company · 002074-sz

Gotion High-tech

2025 installs 769.7GWh with CR2 under 70%; H1’26 CATL ~46%, BYD ~17%. Tier-2 and OEM-captive rise; LFP >80%; ESS/overseas as second curve. See share tables and #references.

• Tickers 300750.SZ · 002594.SZ · 002074.SZ · 300014.SZ · 300207.SZ
• Also known as 002074 · 002074.SZ · Gotion · 国轩高科