Guoxuan High Tech has recently increased its production capacity layout and announced plans to add 40GWh of new energy battery production capacity.

According to its announcement, this "refueling" plan will be implemented through two major projects: the Wuhu Guoxuan 20GWh New Energy Battery Base Project (hereinafter referred to as the "Wuhu Project") and the Jiangsu Guoxuan New Lithium ion Battery 20GWh Intelligent Manufacturing Base Project (hereinafter referred to as the "Jiangsu Project").

The total investment of both projects does not exceed 4 billion yuan, and both adopt a phased construction model. The plan is to complete the construction within 24 months from the date of commencement.

Specifically, the two major projects each have their own focus: the Wuhu project aims to accurately meet the needs of strategic customers and further expand the production capacity of new lithium batteries; The Jiangsu project relies on the existing production capacity of the Nanjing battery manufacturing base for overall planning, with the goal of expanding the company's high-quality production capacity and enriching the product matrix.

And this is not the only recent expansion move by Guoxuan High Tech - according to its 2025 semi annual report, the company has four other major projects underway simultaneously, including the Guoxuan New Station's 20GWh power battery project, Liuzhou Guoxuan's newly added 10GWh power battery production base (Phase II), Slovak's new energy battery super factory, and Morocco's new energy battery production base.

Overall, the planned production capacity of these projects has exceeded the total shipment volume of 63 GWh by Guoxuan High Tech in 2024, indicating the expansion efforts.

Guoxuan High Tech's bold promotion of capacity expansion is due to its sustained positive performance.

In the past four years, the company's revenue has skyrocketed from 10 billion yuan to 30 billion yuan, and its net profit has also grown from 100 million yuan to over 1 billion yuan, achieving a dual breakthrough in scale and profitability.

Even in the first half of 2025, against the backdrop of intensified industry competition, Guoxuan High tech still maintains a stable growth trend: achieving a revenue of 19.394 billion yuan, a year-on-year increase of 15.48%; Net profit was 367 million yuan, a year-on-year increase of 35.22%, significantly outperforming revenue.

For the core driving force of performance growth, Guoxuan High Tech clearly pointed out in its semi annual report that the surge in demand in the power and energy storage markets is the key.

This judgment has also been confirmed by industry data: GGII data shows that the total shipment of lithium batteries in China reached 776GWh in the first half of 2025, a year-on-year increase of 68%. Among them, the shipment of power batteries reached 477GWh, a year-on-year increase of 49%; The shipment of energy storage batteries reached 265GWh, a year-on-year increase of 128%, and both core tracks showed strong growth momentum.

At the same time, Guoxuan High Tech's market position in the field of power batteries has steadily improved - in the "Top 10 Domestic Power Battery Installed Capacity in the First Half of 2025" list released by GGII, Guoxuan High Tech ranks among the top four with an installed capacity of 14.12GWh.

And with the increase in the number of supporting vehicles in top tier companies such as SAIC GM Wuling, Leapmotor, Chery, Geely, and Changan, the installed capacity in the first half of the year increased by as much as 109% year-on-year, making it one of the fastest-growing players among the top companies.

It is worth noting that the expansion of Guoxuan High Tech is not simply a combination of scale, but a simultaneous consideration of capacity upgrading and product innovation. Taking the Jiangsu project as an example, one of its core goals is to expand high-quality production capacity and optimize product structure, which echoes the company's continuous investment in technology research and development in recent years.

With the rapid iteration of lithium battery technology, eVTOL、 The increasing demand for high-performance batteries in emerging application scenarios such as robots and ships has opened up incremental space for the industry.

In response to this, Guoxuan High tech will launch a series of heavyweight new products in the first half of 2025, including the industry's long-awaited all solid state battery, G-yuan quasi solid state battery with a range of 1000 kilometers, Qichen second-generation battery using LMFP material, as well as G-line super heavy truck standard box and Qianyuan intelligent storage 20MWh energy storage battery system for commercial vehicles and energy storage fields, fully covering the diverse needs from the consumer end to the industrial end.

In fact, the expansion action of Guoxuan High tech is not an isolated case, but a microcosm of the current trend of lithium battery industry expansion.

Against the backdrop of sustained downstream demand and intensified Matthew effect in the industry, orders are accelerating towards top enterprises, which has also prompted top players to launch production capacity reserve plans in advance to prepare for a new round of market growth.

It can be foreseen that with the gradual release of these production capacities, the competitive landscape of the lithium battery industry may usher in new changes, and the competition between technological innovation and production efficiency will become the key for enterprises to break through and defend their cities.