Three products at one launch event—what is Gotion's strategic play?
At a single launch event, Gotion High-Tech sent batteries into the sky, mounted them on flatbed trailers, and connected them to the electricity trading market.
On September 21, at the 2026 World Manufacturing Convention, Gotion High-Tech unveiled three solutions in one go: the Xingchen High-Power Battery for Low-Altitude Flight, the Dianlala Integrated New Energy Logistics and Transportation Solution for China, Europe, and Africa, and the GotionGuard-ZERO Zero-Carbon Digital Cloud Platform.
This was no routine new product showcase. Gotion High-Tech's first-half performance was already stellar enough: in H1 2026, Gotion's revenue reached CNY 27.776 billion, a year-on-year increase of 43.22%, hitting a six-year high, while net profit surged 278% year-on-year. Its global market share for power batteries rose to 4.6%, ranking fifth, and its domestic market share jumped to 6.2%, securing the third spot. Overseas revenue reached CNY 9.476 billion, with its share of total revenue climbing to 34%.
At this juncture, Gotion chose to target three products simultaneously at the low-altitude economy, heavy-duty truck electrification, and the new power system—precisely the three hottest yet most challenging new tracks in the lithium battery industry in 2026.
In his keynote speech titled "Open Innovation, Collaborative Symbiosis" at this World Manufacturing Convention, Gotion High-Tech Chairman Li Zhen summarized Gotion's strategy in one sentence: going from 0 to 1 relies on original innovation, while going from 1 to 100 depends on refining products together with the industrial chain. The three new products are the perfect footnote to this statement.
Xingchen Battery: Directly Tackling the "Impossible Triangle" of the Low-Altitude Economy
The low-altitude economy is one of the most certain trends in 2026, yet it remains the most awkward track in the battery industry.
A set of data illustrates the issue well: the power consumption of an eVTOL (electric Vertical Takeoff and Landing) reaches up to 65 kWh per 100 kilometers, which is 3 to 4 times that of an ordinary passenger car. The mainstream energy density of existing liquid batteries, at 200 to 250 Wh/kg, generally restricts the range of passenger-carrying eVTOLs to around 200 kilometers.
More challenging is the simultaneous demand for "high energy density, high power density, and high safety"—termed the "impossible triangle" in the industry. Any compromise on any of these means either the aircraft cannot fly far or it fails to pass airworthiness certification.
Meanwhile, aviation-grade suppliers require long-cycle design assurance, quality systems, and airworthiness certifications, making it extremely difficult for general industrial-grade cells to squeeze into the core supply chain.
For the Xingchen High-Power Battery for Low-Altitude Flight globally launched this time, Gotion's solution is a trio of "hybrid solid-liquid + 46 large cylindrical + full-tab" technologies.
At the system level, the Xingchen cell adopts a hybrid solid-liquid route, transferring the intrinsic safety advantages of the materials to aviation scenarios. Structurally, it utilizes the 46-series large cylindrical directional pressure relief and full-tab design. The former serves as the safety guarantee for "no thermal propagation" in aviation-grade packs, while the latter forms the power foundation for 12C pulse and 6C continuous discharge.
In particular, at the system level, Gotion played "four cards" at once: Xundao cathode, Xunjing anode, Xunning electrolyte, and Yunkai casing.
For the cathode, atomic-level coating is implemented, reducing internal resistance by 8%, which is equivalent to building an expressway for lithium ions. For the anode, a flexible and conductive three-dimensional layered structure is designed specifically for silicon-carbon, increasing electrode flexibility by 15% and further reducing interfacial impedance by 15%, fundamentally solving the ion supply bottleneck for high-power charging and discharging in 46 cylindrical cells. The Xunning hybrid solid-liquid electrolyte system is developed, featuring instantaneous wetting and localized liquid locking. While ensuring an excellent interface, it improves liquid retention performance by 18% and reduces internal resistance by 15%. The newly upgraded Yunkai casing increases structural strength by 30% while reducing weight by 40%.
On the system side, the pack adopts single-branch independent control, allowing flexible expansion while retaining sufficient safety redundancy. A dual-layer BMS (Battery Management System) is used, with one set adaptable to multiple aircraft models. Carbon fiber is introduced for weight reduction, further enhancing efficiency. A dedicated exhaust channel for hot gas is created, featuring bottom-directed, second-level high-speed ejection and thermal-electrical separation. Even in the event of simultaneous thermal runaway in multiple cells, the pack can still ensure zero propagation.
The final results: the cell energy density reaches 330 Wh/kg and 850 Wh/L. It can maintain 6C continuous discharge and 12C pulse discharge even when the SOC (State of Charge) is below 25%. It supports fast recharging or battery swapping within 5 minutes, and its safety standards are benchmarked against the most stringent aviation-grade pack zero thermal propagation requirements.
330 Wh/kg already meets the range requirements of eVTOLs. Gotion's differentiation lies in not pushing a single metric to the extreme, but rather compressing four indicators—energy density, power, safety, and fast recharging—into a single product line. This is precisely the "three highs and one fast" that low-altitude operators need most.
Li Zhen's statement that "going from 0 to 1 relies on fundamental original innovation" is vividly embodied in the Xingchen battery.
Dianlala: Turning Mobile Battery Swapping into an Exportable "Standard Component"
The second solution targets another policy-driven trend: NEV (New Energy Vehicle) heavy-duty trucks.
Industry baseline data better illustrates the potential: in 2025, China's heavy-duty truck fleet reached 8.43 million units, with an electrification rate of only 4.1%. Among these, long-haul trunk routes accounted for less than 1%, and the global penetration rate of NEV heavy-duty trucks was also below 1%.
In June 2026, the Ministry of Transport and ten other departments jointly issued the "Implementation Plan for Promoting the Scaled Application of New Energy Heavy-Duty Trucks," specifying that by 2030, the penetration rate of NEV heavy-duty trucks will reach 40%, the fleet size will exceed 1.6 million units, and 30,000 kilometers of zero-carbon highway corridors and 3,000 charging and battery swapping stations will be built.
However, the pain points of heavy-duty truck electrification are equally glaring: long single trips and high attendance rates mean charging wait times directly eat into logistics profits. In cross-border transportation scenarios, battery swapping standards are fragmented across countries, making battery assets incompatible. Overseas infrastructure is weak, and the civil engineering costs and approval cycles for new battery swapping stations prevent mature domestic models from going global.
The core of Gotion's "Dianlala" solution is to liberate batteries from fixed stations: batteries are placed on movable flatbed trailers, which can be deployed anywhere there is a parking lot. Smart forklifts are used for battery swapping, completing the process in as little as 2 minutes and 15 seconds.
The battery capacity per vehicle can reach 3,600 kWh, and swapping to semi-solid-state batteries allows moving 8,000 kWh at once. The equipment is resistant to rain, snow, and high temperatures, capable of operating even in the Gobi Desert. Battery packs are designed with standard capacities ranging from 350 kWh to 600 kWh and can be freely combined, effectively turning battery assets from vehicle appendages into tradable energy currency.
The real game-changer lies in the power of standard-setting. Dianlala took the lead in drafting the national safety standards for heavy-duty truck battery swapping and exported the source technology for movable energy interfaces to IEC (International Electrotechnical Commission) international standards—providing a reference for global NEV heavy-duty truck battery swapping. This marks the first time a Chinese battery company has participated in rule-making, rather than just following, in the new track of heavy-duty truck battery swapping.
The deployment pace is also clear. Domestically, 500 stations will be deployed in 2026, covering 50 trunk routes over 500 kilometers, expanding to 8,000 trunk routes by 2030. Overseas, a contract has been signed with GPM in Morocco, with vehicles operating on a 2,600-kilometer trunk route in Europe. The next step is to open a 2,300-kilometer route from China to Vietnam, aiming to cover the global heavy-duty truck backbone network by 2030.
Notably, in the first half of the year, Gotion's Hefei base alone shipped over 15 million cells to Europe, with the full-year forecast exceeding 30 million. Now that cells, battery packs, battery swapping stations, and cloud platforms have been successfully implemented domestically, transferring this "Chinese solution" to cross-border logistics in Europe, Africa, and between China and Vietnam essentially signals the upgrade of Gotion's overseas business from selling cells to selling solutions.
GotionGuard-ZERO Gotion Zero-Carbon Digital Energy Cloud Platform: From Selling Batteries to Operating Energy
The third product is the most easily underestimated by the outside world, yet it may be the most imaginative card for the next decade.
2026 is a major policy year for the new power system. As of the end of June, national new energy storage installed capacity reached 153 GW / 39.6 GWh, a year-on-year increase of 61%. The 15th Five-Year Plan adds approximately 160 GW, the number of national VPP (Virtual Power Plant) projects has reached 470, and green certificate trading has transformed from an honorary certificate into a hard currency for carbon reduction.
Industry pain points have emerged accordingly: multi-source data from wind, solar, energy storage, charging, and swapping operate in silos. The coordination of source, grid, load, and storage lacks a unified brain, and the rules for carbon quotas and electricity trading are becoming increasingly complex—simply selling a single battery is no longer highly profitable.
GotionGuard-ZERO positions itself not just as a platform, but as an all-scenario intelligent energy brain, integrating four major functions: intelligent planning, resource aggregation, smart dispatch, and market trading.
It adopts a cloud-edge-device collaborative architecture. The underlying layer integrates multiple energy sources such as wind, solar, energy storage, charging, and swapping. The middle platform drives three major business engines: carbon asset management, virtual power plants, and electricity trading. Upward, it opens up seven capabilities: AI energy planning, full-domain data foundation, operational management and control, intelligent operation and maintenance, virtual power plant aggregation, electricity trading, and carbon asset management.
Applied to specific scenarios, the system's role becomes more direct: the AI planning agent automatically completes the optimization of the ratio of wind, solar, energy storage, and charging, compressing the design cycle from weeks to days. Intelligent management of wind, solar, and storage provides unified monitoring, fault prediction, and battery health assessment, supporting energy storage participation in spot trading. Smart factory energy management aggregates data on water, electricity, gas, and heat to identify high-energy anomalies. The intelligent operation platform for heavy-duty truck battery swapping dispatches mobile energy storage vehicles and selects battery swapping station locations. The virtual power plant aggregates distributed resources to participate in grid regulation, using AI to predict electricity prices and loads. Carbon asset management generates a full-process digital carbon ledger.
The subtlety of this positioning lies in Gotion repositioning itself from a battery manufacturer to an intelligent energy solution provider.
Combined with the operational data from the Dianlala heavy-duty truck battery swapping network and the Xingchen low-altitude batteries, Gotion holds full-scenario real data covering generation, storage, charging, swapping, and usage. Once these data are connected to the same cloud platform, they form a physical asset pool for a virtual power plant.
Li Zhen summarizes this direction as integration: breaking down the boundaries of the upstream and downstream industrial chains, promoting the deep integration of manufacturing and cutting-edge technologies, and fostering new business forms and models.
Behind the Three Cards: The Real Milestones of Gotion in 2026
Looking at the three products together, the logical thread is clear: Xingchen enters the high-barrier low-altitude aviation scenario, Dianlala enters the long-chain cross-border logistics scenario, and GotionGuard-ZERO enters the high-complexity energy operation scenario.
All three share the same technological foundation—from atomic-level cathode coating to silicon-carbon three-dimensional structures, from the G-Yuan hybrid solid-liquid to the Jinshi all-solid-state, and further to AI simulation and AI quality inspection. They also share the same global network—four major regions: China, Asia-Pacific, Americas, Europe and Africa, along with ten overseas bases.
Behind this is the simultaneous realization of two capabilities. The first is the hardware foundation: Gotion has refined the processes of materials, cells, and packs to atomic-level precision. The second is the intelligent brain: using AI to halve the R&D cycle and push the yield rate above 99%, and then injecting the same AI capability into the cloud platform for energy trading.
Scenarios define products, and exporting standards to seize rules—this is precisely the concretization of what Gotion High-Tech Chairman Li Zhen said at this World Manufacturing Convention: "Going from 0 to 1 relies on fundamental original innovation, and going from 1 to 100 depends on refining products together with the industrial chain."
From the first batch of cells in a small factory in Hefei to today's simultaneous launch in low-altitude, heavy-duty trucks, and zero-carbon cloud, Gotion's answer is simple: the next step for manufacturing is not in the parameter sheet of a single cell, but in who can put batteries into more real-world scenarios, allowing energy to be produced, transported, and traded more intelligently.
This, perhaps, is the true meaning of "building a foundation with one core, and making a constellation of stars shine."