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¥49¥17¥27SHARE PRICE股价EHang eVTOL partnership亿航智能eVTOL合作Tongji University R&D institut同济大学联合研究院Jinzhai energy storage plant金寨储能工厂Tongling lithium battery recycling铜陵锂电池综合利用及PACK项目Zhong'an Energy charging &中安能源充换电合资公司Government subsidies政府补助Yongtai Technology legal dispute永太科技法律纠纷Chery Automobile partnership奇瑞汽车合作Nanjing customer-side energy stora南京用户侧储能项目Share buyback program股份回购计划Battery swap network expansion换电网络扩展BloombergNEF Tier 1 recognition彭博新能源财经Tier 1认证Anode material supply chain负极材料供应链Domestic subsidiary establishment国内子公司设立US policy & tariff impact美国政策与关税影响Annual & quarterly financial r年度及季度财务业绩Dali Niumowang commercial vehicle 大力牛魔王商用车合作Volkswagen standard cell program大众标准电芯项目Huaibei wind-solar JV淮北风光合资公司Yijiadian mobile charging piles易佳电移动充电桩US Fremont factory美国弗里蒙特工厂L600 Qichen LMFP batteryL600启晨磷酸锰铁锂电池Jinjing New Energy partnership金晶新能源合作Haier Nahui solar-storage partners海尔纳晖光储合作SAIC-GM-Wuling partnership上汽通用五菱合作Global battery recycling expansion全球电池回收扩张Product launches & technology 产品发布与技术发布Michigan US factory saga密歇根美国工厂风波Japan energy storage market entry日本储能市场进入NIO battery swap discussion蔚来换电业务讨论Tongcheng base expansion桐城基地扩张Solid-state battery R&D固态电池研发ESIE & RE+ product showcasesESIE与RE+产品展示Yichun base expansion宜春基地扩张Geely commercial vehicle supply吉利商用车供应Employee stock ownership plans员工持股计划G-Ke ultra-fast charging batteryG刻超快充电池Xingchen 46-series large cylindric星晨46系大圆柱电芯ABB factory automation partnershipABB工厂自动化合作Strategic cooperation MoUs & p战略合作备忘录与伙伴关系Morocco gigafactory摩洛哥超级工厂Production capacity & manufact产能与制造基地Slovakia InoBat JV plant斯洛伐克InoBat合资工厂European energy storage orders欧洲储能订单Executive changes & board elec高管变动与董事会选举Jiangsu Xuanteng energy storage JV江苏轩腾储能合资公司Rivian strategic customerRivian战略客户Robotics & new application exp机器人及新应用扩展Shenzhen Luohu cooperation discuss深圳罗湖合作洽谈Salt Lake Industry framework agree盐湖工业框架协议Anhui Auto Industry Association ro安徽省汽车行业协会职务Guoke Energy rumor denial国科能源谣言否认CNPC Jichai Power bid中石油济柴动力投标Datang & Hebei Linhai storage 大唐与河北林海储能电站Neta Auto supply & debt-to-equ哪吒汽车供应与债转股Malaysia battery assembly plant马来西亚电池组装厂Debt financing instruments债务融资工具Other developments其他动态Share pledges by controlling share控股股东股份质押Financial guarantees对外担保Beiben Heavy Truck framework agree北奔重卡框架协议Hefei Baohe R&D base合肥包河研发基地Hong Kong low-carbon research inst香港低碳研究院Australia energy storage cooperati澳大利亚储能合作Subsidiaries & equity changes子公司与股权变更ESG & green initiativesESG与绿色倡议Tongliao zero-carbon industrial pa通辽零碳产业园Ebusco strategic investmentEbusco战略投资Tsinghua University R&D partne清华大学研发合作Renesas BMS partnership瑞萨BMS合作Volkswagen voting rights waiver大众放弃表决权Volkswagen restricted share unlock大众限售股解禁Vietnam Guoxuan financial assistan越南国轩财务资助Separator supply agreements隔膜供应协议14th Supplier Conference & str第十四届供应商大会暨战略发布Financial & investor relations财务与投资者关系Research institutes & academic研究院与学术合作Industry standards & policy行业标准与政策Overseas expansion & internati海外扩张与国际运营Customer & OEM supply relation客户与OEM供应关系Mining & upstream resources采矿与上游资源Market share & shipment data市场份额与出货量数据Executive & governance高管与公司治理Supply chain & procurement agr供应链与采购协议Battery recycling & second-lif电池回收与梯次利用Sany heavy truck battery三一重卡电池
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EHang eVTOL partnership亿航智能eVTOL合作 9 · 2024-01-01 → 2026-07-14
Strategic cooperation with EHang to develop power cells, battery packs, and charging infrastructure for eVTOL aircraft, progressing through 2026.与亿航智能达成战略合作,为其eVTOL飞行器开发电芯、电池包和充电基础设施,合作持续至2026年。
2024-01-01Gotion High-tech signed a strategic cooperation agreement with EHang to jointly develop power cells, battery packs, energy storage systems and charging infrastructure for EHang's unmanned eVTOL aircraft, aiming to meet CAAC airworthiness standards.国轩高科与亿航智能签订战略合作协议,共同开发基于亿航无人驾驶eVTOL产品的动力电芯、电池包、储能系统和充电基础设施,符合中国民航局适航标准。
2024-03-29Gotion High-tech confirms it has not yet cooperated with Xiaomi Auto, but has a strategic agreement with EHang to jointly develop eVTOL power batteries and charging infrastructure.国轩高科确认暂未与小米汽车合作,但已与亿航智能签订战略合作协议,共同开发eVTOL动力电池和充电基础设施。
2024-11-22Gotion High-tech confirmed its cooperation with EHang on solid-state batteries for eVTOL is progressing orderly.国轩高科确认与亿航智能在固态电池方面的合作正在有序推进。
2025-02-24Gotion High-tech disclosed cooperation with EHang and others on low-altitude aviation products including power cells, battery packs, energy storage, and charging infrastructure.国轩高科披露与亿航智能等公司联合研发低空领域产品,包括动力电芯、电池包、储能系统和充电基础设施。
2025-09-08Gotion High-tech is collaborating with EHang on low-altitude economy applications, with products used in eVTOL and humanoid robots; also expanding into data center and communication base station backup power, and cooperating with Huawei in the energy storage market.国轩高科与亿航智能合作布局低空经济,产品应用于eVTOL及人形机器人;还拓展至数据中心、通信基站备电场景,并与华为合作开拓储能市场。
2026-07-14Gotion High-tech confirms cooperation with EHang and other leading companies in the low-altitude economy sector.国轩高科确认与亿航智能等多家行业头部企业在低空经济领域建立合作关系。
Tongji University R&D institute同济大学联合研究院 1 · 2024-01-01
Established a joint research institute with Tongji University for new battery materials, structures, and management technologies.与同济大学共建联合研究院,聚焦新电池材料、结构和电池管理技术。
2024-01-01Gotion High-tech and Tongji University signed an agreement to jointly establish a New Energy Vehicle Battery Technology Joint Research Institute, focusing on new battery materials, structures and management technologies.国轩高科与同济大学签约合作共建新能源汽车电池技术联合研究院,围绕新型电池的材料、结构和管理技术开展联合攻关。
Jinzhai energy storage plant金寨储能工厂 2 · 2024-01-02 → 2025-01-18
Jinzhai Phase II project for 10 GWh energy storage cells and PACK lines, with equipment orders and zero-carbon factory certification.金寨二期项目规划10GWh储能电芯和PACK产线,获得设备订单及零碳工厂认证。
2024-01-02Yinghe Technology won a fixed-point order from Gotion High-tech for the Jinzhai Phase II project, which plans to build 10 GWh of energy storage cells and PACK production lines, including coating machines, calenders, and assembly lines.赢合科技获得国轩高科金寨二期项目定点订单,该项目计划建设10GWh储能电芯和PACK生产线,提供涂布机、辊压机、切卷一体机、组装线等自动化产线。
2025-01-18Jinzhai factory obtained TÜV Rheinland T/CECA-G 0171 zero-carbon factory certificate, becoming the first zero-carbon factory of Guoxuan and the first LFP energy storage battery zero-carbon factory in the industry.金寨工厂荣获TÜV莱茵T/CECA-G 0171零碳工厂证书,成为国轩高科首个零碳工厂及业内首个磷酸铁锂储能电池制造零碳工厂。
Tongling lithium battery recycling & PACK project铜陵锂电池综合利用及PACK项目 2 · 2024-01-03 → 2024-09-29
A 5.2 billion yuan project for lithium battery comprehensive utilization and PACK industrialization in Tongling, breaking ground in 2024.投资52亿元在铜陵建设锂电池综合利用及PACK产业化项目,于2024年开工。
2024-01-03Gotion High-tech's subsidiary Hefei Deli New Material Technology signed a project for lithium battery comprehensive utilization and PACK industrialization in Tongling, with total investment of 5.2 billion yuan, to be built in two phases.国轩高科子公司合肥德锂新材料科技有限公司在铜陵签约锂电池综合利用及PACK产业化项目,总投资52亿元,分两期建设。
2024-09-29Gotion High-tech's Tongling Deli New Energy Technology Co., Ltd. lithium battery comprehensive utilization and PACK industrialization project broke ground in Tongling, Anhui, with total investment of 5.2 billion RMB; phase one expected annual revenue of 5 billion RMB.国轩高科旗下铜陵德锂新能源锂电池综合利用及PACK产业化项目在安徽铜陵奠基,总投资52亿元,一期达产后预计年销售收入50亿元。
Zhong'an Energy charging & swap JV中安能源充换电合资公司 1 · 2024-01-03
A joint venture with Anhui Energy, NIO Energy, and Wan Gas for EV charging infrastructure, battery swap, and battery sales.与皖能集团、蔚来能源、皖天然气等合资成立中安能源,布局充电基础设施、换电和电池销售。
2024-01-03Zhong'an Energy (Anhui) Co., Ltd. was established in Hefei with registered capital of 1.6 billion yuan, jointly held by Anhui Energy Group, NIO Energy, Gotion High-tech, and Wan Gas, focusing on EV charging infrastructure, battery swap, and battery sales.中安能源(安徽)有限公司在合肥成立,注册资本16亿元,由安徽省能源集团、蔚来能源、国轩高科、皖天然气等共同持股,主营电动汽车充电基础设施运营、换电设施销售等。
Government subsidies政府补助 1 · 2024-01-04
Received government subsidies totaling approximately 139 million yuan, boosting 2023 profit.收到约1.39亿元政府补助,增厚2023年利润。
2024-01-04Gotion High-tech's subsidiaries received government subsidies totaling approximately 139 million yuan, which are expected to increase 2023 profit before tax by the same amount.国轩高科所属子公司收到与收益相关的政府补助合计约1.39亿元,预计增加2023年度利润总额1.39亿元。
Yongtai Technology legal dispute永太科技法律纠纷 2 · 2024-01-08 → 2024-02-01
Legal disputes with Yongtai Technology over a 200 million yuan prepaid guarantee deposit and breach of contract related to material procurement.与永太科技就2亿元预付保证金及材料采购违约问题产生法律纠纷。
2024-01-08Feidong Gotion New Materials sued Yongtai Technology for return of 200 million yuan prepaid guarantee deposit plus 2.54 million yuan in damages, related to a 2022 material procurement agreement for lithium hexafluorophosphate and vinylene carbonate.肥东国轩新材料起诉永太科技,要求返还履约保证金2亿元及占用资金损失253.92万元,涉及2022年六氟磷酸锂及碳酸亚乙烯酯物料采购协议。
2024-02-01Yongtai Technology (a lithium battery raw material supplier) filed a lawsuit against Gotion High-Tech subsidiary Feidong Gotion and its affiliate Hefei Qianrui for breach of contract.锂电池原材料供应商永太科技起诉国轩高科子公司肥东国轩及其关联方合肥乾锐违约。
Chery Automobile partnership奇瑞汽车合作 10 · 2024-01-08 → 2026-08-05
Deepening strategic partnership with Chery as a main supplier, including equity stake, battery supply for multiple models, and joint heavy truck launches.深化与奇瑞的战略合作,成为其主供,包括入股、多车型电池供应及联合重卡发布。
2024-01-08Gotion High-tech's subsidiary Hefei Gotion signed a strategic cooperation agreement with Chery Automobile to fully participate as a main supplier in Chery's passenger cars, buses, logistics vehicles, and trucks, and to introduce Gotion's third-generation cells.国轩高科全资子公司合肥国轩与奇瑞汽车签署战略合作协议,作为主要供应商全面参与奇瑞乘用车、大巴、物流车、重卡等项目,奇瑞将导入国轩三代电芯。
2024-04-02Gotion High-tech's wholly-owned subsidiary Hefei Gotion High-tech Power Energy Co., Ltd. became a shareholder of Chery Holding Group, holding a 1.9575% stake, making it the eighth-largest shareholder.国轩高科全资子公司合肥国轩高科动力能源有限公司成为奇瑞控股集团股东,持股1.9575%,成为第八大股东。
2025-03-12Gotion High-tech supplied the 'Kunpeng Battery' for Chery's Exeed Sterra ES extended-range hybrid sedan, deepening their strategic partnership.国轩高科为奇瑞星途星纪元ES增程版供应“鲲鹏电池”,深化双方战略合作。
2025-04-16Gotion High-tech stated that its new-generation batteries have been mass-produced and installed in multiple Chery platforms including Exeed, Fengyun, and Jetour, with ongoing model upgrades toward higher-end segments.国轩高科表示,其新一代电池已在奇瑞旗下星途、风云和捷途等多个平台实现量产装车,所配套车型持续中高端化。
2025-10-17Gotion High-tech confirms it is a shareholder of Chery Automobile, with deepening cooperation covering passenger cars, buses, logistics vehicles, and heavy trucks under Chery brands.国轩高科确认是奇瑞汽车股东之一,双方合作深化,覆盖奇瑞旗下乘用车、大巴、物流车、重卡等项目。
2026-04-10Guoxuan Hi-Tech, Green Power Morocco (GPM), and Chery Heavy Truck have reached a cooperation to jointly build a 2000 km electric logistics corridor connecting Morocco and France, integrating electric heavy trucks, battery-swap infrastructure, and digital fleet management systems.国轩高科、摩洛哥绿能公司(GPM)与奇瑞重卡达成合作,共同建设一条全长2000公里的电动物流走廊,连接摩洛哥与法国,整合电动重卡、换电基础设施及数字化车队管理系统。
2026-04-28Guoxuan Hi-Tech supplied the customized hybrid battery system for Chery Fengyun T9L, using 180Wh/kg high-density cells, achieving 2000 km comprehensive range, marking its entry into the mid-to-high-end hybrid battery market.国轩高科为奇瑞风云T9L配套定制混动电池系统,采用180Wh/kg高密度电芯,助力整车实现2000公里综合续航,标志着产品迈入中高端混动电池第一梯队。
2026-07-28Gotion High-tech's G-series battery powers Chery Commercial Vehicle's joint heavy truck 'Dianqilin', featuring IP68 protection and 2C fast charging.国轩高科G行电池赋能奇瑞商用车联合重卡电麒麟,具备IP68防护和2C快充能力。
2026-08-05Gotion High-Tech and Chery Commercial Vehicle's联合重卡 launched the 'Dianqilin' heavy-duty truck equipped with Gotion's 646kWh G-series LFP battery system, offering 500km range and 15% lower energy consumption in short-haul cycles.国轩高科携手奇瑞商用车联合重卡推出搭载646度G行磷酸铁锂电池系统的电麒麟重卡,续航500公里,短途工况电耗降低15%。
Nanjing customer-side energy storage南京用户侧储能项目 1 · 2024-01-10
A 25.6MW/202.8MWh customer-side energy storage project in Nanjing connected to the grid, reducing peak load and saving coal.南京25.6MW/202.8MWh用户侧储能项目并网,削峰并节约标准煤。
2024-01-10Gotion High-tech's 25.6MW/202.8MWh customer-side energy storage project in Nanjing was successfully connected to the grid, reducing peak grid load by up to 24 MW and saving 17,800 tons of standard coal annually.南京国轩高科25.6MW/202.8MWh客户侧储能项目并网投运,最高可降低电网负荷2.4万千瓦,每年节约标准煤1.78万余吨。
Share buyback program股份回购计划 10 · 2024-01-12 → 2024-12-25
A series of share buybacks from January to December 2024, totaling 15.44 million shares for 300 million yuan, completed and used for employee stock ownership.2024年1月至12月进行系列股份回购,累计回购1544万股,耗资3亿元,用于员工持股计划。
2024-01-12Gotion High-tech completed its first share buyback on January 11, repurchasing 3.0921 million shares at a cost of 63.801 million yuan, with prices ranging from 20.08 to 21.20 yuan per share.国轩高科于1月11日首次实施股份回购,以集中竞价方式回购309.21万股,支付金额6380.10万元,成交价区间20.08-21.20元/股。
2024-04-02Gotion High-tech repurchased 12.0679 million shares (0.68% of total equity) via centralized bidding as of March 31, 2024, with total payment of approximately 240 million yuan, at prices ranging from 17.11 to 21.18 yuan per share.截至2024年3月31日,国轩高科通过集中竞价方式回购股份约1206.79万股(占总股本0.68%),支付金额约2.4亿元,成交价区间17.11-21.18元/股。
2024-06-03Gotion High-tech repurchased 14.3909 million shares (0.80% of total equity) via centralized竞价 for 281 million yuan, with prices ranging from 17.11 to 21.18 yuan per share, as of May 31, 2024.截至2024年5月31日,国轩高科通过集中竞价方式回购公司股份1439.09万股(占总股本0.80%),支付金额2.81亿元,成交价区间17.11-21.18元/股。
2024-06-14Gotion High-tech adjusted the upper limit of its share buyback price from 34.00 yuan to 33.90 yuan per share, effective June 21, 2024, following the 2023 annual equity distribution implementation.国轩高科因2023年年度权益分派实施,将回购股份价格上限由34.00元/股调整为33.90元/股,自2024年6月21日起生效。
2024-06-14Gotion High-tech announced its 2023 annual equity distribution: cash dividend of 1.0 yuan per 10 shares (total ~176.94 million yuan), record date June 20, ex-dividend date June 21, 2024.国轩高科公告2023年年度权益分派方案:每10股派发现金红利1.0元(含税),合计约1.77亿元,股权登记日2024年6月20日,除权除息日2024年6月21日。
2024-10-08Gotion High-tech announced share buyback progress: as of Sep 30, 2024, it repurchased 15.44 million shares (0.86% of total shares) for 300 million yuan, with price range 17.11-21.18 yuan per share, for employee stock ownership or equity incentive plans.国轩高科公告回购进展:截至2024年9月30日,以3亿元回购1543.62万股(占总股本0.86%),价格区间17.11-21.18元/股,用于员工持股或股权激励。
2024-11-01Gotion High-tech disclosed share buyback progress: as of Oct 31, 2024, it repurchased 15.44 million shares (0.86% of total) for about 300 million RMB, with price range 17.11-21.18 RMB/share.国轩高科披露股份回购进展:截至2024年10月31日,已回购约1544万股(占总股本0.86%),支付金额约3亿元,价格区间17.11-21.18元/股。
2024-12-04Gotion High-Tech completed its share buyback program, repurchasing 15.44 million shares (0.8567% of total equity) for a total of CNY 300 million, with prices ranging from CNY 17.11 to 21.18 per share.国轩高科完成股份回购计划,累计回购1543.62万股(占总股本0.8567%),支付总金额3亿元,成交价区间17.11-21.18元/股。
2024-12-25Gotion High-Tech completed the non-trade transfer of 8.025 million repurchased shares (0.4453% of total equity) to its fourth employee stock ownership plan at a transfer price of CNY 11.6 per share, with 468 participants and total subscription funds of CNY 93.09 million.国轩高科完成第四期员工持股计划首次授予非交易过户,过户股份802.5万股(占总股本0.4453%),受让价格11.6元/股,认购人数468人,认购资金总额9309万元。
Battery swap network expansion换电网络扩展 6 · 2024-01-15 → 2025-05-20
Partnerships and product launches to expand battery swap services, including the 'building-block' modular system and heavy truck applications.通过合作和产品发布扩展换电服务,包括“积木式”模块化系统和重卡应用。
2024-01-15United New Energy and Qingdao Gotion signed a strategic cooperation agreement to promote front-end battery swap mode for new energy vehicles nationwide, targeting 100 cities, with Qingdao Gotion building battery PACK and energy storage production lines.联合新能源与青岛国轩电池签署战略合作协议,推动新能源汽车前端换电模式在全国100个城市落地,青岛国轩建设电池PACK和储能设备产线。
2024-03-28Sany Heavy Truck Jiangshan SE, the world's largest-capacity battery-swap heavy truck, rolled off the line in Changsha, Hunan, equipped with Gotion High-tech's Mota MTB (Module to Bracket) battery, increasing capacity from 350 kWh to 437 kWh and extending range by over 100 km.全球最大电量换电重卡三一重卡江山SE在湖南长沙下线,搭载国轩高科魔塔MTB电池,带电量从350KWh提升至437KWh,续航里程提升100公里以上。
2025-01-06Actively deploying battery-swap: launched swap heavy truck with SANY, co-developed 'Huanneng' series with Geely Remote and Afanti New Energy Group covering micro-van, light truck etc.积极布局换电领域:与三一重卡推出换电重卡,与吉利远程、阿凡提新能源集团共同研发“焕能”系列换电车型,覆盖微面、微卡、轻卡等。
2025-04-13Gotion High-tech globally launched the world's first modular 'building-block' battery swap system at ESIE 2025, offering 5-minute swap for heavy-duty EVs, with each block battery pack capacity of 452kWh and construction cost at one-quarter of fixed swap stations.国轩高科在2025国际储能展览会上全球首发积木式充换电系统,为纯电重卡提供5分钟换电方案,单个积木电池包电量452kWh,建造成本仅为固定充换电站的四分之一。
2025-05-20Gotion High-Tech disclosed its swap battery system: world-first modular 'building-block' swap system for heavy trucks (tractors, dump trucks, mixers), enabling 'battery-finds-vehicle' via mobile carts.国轩高科披露换电领域布局:全球首创积木式充换电系统,可适配新能源重卡(牵引车、自卸车、搅拌车等),搭配移动板车实现“电找车”。
BloombergNEF Tier 1 recognition彭博新能源财经Tier 1认证 2 · 2024-01-16 → 2024-10-31
Included in BloombergNEF's Q1 2024 Tier 1 Energy Storage Manufacturer list, recognizing its 330Ah large cells and North American market access.入选彭博新能源财经2024年Q1一级储能制造商名单,认可其330Ah大电芯和北美市场准入。
2024-01-16Gotion High-tech was included in BloombergNEF's Q1 2024 Tier 1 Energy Storage Manufacturer list, one of 25 global firms, recognizing its 330Ah large cells and CSA certification for North American market access.国轩高科入选彭博新能源财经2024年第一季度一级储能厂商名单,全球共25家,其330Ah储能大电芯及CSA认证获北美市场通行证。
2024-10-31Gotion High-tech stated that its energy storage products (Gotion GRID, Gotion EDGE, Gotion HOME) have been exported to Europe, Africa, Americas, and Asia-Pacific; it was again rated as a global Tier 1 energy storage manufacturer by Bloomberg; on-site orders were signed at exhibitions in North America, Australia, and Saudi Arabia.国轩高科表示储能产品(Gotion GRID、Gotion EDGE、Gotion HOME)已出口欧非、美洲、亚太等地区,再次被彭博评为全球Tier1一级储能厂商,在北美、澳洲、沙特等展会现场签约储能订单。
Anode material supply chain负极材料供应链 4 · 2024-01-17 → 2025-03-13
Cooperation with anode material suppliers like Shangtai Technology and Inner Mongolia Sinuo, including annual procurement contracts and supplier awards.与尚太科技、内蒙古斯诺等负极材料供应商合作,包括年度采购合同和供应商奖项。
2024-01-17Shangtai Technology received the 'Excellence Contribution Award' from Gotion High-tech for its anode material supply in 2023, highlighting deepened cooperation in new product development and process innovation.尚太科技荣获国轩高科“卓越贡献奖”,表彰其在负极材料供应方面的合作,双方在新产品开发、工艺技术创新等方面深化合作。
2025-01-23Hefei Guoxuan New Materials plans to revamp existing 20,000 tpa anode material line, adding R&D lab and equipment.合肥国轩新材料计划对现有年产2万吨负极材料生产线进行改建,配套理化分析及负极材料研发实验室。
2025-03-13Gotion High-tech's subsidiary Hefei Gotion New Material Technology plans to retrofit its existing 20,000-ton anode material production line, adding R&D labs and equipment, as disclosed in an environmental impact assessment.国轩高科子公司合肥国轩新材料科技有限公司拟对现有年产2万吨负极材料生产线进行改建,新增研发实验室及设备,环境影响评价已公示。
Domestic subsidiary establishment国内子公司设立 27 · 2024-01-19 → 2026-08-24
Establishment of numerous wholly-owned subsidiaries across China for new energy technology, battery sales, and energy storage services.在中国各地设立多家全资子公司,从事新能源技术、电池销售和储能服务。
2024-01-19Shanghai Xuanyi Oufei New Energy Development Co., Ltd. was established, wholly owned by Gotion High-tech, with registered capital of 1 billion yuan, covering new energy equipment sales, battery sales, and energy storage technology services.上海轩邑欧菲新能源发展有限公司成立,由国轩高科间接全资控股,注册资本10亿元,经营范围包括新能源原动设备销售、电池销售、储能技术服务等。
2024-01-25Hefei Gotion New Energy Technology Co., Ltd. was established, wholly owned by Gotion High-tech, with registered capital of 50 million yuan, covering new material R&D, NEV sales, battery leasing, and battery manufacturing.合肥国轩新能源技术有限公司成立,由国轩高科全资持股,注册资本5000万元,经营范围包括新材料技术研发、新能源汽车整车销售、蓄电池租赁、电池制造等。
2024-03-28Gotion High-tech establishes Jiangxi Gotion New Energy Development Co., Ltd. with registered capital of 10 million yuan, wholly owned by subsidiary Anhui Gotion New Energy.国轩高科成立江西国轩新能源开发有限公司,注册资本1000万元,由全资子公司安徽国轩新能源有限公司持股。
2024-08-01Gotion High-tech establishes Hefei Gotion Energy Storage Technology Co., Ltd. with registered capital of 5 million yuan, fully owned via subsidiary Anhui Gotion New Energy.国轩高科成立合肥国轩储能科技有限公司,注册资本500万元,通过子公司安徽国轩新能源全资持股。
2024-08-02Gotion High-tech establishes Inner Mongolia Huihong New Energy Co., Ltd. with registered capital of 10 million yuan, fully owned via subsidiary Anhui Gotion New Energy.国轩高科成立内蒙古辉宏新能源有限公司,注册资本1000万元,通过子公司安徽国轩新能源全资持股。
2024-08-23Gotion High-tech establishes Lujiang Xuanneng Technology Co., Ltd. with registered capital of 5 million yuan, indirectly wholly owned.国轩高科成立庐江轩能技术有限公司,注册资本500万元,由国轩高科间接全资持股。
2024-08-30Gotion High-tech establishes Hefei Gotion Emerging Energy Co., Ltd. with registered capital of 5 million yuan, indirectly wholly owned.国轩高科成立合肥国轩新兴能源有限公司,注册资本500万元,由国轩高科间接全资持股。
2024-09-02Gotion High-tech established Hefei Gotion New Energy Co., Ltd. with registered capital of 5 million RMB, focusing on emerging energy technology R&D, energy storage, solar and wind power services.国轩高科在合肥成立合肥国轩新兴能源有限公司,注册资本500万元,专注于新兴能源技术研发、储能、太阳能及风力发电技术服务。
2024-10-11Gotion High-tech established Guangxi Gotion New Energy Co., Ltd. in Guangxi, with registered capital of 10 million yuan, wholly owned via subsidiary Anhui Gotion New Energy, focusing on wind power technology services and emerging energy R&D.国轩高科在广西成立广西国轩新能源有限公司,注册资本1000万元,通过子公司安徽国轩新能源全资持股,主营风力发电技术服务及新兴能源技术研发。
2024-11-01Gotion High-tech established Hefei Gotion Energy Storage Sales Co., Ltd., with registered capital of 30 million RMB, fully owned by its subsidiary, focusing on battery manufacturing and energy storage services.国轩高科成立合肥国轩储能销售有限公司,注册资本3000万元,由其子公司全资持股,专注于电池制造和储能技术服务。
2024-11-04Gotion High-tech established Hefei Gotion Power Energy Sales Co., Ltd., with registered capital of 30 million RMB, fully owned by its subsidiary, covering battery sales, energy storage services, and NEV sales.国轩高科成立合肥国轩动力能源销售有限公司,注册资本3000万元,由其子公司全资持股,业务涵盖电池销售、储能技术服务及新能源汽车销售。
2024-12-02Gotion High-Tech established Western Guoxuan (Inner Mongolia) Technology Co., Ltd. with registered capital of CNY 200 million, fully owned by its subsidiary Hefei Guoxuan, covering battery manufacturing and sales, new energy equipment, etc.国轩高科在内蒙古成立西部国轩(内蒙古)科技有限公司,注册资本2亿元,由合肥国轩全资持股,经营范围包括电池制造与销售、新能源原动设备制造等。
2024-12-18Gotion High-Tech established Hefei Guoxuan Zhonghong New Energy Co., Ltd. with registered capital of CNY 1 million, held 80% by its subsidiary Anhui Guoxuan New Energy, covering new energy technology R&D, solar power, and energy storage services.国轩高科成立合肥国轩中鸿新能源有限公司,注册资本100万元,由旗下安徽国轩新能源持股80%,经营范围包括新兴能源技术研发、太阳能发电、储能技术服务等。
2025-02-25Lujiang Gotion Photovoltaic Power Generation Co., Ltd. established with registered capital of 1 million RMB, wholly owned by Gotion High-tech's subsidiary, focusing on solar and storage services.庐江国轩光伏发电有限公司成立,注册资本100万元,由国轩高科子公司全资持股,专注太阳能和储能服务。
2025-03-03Gotion High-tech established Tongcheng Xuaneng Wind Power Co., Ltd. (registered capital 1 million yuan) via its subsidiary Anhui Gotion Electric Power, engaging in offshore wind power system R&D.国轩高科通过旗下安徽国轩电力有限公司成立桐城轩能风力发电有限公司(注册资本100万元),从事海上风电相关系统研发。
2025-03-06Gotion High-tech established Tongcheng Lvting Gotion Wind Power Co., Ltd. (registered capital 1 million yuan) via its subsidiary, covering IoT technology and carbon reduction R&D.国轩高科通过子公司成立桐城吕亭国轩风力发电有限公司(注册资本100万元),涵盖物联网技术研发和碳减排技术研发。
2025-03-13Gotion High-tech established Bozhou Gotion New Energy Co., Ltd. (registered capital 300 million yuan) via its subsidiary, engaging in battery manufacturing, solar power technology, and new energy equipment.国轩高科通过子公司成立亳州国轩新能源有限公司(注册资本3亿元),从事电池制造、太阳能发电技术及新能源设备业务。
2025-08-04Gotion High-tech established Wuhu Gotion Green Energy Co., Ltd. with a registered capital of 1 billion yuan, indirectly wholly owned, focusing on emerging energy technology R&D, battery parts production, and resource recycling technology.国轩高科成立芜湖国轩绿色能源有限公司,注册资本10亿元,间接全资持股,经营范围包括新兴能源技术研发、电池零配件生产、资源再生利用技术研发等。
2025-10-28Wuhu Gotion Power Technology Co., Ltd. established with registered capital of 1 billion yuan, wholly owned by Gotion High-tech indirectly; business scope includes battery sales, manufacturing, parts production, resource recycling, and new energy vehicle battery swap facility sales.芜湖国轩动力科技有限公司成立,注册资本10亿元,由国轩高科间接全资持股;经营范围包括电池销售、制造、零配件生产、资源再生利用、新能源汽车换电设施销售等。
2025-11-20Established Hefei Gotion Green Energy Co., Ltd., registered capital 1 billion yuan, wholly owned by Hefei Gotion Battery Technology Co., Ltd., covering battery manufacturing and sales.成立合肥国轩绿色能源有限公司,注册资本10亿元,由合肥国轩电池技术有限公司全资持股,经营范围包括电池制造和销售。
2026-02-26Ganzhou Gotion Green Energy Co., Ltd. was established, wholly owned indirectly by Gotion High-tech, covering R&D of emerging energy tech, solar power, energy storage, etc.赣州国轩绿色能源有限公司成立,由国轩高科间接全资持股,经营范围包括新兴能源技术研发、太阳能发电、储能技术服务等。
2026-04-16Two photovoltaic power generation companies, Lujiang Ketian Photovoltaic Power Generation Co., Ltd. and Lujiang Jinneng Photovoltaic Power Generation Co., Ltd., were established, both indirectly wholly owned by Guoxuan Hi-Tech.庐江柯坦光伏发电有限公司、庐江金能光伏发电有限公司成立,均由国轩高科间接全资持股。
2026-04-17Hefei Guoxuan Energy Technology Development Co., Ltd. was established with a registered capital of 50 million yuan, indirectly wholly owned by Guoxuan Hi-Tech, with a business scope including battery manufacturing and solar thermal utilization product sales.合肥国轩能源科技发展有限公司成立,注册资本5000万元,由国轩高科间接全资持股,经营范围包括电池制造、太阳能热利用产品销售等。
2026-08-14Gotion High-Tech indirectly established Inner Mongolia Gotion Green Power New Energy Co., Ltd. with registered capital of RMB 30 million, covering power generation, transmission and solar power technology services.国轩高科间接全资设立内蒙古国轩绿电新能源有限公司,注册资本3000万元,经营范围含发电、输电及太阳能发电技术服务。
2026-08-24Gotion High-Tech established Guangxi Xuanchu Wind Power Co., Ltd., wholly owned by its Liuzhou subsidiary, covering energy storage technology, wind power generation services and carbon reduction R&D.国轩高科旗下柳州国轩全资设立广西轩储风电有限公司,经营范围含储能技术服务、风力发电及碳减排研发。
US policy & tariff impact美国政策与关税影响 5 · 2024-01-22 → 2025-04-16
Responses to US Department of Defense ban, forced labor allegations, and tariff hikes, clarifying limited impact on commercial business.回应美国国防部禁令、强迫劳动指控和关税上调,澄清对商业业务影响有限。
2024-01-22Gotion High-tech responded to the US Department of Defense ban on procurement of batteries from six Chinese firms, stating it does not supply the US military and the ban has no impact on its commercial business.国轩高科回应美国国防部禁止采购六家中企电池的禁令,称公司未向美国军方供货,对民间商业合作无影响。
2024-02-05Gotion High-Tech stated on the investor platform that the U.S. Department of Defense ban on battery procurement has no impact on its civilian business, as it does not supply the U.S. military.国轩高科在互动平台表示,美国国防部电池采购禁令对其民用业务无影响,因其未向美国军方供货。
2024-05-17Gotion High-tech's board secretary Wang Quan responded that the US tariff hike on lithium batteries has limited impact on the company as US customer exports are not a significant portion of total scale.国轩高科董事会秘书汪泉回应称,美国提高锂电池关税对公司影响有限,因为美国客户出口量未占总规模重大比例。
2025-04-16Gotion High-tech stated that its direct exports to the US account for a low share, and tariff hikes have limited overall impact; the Illinois lithium battery project is progressing steadily.国轩高科表示,直接对美国出口份额占比较低,关税加征对业绩整体影响有限;伊利诺伊州锂电池项目稳步推进。
Annual & quarterly financial results年度及季度财务业绩 26 · 2024-01-29 → 2026-08-24
Release of annual and quarterly financial results from 2023 through 2026, showing revenue and profit growth trends.发布2023年至2026年的年度和季度财务业绩,显示收入和利润增长趋势。
2024-01-29Gotion High-tech released 2023 preliminary results: revenue 31-33 billion yuan (up 34-43% YoY), net profit 800-1,100 million yuan (up 157-253% YoY), and non-GAAP net profit turned positive at 85-120 million yuan.国轩高科发布2023年度业绩预告:营收310-330亿元(同比增长34%-43%),归母净利润8-11亿元(同比增长157%-253%),扣非净利润扭亏为盈至8500万-1.2亿元。
2024-02-01Gotion High-Tech released 2023 preliminary results: revenue of RMB 31-33 billion, up 34.5%-43.2% YoY; net profit of RMB 0.8-1.1 billion, up 157%-253% YoY.国轩高科发布2023年业绩预告:营收310-330亿元,同比增长34.5%-43.2%;净利润8-11亿元,同比增长157%-253%。
2024-04-19Gotion High-tech reported 2023 annual results: revenue of 31.605 billion yuan (+37.11% YoY), net profit of 939 million yuan (+201.28% YoY), product delivery exceeded 40 GWh (+40% YoY), and proposed a cash dividend of 1 yuan per 10 shares.国轩高科发布2023年年报:营收316.05亿元(同比+37.11%),归母净利润9.39亿元(同比+201.28%),产品交付突破40GWh(同比+40%),拟每10股派发现金红利1元。
2024-04-19Gotion High-tech reported 2024 Q1 results: revenue of 7.508 billion yuan (+4.61% YoY), net profit of 69.138 million yuan (-8.56% YoY), but non-GAAP net profit turned positive at 10.6034 million yuan.国轩高科发布2024年一季报:营收75.08亿元(同比+4.61%),归母净利润6913.8万元(同比-8.56%),扣非净利润1060.34万元(同比扭亏)。
2024-08-28Gotion High-tech reports H1 2024 revenue of 16.794 billion yuan (+10.2% YoY), net profit of 271 million yuan (+29.69% YoY); battery installations reach 9 GWh (+38.2% YoY).国轩高科2024年上半年营收167.94亿元(同比+10.2%),净利润2.71亿元(同比+29.69%),电池装车量9GWh(同比+38.2%)。
2024-08-30Gotion High-tech reports overseas revenue of 5.527 billion yuan in H1 2024, up 80.48% YoY, accounting for 32.91% of total revenue.国轩高科2024年上半年海外业务营收55.27亿元,同比增长80.48%,占总营收32.91%。
2024-10-29Gotion High-tech reported Q3 2024 revenue of 8.381 billion yuan, up 28.16% YoY; net profit of 141 million yuan, up 69.82% YoY. First three quarters revenue 25.175 billion yuan, up 15.60% YoY; net profit 412 million yuan, up 41.11% YoY.国轩高科发布2024年三季报:第三季度营收83.81亿元,同比增长28.16%;净利润1.41亿元,同比增长69.82%。前三季度营收251.75亿元,同比增长15.60%;净利润4.12亿元,同比增长41.11%。
2025-04-25Gotion High-tech reported 2024 annual results: revenue of RMB 35.392 billion (+11.98% YoY), net profit attributable to parent of RMB 1.207 billion (+28.56% YoY); overseas revenue exceeded RMB 11 billion for the first time, reaching RMB 11.005 billion (+71.21% YoY).国轩高科发布2024年年报:营收353.92亿元(同比+11.98%),归母净利润12.07亿元(同比+28.56%);海外收入首次突破百亿元,达110.05亿元(同比+71.21%)。
2025-04-25Gotion High-tech reported Q1 2025 results: revenue of RMB 9.055 billion (+20.61% YoY), net profit attributable to parent of RMB 101 million (+45.55% YoY), basic EPS of RMB 0.06 (+50% YoY).国轩高科发布2025年一季报:营收90.55亿元(同比+20.61%),归母净利润1.01亿元(同比+45.55%),基本每股收益0.06元(同比+50%)。
2025-08-13Gotion High-tech announced that its 2025 interim report is scheduled for release on August 30, 2025.国轩高科公告2025年中报预约披露时间为2025年8月30日。
2025-08-29Gotion High-tech reported H1 2025 revenue of 19.394 billion yuan, up 15.48% YoY; net profit attributable to shareholders of 367 million yuan, up 35.22% YoY.国轩高科2025年上半年营业收入193.94亿元,同比增长15.48%;归母净利润3.67亿元,同比增长35.22%。
2025-09-01Gotion High-tech's H1 2025 power battery system revenue was 14.034 billion yuan (+19.94% YoY), with gross margin up 2.16 ppt to 14.24%; energy storage revenue was 4.562 billion yuan (+5.14% YoY).国轩高科2025年上半年动力电池系统营收140.34亿元(同比+19.94%),毛利率提升2.16个百分点至14.24%;储能营收45.62亿元(同比+5.14%)。
2025-10-24Gotion High-tech reports Q3 2025 revenue of 10.114 billion yuan, up 20.68% YoY; net profit of 2.167 billion yuan, up 1,434.42% YoY. First three quarters revenue 29.508 billion yuan, up 17.21% YoY; net profit 2.533 billion yuan, up 514.35% YoY. Profit surge mainly due to fair value change from Chery Automobile's HK listing.国轩高科2025年第三季度营收101.14亿元,同比增长20.68%;净利润21.67亿元,同比增长1434.42%。前三季度营收295.08亿元,同比增长17.21%;净利润25.33亿元,同比增长514.35%。利润激增主要因奇瑞汽车港股上市带来的公允价值变动。
2025-11-05First three quarters of 2025: net profit 2.533 billion yuan, up 514.35% YoY; power battery installations 26.27 GWh, up 84.7% YoY; effective capacity near 130 GWh; October 2025 monthly output reached 12 GWh, a record high.2025年前三季度:归母净利润25.33亿元,同比增长514.35%;动力电池装车量26.27GWh,同比增长84.7%;有效产能接近130GWh;2025年10月排产达12GWh,创单月新高。
2026-01-30Gotion High-tech announced 2025 net profit attributable to shareholders of 2.5-3.0 billion yuan, up 107.16%-148.59% YoY, driven by strong NEV and energy storage demand and higher sales of new high-energy-density LFP batteries; non-recurring gain of ~1.7 billion yuan from Chery Auto's HK listing.国轩高科发布2025年度业绩预告,归母净利润25-30亿元,同比增长107.16%-148.59%,受益于新能源汽车及储能需求增长和高能量密度磷酸铁锂电池销量提升;非经常性损益约17亿元来自奇瑞汽车港股上市。
2026-04-28Guoxuan Hi-Tech reported Q1 2026 revenue of 11.708 billion yuan, up 29.30% YoY; net profit attributable to shareholders of 21.0932 million yuan, down 79.04% YoY; but non-GAAP net profit of 40.7765 million yuan, up 179.51% YoY.国轩高科发布2026年一季报,营业收入117.08亿元,同比增长29.30%;归母净利润2109.32万元,同比下降79.04%;扣非净利润4077.65万元,同比增长179.51%。
2026-05-30Gotion High-tech released 2025 annual results: revenue 45.07 billion yuan (+27.35% YoY), net profit 2.383 billion yuan (+97.49% YoY), proposed dividend of 1.0 yuan per 10 shares.国轩高科发布2025年度业绩:营业收入450.70亿元(同比+27.35%),归母净利润23.83亿元(同比+97.49%),拟每10股派发现金红利1.0元。
2026-06-18Dongwu Securities report: Guoxuan High-Tech 2025 net profit 2.383B yuan (+97.49% YoY), non-recurring items contributed; 2026Q1 non-recurring net profit 41M yuan (+179.51% YoY), core business improving.东吴证券研报:国轩高科2025年归母净利润23.83亿元(+97.49%),非经常性损益贡献大;2026Q1扣非归母净利润0.41亿元(+179.51%),主业改善。
2026-08-03Gotion High-Tech issued H1 2026 earnings forecast: net profit attributable to shareholders of RMB 1.2-1.55 billion, up 227.31%-322.77% YoY; non-recurring gains of RMB 1.1-1.4 billion mainly from investment income.国轩高科发布2026年半年度业绩预告:归母净利润12亿至15.5亿元,同比增长227.31%-322.77%;非经常性损益约11亿至14亿元,主要来自投资收益。
Dali Niumowang commercial vehicle deal大力牛魔王商用车合作 1 · 2024-02-01
Strategic cooperation and investment in Dali Niumowang for battery supply, technology collaboration, and overseas expansion.与大力牛魔王达成战略合作并投资,涉及电池供应、技术协作和海外拓展。
2024-02-01Gotion High-Tech signed a strategic cooperation agreement with Deli New Energy's commercial vehicle brand Dali Niumowang (Big Bull King) for battery supply, technology collaboration, and overseas expansion, and announced a strategic investment in Dali Niumowang.国轩高科与德力新能源旗下商用车品牌大力牛魔王汽车签署战略合作协议,涉及电池供应、技术合作和海外拓展,并宣布对大力牛魔王汽车进行战略投资。
Volkswagen standard cell program大众标准电芯项目 21 · 2024-02-05 → 2026-05-18
Development and supply of UC standard cells for Volkswagen's new-generation platform, including C-sample validation, mass production, and delivery ceremonies.为大众新一代平台开发和供应UC标准电芯,包括C样验证、量产和交付仪式。
2024-02-05Gotion High-Tech confirmed on the investor platform that its Xinzhan standard cell factory has production capability, and samples have been submitted to Volkswagen for vehicle validation; mass production timing depends on Volkswagen's progress.国轩高科在互动平台确认,新站标准电芯工厂已具备生产能力,已向大众提交样件进行整车验证,量产时间取决于大众进度。
2024-03-18Gotion High-tech confirms its standard cells are developed for Volkswagen's new-generation platform covering 80% of global models, but not yet supplied to VW Anhui ID.UNYX.国轩高科确认其标准电芯基于大众新一代平台开发,可覆盖全球80%车型,但尚未供货大众安徽ID.UNYX(与众)。
2024-03-18Gotion High-tech says its Xinzhan standard cell factory has production capability; samples submitted for VW vehicle validation, mass production timing depends on VW's schedule.国轩高科表示新站标准电芯工厂已具备生产能力,已提交样件配合大众整车验证,装车时间取决于大众生产进度。
2024-05-16Gotion High-tech stated that its UC standard cell has received the world's first global nomination from Volkswagen, and the cell is adapted to Volkswagen's new-generation new energy vehicle platform for mass-produced models.国轩高科表示,其UC标准电芯获大众全球首家定点,适配大众新一代新能源汽车平台,配套大众最新量产新能源车型。
2024-08-19Gotion High-tech's UC standard cell receives Volkswagen's first global定点 (designation), adapted for Volkswagen's new-generation NEV platform; samples submitted for vehicle validation.国轩高科UC标准电芯获大众全球首家定点,适配大众新一代新能源汽车平台,已提交样件进行整车验证。
2024-09-20Gotion High-tech stated that the Volkswagen standard cell factory has production capability, and samples have been submitted for vehicle validation; delivery timing depends on Volkswagen's production schedule.国轩高科表示大众标准电芯工厂已具备生产能力,已提交样件配合大众整车验证,装车时间取决于大众生产进度。
2024-10-23Gotion High-tech stated that its UC standard cell received global first定点 from Volkswagen, adapted for VW's new-generation NEV platform, and samples have been submitted for vehicle validation; mass production timing depends on VW's production schedule.国轩高科表示,其UC标准电芯获大众全球首家定点,适配大众新一代新能源汽车平台,已提交样件配合整车验证,装车时间取决于大众生产进度。
2025-02-26Gotion High-tech stated that the standard cell C-sample co-developed with Volkswagen is under verification; mass production at Hefei base depends on Volkswagen's roadmap; cooperation unaffected by VW-CATL MOU.国轩高科表示与大众共同开发的标准电芯C样正在验证中,合肥基地量产时间取决于大众路线图,与大众合作不受大众-宁德时代备忘录影响。
2025-04-16Gotion High-tech stated that its Xinzhan standard cell factory has production capacity, with volume shipments to Volkswagen Anhui pending the progress of Volkswagen's vehicle production schedule.国轩高科表示,其新站标准电芯工厂已具备生产能力,向大众安徽的批量出货需根据大众整车进度决定。
2025-07-24Gotion High-tech denies that Volkswagen has reduced procurement, stating cooperation on standard cells for VW's next-gen NEVs is ongoing.国轩高科否认大众减少采购,称标准电芯合作适配大众新一代新能源汽车项目正常推进。
2025-08-13Gotion High-tech stated that its cooperation with Volkswagen focuses on developing standard cells for Volkswagen's next-generation NEVs, with specific vehicle installation timing depending on Volkswagen's production and launch schedule.国轩高科表示与大众的合作着眼于开发标准电芯,以适配大众新一代新能源汽车的生产,具体装车时间取决于大众整车生产上市进度。
2025-11-20Held the Unified Cell mass production and delivery ceremony in Hefei, marking the start of large-scale production for the standard cell jointly developed with Volkswagen and PowerCo; Gotion to supply high-performance LFP and other standard cells to Volkswagen from 2026 to 2032.在合肥举行标准电芯(Unified Cell)量产交付仪式,标志着与大众汽车及PowerCo联合开发的标准电芯进入规模化量产;国轩高科将于2026年至2032年间向大众供应高性能磷酸铁锂及其他标准电芯。
2025-12-16Gotion High-tech's Hefei UC factory capacity expanded from 20GWh to 28GWh, with 12GWh ternary batteries supplying Audi, Seat Cupra and other premium brands.国轩高科合肥UC工厂产能从20GWh提升至28GWh,其中12GWh三元电池供应奥迪、Seat Cupra等高端品牌。
2025-12-24Gotion High-tech confirmed development of multiple 46-series large cylindrical batteries (LFP to high-performance ternary); standard cells can supply 80% of VW cars, covering MEB, MEB+, CMP, CSP platforms globally; overseas supply to VW Europe via direct/indirect exports.国轩高科确认开发多款46系列大圆柱电池(磷酸铁锂至高性能三元);标准电芯可供应大众80%汽车,覆盖MEB、MEB+、CMP、CSP全球平台;海外通过直接或间接方式出口至欧洲大众。
2026-05-18Gotion High-tech held its 2025 annual performance briefing; management attended including chairman Li Zhen, and disclosed that mid-to-high-end vehicle model battery supply share has increased significantly, with Chery, Geely, Leapmotor models ramping up, and Volkswagen standard cells in formal mass production.国轩高科举办2025年度业绩说明会,董事长李缜等出席,披露中高端车型配套占比显著提升,奇瑞、吉利、零跑等车型持续上量,大众标准电芯正式量产交付。
Huaibei wind-solar JV淮北风光合资公司 1 · 2024-02-07
Established a joint venture with Beijing Xiangfeng for wind and solar power generation services.与北京祥峰成立合资公司,从事风电和光伏发电服务。
2024-02-07Gotion High-Tech established Huaibei Gotion Xiangfeng New Energy Co., Ltd., a joint venture with Beijing Xiangfeng New Energy Technology, for wind and solar power generation services.国轩高科成立淮北国轩乡风新能源有限公司,与北京乡风新能源科技合资,从事风电和太阳能发电服务。
Yijiadian mobile charging piles易佳电移动充电桩 1 · 2024-02-08
Deployment of 1,000 smart mobile energy storage charging piles across China and export to multiple countries.在全国部署1000台智能移动储能充电桩,并出口至多个国家。
2024-02-08Gotion High-Tech's subsidiary Anhui Yijianeng Digital Technology deployed 1,000 units of its Yijiadian (Easy Charge) smart mobile energy storage charging piles across 30 Chinese cities and exported to the US, Japan, Germany, Singapore, Thailand, Netherlands, and Indonesia.国轩高科旗下安徽易加能数字科技投放1000台易佳电智能移动储能充电桩,覆盖国内30城并出口美日德新泰荷印尼等国。
US Fremont factory美国弗里蒙特工厂 2 · 2024-02-14 → 2025-12-16
First battery pack product rolled off the line at the Fremont, California factory, with 1 GWh planned capacity.加州弗里蒙特工厂首条电池包产品下线,规划产能1GWh。
2024-02-14Gotion High-Tech's first battery pack product in the US rolled off the line at its Fremont, California factory, with a planned capacity of 1 GWh and 85% automation rate.国轩高科在美国弗里蒙特工厂的首款电池Pack产品下线,产能规划1GWh,自动化率达85%。
2025-12-16Gotion High-tech's Fremont, California factory (1GWh capacity) started production in Dec 2023, producing portable and home storage products.国轩高科加州弗里蒙特工厂(产能1GWh)于2023年12月投产,生产便携式和家用储能产品。
L600 Qichen LMFP batteryL600启晨磷酸锰铁锂电池 7 · 2024-02-14 → 2025-09-01
Development and mass production of the L600 Qichen cell and pack based on LFMP chemistry, offering 1000 km range and expanding to commercial vehicles.开发并量产基于LFMP化学体系的L600启晨电芯和电池包,续航1000公里,并扩展至商用车。
2024-02-14Gotion High-Tech released its self-developed L600 Qichen (Dawn) cell and battery pack based on LFMP chemistry, with a range of 1,000 km, expected to enter mass production in 2024.国轩高科发布自主研发的LFMP体系L600启晨电芯及电池包,续航1000公里,预计2024年量产。
2024-03-13Gotion High-tech states its new-generation battery products (including L600 Qichen LMFP battery with 1000km range) will be mass-produced and sold based on market demand.国轩高科表示新一代电池产品(包括L600启晨磷酸锰铁锂电池,续航1000公里)将根据市场需求择机量产装车销售。
2024-09-20Gotion High-tech announced that its Qichen battery L600 has reached mass production capability and is organizing delivery based on orders; the Xingchen large cylindrical battery is in C-sample verification, targeting mass production in 2025.国轩高科宣布启晨电池L600已具备量产能力,正根据定点组织交付;星晨大圆柱电池处于C样验证,预计2025年量产。
2025-01-07L600 battery (Qichen L600) has obtained multiple customer and model designations, gradually entering mass production.L600电池(启晨L600)已取得多家客户多款车型定点,并逐步实现量产装车。
2025-06-18Gotion High-tech disclosed that its Qichen second-generation lithium iron manganese phosphate battery achieves 5C performance, costs 10-15% lower than ternary batteries, and has passed pack-level thermal runaway tests with zero thermal propagation.国轩高科披露启晨二代磷酸锰铁锂电池具备5C性能,成本较三元电池低10-15%,通过PACK层级热失控测试实现零热蔓延。
2025-08-19Gotion High-tech stated that its LMFP Qichen battery is expanding markets in light trucks, heavy trucks, and passenger cars, with stable light-truck deliveries and heavy-truck development cooperating with major OEMs; G垣 quasi-solid-state battery is in multi-customer vehicle testing.国轩高科表示磷酸锰铁锂启晨电池在轻卡、重卡及乘用车领域拓展市场,轻卡交付稳定,重卡与主流车企合作;G垣准固态电池处于多家客户上车测试阶段。
2025-09-01Gotion High-tech launched the Qichen second-generation lithium iron manganese phosphate battery in May 2025, for light trucks, heavy trucks, and passenger cars.国轩高科2025年5月发布启晨二代磷酸锰铁锂电池,应用于轻卡、重卡及乘用车。
Jinjing New Energy partnership金晶新能源合作 4 · 2024-02-20 → 2025-03-12
Strategic cooperation with Jinjing New Energy for low-carbon research, battery recycling, and global service outlets.与金晶新能源战略合作,涉及低碳研究、电池回收和全球服务网点。
2024-02-20Gotion High-Tech's Hong Kong subsidiary and Jinjing New Energy (Jinjing Xinneng) agreed to jointly establish a low-carbon research institute in Hong Kong, focusing on BESS technology, carbon reduction, and battery recycling.国轩高科香港子公司与晋景新能达成合作,拟在香港联合成立低碳研究院,研究电池储能系统、低碳技术和电池回收。
2024-02-26Gotion High-Tech and Jinjing New Energy signed a global memorandum to jointly develop energy storage and battery recycling businesses, including setting up joint research institutes in the US, Europe, and Southeast Asia, and investing in recycling operations in Germany and the US.国轩高科与晋景新能签署全球合作备忘录,共同发展储能和电池回收业务,包括在美欧东南亚设立联合研究所,并在德美投资回收业务。
2025-02-24Gotion High-tech signed a strategic framework agreement with Jinjing New Energy to build a global lithium battery sales, service, and recycling system, and a battery materials trade center in Hong Kong and Singapore.国轩高科与晋景新能订立战略框架协议,共建全球锂电池销售、售后及回收系统,并在香港和新加坡建立电池材料贸易中心。
2025-03-12Gotion High-tech and Jinjing New Energy deepened strategic partnership to jointly build 100 global service outlets for battery recycling and after-sales, establish a global battery materials trading center (Hong Kong/Singapore pilots), and leverage the 'Gotion Jinjing Low-Carbon Research Institute' for full lifecycle traceability.国轩高科与晋景新能深化战略合作,计划共建100个全球服务网点用于电池回收及售后,共建全球电池材料贸易中心(香港/新加坡试点),并利用“国轩晋景低碳研究院”构建全生命周期溯源体系。
Haier Nahui solar-storage partnership海尔纳晖光储合作 1 · 2024-02-21
Strategic cooperation with Haier's Nahui brand for integrated solar-storage solutions and low-carbon industrial park development.与海尔旗下纳晖品牌战略合作,提供光储一体化解决方案和低碳工业园区开发。
2024-02-21Gotion High-Tech signed a strategic cooperation agreement with Haier's new energy brand Nahui (Nahui New Energy) for integrated solar-storage solutions and low-carbon industrial park development.国轩高科与海尔旗下纳晖新能源签署战略合作协议,提供光储一体化解决方案,建设低碳园区。
SAIC-GM-Wuling partnership上汽通用五菱合作 2 · 2024-02-23 → 2025-07-24
Deepened cooperation with SGMW for joint cell development, capacity expansion in Liuzhou, and battery pack supply for Air ev in Indonesia.深化与上汽通用五菱合作,包括联合电芯开发、柳州产能扩张以及印尼Air ev电池包供应。
2024-02-23Gotion High-Tech and SAIC-GM-Wuling (SGMW) agreed to deepen cooperation in 2024, including joint cell development, capacity expansion in Liuzhou, and battery pack supply for Air ev in Indonesia.国轩高科与上汽通用五菱达成2024年全面深化合作,包括联合电芯研发、柳州产能提升及印尼基地为Air ev配套电池包。
Global battery recycling expansion全球电池回收扩张 2 · 2024-03-01 → 2025-11-04
Expansion of battery recycling operations with partners in the US, Europe, and Southeast Asia, including joint plants in Germany and the US.与美国、欧洲和东南亚的合作伙伴扩展电池回收业务,包括在德国和美国建立合资工厂。
2024-03-01Gotion High-tech announces global battery recycling expansion with partners in US, Europe, Southeast Asia, and joint recycling plants in Germany and US.国轩高科宣布与合作伙伴在全球拓展电池回收业务,在美国、欧洲、东南亚设立研究设施,并在德国和美国共同投建经营电池回收厂。
2025-11-04Operates a power battery recycling production base in Feidong, Hefei, for closed-loop recycling of battery materials.在合肥肥东布局了动力电池回收生产基地,实现电池材料闭环回收利用。
Product launches & technology releases产品发布与技术发布 18 · 2024-03-02 → 2026-05-17
Debuts of new battery cells, energy storage systems, and related technologies at various expos and conferences.在各类展会和会议上发布新的电芯、储能系统及相关技术。
2024-03-02Gotion High-tech debuts 5MWh liquid-cooled storage container Gotion Grid, 46-series large cylindrical cells, and upgraded mobile charging vehicle at 2024 Japan Secondary Battery Expo.国轩高科在2024日本二次电池展上首次亮相5MWh液冷储能集装箱Gotion Grid、46大圆柱系列电芯和移动充电车海外升级版。
2025-02-12Gotion High-tech's first 688Ah ultra-large capacity energy storage cell passed testing, with energy density over 435Wh/L; 20-foot standard cabin capacity reaches 6.9MWh+.国轩高科首款688Ah超大容量储能电芯通过测试,能量密度超435Wh/L,20尺标准舱容量达6.9MWh以上。
2025-02-21At BATTERY JAPAN 2025, Gotion High-tech showcased its self-developed 7MWh container energy storage system and signed cooperation exceeding 7GWh with multiple international energy companies.在2025年日本国际二次电池展上,国轩高科展示自研7MWh集装箱储能系统,并与多家国际能源企业达成超7GWh合作。
2025-03-25Gotion High-tech globally launched the Gotion Guard intelligent monitoring system at the 2025 Huishang Conference, integrating Deepseek deep learning and knowledge graphs for battery safety across vehicles, storage, and other applications.国轩高科在2025徽商大会上全球首发Gotion Guard智能守卫系统,集成Deepseek深度学习和知识图谱,用于车辆、储能等全场景电池安全监控。
2025-06-05Gotion High-tech released G Yuan quasi-solid-state battery (197 Ah, energy density >300 Wh/kg cell, >235 Wh/kg system, 12 GWh annual capacity), Qichen second-generation battery, G Xing heavy truck battery, and Qian Yuan Zhi Chu 20 MWh energy storage system at its Global Technology Conference.国轩高科在科技大会上发布G垣准固态电池(197Ah,电芯能量密度>300 Wh/kg,系统>235 Wh/kg,年产能12 GWh)、启晨二代电池、G行重卡电池和乾元智储20 MWh储能系统。
2025-10-17Gotion High-tech announces at 2025 Global Technology Conference the launch of multiple products: L600 Qichen (启晨) LFP-Mn cell and battery pack, G Yuan quasi-solid-state battery, Jinshi all-solid-state battery, G Xing (G行) super heavy truck standard box, and Qian Yuan Zhi Chu (乾元智储) energy storage battery system.国轩高科在2025全球科技大会发布多款产品:L600启晨LMFP电芯及电池包、G垣准固态电池、金石全固态电池、G行超级重卡标准箱、乾元智储储能电池系统。
2025-10-17Gotion High-tech reveals G Xing (G行) super heavy truck standard box features four-gun simultaneous charging, high-voltage platform, wide voltage range adjustment, low-temperature protection, and zero-degradation technology; single pack capacity 116kWh, energy density 175Wh/kg.国轩高科披露G行超级重卡标准箱具备四枪并充、高压平台、宽域电压调节、低温保障和'零衰减'技术;单包电量116kWh,能量密度175Wh/kg。
2025-11-26Launched multiple new products: G-series quasi-solid-state battery (300 Wh/kg), 'Jinshi' all-solid-state battery pilot line, 'Qichen Gen-2' LMFP ultra-fast charging cell (240 Wh/kg, 5C), 'Gxing' heavy-duty truck standard box (116 kWh, 3000-cycle zero decay), and 'Qianyuan' 20 MWh energy storage system.发布多款新产品:G垣准固态电池(300Wh/kg)、“金石”全固态电池实验线贯通、“启晨二代”LMFP超充电芯(240Wh/kg,5C快充)、“G行”重卡标准箱(116kWh,3000次循环零衰减)、“乾元”20MWh储能系统。
2026-04-07Guoxuan Hi-Tech released six new technologies: G Yuan quasi-solid-state battery with 1000 km range, G Xing heavy truck standard box with 12-year lifespan, world's first single-cabinet 20MWh energy storage system, Jin Shi all-solid-state battery in pre-mass production, Qi Chen second-generation battery with world's first LMFP ultra-fast charging cell, and Axtrem industrial AI agent.国轩高科集中发布六项新技术:续航1000公里的G垣准固态电池、可连续使用12年的G行重卡标准箱、全球首款单舱20MWh储能系统、已进入预量产阶段的金石全固态电池、全球首款LMFP超充电芯的启晨二代电池、以及Axtrem工业AI智能体。
2026-04-20Guoxuan Hi-Tech announced it will launch the fifth-generation LFP all-scenario battery in mid-May, with energy density up to 205Wh/kg, super-fast charging from 10% to 70% SOC in under 4.5 minutes, and ultra-long life version supporting over 10 years for vehicles and 30 years for energy storage.国轩高科宣布将于5月中旬推出第五代磷酸铁锂全场景电池,能量密度最高可达205Wh/kg,超级快充版本10%至70% SOC充电时间低于4.5分钟,超长寿命版本支持车用10年以上和储能30年超长寿命。
2026-05-13Gotion High-tech announced it will hold its 15th Global Technology Conference on May 16-17 in Hefei, planning to release seven new products including all-solid-state battery, hybrid solid-liquid battery, 5th-gen LFP battery, new energy storage system, and mobile charging-swapping system.国轩高科宣布将于5月16-17日在合肥举办第15届全球科技大会,计划发布七大新品,包括全固态电池、混合固液电池、第五代磷酸铁锂电池、新型储能系统及移动储充换系统。
2026-05-17Gotion High-tech released 5th-gen LFP all-scenario battery: G-Ke Gen2 super-fast-charging passenger vehicle battery and G-Qing ultra-long-life battery for passenger, commercial and storage applications.国轩高科发布第五代磷酸铁锂全场景电池:G刻二代超级快充乘用车电池及G擎超长寿命乘商储电池。
2026-05-17Gotion High-tech launched sodium-ion battery 'Nachen', with high-energy version reaching 261 Wh/kg (+60% vs traditional Na battery), power version supporting -50°C discharge, storage version with >20,000 cycles and -40°C retention >88%; mass production started.国轩高科发布钠离子电池“钠晨电池”,高能版能量密度261Wh/kg(较传统钠电池提升60%),动力版支持-50℃放电,储能版循环超20000次、-40℃保持率高于88%,发布即量产。
2026-05-17Gotion High-tech released G-Yuan hybrid solid-liquid smart battery with triple safety protection, 9-min charge for 500 km range, full-charge range over 1,000 km, and doubled cycle life; to be first used in B-class+ EVs, eVTOL, and high-performance robots.国轩高科发布G垣混合固液智慧电池,具备三重安全防护,9分钟补能500km,满电续航超1000km,循环寿命翻倍;将率先搭载于B级以上高端纯电车型、eVTOL及高性能机器人。
2026-05-17Gotion High-tech launched the industry's first grid-forming high-voltage cascaded energy storage system (Qianyuan Zhichu 2.0) with a three-phase-one-cabinet design, and the world's first hybrid solid-liquid large-capacity mobile charging-swapping station 'Dianlala' with up to 1000 kWh battery pack.国轩高科发布行业首创构网型高压级联储能系统(乾元智储2.0,三相一舱设计)及全球首款混合固液大电量移动储充换设备“电拉拉”(最高容量1000kWh)。
Michigan US factory saga密歇根美国工厂风波 8 · 2024-03-05 → 2025-12-08
Legal disputes, court rulings, and eventual abandonment of the $2.4 billion battery materials plant in Michigan due to local opposition.因当地反对,密歇根州24亿美元电池材料工厂经历法律纠纷、法院裁决,最终放弃。
2024-05-28Gotion High-tech's US subsidiary filed a lawsuit against Green Charter Township, Michigan, for breach of contract over water pipeline commitments, which blocked its planned $2.4 billion battery component factory in the state.国轩高科美国子公司对美国密歇根州格林查特镇提起诉讼,指控其违反供水管道合同,导致公司在该州计划投资约24亿美元的电池组件工厂受阻。
2024-05-31Gotion High-tech's US subsidiary Gotion won a court ruling in Michigan to build an EV battery component factory with a planned investment of about $2.4 billion, producing 150,000 tons of cathode material and 50,000 tons of anode material annually.国轩高科美国子公司Gotion赢得密歇根州法院裁决,将建造电动汽车电池组件工厂,计划投资约24亿美元,年产15万吨正极材料和5万吨负极材料。
2024-06-03Gotion's US subsidiary Gotion Inc. won a Michigan court ruling to proceed with building an EV battery component plant in the state.国轩高科美国子公司Gotion Inc.获得密歇根州法院裁决,获准在该州建造电动汽车电池组件工厂。
2025-04-15Gotion High-tech's planned battery materials plant in Green Charter Township, Michigan, USA (total investment ~$2.4 billion, 150kt cathode and 100kt anode annual capacity) has been halted due to a legal dispute with the local township government; permit applications withdrawn.国轩高科在美国密歇根州格林查特镇规划的电池材料工厂(总投资约24亿美元,年产15万吨正极材料和10万吨负极材料)因与当地政府的法律纠纷而停工,并撤回许可申请。
2025-10-23Michigan Economic Development Corporation (MEDC) declared Gotion's 2.4-billion-dollar battery material plant project in Green Township abandoned due to breach of contract, terminating all incentives.密歇根州经济发展公司(MEDC)宣布,国轩高科在格林镇的24亿美元电池材料工厂项目因违约被视为放弃,终止所有激励措施。
2025-10-29Gotion High-tech confirms its subsidiary has abandoned plans to build a battery material factory in Green Charter Township, Michigan, USA, due to failure to reach consensus with local government on policy issues; project originally planned $2.364 billion investment for 150,000 tons cathode and 50,000 tons anode annual capacity.国轩高科确认其子公司放弃在美国密歇根州绿镇建设电池材料工厂的计划,因与当地政府政策问题未达成共识;项目原计划投资23.64亿美元,年产正极材料15万吨、负极材料5万吨。
2025-12-08Gotion High-tech's planned $2.4 billion battery factory in Michigan, USA (over 40GWh capacity, 2,350 jobs) was abandoned due to geopolitical opposition and local protests, despite $540M tax exemptions and $175M grant commitments.国轩高科美国密歇根州24亿美元电池工厂项目(超40GWh产能、2350个岗位)因地缘政治和地方反对而终止,尽管获得5.4亿美元税收豁免和1.75亿美元补助承诺。
Japan energy storage market entry日本储能市场进入 3 · 2024-03-21 → 2025-08-04
Partnerships and projects in Japan, including a 1 GWh storage development agreement and successful entry into Japan's primary frequency regulation market.在日本建立合作伙伴关系并开展项目,包括1GWh储能开发协议及成功进入日本一次调频市场。
2024-03-21Gotion Japan signs agreement with Daiwa Energy and CO2OS in Tokyo to jointly develop and operate 1 GWh of energy storage projects in Japan over 2 years.国轩日本与大和能源、CO2OS在东京签订协议,未来2年内共同在日本开发运维共计1GWh的储能电站项目。
2025-07-30Gotion High-tech and Japan's Edison Power jointly developed Sagara storage station passes Japan's primary frequency regulation market test, becoming the first Chinese储能 firm to enter Japan's core power ancillary service market.国轩高科与日本爱迪生能源合作开发的佐仓储能电站通过日本一次调频市场测试,成为首家进入日本核心电力辅助服务市场的中国储能厂商。
2025-08-04Gotion High-tech supplied 3.42MWh liquid-cooled energy storage systems for the 12MW/48MWh Miyakojima Second Power Plant large-scale storage station in Okinawa, Japan, which was put into operation on July 30, becoming the largest storage project on Japan's remote islands.国轩高科为日本冲绳宫古岛第二发电所12MW/48MWh大型储能电站提供3.42MWh液冷储能系统,该电站于7月30日投运,成为日本离岛地区最大储能项目。
NIO battery swap discussion蔚来换电业务讨论 1 · 2024-03-23
NIO CEO visited Gotion to discuss potential cooperation on battery swap business and platform openness.蔚来CEO访问国轩,讨论换电业务和平台开放方面的潜在合作。
Tongcheng base expansion桐城基地扩张 2 · 2024-03-25 → 2024-09-12
Phase II of the Tongcheng base with 10 GWh LMFP battery line in trial production, with total planned capacity of 40 GWh.桐城基地二期10GWh LMFP电池线试产,规划总产能40GWh。
2024-03-25Gotion High-tech's Tongcheng base Phase II achieves new progress: 10 GWh LMFP battery line in trial production, expected to mass-produce next month; total planned capacity 40 GWh.国轩高科桐城基地二期项目取得新进展:10GWh磷酸锰铁锂电池生产线处于小批量试产阶段,预计下月量产;规划总产能40GWh。
2024-09-12Gotion High-tech and Huadian New Energy jointly established Tongcheng Huaxuan New Energy Co., Ltd. with registered capital of 10 million RMB, Gotion holding 51% stake, for new energy technology R&D and offshore wind power.国轩高科与华电新能源共同成立桐城华轩新能源有限公司,注册资本1000万元,国轩持股51%,从事新能源技术研发和海上风电等业务。
Solid-state battery R&D固态电池研发 50 · 2024-03-29 → 2026-08-04
Development of sulfide-based all-solid-state 'Jinshi' battery, achieving automotive-grade preparation, pilot line, and mass production line design.开发硫化物基全固态“金石”电池,实现车规级制备、中试线和量产线设计。
2024-03-29Gotion High-tech states its solid-state battery project is in R&D stage; supplies liquid-cooled storage cabinet systems to Japan's Edison Power for storage and recycling market.国轩高科表示固态电池项目处于研发阶段;已向日本爱迪生能源供货液冷储能柜系统,用于储能和回收市场。
2024-03-29Gotion High-tech announces R&D focus on 900 Wh/L all-solid-state batteries and 1000V/5C ultra-fast charging technology.国轩高科宣布研发重点包括900Wh/L全固态电池和1000V/5C超快充技术。
2024-04-29At the 2023 annual performance briefing, Gotion High-tech stated that it has a semi-solid-state battery with energy density of 360 Wh/kg in soft-pack form, which has reached industrialization capability, and is developing battery products for eVTOL applications.国轩高科在业绩说明会上表示,已有能量密度360Wh/kg的软包半固态电池并具备产业化能力,同时正开发eVTOL锂电池产品。
2024-05-16Gotion High-tech confirmed on the investor interactive platform that it has a 360 Wh/kg pouch semi-solid battery that is industrialization-ready and is engaging customers in vehicles and low-altitude flight.国轩高科在投资者互动平台确认,公司已有能量密度达360Wh/kg的软包半固态电池,已具备产业化能力,正在对接整车和低空飞行等客户。
2024-05-17Gotion High-tech unveiled the Jinshi all-solid-state battery with energy density of 350 Wh/kg (800 Wh/L), 40% higher than mainstream NCM, passing a 200°C hot box test, with a pack range of 1000 km per charge; mass production targeted for 2030.国轩高科发布金石全固态电池,能量密度350Wh/kg(800Wh/L),比主流三元锂电池提升40%以上,通过200°C热箱测试,电池包续航达1000公里;计划2030年量产。
2024-05-30Gotion High-tech stated on the interactive platform that the Jinshi battery is its first all-solid-state prototype battery, currently in the technology development stage, with cell energy density of 350 Wh/kg (800 Wh/L) and passing 200°C hot box test.国轩高科在互动平台表示,金石电池是公司首款全固态原型电池,目前处于技术开发阶段,电芯能量密度350Wh/kg(800Wh/L),通过200°C热箱测试。
2024-05-30Gotion High-tech disclosed on the interactive platform that it is primarily developing sulfide all-solid-state batteries, with vehicle-grade cell preparation achieved, and also researching halide all-solid-state batteries with sample cells prepared.国轩高科在互动平台披露,公司以硫化物全固态电池开发为主,已实现车规级电芯制备,同时布局卤化物全固态电池研究,已制备样品电池。
2024-09-20Gotion High-tech achieved automotive-grade all-solid-state battery preparation, basic performance verification, and sample testing, with cell cycle life exceeding 3000 cycles, marking a breakthrough from mold to automotive-grade cell.国轩高科实现车规级全固态电池制备、基础性能验证及样品测试,电芯循环次数超3000次,实现从模具到车规级电芯的突破。
2024-10-31Gotion High-tech disclosed that its third-generation cell products (including all-solid-state battery 'Jinshi Battery') are under development; the company is promoting market application and high-quality delivery of third-gen cells, and advancing industrialization of all-solid-state battery technology.国轩高科披露第三代电芯产品(包括全固态电池“金石电池”)研发进展,将推进第三代电芯市场应用和高质量交付,推动全固态电池产业化。
2025-02-24Gotion High-tech confirmed its solid-state battery 'Jinshi Battery' has achieved automotive-grade preparation, basic performance verification, and sample testing, but not yet mass-produced.国轩高科确认全固态电池“金石电池”已实现车规级制备、基础性能验证及样品测试,但尚未量产。
2025-03-30Gotion High-tech's chief scientist Zhu Xingbao announced at the China EV100 Forum 2025 that the company will release a new high-safety solid-state battery on May 17, 2025, with energy density of 300 Wh/kg.国轩高科首席科学家朱星宝在中国电动汽车百人会论坛2025上宣布,公司将于2025年5月17日发布全新高安全固态电池,能量密度300Wh/kg。
2025-04-02Gotion High-tech Chief Scientist Zhu Xingbao announced at the China EV100 Forum that the company will release a new high-safety solid-state battery around May 17, 2025; it has developed a 20Ah solid-state cell with over 90% capacity retention after 400 cycles.国轩高科首席科学家朱星宝在中国电动汽车百人会论坛上宣布,公司将于2025年5月17日左右发布一款高安全固态电池;已开发20Ah固态电芯,400次循环后容量保持率超90%。
2025-05-19Gotion High-Tech stated its all-solid-state battery path from pilot to mass production requires optimizing material system, manufacturing tech, and reducing raw material/production costs.国轩高科表示全固态电池从中试到量产需聚焦技术(优化材料体系和制造技术)和成本(降低原材料和生产环节成本)两大核心。
2025-07-24Gotion High-tech announces it has officially started the design of the first-generation all-solid-state battery mass production line.国轩高科宣布已正式启动第一代全固态电池量产线的设计工作。
2025-07-24Gotion High-tech denies receiving 1.5 billion yuan special fund for solid-state battery from MIIT, calling the information untrue.国轩高科否认获得工信部15亿元固态电池专项资金,称信息不属实。
2025-07-24Gotion High-tech denies that its solid-state battery failed MIIT inspection, stating no such inspection occurred recently.国轩高科否认固态电池未通过工信部检验,称近期未发生接受工信部检验一事。
2025-08-13Gotion High-tech confirmed it holds a 5.90% stake in Anhui Anwa New Energy Technology Co., Ltd., which announced the successful offline of the world's first GWh-level new all-solid-state battery production line.国轩高科确认持有安徽安瓦新能源科技有限公司约5.90%股份,该公司宣布全球首条GWh级新型全固态电池生产线首批工程样件下线。
2025-08-21Gotion High-tech and Beijing University of Chemical Technology jointly established the 'Solid-State Battery Materials Joint Innovation Laboratory' to focus on key solid-state battery material development, leveraging BUCT's high-gravity technology and Gotion's industrialization expertise.国轩高科与北京化工大学联合成立“固态电池材料联合创新实验室”,重点围绕固态电池核心材料开发,结合北化超重力技术与国轩产业化优势。
2025-08-31Gotion High-tech's strategic operations VP Xiong Yonghua revealed at a forum that the company will mass-produce semi-solid-state and all-solid-state batteries in Q1 2027, covering passenger cars, commercial vehicles, construction machinery, and eVTOL.国轩高科战略运营副总裁熊永华在论坛透露,公司将于2027年第一季度量产半固态和全固态电池,应用涵盖乘用车、商用车、工程机械及eVTOL飞行器。
2025-10-13Gotion High-tech's all-solid-state 'Jinshi Battery' (金石电池) enters pilot mass production stage; 0.2GWh pilot line completed with 100% domestic core equipment, and design of a 2GWh mass production line has started. Energy density reaches 350Wh/kg, 40% higher than mainstream NCM batteries, passing 200°C hot box test.国轩高科全固态'金石电池'进入中试量产阶段;0.2GWh中试线已建成,核心设备100%国产化,并启动2GWh量产线设计工作。能量密度达350Wh/kg,较主流三元锂电池提升超40%,通过200℃热箱测试。
2025-11-04Developed the 'Jinshi Battery' automotive-grade all-solid-state cell (30 Ah sulfide-based), passed 200°C hot box test; small-batch production and vehicle testing expected by 2027.成功研发出车规级全固态成品电芯“金石电池”(30Ah硫化物全固态),通过200摄氏度热箱测试,预计2027年实现小批量生产及装车测试。
2025-12-04Gotion High-tech updated progress on solid-state batteries: quasi-solid-state batteries completed testing and are undergoing customer-specific verification; Jinshi all-solid-state battery achieved pilot line landing and internal vehicle road testing in H1 2025, with 2GWh mass production line design underway.国轩高科更新固态电池进展:准固态电池完成测试并开展客户验证;金石全固态电池2025年上半年实现中试线落地和内部装车路测,推进2GWh量产线设计。
2026-01-27Gotion High-tech stated it is conducting targeted verification for customer-specific G-yuan quasi-solid-state battery needs; the all-solid-state battery pilot line has completed internal vehicle validation.国轩高科表示正围绕客户对G垣准固态电池差异化需求开展针对性验证;全固态电池中试线已完成内部装车验证。
2026-03-02Gotion High-tech signed a strategic cooperation memorandum with BASF in Hefei to jointly develop next-generation solid-state battery technology.国轩高科与巴斯夫在合肥签署战略合作备忘录,联合开发下一代固态电池技术。
2026-04-09The company stated that the design work for the 2GWh all-solid-state battery production line has been basically completed, and the company has sufficient orders in hand for its energy storage business.公司表示2GWh全固态电池量产线设计工作已基本完成,储能业务在手订单充足。
2026-04-24At the 2026 Gaogong Solid-State Battery Technology and Application Summit, Guoxuan Hi-Tech Chief Scientist Zhu Xingbao criticized semi-solid-state batteries using solid electrolyte and liquid separator, stating they contribute nothing to safety, and introduced the company's gel separator and self-extinguishing material technology.在2026高工固态电池技术与应用峰会上,国轩高科首席科学家朱星宝痛斥由固态电解质和液态隔膜生产的半固态电池,认为对安全没有贡献,并介绍了公司开发的凝胶隔膜和自熄灭材料技术。
2026-05-12Gotion High-tech chief scientist Zhu Xingbao presented on solid-state battery mass production progress, stating the company is pursuing both sulfide and composite routes, with a three-step plan targeting semi-solid by 2028 and all-solid later.国轩高科首席科学家朱星宝介绍固态电池量产进展,公司布局硫化物和复合两条路线,计划2028年前完成半固态迭代后推出全固态。
2026-05-17Gotion High-tech announced its Jinshi all-solid-state battery cell energy density has been upgraded to 400 Wh/kg, a 2 GWh mass production line is under construction, and it has engaged multi-scenario customers.国轩高科宣布金石全固态电池电芯能量密度提升至400Wh/kg,2GWh量产线正在建设中,已对接多场景客户。
2026-05-17Gotion High-tech plans to build 300 t/yr lithium sulfide capacity in 2026, expanding to 50,000 t/yr by 2030 (supporting 150 GWh solid-state batteries); and 2,000 t/yr solid electrolyte capacity in 2026, rising to 100,000 t/yr by 2030 (supporting 100 GWh).国轩高科计划2026年建成300吨/年硫化锂产能,2030年达5万吨/年(满足150GWh固态电池);2026年建成2000吨/年固态电解质产能,2030年达10万吨/年(满足100GWh)。
2026-05-17Gotion High-tech stated solid-state battery cost target is 1 yuan/Wh, achievable when lithium sulfide price falls to 500,000 yuan/ton and solid electrolyte to 300,000 yuan/ton.国轩高科表示固态电池成本目标为1元/Wh,当硫化锂价格降至50万元/吨、固态电解质降至30万元/吨时可实现。
2026-05-19Gotion High-tech stated that its G-Yuan hybrid solid-liquid battery is in talks with multiple automakers, and production lines will be organized based on market demand; the 2 GWh all-solid-state battery line design is complete, with supply chain cost reduction efforts ongoing.国轩高科表示G垣混合固液电池正在对接多家车企,产线将根据市场需求组织生产;2GWh全固态电池量产线设计已完成,正推动供应链降本。
2026-06-26Guoxuan stated it is pursuing sulfide-based all-solid-state batteries, with cost being the main challenge, and expects energy storage to maintain >20% growth.国轩高科表示选择硫化物全固态电池路线,成本为主要挑战,预计储能维持20%以上增长。
2026-08-04Gotion High-Tech's Jinshi all-solid-state battery is targeting a cost of RMB 1/Wh; cell energy density reaches 400Wh/kg with 0.01% weight loss in safety tests; world's first 10,000-ton high-purity lithium sulfide line started construction in Anqing, Anhui in July, to be fully built by 2027.国轩高科金石全固态电池冲刺1元/Wh成本目标,电芯能量密度达400Wh/kg,失重率0.01%;全球首条万吨级高纯硫化锂量产线7月在安徽安庆开工,计划2027年建成。
ESIE & RE+ product showcasesESIE与RE+产品展示 2 · 2024-04-11 → 2024-09-15
Showcased full-scenario energy storage products at ESIE 2024 and secured 2 GWh orders at RE+ 2024.在ESIE 2024展示全场景储能产品,并在RE+ 2024获得2GWh订单。
2024-04-11Gotion High-tech showcased full-scenario energy storage products at ESIE 2024, including Gotion GRID 5 MWh storage container, Gotion EDGE C&I outdoor cabinet, Gotion HOME residential storage, and smart mobile charging piles, featuring 330 Ah/314 Ah long-cycle cells with over 15,000 cycles.国轩高科在ESIE 2024储能展上展出全场景储能产品,包括Gotion GRID 5MWh储能集装箱、Gotion EDGE工商业户外柜、Gotion HOME户用储能及智能移动充电桩,搭载330Ah/314Ah长循环电芯,循环次数超15000次。
2024-09-15At the 2024 RE+ exhibition in California, Gotion High-tech secured 2 GWh of energy storage product orders and signed strategic cooperation agreements with multiple local raw material suppliers.在2024年美国国际太阳能及储能展上,国轩高科获得2GWh储能产品订单,并与多家本土原材料供应商签署战略合作协议。
Yichun base expansion宜春基地扩张 3 · 2024-04-19 → 2026-06-03
Plans to add 2 lithium battery production lines and 2 PACK lines, increasing annual capacity by 20 GWh to 30 GWh.计划新增2条锂电池生产线和2条PACK线,年产能增加20GWh至30GWh。
2024-04-19Yichun Gotion Battery Co., Ltd. plans to add 2 lithium battery production lines and 2 PACK lines through equipment upgrades, increasing annual capacity by 20 GWh, bringing Yichun base total to 30 GWh.宜春国轩电池有限公司拟通过设备升级新增2条锂电池生产线及2条PACK生产线,新增年产20GWh产能,宜春基地总产能扩至30GWh。
2025-12-14Gotion High-tech released its first zero-carbon factory solution based on the Yichun battery plant; Yichun Phase II 20GWh lithium battery production project entered full operation with advanced automation and digital systems.国轩高科首次发布以宜春电池工厂为原型的零碳工厂解决方案;宜春二期20GWh锂电池生产项目全面运营,集成最新工艺与智能化系统。
2026-06-03Yichun Guoxuan Battery completed a capital increase and introduced China Bocom Financial Asset Investment and Bank of Communications Financial Asset Investment as shareholders, with registered capital rising from ~2.2B to ~2.71B yuan (+23%).宜春国轩电池完成增资,引入中银金融资产投资与交银金融资产投资为股东,注册资本由约22亿元增至约27.1亿元(+23%)。
Geely commercial vehicle supply吉利商用车供应 1 · 2024-04-29
Supplied batteries for Geely's new energy commercial vehicles since 2019, with cumulative supply agreements and expected growth.自2019年起为吉利新能源商用车供应电池,累计供应协议并预期增长。
2024-04-29At the 2023 annual performance briefing, Gotion High-tech disclosed that it has supplied batteries for Geely's new energy commercial vehicles since 2019, with a cumulative supply agreement of 126,000 sets for 2022-2024, and expects battery supply to Geely new energy vehicles to exceed 400,000 sets by 2024.国轩高科在2023年度业绩说明会上披露,自2019年起为吉利新能源商用车供货,2022-2024年预估总量12.6万套,预计到2024年供货吉利新能源汽车将突破40万套。
Employee stock ownership plans员工持股计划 6 · 2024-05-06 → 2026-01-30
Multiple employee stock ownership plans from the fourth to the fifth, covering up to 700 people and transferring repurchased shares.从第四期到第五期多项员工持股计划,覆盖最多700人,并转让回购股份。
2024-05-06Gotion High-tech announced the fourth employee stock ownership plan (draft), covering up to 700 people, with up to 11 million shares (0.62% of total shares) at a purchase price of 11.70 yuan per share, raising up to 128.70 million yuan.国轩高科公布第四期员工持股计划(草案),覆盖不超过700人,拟持有不超过1100万股(占总股本0.62%),购买价格为11.70元/股,筹集资金上限为1.287亿元。
2025-07-16Gotion High-tech issues reminder that the third employee stock ownership plan's存续期 will expire on January 17, 2026, currently holding 940,000 shares (0.05% of total shares).国轩高科提示第三期员工持股计划存续期将于2026年1月17日届满,目前持有94万股(占总股本0.05%)。
2025-08-29Gotion High-tech proposed its fifth employee stock ownership plan, with a total fundraising cap of 236.0375 million yuan, covering up to 11.2025 million shares (0.62% of total shares), at a purchase price of 21.07 yuan per share.国轩高科推出第五期员工持股计划,筹资总额上限为2.36亿元,拟持有股票不超过1120.25万股(占总股本0.62%),购买价格为21.07元/股。
2025-12-26Gotion High-tech's 4th employee stock ownership plan first batch lock-up period expired on Dec 25, 2025.国轩高科第四期员工持股计划首次授予部分第一批股份锁定期于2025年12月25日届满。
2025-12-29Gotion High-tech established management committee for the 5th employee stock ownership plan.国轩高科设立第五期员工持股计划管理委员会。
2026-01-30Gotion High-tech completed the reservation grant of its fourth employee stock ownership plan, with the reserved portion increased to up to 2.975 million shares at a transfer price of 11.50 yuan per share.国轩高科完成第四期员工持股计划预留授予,预留份额增至不超过297.5万股,受让价格11.50元/股。
G-Ke ultra-fast charging batteryG刻超快充电池 6 · 2024-05-17 → 2026-03-13
Launched G-Ke battery with 5C ultra-fast charging, achieving 80% charge in 9.8 minutes, and later versions for heavy trucks.发布G刻电池,支持5C超快充,9.8分钟充电80%,并推出重卡版本。
2024-05-17Gotion High-tech launched the G-Ke battery with 5C ultra-fast charging at its 13th Technology Conference, achieving 80% charge in 9.8 minutes and 90% in 15 minutes, supporting LFP, LMFP, and NCM chemistries, and is mass-production ready.国轩高科在第13届科技大会上发布G刻电池,采用5C超级快充技术,可实现充电9.8分钟补能80%、15分钟补能90%,涵盖磷酸铁锂、磷酸铁锰锂和三元体系,发布即量产。
2024-09-20Gotion High-tech announced that its G-Ke battery (4th generation) has been installed in vehicles and started batch delivery.国轩高科宣布其G刻电池(第四代)已装车并开始批量交付。
2024-09-23At the 2024 World Manufacturing Convention, Gotion High-tech showcased all-solid-state battery pack, G-Ke battery (9.8 min fast charge to 80%), 5 MWh liquid-cooled standard energy storage cabin, and 'Golden Lithium Battery' for low-speed vehicles (1C fast charge, 1500 cycles, 1/3 weight of lead-acid).在2024世界制造业大会上,国轩高科展出全固态电池包、9.8分钟快充80%的G刻电池、5MWh液冷标准储能舱,以及面向低速车的“黄金锂电”(1C快充、1500次循环、重量为铅酸电池1/3)。
2025-05-20Gotion High-Tech confirmed its G-series ultra-fast-charging battery technology (peak >10C, 10%-80% in 8 min, 0-100% in 18 min) is mature and under product-level development with customers.国轩高科确认其G刻系列高倍率闪充技术(峰值>10C,10%-80%充电8分钟,0-100%充电18分钟)已成熟,正配合客户进行产品级开发验证。
2026-03-13Gotion High-tech's G-ket battery completed winter calibration extreme test with Changan Qiyuan A06 at -40°C in Yakeshi, Inner Mongolia, demonstrating 6C ultra-fast charging.国轩高科G刻电池携手长安启源A06在内蒙古牙克石-40℃完成冬季标定极限测试,展现6C超快充性能。
Xingchen 46-series large cylindrical cell星晨46系大圆柱电芯 3 · 2024-05-17 → 2024-08-19
Launched 46-series large cylindrical NCM cells with 4C fast charging and semi-solid-state chemistry options.发布46系大圆柱NCM电芯,支持4C快充,并提供半固态化学体系选项。
2024-05-17Gotion High-tech launched the Star-Cell (46-series large cylindrical NCM) with 4C fast charging, using self-developed second-gen silicon-carbon material and extreme electrolyte, supporting 9-min charge from 10% to 70%, and 350 km range in 5 min or 600 km in 10 min.国轩高科发布星晨电池(46系列大圆柱三元),具备4C快充,采用自研第二代硅碳材料和极速电解液,支持9分钟从10%充至70%,5分钟续航350公里或10分钟续航600公里。
2024-08-19Gotion High-tech releases Xingchen battery 4695 large cylindrical cell with 33.6Ah capacity, high energy density, long cycle life, and 4C fast charging.国轩高科发布星晨电池4695大圆柱,容量33.6Ah,能量密度高、循环寿命长、支持4C快充。
ABB factory automation partnershipABB工厂自动化合作 1 · 2024-05-22
Cooperation with ABB for overall design solutions for battery factories and potential supply of cells to ABB.与ABB合作,为其电池工厂提供整体设计解决方案,并探索向ABB供应电芯。
2024-05-22Gotion High-tech signed a cooperation agreement with ABB, under which ABB will provide overall design solutions based on automation, electrification, and digital technologies for Gotion's battery factories, and explore supply of cells, modules, and packs to ABB.国轩高科与ABB签署合作协议,ABB将围绕自动化、电气化和数字化技术为国轩高科电池工厂提供总体设计方案,并探索向ABB供应电芯、模组和电池包。
Strategic cooperation MoUs & partnerships战略合作备忘录与伙伴关系 7 · 2024-06-02 → 2026-07-27
Signing of strategic agreements and partnerships with various companies for R&D, products, and market expansion.与多家公司签署战略协议和合作伙伴关系,以促进研发、产品和市场拓展。
2024-06-02Gotion High-tech signed a cooperation agreement with Spain's Phi4Tech and Unicorn RE to jointly explore energy storage and new materials in Spain, planning to deploy energy storage stations in the coming years.国轩高科与西班牙Phi4Tech科技集团、Unicorn RE欧迪投资集团签订合作协议,三方将在西班牙围绕能源存储和新材料开发等探索合作,并计划在未来几年内布局储能电站。
2024-12-24Gotion High-Tech signed a strategic cooperation memorandum with Eaton Electric Power Equipment Co., Ltd. to jointly develop new products focusing on medium/low-voltage power distribution and energy storage microgrids, providing green energy solutions for domestic and overseas customers.国轩高科与伊顿电力设备有限公司签署战略合作备忘录,共同开发以中低压配电和储能微电网为核心的新产品,为海内外客户提供绿色能源整体解决方案。
2025-06-07Gotion High-tech signed a strategic cooperation agreement with BASF, China Gas Holdings, and BASF Shanshan Battery Materials, focusing on energy storage system R&D, new battery material applications, and green energy solutions.国轩高科与巴斯夫、中国燃气控股及巴斯夫杉杉电池材料签署四方战略合作,聚焦储能系统研发、新型电池材料应用及绿色能源解决方案。
2025-10-21FAW Jiefang and Gotion High-tech hold strategic talks in Hefei to deepen cooperation on new energy commercial vehicles, battery technology upgrades, and supply chain coordination.一汽解放与国轩高科在合肥举行交流座谈会,深化新能源商用车、电池技术升级与供应链协同战略合作。
2026-01-30Gotion High-tech signed a strategic cooperation agreement with iFlytek to collaborate on enterprise management intelligence, smart manufacturing, and AI-assisted power trading.国轩高科与科大讯飞签署战略合作协议,在企业管理智能化、智能制造和AI辅助电力交易等方面开展合作。
2026-02-27Gotion High-tech chairman Li Zhen attended the Sino-German Economic Advisory Council symposium in Beijing, exchanged with Volkswagen Group executives on NEV cooperation, and pledged to deepen pragmatic collaboration with German enterprises.国轩高科董事长李缜出席北京中德经济顾问委员会座谈会,与大众汽车集团高管就新能源产业合作深度交流,承诺深化与德国企业的务实合作。
2026-07-27Gotion High-tech and SINOMACH discuss cooperation on new energy industry chain, overseas market expansion, and high-end equipment technology.国轩高科与国机集团就新能源产业链协同、海外市场联合开拓、高端装备技术攻关等领域开展对接洽谈。
Morocco gigafactory摩洛哥超级工厂 9 · 2024-06-07 → 2026-08-19
Investment and construction of a 20 GWh EV battery gigafactory in Kenitra, Morocco, with CDG investment and railway infrastructure.在摩洛哥盖尼特拉投资建设20GWh电动汽车电池超级工厂,获得CDG投资和铁路基础设施支持。
2024-06-07Gotion High-tech signed an investment agreement with the Moroccan government to build the country's first EV battery gigafactory in Kenitra, with initial capacity of 20 GWh (expandable to 100 GWh), total cost 12.8 billion dirhams (~$1.3 billion), potentially rising to $6.5 billion.国轩高科与摩洛哥政府签署投资协议,在盖尼特拉建设该国首个电动汽车电池超级工厂,初始产能20 GWh(可扩至100 GWh),总成本128亿迪拉姆(约13亿美元),最终投资可达65亿美元。
2024-11-13Gotion High-tech signed an MoU with Morocco's largest public financial investor CDG Group, which will invest 300 million euros in Gotion's Morocco project (Phase I) covering power/energy storage batteries and cathode/anode materials, creating over 2,000 jobs.国轩高科与摩洛哥最大公共金融投资机构CDG集团签署谅解备忘录,CDG将投资3亿欧元用于国轩摩洛哥项目一期(涵盖动力/储能电池及正负极材料),创造超2000个就业岗位。
2025-05-27Gotion Power Morocco (Gotion High-Tech subsidiary) announced construction of Morocco EV battery gigafactory will start within days; Phase I investment $1.3B, 20GWh capacity, first output expected Q3 2026.国轩高科摩洛哥子公司Gotion Power Morocco宣布摩洛哥电动汽车电池超级工厂项目将在数日内启动建设;一期投资13亿美元,产能20GWh,首批产品预计2026年三季度下线。
2025-05-29Gotion High-Tech's Morocco gigafactory (Phase I 20GWh, expandable to 40GWh) officially started construction in Kenitra Atlantic Free Zone; targets European market, production by Q3 2026.国轩高科摩洛哥超级工厂(一期20GWh,可扩至40GWh)在盖尼特拉大西洋自贸区正式启动建设,面向欧洲市场,预计2026年三季度投产。
2025-09-01Gotion High-tech's Morocco factory (20 GWh, 9.3 billion yuan investment) is progressing steadily, aiming for local production of batteries and storage systems.国轩高科摩洛哥工厂(20GWh,投资93亿元)稳步推进,目标实现电池和储能系统本地化生产。
2026-04-25Guoxuan Hi-Tech announced plans to set up a joint venture with a Moroccan investment institution to build a 20GWh high-performance lithium-ion battery project in Morocco, with total investment not exceeding 10 billion Moroccan dirhams (about 7 billion yuan), of which Guoxuan contributes about 50%.国轩高科公告拟与摩洛哥投资机构设立合资公司,在摩洛哥建设年产20GWh高性能锂离子电池项目,总投资不超过100亿摩洛哥迪拉姆(约70亿元人民币),公司出资占比约50%。
2026-08-05Gotion High-Tech's Kenitra, Morocco LFP battery gigafactory (approx. USD 7 billion investment) is completing commissioning and is expected to start production by end of summer 2026.国轩高科摩洛哥肯尼特拉磷酸铁锂电池超级工厂(投资约70亿美元)即将完成调试,预计2026年夏末投产。
2026-08-19Moroccan government issued a decree to allocate 23.88 hectares of state land for a railway line dedicated to Gotion High-Tech's battery plant in Sidi Slimane, connecting to the Kenitra-Sidi Kacem line; plant designed for 20GWh LFP batteries, expandable to 100GWh, operations planned by end of 2026.摩洛哥政府颁布政令,划拨23.88公顷国有土地用于国轩高科动力电池工厂铁路专线项目;工厂设计年产20GWh磷酸铁锂电池,可扩至100GWh,计划2026年底投运。
Production capacity & manufacturing bases产能与制造基地 13 · 2024-06-18 → 2026-06-30
Construction, commencement, and expansion of battery and material production facilities in China and overseas.在中国和海外建设、开工和扩建电池及材料生产设施。
2025-02-27Tangshan Gotion's annual 10GWh new energy heavy truck cell project started construction with total investment of 3.5 billion RMB, approved as a key provincial project.唐山国轩年产10GWh新能源重卡电芯项目开工,总投资35亿元,获批河北省重点前期项目。
2025-04-28Gotion High-tech's Western Gotion new energy battery manufacturing base project in Inner Mongolia is accelerating; equipment installation is expected in July, with commissioning and production in October.国轩高科在内蒙古的西部国轩新能源电池智造基地项目加速推进,预计7月启动设备进场,10月完成调试后投产。
2025-08-29Gotion High-tech announced plans to invest no more than 4 billion yuan to build a 20GWh new-type lithium-ion battery intelligent manufacturing base in Nanjing Liuhe Economic Development Zone, with a construction period of up to 24 months.国轩高科公告拟投资不超过40亿元,在南京六合经济开发区建设年产20GWh新型锂离子电池智造基地,建设周期不超过24个月。
2025-08-29Gotion High-tech announced plans to invest no more than 4 billion yuan to build a 20GWh new energy battery base project in Wuhu Economic and Technological Development Zone, Anhui Province.国轩高科公告拟投资不超过40亿元,在安徽芜湖经济技术开发区建设年产20GWh新能源电池基地项目。
2025-09-01Gotion High-tech plans to invest up to 4 billion yuan to build a 20 GWh new energy battery base in Wuhu Economic and Technological Development Zone, Anhui, to serve strategic customers including Chery Auto.国轩高科拟投资不超过40亿元,在安徽芜湖经济技术开发区建设年产20GWh新能源电池基地,重点配套奇瑞汽车等战略客户。
2025-10-03Gotion High-tech plans to invest 4 billion yuan each in Nanjing, Jiangsu and Wuhu, Anhui to build a new lithium-ion battery intelligent manufacturing base and a new energy battery base, totaling 8 billion yuan, to expand solid-state battery capacity.国轩高科拟在江苏南京和安徽芜湖分别投资40亿元,建设新型锂离子电池智造基地和新能源电池基地,总投资80亿元,助力固态电池产能扩张。
2025-10-19Gotion High-tech's world-first zero-carbon anode material factory in Wuhai, Inner Mongolia officially commences operations; Phase 1 reduces carbon by 330,000 tons/year; full build-out (400,000 tons capacity) will generate 1.7 billion kWh/year from a 1GW wind-solar-storage project, cutting over 1.1 million tons of carbon annually; carbon neutrality target moved up from 2040 to 2035.国轩高科全球首个零碳负极材料工厂在内蒙古乌海正式落地;一期年减碳33万吨;全面建成后(40万吨产能)配套1GW风光储项目年发电17亿度,年减碳超110万吨;碳中和目标从2040年提前至2035年。
2025-10-22Gotion High-tech's new lithium-ion battery intelligent manufacturing base project with total investment of 4 billion yuan breaks ground in Liuhe, Nanjing; planned annual capacity of 20GWh for new lithium battery production lines.国轩高科总投资40亿元的新型锂离子电池智造基地项目在南京六合奠基,规划年产20GWh新型锂电池产线。
2026-01-06Gotion High-tech started construction of a 200,000 tpa cathode material plant and a 10,000 tpa silicon-carbon anode material plant in Lujiang County, using fourth-generation LFP production lines and nano-confinement silicon-carbon technology.国轩高科在庐江县开工建设年产20万吨正极材料项目和年产万吨级硅碳负极材料项目,采用第四代磷酸铁锂生产线和纳米限域硅碳技术。
2026-03-08Gotion High-tech (Ganzhou) Industrial Park project officially started, with initial investment of 3.2 billion yuan, focusing on low-altitude economy and new energy.国轩高科(赣州)产业园项目正式开工,首期投资32亿元,聚焦低空经济与新能源。
2026-06-30Inner Mongolia Guoxuan Zero Carbon Technology received approval for a 100,000-ton/year high-performance anode material project for power and storage Li-ion batteries.内蒙古国轩零碳科技年产10万吨动力与储能锂离子电池高性能负极材料一体化项目获备案。
Slovakia InoBat JV plant斯洛伐克InoBat合资工厂 9 · 2024-06-20 → 2025-12-16
A €1.2 billion EV battery plant in Surany, Slovakia, with state aid, official launch, and production targets for 2027.在斯洛伐克苏拉尼建设12亿欧元电动汽车电池工厂,获得国家援助,正式启动,目标2027年投产。
2024-06-20Slovakia approved a €214 million state aid package (€150 million subsidy + €64 million tax relief) for Gotion InoBat Batteries (GIB), a JV between Gotion High-tech and InoBat, for a €1.2 billion EV battery plant in Surany, expected to start production in January 2027.斯洛伐克批准为国轩高科与InoBat的合资企业Gotion InoBat Batteries提供2.14亿欧元国家援助(1.5亿欧元补贴+6400万欧元税收减免),用于在舒拉尼建设投资近12亿欧元的电动汽车电池工厂,预计2027年1月投产。
2024-08-23Slovak Deputy Prime Minister visits Gotion High-tech; Slovak government pledges full support for Gotion's super battery factory project in Slovakia.斯洛伐克副总理考察国轩高科,斯洛伐克政府承诺全力支持国轩高科超级电池工厂项目。
2024-11-06Slovak Prime Minister Robert Fico visited Gotion High-tech in Hefei, discussed potential factory in Slovakia for standard cells similar to those at the Volkswagen UC plant, with government support pledged.斯洛伐克总理菲佐访问合肥国轩高科,讨论在斯洛伐克建设类似大众UC工厂标准电芯的潜在工厂,斯政府承诺全力支持。
2025-05-29Gotion High-Tech's Slovakia battery plant (JV with InoBat, GIB) planned for 20GWh (expandable to 40GWh) in Surany, Slovakia.国轩高科斯洛伐克电池厂(与InoBat合资公司GIB投建)规划年产20GWh(可扩容至40GWh),位于苏拉尼市。
2025-07-28Gotion High-tech is planning a major investment project in Slovakia to build a production base in Europe.国轩高科正在斯洛伐克布局重大投资项目,建设欧洲生产基地。
2025-10-28Gotion's battery gigafactory project in Šurany, Slovakia officially launched; phase 1 planned capacity 20 GWh, trial production in 2026, formal production in 2027, targeting EU market.国轩高科位于斯洛伐克苏拉尼市的电池超级工厂项目正式启幕,一期规划产能20GWh,计划2026年试生产,2027年正式生产,产品主要出口欧盟。
2025-10-30Gotion High-tech's battery super factory project in Šurany, Slovakia officially commences; it is the first super battery factory in Slovak history, covering 65 hectares; Phase 1 planned capacity 20GWh; trial production targeted for 2026, formal production in 2027; products mainly for EU market.国轩高科位于斯洛伐克苏拉尼市的电池超级工厂项目正式开工;为斯洛伐克历史上首个超级电池工厂,占地65公顷;一期规划产能20GWh;计划2026年试生产,2027年正式生产;产品主要出口欧盟市场。
2025-12-16Gotion High-tech's joint venture with Slovak battery maker InoBat (national strategic investment since May 2025) plans initial production in Q2 2026, full production in 2027, initial capacity 20GWh, expanding to 60GWh.国轩高科与斯洛伐克电池制造商InoBat的合资项目(2025年5月列为国家战略投资)计划2026年Q2启动初步生产,2027年全面生产,初期产能20GWh,后期扩展至60GWh。
European energy storage orders欧洲储能订单 2 · 2024-06-25 → 2024-06-27
Secured 2 GWh energy storage orders from CFGE and Delta PCS at The Battery Show Europe 2024, targeting South Africa, Spain, and Chile.在2024年欧洲电池展上获得来自长风绿能和台达电子的2GWh储能订单,目标市场为南非、西班牙和智利。
2024-06-25At The Battery Show Europe 2024, Gotion High-tech secured a total of 2 GWh energy storage project orders from CFGE (Changfeng Green Energy) and Delta PCS (台达电子), targeting markets in South Africa, Spain, Chile, etc.在2024年欧洲电池展上,国轩高科获得CFGE(长风绿能)和Delta PCS(台达电子)合计2 GWh的储能项目订单,项目重点面向南非、西班牙、智利等国家。
2024-06-27Gotion High-tech signed a strategic cooperation agreement with Changfeng Green Energy (CFGE) to jointly develop the European energy storage market, featuring Gotion Inside branding on CFGE's European products.国轩高科与长风绿能签署战略合作协议,共同开发欧洲储能市场,长风绿能欧洲市场产品将贴上Gotion Inside标志。
Executive changes & board elections高管变动与董事会选举 7 · 2024-06-28 → 2026-01-03
Resignations, appointments, and board elections, including a new chairman and the 10th board of directors.包括辞职、任命和董事会选举,包括新任董事长和第十届董事会。
2024-06-28Gotion High-tech announced the resignation of director Andrea Nahmer due to personal job transfer, effective immediately; she will hold no other positions in the company.国轩高科公告,董事Andrea Nahmer女士因个人工作调动原因辞职,辞去董事及董事会相关委员会委员职务,不再担任公司其他职务。
2024-12-05Gotion High-Tech elected Xu Qunsheng as Chairman of the Board at the second board's first meeting on December 3, 2024.国轩高科于2024年12月3日召开第二届董事会第一次会议,选举徐群生为公司董事长。
2025-04-16Gotion High-tech announced it has appointed a full-time Chief Compliance Officer to lead the compliance management center independently.国轩高科宣布已聘任专职首席合规官,负责带领合规管理中心独立开展工作。
2025-10-24Gotion High-tech announces board of directors换届 (re-election): nominates non-independent directors and independent directors (Sun Zhe, Qiao Yun, Qiu Xinping, Wang Feng) for the 10th board; strategic committee to be adjusted to Strategy and ESG Committee.国轩高科公告董事会换届:提名第十届董事会非独立董事及独立董事(孙哲、乔贇、邱新平、王枫)候选人;战略委员会调整为战略与ESG委员会。
2026-01-03Gotion High-tech completed board of directors election, with Li Zhen, Wang Qisui, Steven Cai, Zhang Hongli, Olaf Korzinovski, Rainer Ernst Seidl elected as non-independent directors, and Sun Zhe, Qiao Yun, Qiu Xinping, Wang Feng as independent directors; Yang Maoping elected as employee representative director.国轩高科完成董事会换届选举,选举李缜、王启岁、Steven Cai、张宏立、Olaf Korzinovski、Rainer Ernst Seidl为非独立董事,孙哲、乔贇、邱新平、王枫为独立董事;杨茂萍当选职工代表董事。
Jiangsu Xuanteng energy storage JV江苏轩腾储能合资公司 1 · 2024-07-12
Established a joint venture with Jiangsu Totem Electric for energy storage technology.与江苏图腾电气成立合资公司,从事储能技术业务。
2024-07-12Gotion High-tech's wholly-owned subsidiary Hefei Gotion High-tech Power Energy and Jiangsu Totem Electric Technology jointly established Jiangsu Xuanteng Energy Storage Technology Co., Ltd., with registered capital of 10 million yuan.国轩高科全资子公司合肥国轩高科动力能源与江苏图腾电气科技共同设立江苏轩腾储能科技有限公司,注册资本1000万元。
Rivian strategic customerRivian战略客户 1 · 2024-07-16
Confirmed Rivian as a key overseas strategic customer with mass-produced and supplied products.确认Rivian为关键海外战略客户,产品已量产并供应。
2024-07-16Gotion High-tech confirmed Rivian is a key overseas strategic customer; products have been mass-produced and supplied, with deepening cooperation.国轩高科确认Rivian是海外重要战略客户,相关产品已量产供货,合作不断深化。
Robotics & new application expansion机器人及新应用扩展 3 · 2024-07-16 → 2025-10-17
Expansion into robotics, aviation, and other new application scenarios, leveraging battery technologies.利用电池技术扩展至机器人、航空等新应用场景。
2024-07-16Gotion High-tech stated it is closely monitoring emerging markets and accelerating expansion into robotics, aviation, and other new application scenarios, with R&D and layout based on customer needs.国轩高科表示密切关注新兴市场机会,加快拓展机器人、航空等新应用场景,基于客户需求开展研发及布局。
2025-07-24Gotion High-tech says it has no current plans for consumer electronics, but will expand applications to low-altitude economy and robotics.国轩高科表示暂无消费电子领域规划,但将在低空经济、机器人等领域拓展应用。
2025-10-17Gotion High-tech states it is accelerating layout in robotics and aviation frontier fields, leveraging G Ke (G刻), semi-solid, and all-solid-state battery technologies.国轩高科表示正加速布局机器人、航空等前沿领域,利用G刻、半固态及全固态电池技术。
Shenzhen Luohu cooperation discussion深圳罗湖合作洽谈 1 · 2024-07-25
Meeting with Shenzhen Luohu district and Zhongcheng Dayou to discuss cooperation in new energy technology and industrial investment.与深圳罗湖区和众诚大有会谈,讨论新能源技术和产业投资合作。
2024-07-25Gotion High-tech, Shenzhen Luohu Qingshuihe Sub-district Office, and Zhongcheng Dayou Industry Group held a meeting to discuss deepening cooperation in new energy technology and industrial investment.国轩高科、深圳市罗湖区清水河街道办、中城大有产业集团举行座谈会,探讨新能源技术与产业投资领域深度合作。
Salt Lake Industry framework agreement盐湖工业框架协议 1 · 2024-07-26
Signed a framework cooperation agreement with Salt Lake Industry for industrial development.与盐湖工业签署框架合作协议,促进产业发展。
2024-07-26Salt Lake Industry confirmed it has signed a framework cooperation agreement with Gotion High-tech, aiming to leverage each other's advantages in industrial development.盐湖股份确认与国轩高科已签订框架性合作协议,希望利用彼此优势在产业发展上携手并进。
Anhui Auto Industry Association role安徽省汽车行业协会职务 1 · 2024-07-29
Awarded the title of vice-chairman unit of the Anhui Auto Industry Association.获任安徽省汽车行业协会副会长单位。
2024-07-29Anhui Auto Industry Association officially awarded Gotion High-tech the title of vice-chairman unit, deepening cooperation in new energy vehicle technology and industrial upgrading.安徽省汽车行业协会正式授予国轩高科副会长单位牌匾,深化新能源汽车技术与产业升级合作。
Guoke Energy rumor denial国科能源谣言否认 1 · 2024-08-01
Denied rumors that former executives cloned the company by founding Guoke Energy.否认前高管创立国科能源克隆公司的谣言。
CNPC Jichai Power bid中石油济柴动力投标 1 · 2024-08-06
Second bidder for CNPC Jichai Power's 130MW/260MWh liquid-cooled energy storage project.成为中石油济柴动力130MW/260MWh液冷储能项目的第二中标候选人。
2024-08-06Gotion High-tech is the second bidder for CNPC Jichai Power's 130MW/260MWh liquid-cooled energy storage project, with a bid price of 0.428 yuan/Wh.国轩高科成为中石油济柴动力130MW/260MWh液冷储能项目的第二中标候选人,投标单价0.428元/Wh。
Datang & Hebei Linhai storage stations大唐与河北林海储能电站 1 · 2024-08-11
Signed agreements to build three energy storage stations totaling 1 GWh, expected grid connection by end of 2024.签约建设总容量1GWh的三座储能电站,预计2024年底并网。
2024-08-11Gotion High-tech signs agreements with Datang Tangshan New Energy and Hebei Linhai Technology Group to build three energy storage stations totaling 1 GWh, all expected to be grid-connected by end of 2024.国轩高科与大唐唐山新能源、河北林海科技集团签约投建三个储能电站,合计容量1GWh,均计划2024年底并网。
Neta Auto supply & debt-to-equity哪吒汽车供应与债转股 2 · 2024-08-19 → 2025-03-25
Supplied third-generation cells for Neta X and agreed to participate in Neta's debt-to-equity swap plan.为哪吒X供应第三代电芯,并同意参与哪吒的债转股方案。
2025-03-25Gotion High-tech agreed to participate in Neta Auto's debt-to-equity swap plan, converting part of its receivables into equity in Neta's parent company Hezhong Auto, as part of a 2 billion yuan total agreement with 134 suppliers.国轩高科同意参与哪吒汽车的债转股计划,将部分债权转为哪吒母公司合众汽车的股权,该计划涉及134家供应商、总额超20亿元。
Malaysia battery assembly plant马来西亚电池组装厂 1 · 2024-08-26
Planned to build a battery assembly plant in Malaysia to expand Southeast Asian presence.计划在马来西亚建设电池组装厂,扩展东南亚业务。
2024-08-26Gotion High-tech plans to build a battery assembly plant in Malaysia to expand Southeast Asian presence; cells will be sourced from China.国轩高科计划在马来西亚建立电池组装厂以扩大东南亚影响力,电芯将来自中国。
Debt financing instruments债务融资工具 5 · 2024-08-28 → 2026-08-25
Plans to register and issue medium-term notes and ultra-short-term commercial paper on the interbank bond market.计划在银行间债券市场注册发行中期票据和超短期融资券。
2024-08-28Gotion High-tech plans to register and issue up to 2 billion yuan in medium-term notes and up to 1 billion yuan in ultra-short-term commercial paper on the interbank bond market.国轩高科拟在银行间债券市场注册发行不超过20亿元中期票据和不超过10亿元超短期融资券。
2024-10-29Gotion High-tech announced plans to register and issue medium-term notes and ultra-short-term commercial paper, to be voted at the extraordinary general meeting on Nov 20, 2024.国轩高科公告拟注册和发行中期票据和超短期融资券,将提交2024年11月20日临时股东大会审议。
2025-11-12Successfully issued the 2025 first tranche of medium-term notes, total issuance 600 million yuan, funds fully received on November 12, 2025.成功发行2025年度第一期中期票据,发行总额6亿元,募集资金于2025年11月12日全额到账。
2026-05-05Gotion High-tech successfully issued 800 million yuan of medium-term notes (2026 second green sci-tech innovation bonds, 3-year term).国轩高科成功发行8亿元中期票据(2026年度第二期绿色科技创新债券,期限3年)。
2026-08-25Gotion High-Tech received NAFMII acceptance notice for RMB 7 billion debt financing instruments, valid for 2 years, with Industrial Bank as lead underwriter, allowing phased issuance of SCP, CP, MTN and perpetual notes.国轩高科获中国银行间市场交易商协会接受注册通知书,注册债务融资工具金额70亿元,2年内有效,由兴业银行主承销,可分期发行超短融、短融、中票及永续票据。
Other developments其他动态 17 · 2024-08-30 → 2026-08-21
Assorted developments not part of a running storyline.未归入某条故事线的零散动态。
2024-08-30Gotion High-tech states third-generation cells are moving from mass production to delivery, covering CTP structures and B-class and above vehicles, with expansion into storage and low-altitude economy.国轩高科表示第三代电芯正在从量产走向交付,覆盖CTP结构和B级及以上车型,并拓展至储能和低空经济领域。
2024-10-31Gotion High-tech indicated that its Q4 2024 production schedule is on a rising trend month-over-month, with sufficient orders in hand, and will arrange production plans based on market and order conditions.国轩高科表示2024年四季度排产环比呈增长趋势,在手订单充足,将根据市场和订单情况合理安排生产计划。
2024-11-22Gotion High-tech stated its LFP cathode material is fully self-supplied from its Lujiang base, with complete vertical integration.国轩高科表示其磷酸铁锂正极材料在庐江基地实现完全自供,垂直整合完成。
2025-06-18Gotion High-tech confirmed that its G Yuan quasi-solid-state battery has reached mass production capability, with samples sent to over 5 customers and vehicle testing with over 4 customers; the 001 prototype has exceeded 10,000 km.国轩高科确认G垣准固态电池已具备量产能力,已完成超5家客户送样、超4家客户上车测试,001号样车里程超1万公里。
2025-09-01Gotion High-tech announced full entry into the small power battery segment.国轩高科宣布全面进入小动力电池领域。
2025-10-14Gotion High-tech reveals quasi-solid-state 'G Yuan' (G垣) battery series with energy density of 300Wh/kg; test vehicles have accumulated over 10,000 km; samples delivered to over 5 OEMs, 4 in vehicle testing; 12GWh quasi-solid-state production line under construction.国轩高科披露'G垣'准固态电池系列,能量密度达300Wh/kg;测试车累计行驶超1万公里;已向5家以上车企交付样品,4家客户进入整车测试阶段;同步推进12GWh准固态电池产线建设。
2025-10-15Gotion High-tech states quasi-solid-state battery mass production expected by end of 2026 to 2027; all-solid-state battery test products expected to be installed in vehicles next year.国轩高科表示准固态电池预计2026年底至2027年实现量产;全固态电池试验产品预计明年可实现装车。
2025-11-05First three quarters of 2025: energy storage battery shipments accounted for about one-third of total; overseas energy storage project gross margin exceeded 19%.2025年前三季度:储能电池出货占比约三分之一;海外储能项目毛利率超过19%。
2025-11-17Tongxing Technology disclosed that Gotion is among 30-40 customers that have received sodium-ion battery samples.同兴科技透露,国轩高科是其钠电池送样客户之一,累计已向30-40家客户送样。
2026-01-30Gotion High-tech's market share in China's power battery installations grew by over 1.1% in 2025, the fastest among top 10 players, with its 195 Wh/kg+ LFP battery in mass production and the first 0.2 GWh all-solid-state pilot line achieving over 90% yield.国轩高科2025年中国动力电池装机量市占率增速第一,份额提升超1.1%,195Wh/kg以上磷酸铁锂电池量产,首条0.2GWh全固态中试线良品率超90%。
2026-02-27Midea Building Technologies provided a chiller solution for Gotion High-tech's Chicago factory expansion project (total cooling capacity 14,600 RT), marking the first Chinese large chiller brand entry into the North American market.美的楼宇科技为国轩高科芝加哥工厂扩容项目提供冷水机组解决方案(总冷量14600RT),标志着中国离心机品牌首次打入北美市场。
2026-05-19Gotion High-tech stated that its G-Yuan hybrid solid-liquid battery (Tongcheng 10 GWh line) has started production and deliveries are imminent; all-solid-state battery full mass production expected by Q1 2027.国轩高科表示G垣混合固液电池(桐城10GWh产线)已投产,产品交付在即;全固态电池全面量产预计2027年一季度。
2026-07-17Gotion High-tech initiates the 'New Energy Storage Digital-Intelligent Safety Ecosystem' with CNESA, USTC, Siemens, and others at the 6th Energy Storage Safety Seminar.国轩高科在第六届储能安全研讨会上牵头发起“新型储能数智安全生态体系”,联合中关村储能联盟、中科大、西门子等。
2026-08-21Gotion High-Tech announced its sodium-ion battery 'Naochen' has been officially launched; the company is pushing for mass production leveraging automated lines and policy support including consumption tax exemption.国轩高科宣布正式发布钠离子电池“钠晨电池”,正依托自动化产线与消费税免征政策推动规模化量产。
Share pledges by controlling shareholder控股股东股份质押 7 · 2024-09-18 → 2025-06-18
Multiple share pledges and releases by controlling shareholder Nanjing Guoxuan Holdings for financing and debt repayment.控股股东南京国轩控股多次质押和解除质押股份,用于融资和偿债。
2024-09-18Controlling shareholder Li Zhen pledged 23 million shares (1.28% of total equity) to Yunnan International Trust for personal financing; Gotion Holding released 21.27 million shares from pledge to CITIC Securities.控股股东李缜向云南国际信托质押2300万股(占总股本1.28%)用于个人融资;国轩控股向中信证券解除质押2127万股。
2024-11-04Controlling shareholder Nanjing Guoxuan Holdings pledged 19 million shares (1.06% of total) to CITIC Securities for loans; cumulative pledged shares reached 52.54% of its holdings.控股股东南京国轩控股向中信证券质押1900万股(占总股本1.06%)用于贷款;累计质押股份占其持股的52.54%。
2024-11-27Controlling shareholder Nanjing Guoxuan Holdings pledged an additional 13 million shares (0.72% of total) to CITIC Securities for debt repayment, while releasing 13.5 million shares from pledge.控股股东南京国轩控股向中信证券额外质押1300万股(占总股本0.72%)用于偿还债务,同时解除质押1350万股。
2025-01-06Shareholder Nanjing Guoxuan Holdings released pledge of 11.37 million shares (0.63% of total); after change, pledged shares total 77.84 million (4.32% of total).控股股东南京国轩控股解除质押1137万股(占总股本0.63%);变动后质押股份合计7784万股(占总股本4.32%)。
2025-05-20Gotion High-Tech controlling shareholder Guoxuan Holdings increased stake by 1.1848% (21.37M shares) via block trade from Galaxy Derui, raising total holding to 17.9538%.国轩高科控股股东国轩控股通过大宗交易受让银河德睿2137万股(占总股本1.1848%),合计持股比例增至17.9538%。
2025-05-20Gotion High-Tech controlling shareholder Guoxuan Holdings pledged 30M shares (1.66% of total) to ICBC Hefei Shushan Sub-branch for special loan, expiring 2035-05-15.国轩高科控股股东国轩控股质押3000万股(占总股本1.66%)给工商银行合肥蜀山支行,用于专项贷款,质押到期日2035年5月15日。
2025-06-18Gotion High-tech's controlling shareholder Nanjing Guoxuan Holdings acquired 21,373,518 shares via block trade from Galaxy Derui on May 19, 2025, resulting in an equity change exceeding 1%.国轩高科控股股东南京国轩控股于2025年5月19日通过大宗交易受让银河德睿21,373,518股,权益变动超过1%。
Financial guarantees对外担保 6 · 2024-09-20 → 2025-07-22
Provided substantial guarantees for subsidiaries' financing, with outstanding balances accounting for a high percentage of net assets.为子公司融资提供大量担保,余额占净资产比例较高。
2024-09-20Gotion High-tech provided guarantees totaling 711.81 billion RMB for its subsidiaries' financing, with outstanding guarantee balance of 440.4 billion RMB, accounting for 175.69% of 2023 audited net assets.国轩高科为子公司融资提供对外担保总额度711.81亿元,担保余额440.4亿元,占2023年经审计归母净资产的175.69%。
2024-11-27Gotion High-tech disclosed that as of Nov 27, 2024, its actual total external guarantee balance was 44.641 billion RMB, accounting for 178.09% of 2023 audited net assets attributable to parent.国轩高科披露截至2024年11月27日,实际对外担保余额为446.41亿元,占2023年经审计归母净资产的178.09%。
2024-12-20Gotion High-Tech provided guarantees totaling CNY 3.205 billion for 10 wholly-owned or controlled subsidiaries' financing and credit facilities, primarily for domestic production operations.国轩高科为10家全资或控股子公司提供合计32.05亿元的融资授信担保,主要用于国内生产经营。
2025-03-29Gotion High-tech disclosed that as of March 20, 2025, its total external guarantee amount reached 78.011 billion yuan (balance 47.856 billion yuan), accounting for 190.92% of 2023 audited net assets, with 99 billion yuan approved for 2024.国轩高科披露截至2025年3月20日,对外担保总额度达780.11亿元(余额478.56亿元),占2023年经审计归母净资产的190.92%,2024年获批额度990亿元。
2025-06-19Gotion High-tech disclosed that its total external guarantee balance reached RMB 49.705 billion as of June 18, 2025, accounting for 166.26% of its 2024 audited net assets.国轩高科披露截至2025年6月18日对外担保余额合计497.05亿元,占2024年经审计净资产的166.26%。
2025-07-22Gotion High-tech discloses that its total actual external担保 balance reaches 50.226 billion yuan, accounting for 168% of 2024 audited net assets.国轩高科披露实际对外担保余额合计502.26亿元,占2024年经审计净资产的168%。
Beiben Heavy Truck framework agreement北奔重卡框架协议 1 · 2024-09-24
Signed a framework cooperation agreement with Beiben Heavy Truck for the new energy vehicle market.与北奔重卡签署框架合作协议,开拓新能源重卡市场。
2024-09-24Gotion High-tech signed a framework cooperation agreement with Beiben Heavy Truck in Baotou for collaboration in the new energy vehicle market.国轩高科与北奔重汽在包头签署框架合作协议,推动新能源商用车领域合作。
Hefei Baohe R&D base合肥包河研发基地 1 · 2024-10-12
Broke ground on a New Energy Vehicle Verification and Energy Storage R&D Base in Baohe, Hefei, with 1 billion yuan investment.在合肥包河开工建设新能源汽车验证及储能研发基地,投资约10亿元。
2024-10-12Gotion New Energy Vehicle Verification and Energy Storage R&D Base project broke ground in Baohe Economic Development Zone, Hefei, with total investment of about 1 billion yuan, for verification center and energy storage R&D center.国轩新能源汽车验证及储能研发基地项目在合肥包河经开区破土动工,总投资约10亿元,用于验证中心和储能业务研发中心。
Hong Kong low-carbon research institute香港低碳研究院 1 · 2024-10-16
Established a low-carbon research institute in Hong Kong with Jinjing New Energy, focusing on BESS, carbon reduction, and recycling.与金晶新能源在香港共建低碳研究院,聚焦BESS、碳减排和回收。
2024-10-16Gotion High-tech, via its wholly-owned Shanghai Gotion New Energy, posted Hong Kong-based job openings (e.g., senior battery simulation engineer, thermal management) with monthly salary of 50,000-80,000 HKD, for its Hong Kong low-carbon research institute announced in Feb 2024.国轩高科通过全资子公司上海国轩新能源发布香港岗位(如电性能仿真高级工程师、热管理等),月薪5-8万港元,为其2024年2月宣布的香港低碳研究院招聘。
Australia energy storage cooperation澳大利亚储能合作 3 · 2024-10-25 → 2026-07-04
Signed cooperation with an Australian developer for large-scale storage projects exceeding 4 GWh and secured mobile charging orders.与澳大利亚开发商签署合作,涉及超4GWh大型储能项目,并获得移动充电订单。
2024-10-25Gotion High-tech's Australian branch signed a cooperation agreement with an Australian new energy developer at the All-Energy Australia exhibition, targeting large-scale energy storage and other projects, with potential cooperation scale exceeding 4 GWh. Mobile charging vehicles also secured sales orders and annual pre-sale agreements.国轩高科澳洲分公司在澳洲全能展现场与澳洲新能源开发商签约,拟围绕大规模储能等项目合作,未来合作规模有望超4GWh;移动充电车产品也获销售订单及年度预售协议。
2026-07-04Gotion High-tech starts construction on the Lower Wonga solar-plus-storage project in Queensland, Australia, with 380MWdc PV and 281MW/843MWh storage, expected to be operational by end of 2028.国轩高科承建的澳大利亚昆士兰州Lower Wonga光储项目开工,含380MWdc光伏和281MW/843MWh储能,预计2028年底投运。
Subsidiaries & equity changes子公司与股权变更 9 · 2024-11-08 → 2026-04-29
Establishment of new subsidiaries, capital increases, and introduction of strategic investors in existing ones.设立新子公司、增资以及在现有子公司中引入战略投资者。
2024-11-08Gotion High-tech (via Anhui Guoxuan New Energy) co-founded Hefei Yigao New Energy Co., Ltd. (60% stake) with Anhui Riyi Foundation Engineering, focusing on NEV parts, sales, and battery swap facilities.国轩高科(通过安徽国轩新能源)与安徽日羿基础工程共同成立合肥羿高新能源有限公司(持股60%),专注于新能源汽车配件、销售及换电设施。
2025-01-10Established Liuzhou Guoxuan New Energy Battery Co., Ltd., registered capital 200 million RMB, wholly owned by Hefei Guoxuan High-Tech Power Energy.成立柳州国轩新能源电池有限公司,注册资本2亿元,由合肥国轩高科动力能源有限公司全资持股。
2025-07-31Tangshan Gotion Battery Co., Ltd., a subsidiary of Gotion High-tech, increases registered capital from 1 billion yuan to approximately 1.21 billion yuan (21% increase), with Chongqing International Trust Co., Ltd. joining as a new shareholder.国轩高科子公司唐山国轩电池有限公司注册资本由10亿元增至约12.1亿元(增幅约21%),新增重庆国际信托为股东。
2025-08-13Gotion High-tech subsidiary Hefei Gotion Jitaimai Battery Technology Co., Ltd. held its opening ceremony and signed a small-power battery project agreement with Lujiang High-tech Zone, aiming to develop the small-power battery market as a third growth engine.国轩高科控股子公司合肥国轩吉泰美电池科技有限公司开业,并与庐江高新区签约小动力电池项目,进军小动力市场,打造第三增长极。
2025-08-27Jinzhai Gotion New Energy Co., Ltd., a subsidiary of Gotion High-tech, increased its registered capital from 1 billion yuan to approximately 1.574 billion yuan, with China CITIC Financial Asset Management Co., Ltd. becoming a new shareholder.国轩高科旗下金寨国轩新能源有限公司注册资本由10亿元增至约15.74亿元,新增中信金融资产为股东。
2026-02-01Gotion High-tech established Ganzhou Guoxuan Low-Altitude Economy Co., Ltd. with registered capital of 50 million yuan, focusing on intelligent unmanned aerial vehicle manufacturing.国轩高科成立赣州国轩低空经济有限公司,注册资本5000万元,专注智能无人飞行器制造。
2026-04-02Tangshan Guoxuan Battery Co., Ltd. completed a business registration change, adding Xingyin Financial Asset Investment Co., Ltd. as a shareholder and increasing registered capital from approximately 1.21 billion yuan to approximately 1.43 billion yuan, an increase of about 18%.唐山国轩电池有限公司完成工商变更,新增兴银金融资产投资有限公司为股东,注册资本由约12.1亿元增至约14.3亿元,增幅约18%。
2026-04-23Guoxuan Hi-Tech's controlled subsidiary Jiangsu Guoxuan plans to introduce strategic investor Nanjing Liuhe District Xin Zhi He Neng Equity Investment Partnership, with Guoxuan investing 300 million yuan and the investor 2 billion yuan in two phases to support the 20GWh new lithium-ion battery intelligent manufacturing base project.国轩高科控股子公司江苏国轩拟引入战略投资者南京六合区新智合能股权投资合伙企业,国轩高科分两期投资3亿元,投资方分两期投资20亿元,支持20GWh新型锂离子电池智造基地项目。
2026-04-29Jiangsu Guoxuan New Energy Technology Co., Ltd. completed a business registration change, adding Nanjing Liuhe District Xin Zhi He Neng Equity Investment Partnership as a shareholder and increasing registered capital from 1.8 billion yuan to approximately 2.68 billion yuan, an increase of about 49%.江苏国轩新能源科技有限公司完成工商变更,新增南京六合区新智合能股权投资合伙企业为股东,注册资本由18亿元增至约26.8亿元,增幅约49%。
ESG & green initiativesESG与绿色倡议 6 · 2024-11-09 → 2026-07-10
Environmental, social, and governance activities including certifications, awards, and sustainability projects.环境、社会和治理活动,包括认证、奖项和可持续发展项目。
2024-11-09Gotion High-tech's LFP battery project with Smart was selected as one of ten pilot projects in the Global Battery Alliance's 2024 'Battery Passport' initiative, enhancing battery lifecycle transparency.国轩高科与Smart合作的LFP电池项目入选全球电池联盟2024年“电池护照”十个试点项目,提升电池全生命周期透明度。
2024-11-25Gotion High-tech won three awards at the 2024 Gaogong Lithium Battery Annual Conference: Annual Enterprise, Annual Benchmark Factory (for Volkswagen standard cell plant), and Annual ESG Pioneer.国轩高科在2024高工锂电年会上荣获三项大奖:年度企业、年度标杆工厂(大众标准电芯工厂)和年度ESG先锋。
2025-07-17Gotion Grid5 MWh liquid-cooled energy storage system obtains EU Battery Regulation (EU) 2023/1542 compliance certification from TÜV SÜD, and achieves localized mass production at Göttingen base in Germany.国轩高科Gotion Grid5 MWh液冷储能系统获得TÜV南德颁发的欧盟电池法规合规认证,并在德国哥廷根基地实现本地化量产。
2026-04-07TÜV SÜD officially issued the TÜV SÜD Mark certification certificate to the battery cluster of Guoxuan Hi-Tech's Qianyuan Zhizhi 5MWh energy storage system in Munich, Germany, covering all core requirements of the EU Battery Regulation.TÜV南德在德国慕尼黑正式向国轩高科乾元智储5MWh储能系统中的电池簇颁发TÜV SÜD Mark认证证书,覆盖欧盟电池法规全部核心要求。
2026-06-23Guoxuan High-Tech received a BBB ESG rating from CSI Index, down from A in 2022-2023, ranking 4th among 6 listed lithium battery peers.国轩高科获得中证指数BBB级ESG评级,较2022-2023年的A级下调,在6家上市锂电池同行中排名第4。
Tongliao zero-carbon industrial park通辽零碳产业园 1 · 2024-11-13
Signed a strategic cooperation agreement with Tongliao City to jointly build a zero-carbon industrial park.与通辽市签署战略合作协议,共建零碳产业园。
2024-11-13Gotion High-tech signed a strategic cooperation agreement with Tongliao City, Inner Mongolia, to jointly build a zero-carbon industrial park, focusing on energy storage and new energy industries.国轩高科与内蒙古通辽市签署战略合作协议,共同打造零碳产业园区,聚焦储能和新能源产业。
Ebusco strategic investmentEbusco战略投资 1 · 2024-11-27
Signed an investment agreement with Dutch electric bus maker Ebusco, becoming a significant shareholder.与荷兰电动巴士制造商Ebusco签署投资协议,成为重要股东。
2024-11-27Gotion High-tech signed an investment agreement with Dutch electric bus maker Ebusco, becoming a significant shareholder, and will help introduce Ebusco's 3.0 light buses to Asia.国轩高科与荷兰电动巴士制造商Ebusco签署投资协议,成为重要股东,并将协助将Ebusco 3.0轻型客车引入亚洲市场。
Tsinghua University R&D partnership清华大学研发合作 1 · 2024-11-27
Signed a cooperation agreement with Tsinghua University to research next-gen power battery technologies.与清华大学签署合作协议,研究下一代动力电池技术。
2024-11-27Gotion High-tech signed a cooperation agreement with Tsinghua University (Academician Ouyang Minggao's team) to jointly research next-gen power battery technologies, including solid-state batteries, materials, safety, and manufacturing.国轩高科与清华大学(欧阳明高院士团队)签署合作协议,共同研究下一代动力电池技术,包括固态电池、材料、安全和制造。
Renesas BMS partnership瑞萨BMS合作 1 · 2024-11-29
Signed a partnership agreement with Renesas Electronics to deepen cooperation in BMS for new energy vehicles.与瑞萨电子签署合作协议,深化新能源汽车BMS领域合作。
2024-11-29Gotion High-tech signed a partnership agreement with Renesas Electronics to deepen cooperation in BMS (Battery Management System) for new energy vehicles.国轩高科与瑞萨电子签署合作伙伴协议,深化在新能源汽车BMS(电池管理系统)领域的合作。
Volkswagen voting rights waiver大众放弃表决权 2 · 2024-12-12 → 2025-01-06
Volkswagen China extended its voting rights waiver commitment, ensuring Li Zhen remains the actual controller.大众中国延长放弃表决权承诺,确保李缜仍为实际控制人。
2024-12-12Volkswagen China extended its voting rights waiver commitment for 72 months from the registration of shares, ensuring its voting power remains at least 5% lower than that of the founding shareholders; Li Zhen remains the actual controller.大众中国延长放弃表决权承诺期限至相关股份登记后72个月,确保其表决权比例比创始股东方低至少5%;李缜仍为实际控制人。
2025-01-06Volkswagen China extended the period of renouncing voting rights; Li Zhen remains actual controller; no change in control.大众中国延长放弃表决权承诺期限,李缜仍为实际控制人,控制权未变更。
Volkswagen restricted share unlock大众限售股解禁 1 · 2024-12-12
Unlocking of 384 million restricted shares from the 2021 private placement held by Volkswagen China.大众中国持有的2021年定增3.84亿股限售股解禁。
2024-12-12Gotion High-Tech announced the unlocking of 384 million restricted shares (21.3196% of total equity) from the 2021 private placement, held by Volkswagen China, to be listed for trading on December 16, 2024.国轩高科公告2021年非公开发行的3.84亿股限售股(占总股本21.3196%)将于2024年12月16日解禁上市流通,持有人为大众中国。
Vietnam Guoxuan financial assistance越南国轩财务资助 5 · 2024-12-17 → 2026-05-19
Planned to provide financial assistance of up to USD 71.655 million to associate Vietnam Guoxuan.计划向联营公司越南国轩提供最高7165.5万美元的财务资助。
2024-12-17Gotion High-Tech's subsidiary GOTION, INC. plans to provide financial assistance of up to USD 71.655 million to its associate Vietnam Guoxuan for project construction and working capital, with a term of up to 7 years.国轩高科孙公司GOTION, INC.拟向参股公司越南国轩提供不超过7165.5万美元的财务资助,用于项目建设及日常运营,期限不超过7年。
2025-08-19Gotion High-tech disclosed that its overseas factories in Indonesia, Thailand, and Germany (Pack) have achieved mass production, and its first LFP cell factory in Vietnam has also reached mass production; projects in Slovakia and Morocco are progressing as planned.国轩高科披露印尼、泰国、德国等海外Pack工厂已量产,越南首条磷酸铁锂电芯工厂已量产,斯洛伐克、摩洛哥项目按计划推进。
2026-05-06Gotion High-tech provided updates on overseas plants: Morocco base under construction for European OEMs and Chinese clients; Slovakia base for core European OEMs; Vietnam Phase II advancing to strengthen Southeast Asia supply.国轩高科更新海外基地进展:摩洛哥基地加紧建设保障欧洲车企和中企出海客户;斯洛伐克基地聚焦欧洲核心车企配套;越南二期同步推进。
2026-05-19Gotion High-tech disclosed overseas plant progress: Germany (Goettingen), Vietnam, Indonesia, and Thailand factories are already in production; Morocco and Slovakia bases are under construction, with Morocco expected to be the first to start production.国轩高科披露海外基地进展:德国哥廷根、越南、印尼及泰国工厂已投产;摩洛哥、斯洛伐克基地建设中,摩洛哥有望率先投产。
Separator supply agreements隔膜供应协议 3 · 2024-12-20 → 2026-01-30
Signed annual procurement contracts with Shanghai Enjie to be the main separator supplier in 2025 and 2026.与上海恩捷签署年度采购合同,成为2025年和2026年主要隔膜供应商。
2025-01-09Signed annual procurement contract with Enjie (Shanghai Enjie as main separator supplier for 2025); also reached supply cooperation with Defu Technology for lithium copper foil.与恩捷股份(上海恩捷)签订年度采购合同,上海恩捷为2025年主要隔膜供应商;与德福科技达成锂电铜箔供货合作。
2026-01-30Gotion High-tech signed a strategic cooperation agreement with Enjie Material (Shanghai Enjie New Material Technology Co., Ltd.) to collaborate on separators, solid electrolytes, zero-carbon factories, and smart mobile energy storage charging piles.国轩高科与恩捷股份旗下上海恩捷新材料科技有限公司签署战略合作协议,在隔膜、固态电解质、零碳工厂和智能移动储能充电桩等领域展开合作。
14th Supplier Conference & strategy launch第十四届供应商大会暨战略发布 1 · 2024-12-22
Held the 14th Supplier Conference, releasing five strategies and signing 2025 strategic cooperation with 81 suppliers.举办第十四届供应商大会,发布五大战略并与81家供应商签署2025年战略合作。
2024-12-22Gotion High-Tech held its 14th Supplier Conference and 2025 Strategy Launch, releasing five strategies (market, quality, manufacturing, supply chain, technology) and signing 2025 strategic cooperation with 81 suppliers; it announced the '863' market strategy and plans to commercialize fourth-generation cells and develop solid-state battery materials.国轩高科召开第14届供应商大会暨2025战略发布会,发布市场、质量、制造、供应链、技术五大战略,与81家供应商达成2025年度战略合作;宣布“863”市场战略,计划逐步实现四代电芯产业化并布局固态电池材料。
Financial & investor relations财务与投资者关系 6 · 2025-01-08 → 2026-07-03
Financial disclosures, debt repayments, and responses to market rumors and investor queries.财务披露、债务偿还以及对市场传闻和投资者提问的回应。
2025-05-20Gotion High-Tech denied rumors of a 5-billion-yuan private placement for solid-state battery construction; stated no such financing plan exists.国轩高科否认拟通过非公开发行募集50亿元用于全固态电池建设的传闻,表示暂无相关融资计划。
2025-08-13Gotion High-tech responded that it strictly complies with information disclosure rules regarding a potential Hong Kong IPO, and its management has plans to enhance financial stability and market competitiveness amid high debt ratio concerns.国轩高科回应港股上市传闻,表示严格履行信披义务,管理层已制定计划增强财务稳定性和市场竞争力以应对高资产负债率。
2025-11-05Asset-liability ratio reached 71.7% as of end of September 2025; interest-bearing debt 50.409 billion yuan, up 7.64% YoY.截至2025年9月末,资产负债率71.7%;有息负债504.09亿元,同比增长7.64%。
2025-11-25Repaid the principal and interest of a 500-million-yuan debt financing plan issued in 2022, with a 3-year term and 4.0% coupon, in full.全额兑付2022年发行的5亿元债权融资计划本金及利息,期限3年,票面利率4.0%。
Research institutes & academic collaborations研究院与学术合作 2 · 2025-02-07 → 2025-11-04
Establishment of research institutes and joint research centers with universities.设立研究院以及与大学共建联合研究中心。
2025-02-07Gotion High-tech Low-carbon Energy New Materials Research Institute inaugurated in Lujiang County, focusing on battery material chain and intelligent manufacturing technologies.国轩高科低碳能源新材料研究院在庐江县揭牌运营,聚焦动力及储能电池材料产业链和智能制造技术。
2025-11-04Collaboration with Fudan University since 2022: established a joint research center for advanced battery technologies, focusing on sodium-ion batteries, thermal insulation materials, and LMFP materials.自2022年起与复旦大学合作,成立先进电池技术校企联合研究中心,围绕钠离子电池、隔热材料、LMFP材料等开展联合研发。
Industry standards & policy行业标准与政策 1 · 2025-05-20
Participation in drafting industry standards and responses to policy-related matters.参与起草行业标准以及对政策相关事项的回应。
2025-05-20Gotion High-Tech stated it is one of the lead drafters of new national mandatory safety standard GB38031-2025 ('no fire, no explosion') for EV traction batteries.国轩高科表示是动力电池新国标GB38031-2025(“不起火、不爆炸”强制性要求)的牵头起草单位之一。
Overseas expansion & international operations海外扩张与国际运营 9 · 2025-05-23 → 2026-08-20
Progress on overseas factories, international projects, and cross-border logistics initiatives.海外工厂、国际项目和跨境物流计划的进展。
2025-05-23Gotion High-Tech partnered with Dutch Windpark Westfrisia to develop a 20MWh energy storage project using LFP cells, targeting completion in 2025.国轩高科与荷兰Windpark Westfrisia合作开发20MWh储能项目,采用磷酸铁锂电芯,计划2025年建成投运。
2025-06-26Gotion High-tech's VP Xiong Yonghua stated at a forum that battery overseas expansion is inevitable, with Southeast Asia as a key market, and the company plans to advance in Asia-Pacific, Europe, and the Americas.国轩高科副总裁熊永华在论坛上表示电池出海是必然选择,东南亚是重要市场,公司将在亚太、欧洲、美洲三大海外市场齐头并进。
2025-08-21Gotion High-tech provided energy storage solutions (314Ah cells, 5MWh liquid-cooled system, 5.5MW PCS) for ACWA Power's winning NOOR Midelt 2 and 3 solar-storage projects in Morocco (800MW PV + 1.2GWh storage).国轩高科为沙特ACWA Power中标的摩洛哥NOOR Midelt 2和3光储项目(800MW光伏+1.2GWh储能)提供储能解决方案,包括314Ah电芯、5MWh液冷系统和5.5MW PCS。
2025-09-01Gotion High-tech's energy storage solution (314Ah cells, 5 MWh liquid-cooled system, 5.5 MW PCS) was selected by ACWA Power for the NOOR Midelt 2 and 3 solar-storage projects in Morocco (800 MW PV + 1.2 GWh storage).国轩高科储能方案(314Ah电芯、5MWh液冷系统、5.5MW PCS)被ACWA Power选中,用于摩洛哥NOOR Midelt 2和3光储项目(800MW光伏+1.2GWh储能)。
2026-06-22Guoxuan's Indonesia base: Phase 1 PACK line already in production, accelerating localization of cell manufacturing and upstream materials, building a closed-loop supply chain from resources to batteries in Southeast Asia.国轩印尼基地:一期PACK产线已投产,加速推进电芯制造与上游材料本土化,在东南亚构建资源到电池的闭环供应链。
2026-07-13Gotion High-tech's overseas bases in Germany, Vietnam, Indonesia, and Thailand have been put into production, with sufficient orders in hand for power and storage businesses.国轩高科德国、越南、印尼、泰国海外基地陆续投产,动力和储能业务在手订单充足。
2026-08-03Gotion High-Tech is in late-stage talks with Volkswagen's PowerCo to acquire a controlling stake in the 40GWh Valencia, Spain battery cell plant, which would complete a materials-cell-recycling loop in Spain.国轩高科与大众旗下PowerCo就收购西班牙瓦伦西亚40GWh电芯工厂控股权进入后期谈判,若落地将在西班牙形成“材料-电芯-回收”闭环。
2026-08-20Gotion High-Tech launched its first China-Europe overland battery shipment from Hefei, using 30+ trucks (some with 'Dianlala' mobile battery-swap system), cutting delivery time by nearly 6 weeks versus sea freight.国轩高科在合肥基地举行电池中欧陆运首发仪式,30余辆重卡(部分搭载“电啦啦”移动换电系统)经亚欧大陆桥发往欧洲,交付周期较海运缩短近6周。
Customer & OEM supply relationships客户与OEM供应关系 10 · 2025-07-10 → 2026-08-21
Supply deals and collaborations with automakers and other customers, including entry into new supply chains.与汽车制造商和其他客户的供应协议与合作,包括进入新的供应链。
2025-07-24Gotion High-tech confirms its products are widely used in the low-speed vehicle market and has long-term cooperation with multiple low-speed vehicle companies.国轩高科确认产品已广泛应用于低速车市场,并与多家低速车企业建立长期稳定合作。
2025-07-24Gotion High-tech states it has partnered with leading power bank companies to supply automotive-grade safe cells.国轩高科表示已与头部移动电源公司合作,提供车规级安全电芯。
2025-09-03Gotion High-tech's third-generation cells are in mass production and being supplied to mid-to-high-end models from Chery, Geely, Leapmotor, etc., increasing B-class and above vehicle supply share.国轩高科第三代电芯量产,配套奇瑞、吉利、零跑等多款中高端车型,B级及以上车型供货占比显著增加。
2025-12-17Gotion High-tech became exclusive or primary supplier for B/C/D-class luxury models of multiple top automakers; won major heavy-duty truck power battery orders; entered VW Anhui's first smart electric sedan '与众07' with high-performance LFP batteries.国轩高科成为多家头部车企B/C/D级豪华车型独供或主供,斩获头部新能源重卡动力电池大单;为大众安徽首款智能纯电轿车“与众07”提供高性能磷酸铁锂电池。
2026-06-04Guoxuan High-Tech appeared as a core partner in Huawei's HarmonyOS Smart Mobility pavilion at the 30th GBA Auto Show, showcasing the jointly developed Giant Whale battery platform and officially entering the HarmonyOS supply chain.国轩高科在第三十届粤港澳大湾区车展上以核心合作伙伴身份亮相华为鸿蒙智行展馆,展示联合研发的巨鲸电池平台,正式进入鸿蒙智行供应链。
2026-06-12A new all-electric version of the AITO M6, equipped with LFP batteries from Yichun Guoxuan (a Guoxuan subsidiary), appeared in MIIT's 408th batch of new vehicle announcements, marking Guoxuan's entry into the core HarmonyOS Smart Mobility model supply chain.问界M6纯电新版本搭载宜春国轩(国轩子公司)磷酸铁锂电池,出现在工信部第408批新车公告中,标志着国轩切入鸿蒙智行核心主力车型供应链。
2026-07-01Gotion High-tech's subsidiary Yichun Gotion supplies LFP batteries for the AITO M6 EV, entering the HarmonyOS smart driving supply chain.国轩高科子公司宜春国轩为问界M6纯电版配套磷酸铁锂电池,切入鸿蒙智行供应链。
2026-08-21Gotion High-Tech confirmed on investor platform that it is preparing batch supply for the AITO M6 EV project and deepening cooperation with Harmony Intelligent Mobility Alliance on other models.国轩高科在互动平台确认,配套问界M6纯电版项目正开展批量供货筹备,并与鸿蒙智行深化合作对接其他车型。
Mining & upstream resources采矿与上游资源 4 · 2025-08-11 → 2026-03-02
Updates on lithium mining projects, resource compliance, and related regulatory matters.锂矿项目、资源合规及相关监管事项的最新进展。
2025-08-11Gotion High-tech stated that its Yichun lithium mining project in Jiangxi is operating normally with a valid mining license, and it is cooperating with authorities for self-inspection; 8 lithium mining companies, including Gotion and CATL, must submit mineral change reserve reports by September 30.国轩高科表示江西宜春锂矿项目正常开采,采矿许可证有效,正配合相关部门自查;包括国轩、宁德时代在内的8家涉锂矿山企业需在9月30日前提交矿种变更储量核实报告。
2025-09-03Gotion High-tech's Yichun project (lithium mine) is mining normally and cooperating with authorities for self-inspection to ensure compliance.国轩高科宜春项目矿石开采正常推进,正配合相关部门开展自查以确保合规。
2025-12-04Gotion High-tech disclosed that it has deployed three lithium mining companies in Yichun, Jiangxi: Yichun Gotion Mining, Huali Lithium Mining, and Huayou Mining.国轩高科披露在江西宜春布局了宜春国轩矿业、花锂矿业和华友矿业三家锂矿企业。
2026-03-02Gotion High-tech disclosed its lithium mine layout in Yichun, Jiangxi, covering the full chain from mining to battery-grade lithium carbonate.国轩高科披露在江西宜春布局锂矿资源,实现从原矿开采到电池级碳酸锂的全产业链覆盖。
Market share & shipment data市场份额与出货量数据 9 · 2025-09-01 → 2026-08-25
Disclosures and reports on battery installations, market share rankings, and shipment volumes.关于电池装机量、市场份额排名和出货量的披露与报告。
2025-09-01Gotion High-tech's domestic power battery installation market share rose to 5.18% in H1 2025, ranking 4th in China.2025年上半年国轩高科国内动力电池装机量市占率提升至5.18%,位居国内第4名。
2025-12-09Gotion High-tech ranked 5th globally in power battery installations for Jan-Oct 2025 with 38.7GWh, up 80.8% YoY, according to SNE Research; LFP battery installations surged ~104.2% YoY, ranking top 3 domestically.据SNE Research,国轩高科2025年1-10月全球动力电池装机量38.7GWh,同比增长80.8%,排名升至全球第5;磷酸铁锂装机量同比增约104.2%,国内前三。
2025-12-11Gotion High-tech's Jan-Oct 2025 domestic power battery installations grew 84.1% YoY, market share 5.52%; overseas (ex-China) installations 8.4GWh, up 58.5% YoY, global share 2.2%, ranking 7th.国轩高科2025年1-10月国内动力电池装车量同比增长84.1%,市占率5.52%;海外装机量8.4GWh,同比增长58.5%,全球市占率2.2%,排名第7。
2026-05-06Gotion High-tech disclosed that its total power and storage battery shipments in 2025 were about 100 GWh, up 57% YoY, and expects continued growth in 2026 driven by strong demand and Volkswagen's volume ramp-up.国轩高科披露2025年动力及储能总出货量约100GWh,同比增长57%,预计2026年受大众等核心客户需求放量将保持增长。
2026-05-13SNE Research data showed Gotion High-tech's global power battery installations in Q1 2026 reached 10.2 GWh (+26.3% YoY); LFP installations were 9.9 GWh (+32.3% YoY), with global LFP market share of 8.0% (+1.1pp), ranking 3rd globally.SNE Research数据显示,2026年一季度国轩高科全球动力电池装机10.2GWh(同比+26.3%),磷酸铁锂装机9.9GWh(同比+32.3%),市占率8.0%(+1.1个百分点),排名全球第三。
2026-05-25Gotion High-tech's power battery installations in the new energy commercial vehicle market reached 4.33 GWh in Jan-Apr 2026, up 85.8% YoY.国轩高科2026年1-4月新能源商用车市场动力电池装机量达4.33GWh,同比增长85.8%。
2026-07-21Gotion High-tech ranks 342nd on the Fortune Global 500 with $6.27 billion revenue, up 52 places, with 2025 global power battery installations of 53.5GWh, up 82.5%.国轩高科以62.7亿美元营收位列《财富》世界500强第342位,跃升52位,2025年全球动力电池装机53.5GWh,同比增长82.5%。
2026-08-25Gotion High-Tech's global power battery installations reached 28GWh in H1 2026, up 43.3% YoY, raising global market share to 4.6%; commercial vehicle installations grew 87.29% to 7.66GWh; domestic market share rose to 6.19%, ranking third in China.国轩高科2026年上半年全球动力电池装机量达28GWh,同比增长43.3%,全球市占率提升至4.6%;商用车装机7.66GWh,同比增长87.29%;国内市占率升至6.19%,位列第三。
Executive & governance高管与公司治理 5 · 2025-09-09 → 2026-08-24
Corporate governance matters including stock incentives, dividends, capital changes, and board decisions.公司治理事项,包括股权激励、分红、注册资本变更和董事会决策。
2025-09-09Gotion High-tech approved the third exercise period of its 2022 stock option incentive plan: 1,406 participants can exercise 9.42 million options at 18.47 yuan/share from 2025-09-11 to 2026-07-07.国轩高科2022年股票期权激励计划第三个行权期获批:1406名激励对象可行权942万份期权,行权价18.47元/份,期限2025年9月11日至2026年7月7日。
2026-07-09Gotion High-tech announces 2025 annual dividend of RMB 1.0 per 10 shares, totaling RMB 181.3 million, with record date on July 15, 2026.国轩高科公布2025年度权益分派,每10股派现金红利1.0元,合计1.81亿元,股权登记日为2026年7月15日。
2026-08-24Gotion High-Tech's board approved raising its 2026 related-party transaction forecast to RMB 7.9 billion from RMB 4.75 billion, an increase of RMB 3.15 billion covering purchases and sales.国轩高科董事会审议通过将2026年度日常关联交易预计总额由47.5亿元提升至79亿元,新增31.5亿元,覆盖采购与销售。
2026-08-24Gotion High-Tech announced it will change its registered capital and amend the company's articles of association, pending shareholder approval.国轩高科公告变更注册资本并修订《公司章程》,尚需提交股东会审议。
2026-08-24Gotion High-Tech disclosed it conducted a comprehensive impairment review and will record credit and asset impairment losses for H1 2026 in accordance with accounting standards.国轩高科披露对2026年半年度末各类资产进行全面清查,并计提信用减值损失和资产减值损失。
Supply chain & procurement agreements供应链与采购协议 3 · 2025-11-06 → 2026-03-14
Long-term procurement contracts and supply agreements for key raw materials like electrolyte, copper foil, and cathode materials.针对电解液、铜箔、正极材料等关键原材料的长期采购合同和供应协议。
2026-01-10Gotion High-tech signed a 2026 procurement framework contract with Nuode Investment (600110.SH) for copper foil supply worth approximately 1.8 billion yuan, with quarterly stepped increases.国轩高科与诺德股份(600110.SH)签订2026年度采购框架合同,铜箔供应金额约18亿元,按季度阶梯式递增。
2026-03-14Tongguan Copper Foil expects to sell 928 million yuan of lithium battery copper foil to Gotion High-tech in 2026.铜冠铜箔预计2026年向国轩高科销售锂电池铜箔金额达9.28亿元。
Battery recycling & second-life电池回收与梯次利用 2 · 2026-05-11 → 2026-07-06
Initiatives and partnerships related to battery recycling and waste management.与电池回收和废物管理相关的倡议和合作。
2026-05-11Gotion High-tech stated on investor platform that it has been laying out sodium-ion batteries and battery recycling for years and will promote industrialization based on market demand.国轩高科在互动平台表示,公司在钠电池和电池回收业务方面已布局多年,将根据市场需求推动产业化应用。
2026-07-06VinFast Indonesia partners with Gotion High-tech and CATL to manage and recycle EV battery waste in Indonesia.VinFast印尼公司与国轩高科和宁德时代合作,在印尼管理及回收电动车电池废弃物。
Sany heavy truck battery三一重卡电池 1 · 2026-07-10
Equipped Sany Heavy Truck's battery-swap heavy truck with Mota MTB battery, increasing capacity and range.为三一重卡换电重卡配套Mota MTB电池,提升容量和续航。
2026-07-10Sany Group and Gotion High-tech sign a strategic cooperation agreement targeting over 10GWh of battery orders for heavy trucks, loaders, and construction machinery.三一集团与国轩高科签署战略合作协议,锁定超10GWh电池订单,聚焦重卡、装载机、工程机械。