Core Insights - The global energy storage battery market is experiencing rapid expansion, with a shipment volume of 428 GWh from January to September 2025, representing a significant year-on-year increase of 90.7% [1] - Ruipu Lanjun (00666) has achieved over 50 GWh in shipments, positioning itself among the top global energy storage battery suppliers [1] - In the residential energy storage segment, Ruipu Lanjun holds the largest market share in 100Ah cell supply due to stable partnerships with leading integrators like Maitian Energy, Sige New Energy, and GoodWe [1] Market Dynamics - The surge in market demand is primarily driven by subsidy policies in Europe and Australia, leading to a supply shortage for 100Ah cells [1] - The European market has regained momentum, while the Australian market has emerged as a significant growth point [1] - The industry is expected to maintain a high level of prosperity in the fourth quarter, with leading companies operating at full capacity and facing supply shortages for 314Ah and 100Ah cells [1] Future Outlook - The easing of the recent China-U.S. tariff conflict and the acquisition of numerous orders by Chinese companies at the Australian energy exhibition are setting a positive foundation for overseas markets in the coming year [1] - As global energy transition accelerates, the demand for energy storage is expected to remain strong, allowing companies like Ruipu Lanjun to further expand their market share through technological advancements and market development capabilities [1]
全球储能市场迎爆发式增长 瑞浦兰钧(00666)出货量超50GWh跻身前列