Core Viewpoint - Rui Pu Lan Jun (00666) has seen a significant stock price increase of over 6%, currently trading at 15.23 HKD with a transaction volume of 158 million HKD, driven by the booming global energy storage demand [1] Industry Summary - The global energy storage market is experiencing high growth, with demand expected to surge. By the first half of 2025, large-scale battery cells are projected to achieve full production and sales, with leading manufacturers operating at over 80% capacity utilization, some nearing 90% [1] - Following the cancellation of mandatory energy storage policies in China, independent energy storage demand is rapidly increasing, with an anticipated annual growth rate of 30% to 40%. In the U.S., project growth is expected to be around 40% ahead of installation rushes, while Europe and emerging markets are maintaining growth rates of 1 to 2 times [1] - The strong expansion in battery demand is leading to continuous full-capacity operations among battery manufacturers [1] Company Summary - According to ICC Xinluo Energy Storage Database, Rui Pu Lan Jun achieved over 50 GWh in energy storage battery shipments from January to September 2025, positioning itself among the top global energy storage battery suppliers [1] - In the household energy storage segment, Rui Pu Lan Jun holds the largest market share in the supply of 100Ah battery cells, thanks to stable partnerships with leading integrators such as Mai Tian Energy, Si Ge New Energy, and GoodWe [1]
瑞浦兰钧再涨超6% 储能市场持续高景气 公司前三季度储能电池出货量跻身前列