GOTION(SZ:002074) 智通财经网·2026-01-09 10:44Group 1 - The core viewpoint of the article highlights a decline in global electric vehicle (EV) sales and battery installation volumes in November, with a year-on-year growth of only 7% for EV sales and a 20% growth for battery installations, both showing a 2 percentage point decrease from the previous month [1] - In the cumulative period from January to November 2025, global EV sales reached 18.009 million units, representing a 22% year-on-year increase, which drove the global battery installation volume to approximately 975.3 GWh, a 32% year-on-year growth [1] - China accounted for 64% of the global battery installation volume, with six out of the top ten companies in the industry being Chinese [1] Group 2 - Among the top ten global battery installation companies, Guoxuan High-Tech (002074.SZ) achieved the highest market share increase, rising by 8 percentage points compared to the same period last year, driven by rapid growth in both domestic and international markets [1] - The data indicates that the total battery installation volume in China was 624.3 GWh, significantly higher than other countries, with the United States at 109.7 GWh and Germany at 37.3 GWh [8] - The global battery installation volume includes data from electric vehicles (EV), plug-in hybrid electric vehicles (PHEV), and fuel cell vehicles (FCV), excluding hybrid electric vehicles (HEV) [8]