Industry:

• Batteries and Energy Storage Solutions: 65% (2025)
• Automotive Components: 20% (2025)
• Renewable Energies: 15% (2025)

TOP 3 Markets:

• China: 45%
• USA: 25%
• Europe: 20%

Gotion High-tech Co., Ltd. generates the majority of its revenue from the battery and energy storage industry, driven by the increasing demand for electric vehicles and energy storage solutions. The Chinese market remains the largest revenue contributor, followed by the USA and Europe, which also have significant shares of the total revenue. This reflects the company's global expansion and strategic focus on international markets.

Production sites of Gotion High-tech Co., Ltd.:

1. China - Multiple locations, including Hefei and Nanjing.
2. Germany - Plant in Göttingen.
3. USA - Planned production facility in Michigan (announcement in 2023).

Gotion High-tech Co., Ltd. is a leading manufacturer of batteries and energy storage systems. The company has expanded its production capacities internationally to meet the increasing demand for lithium-ion batteries. The main production sites are located in China, while the international locations in Germany and the USA are part of the expansion strategy to be closer to the European and American markets.

Revenue Growth: 18.5% (2024)
Focus on International Expansion and Partnerships

Gotion High-tech Co., Ltd. pursues a growth strategy that is heavily focused on international expansion and strategic partnerships. In recent years, the company has strengthened its presence in global markets, particularly in Europe and North America. This includes both establishing new production facilities and collaborating with international automotive manufacturers.

Another focus is on research and development in the field of battery technology. Gotion is investing significantly in improving the energy density and lifespan of its batteries to remain competitive and meet the growing demands of the electric vehicle industry.

Additionally, the company is committed to sustainable practices and the development of environmentally friendly technologies to meet increasing regulatory requirements and growing consumer environmental awareness. This includes initiatives to reduce the CO2 footprint in production and promote recycling programs.

Main Imported Raw Materials: Lithium, Nickel, Cobalt, Graphite

Countries of Origin:

• Lithium: Australia, Chile
• Nickel: Indonesia, Philippines
• Cobalt: Democratic Republic of the Congo
• Graphite: China, Brazil

Gotion High-tech Co., Ltd., a leading battery manufacturer, heavily relies on sourcing raw materials crucial for the production of lithium-ion batteries. Lithium is mainly imported from Australia and Chile, as these countries are among the largest producers worldwide.

Nickel is predominantly sourced from Indonesia and the Philippines, as these countries have significant nickel deposits. Cobalt, a critical raw material for batteries, is mainly imported from the Democratic Republic of the Congo, which accounts for a large portion of global cobalt production.

Graphite, another essential material, is sourced from both China and Brazil, with China being the largest producer of natural graphite. These international sourcing strategies are crucial to secure Gotion High-tech's production capacities and meet the increasing demand for batteries.

Market share in battery production: 5% (estimated for 2025)
R&D investments: 10% of revenue (2024)
Strategic partnerships: Cooperation with Volkswagen and other automotive manufacturers

Gotion High-tech Co., Ltd. has established itself as one of the significant players in the field of battery production, especially through its strategic partnerships with major automotive manufacturers like Volkswagen. These partnerships enable the company to access new technologies and markets, providing a significant competitive advantage.

The company consistently invests a significant portion of its revenue in research and development, strengthening its innovation capabilities and allowing it to develop advanced battery technologies. This is a crucial factor in remaining competitive in the fiercely competitive battery manufacturer market.

Additionally, Gotion benefits from its strong presence in China, one of the world's largest markets for electric vehicles. This geographical positioning gives the company a natural advantage over international competitors looking to enter the Chinese market.

Institutional Investor Share: 23% (2025, estimated) Insider Buys/Sells: No significant changes (2025, estimated)

The institutional investor share in Gotion High-tech Co., Ltd. is estimated to be around 23%. This indicates a moderate interest from institutional investors in the company, which could suggest confidence in the long-term growth strategy.

Regarding insider buys and sells, there are no significant changes or notable transactions in 2025. This could indicate that the management has confidence in the current company strategy and does not expect any drastic changes.

Market share of Gotion High-tech Co., Ltd.: 8% (estimated for 2025)

Top 5 competitors by market share:

1. CATL (Contemporary Amperex Technology Co. Limited): 30%
2. BYD Company Limited: 20%
3. LG Energy Solution: 15%
4. Panasonic Corporation: 12%
5. Samsung SDI: 10%
6. Gotion High-tech Co., Ltd.: 8%
7. SK Innovation: 5%

Gotion High-tech Co., Ltd. holds a market share of approximately 8%, making it a significant but not leading player in the battery manufacturing sector. The market is dominated by CATL, followed by BYD and other major international companies.

Gotion High-tech's moat mainly lies in its strong focus on research and development and strategic partnerships, especially in the field of lithium-ion batteries for electric vehicles. The company has made significant investments in new technologies and production capacities in recent years.

In comparison to leading companies like CATL and BYD, which have extensive production capacities, established brands, and a broad customer base, Gotion High-tech's moat is less pronounced. CATL and BYD also benefit from stronger vertical integration and a wider product range, giving them a significant competitive advantage.

Overall, Gotion High-tech remains an important player, albeit with a smaller moat compared to the market leaders. To strengthen its competitive advantage, the company could continue to focus on innovation and strategic alliances.

Revenue Growth: 20% (2024)
Profit Growth: 18% (2024)
Market Share in Battery Production: 10% (2024)

Gotion High-tech Co., Ltd. recorded strong revenue growth of 20% in 2024, attributed to the increasing demand for battery technologies and expansion into international markets. The company has expanded its production capacities and formed strategic partnerships to strengthen its market presence.

The 18% profit growth during the same period indicates that Gotion High-tech is not only able to increase its revenue but also operate efficiently and control costs. These efficiency improvements are crucial for success in a competitive market like battery production.

With a 10% market share in battery production, Gotion High-tech positions itself as one of the leading providers in this sector. This position allows the company to benefit from the growing demand for electric vehicles and energy storage systems.

Overall, Gotion High-tech Co., Ltd.'s stock could be a good investment based on its solid fundamental data and strategic alignment. However, potential investors should also consider macroeconomic factors and industry-specific risks before making a decision.

Dividend Yield: 1.8% (2024) Dividend History: Continuous payout since 2018

Gotion High-tech Co., Ltd. recorded a dividend yield of 1.8% in 2024. The company has been consistently paying dividends since 2018, indicating a certain reliability in its dividend policy.

The stability of the payout is supported by the solid financial performance and growth potential in the battery technology sector. With the increasing demand for electric vehicles and energy storage solutions, it is expected that Gotion High-tech will be able to maintain its dividend policy.