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国轩高科:2026 年业务展望电话会要点
2026-01-19 02:32
Flash | 18 Jan 2026 19:42:13 ET │ 10 pages Gotion High Tech (002074.SZ) Takeaways from 2026 Business Outlook Call CITI'S TAKE We hosted a 2026 Business Outlook Call with Gotion on Jan 17. Mr. Liu Qinfeng, Vice President of the IR department, and other management team members attended the call. Effective battery capacity was ~150GWh at YE2025, including 30+GWh ESS battery capacity, and mgmt. expects effective capacity to reach 200GWh+ in YE2026E, including ~60GWh ESS battery capacity. Below are our key takea ...