Core Viewpoint - The strong growth in global energy storage demand is driving significant increases in the stock price of Ruipu Lanjun (00666), which has risen over 6% recently, reflecting a robust market outlook for energy storage solutions [1] Industry Summary - The energy storage market is experiencing a surge in demand, with major manufacturers achieving capacity utilization rates exceeding 80%, and some nearing 90% as of the first half of 2025 [1] - Following the cancellation of mandatory storage requirements in China, independent energy storage demand is expected to grow rapidly, with an annual growth rate projected between 30% and 40% [1] - In the United States, project installation rates are anticipated to increase by approximately 40% ahead of a surge in demand [1] - European and emerging markets are expected to maintain high growth rates of 1-2 times [1] - The strong expansion in battery demand is leading to continuous full-capacity operations among battery manufacturers [1] Company Summary - Ruipu Lanjun 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 residential energy storage segment, Ruipu Lanjun holds the largest market share in the supply of 100Ah cells, thanks to stable partnerships with leading integrators such as Maitian Energy, Sige New Energy, and GoodWe [1]
港股异动 | 瑞浦兰钧(00666)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