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瑞浦兰钧早盘涨超5% 第三季度出货量超23GWh 公司受益ESS电池需求回升
Zhi Tong Cai Jing· 2025-10-14 01:47
Core Viewpoint - Rui Pu Lan Jun (00666) has seen a significant increase in stock price, rising over 5% in early trading, attributed to strong quarterly shipment performance and positive profit forecasts from analysts [1] Group 1: Company Performance - Rui Pu Lan Jun reported a record shipment volume of over 23 GWh for Q3 2025, marking the highest quarterly shipment in the company's history [1] - The company achieved a monthly shipment record exceeding 8 GWh, indicating strong demand and operational efficiency [1] Group 2: Analyst Forecasts - Citi has upgraded Rui Pu Lan Jun's net profit forecast for this year to 102 million RMB, reflecting confidence in the company's growth trajectory [1] - The net profit forecasts for 2026 and 2027 have been adjusted to 724 million RMB and 1.3 billion RMB, respectively, highlighting expected continued growth in the energy storage system (ESS) battery market [1]
瑞浦兰钧第三季度出货量超 23GWh 创单季度出货量最好记录
Zhi Tong Cai Jing· 2025-10-13 22:32
瑞浦兰钧(00666)发布公告,本集团2025年第三季度出货量超23GWh,创本集团单季度出货量最好记录; 及其中,单月出货量最高超8GWh,创本集团单月出货量最好记录。 ...
瑞浦兰钧(00666)第三季度出货量超 23GWh 创单季度出货量最好记录
智通财经网· 2025-10-13 22:31
智通财经APP讯,瑞浦兰钧(00666)发布公告,本集团2025年第三季度出货量超 23GWh,创本集团单季 度出货量最好记录;及其中,单月出货量最高超 8GWh,创本集团单月出货量最好记录。 ...
瑞浦兰钧(00666) - 2025 - 年度业绩
2025-10-13 22:04
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對其準確 性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或 因倚賴該等內容而引致之任何損失承擔任何責任。 REPT BATTERO Energy Co., Ltd. 瑞 浦 蘭 鈞 能 源 股 份 有 限 公 司 ( 於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ) (股份代號:0666) (1) 有關公司二零二五年第三季度出貨量的自願性公告;及 (2) 有關二零二四年年報的更新公告 (2) 有關二零二四年年報的更新公告 茲提述本公司於二零二五年四月十七日所刊發本公司截至二零二四年 十二月三十一日止之年度報告(「二零二四年年報」)。除另有指明外,本公 告所用詞彙與二零二四年年報所界定者具有相同涵義。 本公司希望澄清並更新以下有關二零二四年年報的資料: – 1 – (i) 就二零二四年年報第60頁有關FENG TING先生的薪酬披露更新如下: 根據企業管治守則守則條文第E.1.5條,高級管理層成員(除董事外)於 截至二零二四年十二月三十一日止年度的年度薪酬範圍如下: 薪酬範圍(包 ...
里昂:升瑞浦兰钧目标价至19港元 维持“跑赢大市”评级
Zhi Tong Cai Jing· 2025-10-13 09:01
里昂发布研报称,相信瑞浦兰钧(00666)是ESS电池需求回升的受惠者,将公司今年净利润预测上调至 1.02亿元人民币,并将2026至27年的净利润预测调整至7.24亿元和13亿元人民币。该行维持对瑞浦兰钧 的"跑赢大市"评级,并改变估值基础,由现金流折现率改为分类加总估算法,目标价由14港元上调至19 港元,相当于预测2027年企业价值对Ebitda约12倍。 ...
里昂:升瑞浦兰钧(00666)目标价至19港元 维持“跑赢大市”评级
智通财经网· 2025-10-13 08:59
智通财经APP获悉,里昂发布研报称,相信瑞浦兰钧(00666)是ESS电池需求回升的受惠者,将公司今年 净利润预测上调至1.02亿元人民币,并将2026至27年的净利润预测调整至7.24亿元和13亿元人民币。该 行维持对瑞浦兰钧的"跑赢大市"评级,并改变估值基础,由现金流折现率改为分类加总估算法,目标价 由14港元上调至19港元,相当于预测2027年企业价值对Ebitda约12倍。 ...
大行评级丨里昂:上调瑞浦兰钧目标价至19港元 维持“跑赢大市”评级
Ge Long Hui· 2025-10-13 06:08
里昂发表研究报告指,相信瑞浦兰钧是ESS电池需求回升的受惠者,将公司今年净利润预测上调至1.02 亿元,将2026至27年的净利润预测调整至7.24亿元和13亿元。该行维持对瑞浦兰钧的"跑赢大市"评级, 并改变估值基础,由现金流折现率改为分类加总估算法,目标价由14港元上调至19港元,相当于预测 2027年企业价值对Ebitda约12倍。 ...
瑞浦兰钧(00666) - 截至二零二五年九月三十日止月份之股份发行人的证券变动月报表
2025-10-06 01:56
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 第 1 頁 共 10 頁 v 1.1.1 致:香港交易及結算所有限公司 公司名稱: 瑞浦蘭鈞能源股份有限公司 呈交日期: 2025年10月6日 I. 法定/註冊股本變動 | 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 | | | 874,422,124 | RMB | | 1 | RMB | | 874,422,124 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 874,422,124 | RMB | | 1 | RMB | | 874 ...
中国科研人员在固态锂电池应用取得新突破 市场规模或迅速增大(附概念股)
Zhi Tong Cai Jing· 2025-10-06 00:28
Group 1 - The research team from the Chinese Academy of Sciences has made a breakthrough in solid-state lithium batteries, addressing key issues such as high interfacial resistance and low ionic conductivity [1] - Solid-state batteries are considered a significant development direction for next-generation energy storage technology due to their high safety and energy density [1] - The new material developed by the research team integrates ionic conductive ethoxy groups and electrochemically active short sulfur chains, achieving interfacial integration at the molecular level [1] Group 2 - The integrated flexible battery based on the new material exhibits excellent bending resistance, capable of withstanding 20,000 cycles of bending [1] - When used as a polymer electrolyte in composite cathodes, the energy density of the composite cathode increases by 86% [1] - The research provides new material design ideas and research paradigms for the development of high-performance and high-safety solid-state batteries [1] Group 3 - CICC reports that solid-state batteries are expected to become the next generation of lithium battery technology, with accelerated industrialization driven by material innovation and process iteration [2] - The solid-state battery supply chain is anticipated to open up mainline investment opportunities, particularly for battery, material, and equipment manufacturers [2] - GF Securities highlights that in 2024, profits in the new energy vehicle supply chain will remain highly concentrated in the battery segment, with leading companies maintaining stable profitability even in downturns [2] Group 4 - Related Hong Kong stocks in the solid-state battery supply chain include CATL, Ganfeng Lithium, Tianqi Lithium, Longpan Technology, Ruipu Lanjun, Zhongchuang Xinhang, BYD, GAC Group, and Shuangdeng Co [3]
港股收盘 | 恒指收涨1.89% 中资券商股猛拉 科网、有色金属等表现亮眼
Zhi Tong Cai Jing· 2025-09-29 09:24
Market Performance - The Hong Kong stock market experienced a significant rise, with the Hang Seng Index closing up 1.89% at 26,622.88 points and a total trading volume of HKD 309.1 billion [1] - The Hang Seng Tech Index increased by 2.08%, closing at 6,324.25 points, while the Hang Seng China Enterprises Index rose by 1.62% to 9,454.12 points [1] Blue-Chip Stocks - Alibaba (09988) saw a notable increase of 4.14%, closing at HKD 173.4, contributing 104.49 points to the Hang Seng Index [2] - Morgan Stanley raised its forecast for Alibaba's capital expenditure for FY2026-2028 from RMB 100-108 billion to RMB 130-135 billion, citing growth in Alibaba Cloud [2] - Other blue-chip stocks like New Oriental (09901) and Zijin Mining (02899) also performed well, with increases of 7.86% and 5.86% respectively [2] Sector Performance - Large technology stocks generally rose, with Kuaishou and Alibaba both up over 4%, while Xiaomi saw a decline of 2.01% [3] - The financial sector showed strong performance, with Huatai Securities (06886) up 12.55% and other major brokerages also experiencing significant gains [3] - The metals sector performed well, with stocks like Zhaojin Mining (01818) and Ganfeng Lithium (01772) rising by 6.68% and 6.55% respectively [4][5] Policy and Economic Outlook - The central bank emphasized the need for a moderately loose monetary policy to boost credit and investment in the financial sector [4] - The A-share margin trading balance reached a historical high, indicating increased trading activity and potential for growth in brokerage earnings [4] Emerging Trends - The demand for energy storage is strong, with leading battery companies operating at full capacity and orders extending into next year [7] - The new energy storage installation target for 2027 is set at 180 million kilowatts, which is expected to drive an investment of approximately RMB 250 billion [7] - The gaming and tourism sectors are anticipated to benefit from the upcoming National Day holiday, with hotel occupancy rates nearing 90% [8] Notable Stock Movements - Ubiquitous Robotics (09880) reported a significant contract worth RMB 30 million for its humanoid robots, indicating strong demand in the robotics sector [6] - Lai Kai Pharmaceutical (02105) saw an increase of 11.16% after positive results from its obesity treatment trials [10] - Xiaomi (01810) faced a decline of 2.01% due to a downward revision in expected shipments for its 17 series smartphones [11]