Loadingโฆ
Loadingโฆ
GAC Group (HKEX: 2238, SSE: 601238) is a Guangzhou-based, state-owned automaker built on two legs: volume joint ventures with Toyota (GAC Toyota, since 2004) and Honda (GAC Honda, since 1998), and its own brands โ GAC Motor/Trumpchi (ICE and hybrid), Aion (its NEV/EV marque), and Hyptec (a premium EV sub-brand).
Named counterparties identified by open-source research and written only where a primary source states the relationship โ never inferred from sector or co-mention. 2 suppliers. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
JV manufactures Nidec Ni100Ex e-axle traction motor systems used across GAC Aion's EV lineup since 2019.
>10 GWh LFP (SPS pouch-cell) order for GAC Aion V and Aion UT, Europe-market models. Source names 'Farasis Energy' only, not the Ganzhou subsidiary.
Scope. Absence of a counterparty here is not evidence that none exists โ most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is flat.
Descriptive trend in official policy actions on this companyโs materials โ a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.