Gotion High-Tech Co., Ltd.
17
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4
EPISODES
4
PODCASTS
Search complete. 17 mentions across 4 episodes found for "Gotion High-Tech Co., Ltd.".
Sep 1, 2026
Only 56 of 700 EVs Are Winning in China | BYD, Tesla & the Coming Shakeout | CEM #260
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24:22Lei XingHOST
But
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24:23Tu LeHOST
as you say that, Leigh, Slate is about to launch its vehicle using Goshen batteries from Indiana.
T
24:32Tu LeHOST
And if we think about Goshen trying to invest in Michigan, that's a missed opportunity for the state.
T
24:39Tu LeHOST
And this is me putting my Michigan resident Michigander hat on.
T
24:46Tu LeHOST
I'm not a politician, so I don't want to get to bog down into those details.
From the Archive: The Cost of Pulling Back from China in the EV Transition
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36:37John HelvestonGUEST
I, I think, you know, we, we could also likewise embrace some foreign direct investment by individual Chinese companies, and we've already seen some of that, you know, some experimentation with that.
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36:47John HelvestonGUEST
Companies like Gotion, that's a-- they're a battery manufacturer.
J
36:50John HelvestonGUEST
They've opened facilities in Illinois and Michigan to try to supply the automotive supply chain in those states, and I see that as a win-win.
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36:58John HelvestonGUEST
Gotion is the third-largest battery maker in China.
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37:01John HelvestonGUEST
Um, they are all over the world.
J
37:02John HelvestonGUEST
They, they supply batteries to almost every country you can think of in the world.
15 MINS LATER
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51:52John HelvestonGUEST
Being on that list puts a lot of scrutiny over any investment coming from China.
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51:56John HelvestonGUEST
That's mostly for national security reasons.
China Comes to Town: Chinese Investment and Local Politics in the U.S. with Emily Conrad
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24:34Emily ConradGUEST
Provides a lot of financial incentives for them to come in, um, which I would consider facilitation.
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24:41Emily ConradGUEST
And then you see in the case of Gotion, which probably a lot of, uh, listeners have heard about, um, the lithium battery company, then you have this local resistance in Gree- in Green Charter Township.
E
24:54Emily ConradGUEST
So in this way, you have obstruction at a local level, even if there's still, still some level of enthusiasm and facilitation at a state level.
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25:01SethHOST
I, I wanna ask you a follow-up about Gotion because I think, um, it's a fascinating example and, and people will have heard a bit about it.
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25:08SethHOST
But I just wanted to ask you a follow-up on what mechanisms state governments use to obstruct.
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25:15SethHOST
So it's clear how they would facilitate tax breaks and so on, and you mentioned one in South Carolina, there was a possibility of preventing Chinese entities from owning land.
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29:35Emily ConradGUEST
I was talking to a former, uh, South Carolina Department of Commerce, uh, official, and I said, "What, what-- In your mind, what is the most successful Chinese company in the state?" And he mentioned a company I had never heard of.
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29:47Emily ConradGUEST
And he said, "That's because they didn't want you to hear about them." As for, uh, and I think quite a few companies are also considering, and I don't-- maybe this isn't the, the right thing, but a lot of them are considering to some degree masking their ownership.
China Comes to Town: Chinese Investment and Local Politics in the U.S. with Emily Conrad
E
24:09Emily ConradGUEST
Provides a lot of financial incentives for them to come in, um, which I would consider facilitation.
E
24:16Emily ConradGUEST
And then you see in the case of Gotion, which probably a lot of, uh, listeners have heard about, um, the lithium battery company, then you have this local resistance in Gree- in Green Charter Township.
E
24:29Emily ConradGUEST
So in this way, you have obstruction at a local level, even if there's s- still some level of enthusiasm and facilitation at a state level.
S
24:36SethHOST
I, I wanna ask you a follow-up about Gotion because I think, um, it's a fascinating example and, and people will have heard a bit about it.
S
24:43SethHOST
But I just wanted to ask you a follow-up on what mechanisms state governments use to obstruct.
S
24:50SethHOST
So it's clear how they would facilitate tax breaks and so on, and you mentioned one in South Carolina, there was a possibility of preventing Chinese entities from owning land.
E
29:22Emily ConradGUEST
And he said, "That's because they didn't want you to hear about them." As for, uh, and I think quite a few companies are also considering, and I don't-- maybe this isn't the, the right thing, but a lot of them are considering, to some degree, masking their ownership.
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29:36Emily ConradGUEST
But masking their ownership can be...