{
  "schema_version": "5.0",
  "artifact_kind": "company_profile",
  "language": "zh-CN",
  "generated_on": "2026-11-03",
  "research_as_of": "2026-11-02",
  "input_context": {
    "name_zh": "国轩高科",
    "name_en": "Gotion",
    "industry_level1": "新能源",
    "industry_level2": "",
    "official_website": "gotion.com",
    "company_type": "品牌方",
    "logo_url": "https://cdn.brandfetch.io/domain/gotion.com/w/256/h/256/fallback/lettermark/type/icon?c=1idH6DEOXL4sEn7V6hN"
  },
  "entity": {
    "name_zh": "国轩高科",
    "scope": "上市公司及其合并子公司；参股、合资与合作项目另注明角色",
    "legal_name_zh": "国轩高科股份有限公司",
    "source_ids": [
      "G01"
    ]
  },
  "basic_info": [
    {
      "key": "legal_name",
      "label": "法定主体或所属主体",
      "value": "国轩高科股份有限公司",
      "source_ids": [
        "G01"
      ]
    },
    {
      "key": "founded",
      "label": "成立时间",
      "value": "1998年（上市法人前身改制）；新能源电池业务创立于2006年",
      "source_ids": [
        "G01",
        "G03"
      ]
    },
    {
      "key": "headquarters",
      "label": "总部",
      "value": "中国安徽省合肥市",
      "source_ids": [
        "G01"
      ]
    },
    {
      "key": "listing",
      "label": "上市情况",
      "value": "深圳证券交易所：002074；2015年重组纳入电池业务；2022年7月28日GDR在瑞士SIX上市",
      "source_ids": [
        "G01"
      ]
    },
    {
      "key": "employees",
      "label": "员工人数",
      "value": 33087,
      "unit": "人",
      "as_of": "2025-12-31",
      "scope": "母公司及主要子公司在职员工",
      "source_ids": [
        "G01"
      ],
      "display": "33,087人"
    },
    {
      "key": "revenue",
      "label": "营业收入",
      "value": 45070461822.87,
      "unit": "人民币元",
      "period": {
        "start": "2025-01-01",
        "end": "2025-12-31",
        "basis": "calendar_year"
      },
      "scope": "合并口径",
      "source_ids": [
        "G01"
      ],
      "display": "450.7亿元人民币"
    },
    {
      "key": "current_year_revenue",
      "label": "今年营业收入",
      "value": 45437252906.1,
      "unit": "人民币元",
      "period": {
        "start": "2026-01-01",
        "end": "2026-09-30",
        "basis": "calendar_year"
      },
      "scope": "合并口径；未经审计",
      "statement_date": "2026-10-29",
      "source_ids": [
        "G02"
      ],
      "display": "454.37亿元人民币"
    },
    {
      "key": "international_revenue",
      "label": "国际业务收入",
      "value": 10183097131.6,
      "unit": "人民币元",
      "period": {
        "start": "2025-01-01",
        "end": "2025-12-31",
        "basis": "calendar_year"
      },
      "scope": "合并口径海外地区营业收入，含港澳台",
      "source_ids": [
        "G01"
      ],
      "display": "101.83亿元人民币"
    },
    {
      "key": "international_revenue_share",
      "label": "国际收入占比",
      "value": 22.59,
      "unit": "%",
      "period": {
        "start": "2025-01-01",
        "end": "2025-12-31",
        "basis": "calendar_year"
      },
      "scope": "同年同合并口径，计算值",
      "source_ids": [
        "G01"
      ],
      "display": "22.59%"
    },
    {
      "key": "sales_coverage",
      "label": "销售覆盖国家及地区",
      "value": [
        "日本",
        "德国",
        "埃及",
        "美国",
        "澳大利亚"
      ],
      "scope": "含工程服务及合作交付；澳大利亚为已开工EPC项目，埃及为首批发运",
      "source_ids": [
        "G01",
        "G08",
        "G09",
        "G11"
      ],
      "display": "日本、德国、埃及、美国、澳大利亚"
    }
  ],
  "overview": {
    "paragraphs": [
      {
        "text": "国轩高科股份有限公司是一家总部位于合肥的新能源电池企业，经营动力电池系统、储能电池系统及输配电设备。新能源电池业务始于2006年，2015年通过上市公司重大资产重组进入资本市场；上市法人沿革则追溯至东源电器前身。",
        "source_ids": [
          "G01",
          "G03"
        ]
      },
      {
        "text": "国际业务以GOTION面向整车和能源客户，以Gendome拓展消费级便携电源。大众汽车是战略投资者及业务伙伴；gotion.com由海外Gotion Inc运营，其美国总部服务国际研发经营，与上市公司合肥总部及集团财务口径分别保留。",
        "source_ids": [
          "G01",
          "G03",
          "G04",
          "G06"
        ]
      }
    ]
  },
  "business": {
    "paragraphs": [
      {
        "text": "动力业务提供电芯、模组、电池包和BMS，适配乘用车、公交、卡车等。储能业务形成从电芯到柜体、集装箱系统及工程交付的供给，可服务电网、新能源电站、工商业及家庭用户；海外目录还提供电解液等材料。",
        "source_ids": [
          "G01",
          "G05"
        ]
      },
      {
        "text": "Gendome面向消费者经营便携储能电源、充电宝及太阳能板，和工业储能产品保持不同品牌定位。国轩还与电啦啦、联合重卡等生态伙伴合作移动储充换方案，2026年在汉诺威举行客户车辆交付；其中整车由合作车企提供。",
        "source_ids": [
          "G06",
          "G07",
          "G09"
        ]
      },
      {
        "text": "公司国际项目能力延伸至光储系统设计、设备集成及EPC工程。澳大利亚Lower Wonga项目已进入施工阶段，埃及项目开始首批发运，分别体现工程承包与设备交付两种阶段，均尚不等于整座电站已投入运营。",
        "source_ids": [
          "G08",
          "G11"
        ]
      }
    ],
    "brands": [
      {
        "name": "GOTION（国轩高科）",
        "description": "工业电池、储能及能源系统业务的主要国际品牌。",
        "source_ids": [
          "G01",
          "G03",
          "G05"
        ],
        "website": "https://www.gotion.com/",
        "industries": [
          {
            "level1": "新能源",
            "level2": "电池与储能"
          }
        ],
        "products": [
          {
            "category": "动力电池",
            "series": [],
            "representative_products": [],
            "description": "供应电芯、模组及电池包，采用铁锂、三元等体系，适配乘用车和商用车需求。",
            "source_ids": [
              "G01",
              "G05"
            ],
            "website": "https://www.gotion.com/cell-ev-cell/"
          },
          {
            "category": "储能电池及系统",
            "series": [],
            "representative_products": [
              {
                "name": "乾元智储",
                "website": null
              }
            ],
            "description": "从储能电芯、电池包到柜体及集装箱系统覆盖不同规模，乾元智储用于大型电站；家庭与通信备电需求也在业务范围内。",
            "source_ids": [
              "G01",
              "G05",
              "G08"
            ],
            "website": "https://www.gotion.com/utility-system/"
          },
          {
            "category": "电池管理系统",
            "series": [],
            "representative_products": [],
            "description": "提供用于车辆与储能的BMS电子控制系统。",
            "source_ids": [
              "G05"
            ],
            "website": "https://www.gotion.com/products-2/"
          },
          {
            "category": "电池材料",
            "series": [],
            "representative_products": [],
            "description": "国际目录提供电解液等化学材料，面向电芯开发和制造客户。",
            "source_ids": [
              "G05"
            ],
            "website": "https://www.gotion.com/products-2/"
          }
        ],
        "services": [
          {
            "name": "光储项目设计与EPC工程交付",
            "description": "面向能源项目业主提供光伏及储能的一体化方案、系统集成与工程承包，Lower Wonga项目为国际应用。",
            "source_ids": [
              "G08",
              "G11"
            ],
            "website": "https://www.gotion.com.cn/newsInfo/957"
          }
        ]
      },
      {
        "name": "Gendome",
        "description": "国轩发布的海外消费储能品牌，当前保留Home与Go等产品。",
        "source_ids": [
          "G01",
          "G06",
          "G07"
        ],
        "website": "https://www.gendome.com/",
        "industries": [
          {
            "level1": "新能源",
            "level2": "电池与储能"
          },
          {
            "level1": "新能源",
            "level2": "光伏"
          }
        ],
        "products": [
          {
            "category": "便携电源",
            "series": [],
            "representative_products": [
              {
                "name": "Home3000",
                "website": null
              },
              {
                "name": "Go300",
                "website": null
              },
              {
                "name": "Micro",
                "website": null
              }
            ],
            "description": "Home3000和Go300提供家庭备电与户外交流输出；Micro充电宝侧重便携电子设备充电。",
            "source_ids": [
              "G01",
              "G07"
            ],
            "website": "https://de.gendome.com/"
          },
          {
            "category": "便携太阳能板",
            "series": [],
            "representative_products": [
              {
                "name": "Solar 36",
                "website": null
              },
              {
                "name": "Solar 200",
                "website": null
              }
            ],
            "description": "36W及200W太阳能板用于移动设备和储能电源补能。",
            "source_ids": [
              "G07"
            ],
            "website": "https://de.gendome.com/"
          }
        ],
        "services": []
      }
    ],
    "services": []
  },
  "global_presence": {
    "paragraphs": [
      {
        "text": "境外业务同时采用电池供货、项目系统交付和工程承包。2025年美国Lower Rio储能项目与日本两座电站已并网；2026年埃及具名项目启动首批发运，澳大利亚Lower Wonga项目已开工，由国轩提供核心EPC及光储方案。德国另有合作换电方案的现场客户交付。",
        "source_ids": [
          "G01",
          "G08",
          "G09",
          "G11"
        ]
      },
      {
        "text": "研发和办公室分布于中国、美国、日本、新加坡及德国。2026年公司明确德国哥廷根、越南、印尼、泰国生产基地持续运营，摩洛哥、斯洛伐克和西班牙项目仍在推进。海外制造、研发和服务承担不同职责，项目客户电站及规划中的产能不作为已运营的集团自营工厂。",
        "source_ids": [
          "G01",
          "G03",
          "G04",
          "G10"
        ]
      }
    ],
    "market_regions": [
      {
        "region": "亚洲",
        "countries": [
          "日本"
        ],
        "coverage": "partial",
        "source_ids": [
          "G01",
          "G08",
          "G09",
          "G11"
        ]
      },
      {
        "region": "欧洲",
        "countries": [
          "德国"
        ],
        "coverage": "partial",
        "source_ids": [
          "G01",
          "G08",
          "G09",
          "G11"
        ]
      },
      {
        "region": "非洲",
        "countries": [
          "埃及"
        ],
        "coverage": "partial",
        "source_ids": [
          "G01",
          "G08",
          "G09",
          "G11"
        ]
      },
      {
        "region": "北美洲",
        "countries": [
          "美国"
        ],
        "coverage": "partial",
        "source_ids": [
          "G01",
          "G08",
          "G09",
          "G11"
        ]
      },
      {
        "region": "南美洲",
        "countries": [
          "-"
        ],
        "source_ids": []
      },
      {
        "region": "大洋洲",
        "countries": [
          "澳大利亚"
        ],
        "coverage": "partial",
        "source_ids": [
          "G01",
          "G08",
          "G09",
          "G11"
        ]
      }
    ],
    "operating_regions": [
      {
        "region": "亚洲",
        "countries": [
          "中国",
          "日本",
          "新加坡",
          "越南",
          "印度尼西亚",
          "泰国"
        ],
        "coverage": "partial",
        "source_ids": [
          "G01",
          "G04",
          "G10"
        ]
      },
      {
        "region": "欧洲",
        "countries": [
          "德国"
        ],
        "coverage": "partial",
        "source_ids": [
          "G01",
          "G04",
          "G10"
        ]
      },
      {
        "region": "非洲",
        "countries": [
          "-"
        ],
        "source_ids": []
      },
      {
        "region": "北美洲",
        "countries": [
          "美国"
        ],
        "coverage": "partial",
        "source_ids": [
          "G01",
          "G04",
          "G10"
        ]
      },
      {
        "region": "南美洲",
        "countries": [
          "-"
        ],
        "source_ids": []
      },
      {
        "region": "大洋洲",
        "countries": [
          "-"
        ],
        "source_ids": []
      }
    ]
  },
  "developments": {
    "window": {
      "start": "2025-11-02",
      "end": "2026-11-02",
      "max_items": 5
    },
    "items": [
      {
        "id": "G-D1",
        "title": "埃及1.8GWh项目首批储能系统发运",
        "importance": "major",
        "display_date": "2026-09-28",
        "summary": "国轩为埃及奈菲缇与荷鲁斯项目启动首批发运，50辆卡车装载乾元智储5MWh系统从金寨和南通基地出发。公司与中国能建、AMEA Power等合作，针对当地沙漠高温、强沙尘及沿海盐雾环境提供适配设备；整体项目尚在建设交付阶段。",
        "status": "completed_per_company_statement",
        "source_ids": [
          "G08"
        ]
      },
      {
        "id": "G-D2",
        "title": "合作换电重卡在汉诺威完成首台客户交付",
        "importance": "major",
        "display_date": "2026-09-14",
        "summary": "国轩与电啦啦、联合重卡及GPM等伙伴在德国汉诺威举行欧非运输走廊首台客户车辆交付暨合作签约。合作方案采用移动储充换和数字能源调度；整车由联合重卡提供，活动不代表整条跨境补能网络已经建成。",
        "status": "completed_per_company_statement",
        "source_ids": [
          "G09"
        ]
      },
      {
        "id": "G-D3",
        "title": "公布澳洲Lower Wonga光储项目开工",
        "importance": "regular",
        "display_date": "2026-07-14",
        "summary": "国轩在海外项目进展中披露，澳大利亚昆士兰Lower Wonga光储一体化项目已开工，储能规模281MW/843MWh。国轩作为核心EPC提供全套光储方案并搭载乾元智储设备，工程处于建设阶段，尚未认定完成并网投运。",
        "status": "reported",
        "source_ids": [
          "G11"
        ]
      }
    ]
  },
  "sources": [
    {
      "id": "G01",
      "title": "国轩高科2025年年度报告",
      "url": "http://file.finance.sina.com.cn/211.154.219.97:9494/MRGG/CNSESZ_STOCK/2026/2026-4/2026-04-29/12264879.PDF",
      "type": "regulatory",
      "accessed_on": "2026-11-02",
      "published_at": "2026-04-29"
    },
    {
      "id": "G02",
      "title": "国轩高科2026年第三季度报告",
      "url": "https://static.cninfo.com.cn/finalpage/2026-10-29/1225634491.PDF",
      "type": "regulatory",
      "accessed_on": "2026-11-02",
      "published_at": "2026-10-29"
    },
    {
      "id": "G03",
      "title": "国轩高科集团介绍与全球业务",
      "url": "https://www.gotion.com.cn/about",
      "type": "official",
      "accessed_on": "2026-11-02"
    },
    {
      "id": "G04",
      "title": "Gotion Inc实际全球办公室",
      "url": "https://www.gotion.com/locations-2/",
      "type": "official",
      "accessed_on": "2026-11-02"
    },
    {
      "id": "G05",
      "title": "Gotion国际产品目录",
      "url": "https://www.gotion.com/products-2/",
      "type": "official",
      "accessed_on": "2026-11-02"
    },
    {
      "id": "G06",
      "title": "Gendome海外品牌定位",
      "url": "https://www.gotion.com.cn/newsInfo/400",
      "type": "official_news",
      "accessed_on": "2026-11-02",
      "published_at": "2022-06-29"
    },
    {
      "id": "G07",
      "title": "Gendome欧洲地区产品目录",
      "url": "https://de.gendome.com/",
      "type": "official",
      "accessed_on": "2026-11-02"
    },
    {
      "id": "G08",
      "title": "国轩埃及独立储能项目首批发运",
      "url": "https://www.gotion.com.cn/newsInfo/988",
      "type": "official_news",
      "accessed_on": "2026-11-02",
      "published_at": "2026-09-30"
    },
    {
      "id": "G09",
      "title": "国轩与电啦啦伙伴交付欧非走廊客户车辆",
      "url": "https://www.gotion.com.cn/newsInfo/984",
      "type": "official_news",
      "accessed_on": "2026-11-02",
      "published_at": "2026-09-18"
    },
    {
      "id": "G10",
      "title": "国轩海外基地运营状态",
      "url": "https://www.gotion.com.cn/newsInfo/997",
      "type": "official_news",
      "accessed_on": "2026-11-02",
      "published_at": "2026-10-23"
    },
    {
      "id": "G11",
      "title": "国轩澳洲Lower Wonga项目开工披露",
      "url": "https://www.gotion.com.cn/newsInfo/957",
      "type": "official_news",
      "accessed_on": "2026-11-02",
      "published_at": "2026-07-14"
    }
  ],
  "report_template": "core-v4"
}