瑞浦兰钧:三季度出货量超23GWh,创单季度出货量最好记录

Core Viewpoint - Ruipu Lanjun (00666.HK) reported record quarterly and monthly shipment volumes for Q3 2025, indicating strong growth in the lithium battery sector [1] Group 1: Shipment Performance - The company achieved over 23 GWh in shipments for Q3 2025, marking the highest quarterly shipment record [1] - Monthly shipments exceeded 8 GWh, setting a new record for the company [1] Group 2: Year-on-Year Growth - In the first half of the year, Ruipu Lanjun sold 32.4 GWh of lithium battery products, a year-on-year increase of 100.2% [1] - Energy storage battery shipments reached 18.87 GWh, reflecting a year-on-year growth of approximately 119.3% [1] - Power battery shipments totaled 13.53 GWh, with a year-on-year increase of about 78.5% [1] Group 3: Revenue Breakdown - Revenue from energy storage batteries was 5.083 billion yuan, accounting for 53.6% of total revenue, surpassing power batteries as the largest revenue source [1] - Revenue from power batteries was 4.027 billion yuan, representing a year-on-year growth of 40.9% [1]