GOTION(SZ:002074) 起点锂电·2025-10-23 10:20Core Viewpoint - The article highlights the significant expansion of Guoxuan High-Tech in the lithium-ion battery manufacturing sector, particularly in Nanjing, where it has established itself as the largest production base globally, with a total investment exceeding 10 billion RMB and a production capacity nearing 50GWh [4][6][8]. Group 1: Project Developments - On October 22, Guoxuan High-Tech laid the foundation for a new lithium-ion battery manufacturing base in Nanjing, with a total investment of 4 billion RMB and a construction period of no more than 24 months [2]. - The company has cumulatively invested over 10 billion RMB in Nanjing, with a total production capacity of nearly 50GWh, making it the largest base for Guoxuan globally [4][6]. - The first project in Nanjing began in 2015, with an initial investment of 1.5 billion RMB for a 2GWh production line, which has since expanded through multiple phases [7]. Group 2: Capacity Expansion and Market Position - Guoxuan High-Tech has been rapidly increasing its production capacity, with plans for additional projects that will exceed a total capacity of 100GWh, in response to the growing demand in the energy storage and power battery sectors [10][11]. - The company reported a significant year-on-year increase in shipments, with approximately 40GWh shipped in the first half of 2025, reflecting a growth of over 48% [12]. - In the commercial vehicle sector, Guoxuan has enhanced its market share to 7.4%, driven by innovative products like the "G Series Super Heavy Truck Standard Box" [12]. Group 3: Financial Performance - Guoxuan High-Tech achieved a revenue of 19.394 billion RMB in the first half of 2025, marking a year-on-year growth of 15.48%, with a net profit of 367 million RMB, up 35.22% [14]. - The company aims to reach an effective production capacity of approximately 130GWh by mid-2025, with plans to increase it to nearly 150GWh by the end of 2025 and a target of 200GWh by 2026 [14][15].