GOTION(SZ:002074) 起点锂电·2025-06-09 10:34Core Viewpoint - The article discusses the strategic partnership formed between Guoxuan High-Tech, BASF, China Gas Holdings, and BASF Sanyou Battery Materials, focusing on the development of energy storage systems, new battery materials, and green energy solutions to create a closed-loop ecosystem in the new energy industry [2]. Group 1: Strategic Cooperation - The four parties will establish a comprehensive strategic cooperation relationship, focusing on energy storage technology innovation, clean energy application, and achieving carbon neutrality goals [2]. - Guoxuan High-Tech's Executive President Wang Qisui emphasized the importance of market collaboration and efficient implementation of the partnership [2]. Group 2: Business Performance - In 2024, Guoxuan High-Tech's energy storage business revenue reached 7.832 billion yuan, a year-on-year increase of 12.98%, accounting for 22.13% of total revenue, positioning the company as an industry leader [4]. - The company is expanding its market presence in various sectors, including power generation, grid, and user-side energy storage, with a focus on commercial energy storage and new applications [4]. Group 3: Product Innovations - Guoxuan High-Tech has launched several new energy storage solutions, including a new generation 7MWh energy storage system and a modular charging and swapping system, which features a battery pack with a capacity of 452kWh [5]. - The company introduced the world's largest single-unit energy storage system, the Qianyuan Smart Storage 20MWh system, which has a design life of 25 years and has already secured over 6GWh in orders [5]. Group 4: Market Expansion - Guoxuan High-Tech is accelerating delivery in the grid-side energy storage projects, commercial energy storage, and overseas household energy storage sectors, aiming to expand its business scale [6]. - The company is increasing its market penetration across various energy storage applications, with a growing share of high-end overseas market orders expected to enhance the gross margin of its energy storage segment [6].