协鑫科技午后涨近3% 协鑫光电为目前行业前三的钙钛矿龙头企业

Group 1 - GCL-Poly Energy Holdings Limited (stock code: 03800) saw its stock price rise by 2.73% to HKD 1.13, with a trading volume of HKD 392 million [4] - According to a report by CMB International, the commercial aerospace theme is gaining traction, and perovskite batteries, due to their high energy-to-weight ratio, are expected to become the preferred choice for space photovoltaics, accelerating development [6] - GCL-Poly holds a 43.65% stake in its joint venture, GCL-Poly Solar, which is one of the top three companies in the perovskite sector, with GW-level production lines already in operation, positioning it to benefit significantly [6] - The European Union's carbon tariff will officially take effect on January 1, 2026, which is expected to lead to a price premium for granular silicon compared to rod silicon, reversing the current discount [6]