协鑫科技早盘涨超9% 马斯克旗下公司团队到访考察协鑫集团

Core Viewpoint - GCL-Poly Energy Holdings Limited (03800) experienced a significant stock price increase of 9.26%, reaching HKD 1.18, with a trading volume of HKD 608 million, following news of a visit from a team associated with Elon Musk's SpaceX to several Chinese photovoltaic companies [1][5]. Company Developments - A representative from GCL-Poly confirmed that the SpaceX team visited their facilities to understand the company's developments in granular silicon and perovskite business in the United States [1][5]. 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. Photovoltaics are expected to play a crucial role as an energy supply method in space scenarios, potentially leading to increased application opportunities in the construction of orbital data centers, benefiting related photovoltaic equipment manufacturers [1][5].