In the era of electric vehicles, Chinese companies have come to the forefront of the world, in addition to the Ningde era, BYD, Guoxuan Hi-Tech, AVIC lithium battery and other enterprises, are also the head brands of power battery suppliers.
On the morning of December 20, Guoxuan Hi-Tech issued the "Announcement on the Signing of Strategic Supply and Localization Agreements by Overseas Subsidiaries": GOTION, INC., a wholly-owned subsidiary of the Company Abroad, is a supplier of a large listed automobile company in the United States.
The two parties hope to reach a strategic cooperation in the supply and procurement of lithium iron phosphate batteries (hereinafter referred to as "LFP batteries"), and the supply agreement shows that the number of batteries required by the customer will be ensured from 2023 to 2028 for a period of up to 6 years.
The customer expects that the total amount of battery procurement during the demand period will not be less than 200GWh, and The United States Guoxuan agrees to meet the customer's battery procurement needs by negotiating the allocation of the company's existing or new domestic production capacity and the new production capacity in the United States.
In this regard, many netizens asked Guoxuan Hi-Tech, is the customer Tesla? However, in the need for commercial confidentiality, Gaoxuan Hi-Tech did not respond directly.
Guoxuan Hi-Tech said that based on the needs of the US customer, on the one hand, Guoxuan Hi-Tech will export LFP batteries through the Chinese mainland battery production base; on the other hand, the two sides plan to localize the production and supply of LFP batteries in the United States and jointly explore the possibility of establishing a joint venture in the future.
Guoxuan Hi-Tech said, "If this agreement is fully performed, it will have a great positive impact on the company's operating performance in the relevant years in the future, and the impact on the company's operating performance in 2021 will be small." ”
In fact, from the perspective of its supply agreement, if the 200GWh battery supply is fully fulfilled, the performance of Guoxuan Hi-Tech will be significantly improved.
At present, From January to November this year, the cumulative installed capacity of power batteries in China is 6.6GWh, ranking fourth in China, and the arrival of 200GWh large orders can be said to be more than ten times the annual installed capacity of Guoxuan Hi-Tech.
At present, the stock price of Guoxuan Hi-Tech, from a high of 66.6 yuan, has fallen to about 54 yuan today. Recently, guoxuan hi-tech has been making big moves, and investors and friends can pay close attention to it.
