaic equipment manufacturers [1]