高工产研储能研究所(GGII)数据显示，2025年中国储能锂电池出货量630GWh，同比增幅85%。面向全球市场，2025年中国储能电池出货量全球占比仍 超过90%。 从排行榜来看，2025中国储能锂电池出货量TOP10企业是宁德时代（300750）(300750.SZ)、比亚迪（002594）(002594.SZ)、海辰储能、亿纬锂能 （300014）(300014.SZ)、中创新航(03931)、瑞浦兰钧(00666)、楚能新能源、远景动力、鹏辉能源（300438）、国轩高科（002074）(以上排名未分先 后)。从全球出货口径来看，以上中国TOP10企业也是全球储能锂电池出货TOP10企业。 | 排名 | 出货体量 (GWh) | E 피 | | | --- | --- | --- | --- | | 1 | >140 | 宁德时代 | | | | | | 一度阿什 | | 2 | 65-75 | 海辰储能 | | | 3 | | 亿纬锂能 | EVE 亿纬锂能 | | 4-7 | 40-60 | 比亚迪储能、 | corne× 变能 | | | | 楚能新能源、 | | | | | 瑞浦兰钧、中创新航 ...

里昂发布研报称，瑞浦兰钧预告去年纯利扭亏为盈，赚6.3亿至7.3亿元人民币，意味着下半年纯利约7亿 至8亿元人民币。里昂表示，瑞浦兰钧的盈利预告令人惊喜，其下半年潜在纯利区间高于该行约5亿元人 民币的预测。该行目前对公司2026及27财年的盈利预测分别为13亿元及19亿元人民币，予其"跑赢大 市"评级。 消息面上，瑞浦兰钧此前发布盈喜，预计全年实现净利润6.3亿元至7.3亿元人民币，成功实现扭亏为 盈。盈利突破核心源于两大关键因素协同发力：一方面是动力及储能电池产品出货量持续增加，有效带 动收入稳步增长；另一方面是产能利用率提升与降本增效措施落地，推动毛利显着改善。 瑞浦兰钧(00666)再涨超5%，截至发稿，涨5.27%，报13.38港元，成交额5804.36万港元。 ...

消息面上，瑞浦兰钧此前发布盈喜，预计全年实现净利润6.3亿元至7.3亿元人民币，成功实现扭亏为 盈。盈利突破核心源于两大关键因素协同发力：一方面是动力及储能电池产品出货量持续增加，有效带 动收入稳步增长；另一方面是产能利用率提升与降本增效措施落地，推动毛利显着改善。 里昂发布研报称，瑞浦兰钧预告去年纯利扭亏为盈，赚6.3亿至7.3亿元人民币，意味着下半年纯利约7亿 至8亿元人民币。里昂表示，瑞浦兰钧的盈利预告令人惊喜，其下半年潜在纯利区间高于该行约5亿元人 民币的预测。该行目前对公司2026及27财年的盈利预测分别为13亿元及19亿元人民币，予其"跑赢大 市"评级。 智通财经APP获悉，瑞浦兰钧(00666)再涨超5%，截至发稿，涨5.27%，报13.38港元，成交额5804.36万 港元。 ...

| 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00666 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 934,422,124 | RMB | | 1 | RMB | | 934,422,124 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 934,422,124 | RMB | | 1 | RMB | | 934,422,124 | | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | - | ...

2024年，瑞浦兰钧储能电芯出货量全球第五，户储细分领域储能电池出货量全球第二，新能源重卡车型 装车量全国第三，磷酸铁锂动力电芯出货量国内第六；全年实现营收177.96亿元、同比增长29.44%，归 母净利润亏损13.53亿元。 2025年上半年，瑞浦兰钧实现营收94.91亿元，同比增长24.9%；归母净利润亏损6532万元。 动力及储能电池总出货量32.4GWh，同比增长97.6%。其中动力电池装机量 13.53GWh，同比增长 78.5%；储能电池出货量18.87GWh，同比增长119.3%，储能电池营收50.83亿元，同比增长58.4%，营收 占比达53.6%，成为第一大收入来源。 2月2日，瑞浦兰钧发布公告称，根据未经审核综合管理账目及管理层目前所得资料初步评估，预期公司 截至2025年12月31日止年度将录得净利润介乎约人民币6.30亿元至约人民币7.30亿元，而于截至2024年 12月31日止年度净亏损约人民币13.53亿元，实现扭亏为盈。 瑞浦兰钧在公告中表示，预期盈利主要受动力及储能电池产品出货量持续增加，带动收入持续增长，及 产能利用率提升与降本增效措施带动毛利显著提升的综合影响。 资料显示 ...

2月2日，瑞浦兰钧发布了一则预喜公告，公告称预期本公司截至2025年12月31日，将录得净利润介乎约 人民币6.3亿至约人民币7.3亿，而于截至2024年12月31日止年度净亏损约人民币13.53亿元，实现扭亏为 盈。这主要是以下因素的综合影响：1、动力及储能电池产品出货量持续增加，带动收入持续增长；2、 产能利用率提升与降本增效措施带动毛利显著提升。 亏损多年，瑞浦兰钧凭什么底气发盈利预喜公告？答案就藏在去年一整年的成绩里。从瑞浦兰钧2025年 的各种新闻里，我们可以看到它的产品策略、市场策略、国内合作、海外战略等等许多动作。 有个视角我们不能忽视，2024年11月，瑞浦兰钧宣布冯挺担任总裁，冯挺上任后，在一年的时间里，在 集团推进了一系列的战略调整、资源整合与内部改革，同期年中财报表现优异，2025年上半年，瑞浦兰 钧在持续加剧的行业竞争中，营收达94.91亿元，同比增长24.9%；净亏损同比大幅收窄超90%。也为今 天这份预喜公告埋下伏笔， 这次开年发布盈利预喜公告，可见瑞浦兰钧对去年一整年的业绩和变化相当自信，以上这些都是瑞浦兰 钧的底气。 趋势：年轻化为何成为大公司的新常态？ 当前全球企业管理层正经 ...

Group 1 - SF Express (09699) expects a profit of no less than RMB 238 million for the year ending December 31, 2025, representing an increase of at least 80% compared to 2024. Adjusted net profit is projected to be no less than RMB 376 million, a growth of at least 158%, with revenue expected to reach no less than RMB 22 billion, a 40% increase from 2024 [1] - Fuhong Hanlin (02696) shares rose nearly 5% following a successful offline researcher meeting in San Francisco regarding its international multi-center Phase III clinical study for HLX22, a new anti-HER2 monoclonal antibody [1] - Xpeng Motors (09868) saw a decline of over 2.2% as it reported January vehicle deliveries of 20,011 units, a year-on-year decrease of 34.07% and a month-on-month decrease of 46.65% [1] Group 2 - Engineering machinery stocks continued to rise, with Zoomlion (01157) up 7.47% and Sany International (00631) up 3.57%. The total import and export trade of engineering machinery in China for 2025 is projected to be USD 62.743 billion, a year-on-year increase of 13.2% [2] - Ruipu Lanjun (00666) shares increased over 5% after announcing its first profit forecast since listing, expecting a net profit of RMB 630 million to RMB 730 million for the year ending December 31, 2025 [2] - Pony.ai (02026) shares rose over 2.5% following a partnership with Aitbot to build a fully autonomous driving service fleet [2] Group 3 - MINIMAX-WP (00100) shares surged over 12.7% after the release of the MiniMax Music 2.5 audio model, which achieved breakthroughs in "paragraph-level strong control" and "physical-level high fidelity" [3] - China International Marine Containers (02039) shares rose over 12% after discussing its data center business and container manufacturing performance in an investor relations activity [3] Group 4 - WanGuo Gold Group (03939) shares increased over 6.8% after announcing an expected profit of approximately RMB 1.4 billion to RMB 1.5 billion for 2025, a year-on-year increase of about 143% to 161% due to rising sales volume and prices of gold products [4] - Junda Co., Ltd. (02865) shares rose over 13% after completing a placement agreement [4] Group 5 - Carnival Cruise Line (CCL.US) shares rose 8.09% as U.S. House Speaker Mike Johnson expressed confidence in gaining Republican support to end the government shutdown [5] - Major tech stocks like AMD (AMD.US) and Intel (INTC.US) saw gains, with AMD up 4.03% and Intel up 5.04%, following unexpected expansion in U.S. manufacturing activity [5] - The storage sector strengthened, with SanDisk (SNDK.US) up 15.44% as demand for AI and data centers continues to drive price increases in DRAM and NAND Flash products [6] Group 6 - Disney (DIS.US) shares fell 7.4% despite reporting a 5% year-on-year revenue increase to USD 26 billion for Q1 2026, exceeding analyst expectations [7] - Coterra Energy (CTRA.US) shares dropped 3.6% following Devon Energy's announcement of a significant acquisition deal [6] - Oracle (ORCL.US) shares declined 2.75% as the company plans to raise USD 45 billion to USD 50 billion for expanding its cloud infrastructure [8]

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 瑞浦兰钧（00666）盘中涨超6%，截至发稿，股价上涨5.54%，现报12.58港元，成交额8543.53万港元。 瑞浦兰钧日前发布上市以来首份盈喜公告。公告显示，公司预计截至2025年12月31日止年度实现净利润 6.3亿元至7.3亿元（人民币，下同），成功实现扭亏为盈。盈利突破核心源于两大关键因素协同发力： 一方面是动力及储能电池产品出货量持续增加，有效带动收入稳步增长；另一方面是产能利用率提升与 降本增效措施落地，推动毛利显著改善。 交银国际指出，受益于全球能源转型加速，2026年储能行业预计维持高景气度。瑞浦兰钧精准布局户储 赛道，出货量位居行业前列。为配合市场扩张，公司产能规划清晰：2025年产能为90GWh，预计 2026/27年扩至约120/150GWh，规模效应有望持续释放。产品方面，公司不再局限于单一的电芯或模组 销售，而是大力推广直流侧系统集成产品，有望带动整体储能板块毛利率的结构性提升。 责任编辑：卢昱君 瑞浦兰钧（00666）盘中涨超6%，截至发稿，股价上涨5.54%，现报12.58港元，成交额8543.53万港元。 瑞 ...

Core Viewpoint - 瑞浦兰钧 has released its first profit warning since its listing, projecting a net profit of RMB 630 million to RMB 730 million for the fiscal year ending December 31, 2025, marking a successful turnaround to profitability [1] Company Summary - The increase in profitability is attributed to two main factors: a continuous rise in the shipment volume of power and energy storage battery products, which has effectively driven revenue growth, and improvements in capacity utilization and cost reduction measures that have significantly enhanced gross margins [1] - 瑞浦兰钧 is strategically positioned in the household energy storage sector, ranking among the top in industry shipment volumes, benefiting from the accelerated global energy transition [1] - The company has a clear capacity expansion plan, targeting 90 GWh by 2025 and expanding to approximately 120 GWh and 150 GWh in 2026 and 2027, respectively, which is expected to continuously release scale effects [1] - The product strategy has evolved beyond just selling individual cells or modules, with a strong push towards promoting direct current system integration products, which is anticipated to structurally enhance the gross margin of the overall energy storage segment [1] Industry Summary - The energy storage industry is expected to maintain a high level of prosperity through 2026, driven by the global energy transition [1]

Group 1 - The core viewpoint of the article highlights that compared to automakers, power battery suppliers are potentially more profitable, as evidenced by the financial forecasts of companies like Ruipu Lanjun and Guoxuan High-Tech [2][3]. - Ruipu Lanjun expects a net profit of approximately 630 million to 730 million yuan in 2025, a significant turnaround from a net loss of 1.353 billion yuan in 2024, driven by increased product shipments and improved capacity utilization [2]. - Guoxuan High-Tech anticipates a net profit of 2.5 billion to 3 billion yuan in 2025, representing a year-on-year growth of 107.16% to 148.59% [3]. Group 2 - The profitability of leading power battery companies like CATL is highlighted, with projected net profits of 44.121 billion yuan, 50.745 billion yuan, and 49 billion yuan for 2023, 2024, and the first three quarters of 2025, respectively [3]. - In contrast, leading electric vehicle manufacturer BYD's net profits for the same periods are significantly lower, at 30.041 billion yuan, 40.254 billion yuan, and 23.333 billion yuan [3]. - The automotive industry's sales profit margin is projected to be only 4.1% in 2025, down from 4.3% at the end of 2024, indicating ongoing profitability challenges due to factors like price wars and rising raw material costs [4].