Core Viewpoint - Rui Pu Lan Jun (00666) saw its stock price increase by over 12%, reaching HKD 15.79, driven by favorable government policies and strong demand in the energy storage sector [1] Company Summary - Rui Pu Lan Jun's stock rose by 10.27% with a trading volume of HKD 375 million [1] - The company 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 100Ah cell supply, thanks to stable partnerships with leading integrators like Mai Tian Energy and Si Ge New Energy [1] Industry Summary - On November 10, the National Development and Reform Commission and the National Energy Administration released guidelines to promote the consumption and regulation of renewable energy, emphasizing advanced and efficient energy storage construction [1] - By 2030, the guidelines aim to meet the annual renewable energy consumption needs of over 200 million kilowatts nationwide, supporting carbon peak goals [1] - According to Fangzheng Securities, global energy storage demand is on the rise, leading to full production schedules for battery manufacturers, with China's energy storage battery shipments in the first three quarters of 2025 exceeding 30% of the total for 2024 [1] - Credit Lyonnais previously indicated that Rui Pu Lan Jun is expected to benefit from the recovery in ESS battery demand, raising the company's net profit forecast for this year to RMB 102 million, and adjusting the forecasts for 2026 and 2027 to RMB 724 million and RMB 1.3 billion, respectively [1]
港股异动 | 瑞浦兰钧(00666)涨幅扩大逾12% 政策加码助推储能产业高景气 公司受惠储能...