Core Viewpoint - Rui Pu Lan Jun (00666) has seen a significant stock price increase, attributed to a new supply agreement with Energy Vault for a 3GWh energy storage system by 2026, enhancing their market presence in Australia, the US, and Europe [1][1]. Company Developments - Rui Pu Lan Jun's stock rose over 9%, currently trading at 14.02 HKD with a transaction volume of 156 million HKD [1]. - The company has a longstanding partnership with Energy Vault, with cumulative supply exceeding 1.5GWh and successful project deliveries across multiple markets [1][1]. Industry Insights - According to a recent report by Industrial Securities, Rui Pu Lan Jun benefits from backing by Qingshan Group, with orderly capacity release both domestically and internationally [1]. - The company is experiencing industry-leading growth in shipment volume, with scale effects becoming increasingly evident [1]. - Projections indicate that battery shipment volume will double in the first half of 2025, with significant improvements in profit metrics nearing breakeven [1]. - The long-term development potential and performance improvement outlook for the company are viewed positively, maintaining an "overweight" rating [1].
瑞浦兰钧再涨超9% 公司近期与Energy Vault签署供货协议 将供货3GWh储能系统