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Company ProfileBattery Manufacturing

Guoxuan High-Tech Co., Ltd.

国轩高科股份有限公司

Headquarters
Hefei, Anhui, China
Founded
2006
Stock
002074.SZ
Industry
Battery Manufacturing
$12B
Market Cap
100 GWh
Capacity
26%
VW Stake
15,000+
Employees
Archive Notice:This company profile was originally published on macropolo.org. MacroPolo was the Paulson Institute's in-house think tank (2018–2024). This archived version preserves the original research for continued citation and reference.

Company Overview

Guoxuan High-Tech is China's third-largest EV battery manufacturer and a key partner of Volkswagen Group. Founded in 2006 and headquartered in Hefei, the company has grown from a regional player to a globally significant battery supplier, particularly known for its lithium iron phosphate (LFP) technology.

In 2020, Volkswagen acquired a 26% stake in Guoxuan for approximately $1.1 billion, making it VW's largest single investment in a Chinese company. This partnership has accelerated Guoxuan's technology development and international expansion while providing Volkswagen with a strategic battery supply for its aggressive EV rollout in China.

Technology & Products

LFP Batteries

Core competency in lithium iron phosphate chemistry, offering lower cost and improved safety compared to NCM alternatives. Energy density reaching 210 Wh/kg.

Semi-Solid State

Advanced R&D in semi-solid-state batteries targeting 360 Wh/kg energy density, with pilot production beginning in 2024.

Volkswagen Partnership

The Volkswagen partnership represents one of the most significant strategic investments by a Western automaker in the Chinese battery supply chain. Key elements include:

  • Joint development of "Unified Cell" battery technology for VW's global platforms
  • Priority supply agreements for VW's China-based production
  • Technology transfer and joint R&D facilities in Hefei
  • Board representation and strategic input on company direction

Global Expansion

Guoxuan has announced plans for manufacturing facilities outside China, including:

Germany
Göttingen facility, 20 GWh
United States
Michigan site under review
Southeast Asia
Vietnam and Indonesia plants

Competitive Position

Guoxuan competes with CATL and BYD in the Chinese market, differentiating through:

  • Strong LFP technology focus (cost advantage over NCM competitors)
  • Deep integration with Volkswagen's global supply chain
  • Government support as Anhui Province's flagship battery company