<ul>
<li>国轩高科正在加速其下一代电池的商业化，其 2-GWh 全固态电池生产线的设计工作现已基本完成。</li>
<li>该公司之前已建立其首个 0.2 GWh 的 Gemstone 全固态电池试生产线。</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/03/2026030207244347.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/03/2026030207244347.jpg"/></p>
<p>（文件照片显示国轩高科介绍其 Gemstone 全固态电池。图片来源：CnEVPost）</p>
<p>中国电池制造商国轩高科（SHE: 002074）已基本完成其 2-GWh 全固态电池量产线的设计，正在加速下一代电池的商业化进程。</p>
<p>国轩高科在周一回应投资者询问时提到这一进展，但未提供进一步的细节。其下一步预计是开始建设 2-GWh 全固态电池量产线。</p>
<p>该公司之前已建立其 Gemstone 固态电池的首个 0.2-GWh 试生产线，达到了超过 90% 的良率和 300 Wh/kg 的能量密度。</p>
<p>加入我们在 Telegram 或 Google News 上</p>
<p>为克服技术瓶颈，国轩高科最近加深了与德国化工巨头巴斯夫的合作。双方在合肥签署协议，共同开发高性能固态电池核心材料。</p>
<p>国轩高科在固态电池技术上进行了重大投资，这一转型对这家总部位于合肥的制造商具有重要意义。</p>
<p>曾经是行业领导者的国轩高科在错失三元锂电池的机会后，被宁德时代（HKG: 3750, SHE: 300750）和比亚迪（HKG: 1211, OTCMKTS: BYDDY）超越。</p>
<p>根据韩国市场研究公司 SNE Research 的数据，2025 年，宁德时代（HKG: 3750, SHE: 300750）和比亚迪（HKG: 1211, OTCMKTS: BYDDY）分别占据全球电动汽车电池市场份额的 39.2% 和 16.4%。国轩高科在 2025 年排名第五，市场份额为 4.5%。</p>
<p>国轩高科在 2024 年 5 月 17 日的第 13 届技术大会上发布了其全固态电池 Gemstone，标志着其正式进入这一新兴电池领域。</p>
<p>包括宁德时代和比亚迪在内的几家主要中国电池制造商，计划在 2027 年前实现小规模全固态电池的生产。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026013012150297-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="432" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026013012150297-768x432.jpg"/></p>
<p>国轩高科预告 2025 年净收入将翻倍，受益于对奇瑞的股份。</p>
<p>奇瑞在香港上市为国轩高科带来了约 17 亿人民币的收益。</p>

华宝智能电动汽车ETF

比亚迪(ADR)

宁德时代

<p>国轩高科已完成其 2 吉瓦时全固态电池生产线的设计，旨在加速下一代电池的商业化。该公司此前建立了 0.2 吉瓦时的 Gemstone 电池试点生产线，产量达到了 90% 以上。国轩高科正在与巴斯夫合作开发高性能固态电池材料。曾经是行业领导者的国轩高科如今已落后于宁德时代和比亚迪等竞争对手。该公司预计到 2025 年净收入将大幅增加，部分原因是其在奇瑞香港上市中的股权收益</p>

<blockquote>
<ul>
<li>Gotion is accelerating the commercialization of its next-generation batteries, with the design work for its 2-GWh all-solid-state battery line now largely complete.</li>
<li>The company previously established its first 0.2 GWh pilot production line for the Gemstone all-solid-state battery.</li>
</ul>
</blockquote>
<div class="lb-trans"><ul>
<li>国轩高科正在加速其下一代电池的商业化，其 2-GWh 全固态电池生产线的设计工作现已基本完成。</li>
<li>该公司之前已建立其首个 0.2 GWh 的 Gemstone 全固态电池试生产线。</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/03/2026030207244347.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2026/03/2026030207244347.jpg"/></p>
<p>(File photo shows Gotion introducing its Gemstone all-solid-state battery. Image credit: CnEVPost)</p>
<div class="lb-trans"><p>（文件照片显示国轩高科介绍其 Gemstone 全固态电池。图片来源：CnEVPost）</p>
</div><p>Chinese battery maker Gotion High-tech (SHE: 002074) has largely completed the design of its 2-GWh all-solid-state battery mass production line as it accelerates the commercialization of next-generation batteries.</p>
<div class="lb-trans"><p>中国电池制造商国轩高科（SHE: 002074）已基本完成其 2-GWh 全固态电池量产线的设计，正在加速下一代电池的商业化进程。</p>
</div><p>Gotion mentioned this progress on Monday in response to an investor inquiry without providing further details. Its next step is expected to be the start of construction of the 2-GWh all-solid-state battery mass production line.</p>
<div class="lb-trans"><p>国轩高科在周一回应投资者询问时提到这一进展，但未提供进一步的细节。其下一步预计是开始建设 2-GWh 全固态电池量产线。</p>
</div><p>The company previously established its first 0.2-GWh pilot line for its Gemstone solid-state battery, achieving a yield rate exceeding 90% and an energy density of 300 Wh/kg.</p>
<div class="lb-trans"><p>该公司之前已建立其 Gemstone 固态电池的首个 0.2-GWh 试生产线，达到了超过 90% 的良率和 300 Wh/kg 的能量密度。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们在 Telegram 或 Google News 上</p>
</div><p>To overcome technical bottlenecks, Gotion recently deepened its collaboration with German chemical giant BASF. The two parties signed an agreement in Hefei to jointly develop high-performance core materials for solid-state batteries.</p>
<div class="lb-trans"><p>为克服技术瓶颈，国轩高科最近加深了与德国化工巨头巴斯夫的合作。双方在合肥签署协议，共同开发高性能固态电池核心材料。</p>
</div><p>Gotion is making a major bet on solid-state battery technology, and this transformation holds significant importance for the Hefei-based manufacturer.</p>
<div class="lb-trans"><p>国轩高科在固态电池技术上进行了重大投资，这一转型对这家总部位于合肥的制造商具有重要意义。</p>
</div><p>Once an industry leader, Gotion was overtaken by CATL (HKG: 3750, SHE: 300750) and BYD (HKG: 1211, OTCMKTS: BYDDY) after missing the opportunity presented by ternary lithium batteries.</p>
<div class="lb-trans"><p>曾经是行业领导者的国轩高科在错失三元锂电池的机会后，被宁德时代（HKG: 3750, SHE: 300750）和比亚迪（HKG: 1211, OTCMKTS: BYDDY）超越。</p>
</div><p>Throughout 2025, CATL (HKG: 3750, SHE: 300750) and BYD (HKG: 1211, OTCMKTS: BYDDY) held 39.2% and 16.4% of the global EV battery market share, respectively, according to data from South Korean market research firm SNE Research. Gotion ranked fifth in 2025 with a 4.5% share.</p>
<div class="lb-trans"><p>根据韩国市场研究公司 SNE Research 的数据，2025 年，宁德时代（HKG: 3750, SHE: 300750）和比亚迪（HKG: 1211, OTCMKTS: BYDDY）分别占据全球电动汽车电池市场份额的 39.2% 和 16.4%。国轩高科在 2025 年排名第五，市场份额为 4.5%。</p>
</div><p>Gotion unveiled its all-solid-state battery Gemstone at its 13th technology conference on May 17, 2024, marking its official entry into this emerging battery sector.</p>
<div class="lb-trans"><p>国轩高科在 2024 年 5 月 17 日的第 13 届技术大会上发布了其全固态电池 Gemstone，标志着其正式进入这一新兴电池领域。</p>
</div><p>Several major Chinese battery manufacturers, including CATL and BYD, are targeting small-scale production of all-solid-state batteries around 2027.</p>
<div class="lb-trans"><p>包括宁德时代和比亚迪在内的几家主要中国电池制造商，计划在 2027 年前实现小规模全固态电池的生产。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026013012150297-768x432.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026013012150297-768x432.jpg"/></p>
<p>Gotion previews net income more than doubling in 2025, benefiting from stake in Chery</p>
<div class="lb-trans"><p>国轩高科预告 2025 年净收入将翻倍，受益于对奇瑞的股份。</p>
</div><p>Chery's Hong Kong listing brought Gotion about RMB 1.7 billion in gains.</p>
<div class="lb-trans"><p>奇瑞在香港上市为国轩高科带来了约 17 亿人民币的收益。</p>
</div>

Gotion finalizes design for 2-GWh solid-state battery line

- Gotion 已完成 2-GWh 固态电池生产线设计，正加速实现商业化。  
- 公司与 BASF 合作开发高性能材料，克服技术瓶颈。  
- Gotion 的市场份额在 2025 年为 4.5%，面临 CATL 和 BYD 的竞争。

国轩高科敲定 2 吉瓦时固态电池生产线的设计方案