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Gotion High-Tech (S
Group exposure score is 63 including 1 tracked subsidiary — standalone is 38.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 8 suppliers, 4 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Copper-foil (cell current-collector) supplier — top-5 in 3 of the 4 disclosed years (2011/2012/2014, absent 2013).
Electrolyte lithium-salt supplier (Guotai-Huarong is a known Chinese LiPF6/electrolyte-materials maker) — not a raw lithium-carbonate supplier.
Electrolyte (LiPF6-salt-based) supplier — itself SZSE-listed (300502) and separately queued in this corpus's own A-share counterparty queue as `tinci-materials` (ops/queue/china-ashare-counterparties.md row
Graphite-anode-material supplier — the predecessor entity of BTR New Material Group, which has its own dossier in this corpus (`btr-new-material`, BSE 835185) and by its FY2025 filing calls itself the world's largest anode-material supplier for 14-15 consecutive years. A direct cross-dossier link: BTR supplying Gotion.
Rank-1 FY2014 customer — a downstream electric-bus OEM buying finished battery packs, not a raw-material counterparty.
The one exception the filing itself calls out: the ONLY year across FY2011-2014 where a single customer exceeded 50% of annual sales. 'Subsidiaries of' = an aggregate of commonly-controlled JAC entities, not one operating buyer, per the filing's own phrasing (same group-rollup pattern as e.g. yunnan-tin's rank-1 customer).
A financial-leasing company, not an end-user — Gotion's early sales ran heavily through leasing intermediaries financing bus/vehicle purchases, per the filing's own sales-model discussion (直接销售模式和融资销售模式).
Scope. Absence of a counterparty here is not evidence that none exists — 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.
Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 990 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Volkswagen's own 2020-05 press release: VW acquired 26% of Gotion High-Tech for ~EUR 1.1bn and Gotion became a certified VW Group battery supplier for local MEB vehicles in China. Row promoted 2026-10-01 from Gotion InoBat Batteries' own dossier (docs/intelligence/dossiers/gotion-inobat.md), which already carried this as the Gotion-parent relationship — distinct from GIB, the separate 80/20 Gotion/InoBat JV building a cell plant in Slovakia, which that dossier documents has NOT been confirmed as a VW offtaker. This row is China-side battery-cell supply via the equity stake only; related_party: true because VW holds equity in Gotion High-Tech.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
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 coverage-limited.
Descriptive trend in official policy actions on this company’s materials — 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.
🇪🇸 ES accounts for 100% of severity-weighted pressure.