瑞浦兰钧(00666)午后涨幅扩大逾12%，截至发稿，涨10.27%，报15.79港元，成交额3.75亿港元。 消息面上，11月10日，国家发改委、国家能源局发布关于促进新能源消纳和调控的指导意见，意见提 到，大力推进技术先进、安全高效的新型储能建设；到2030年，满足全国每年新增2亿千瓦以上新能源 合理消纳需求，助力实现碳达峰目标。据方正证券，全球储能需求共振上行、带动电芯厂满负荷排产， 2025Q1-Q3中国储能电池出货已超2024年全年三成，储能行情持续火热、成为电池板块最强景气主线。 来源：智通财经网 根据ICC鑫椤储能数据库统计，2025年1-9月，瑞浦兰钧实现了超50GWh的储能电池出货量，成功跻身 全球储能电池供应商前列。此外，在户用储能细分领域，瑞浦兰钧凭借与麦田能源、思格新能源、固德 威等头部集成商的稳定合作，在100Ah电芯供应方面稳居市场份额第一。里昂此前指，相信瑞浦兰钧是 ESS电池需求回升的受惠者，将公司今年净利润预测上调至1.02亿元人民币，并将2026至27年的净利润 预测调整至7.24亿元和13亿元人民币。 ...

Core Viewpoint - Rui Pu Lan Jun (00666) has seen a significant increase in stock price, rising over 12% in the afternoon trading session, driven by favorable government policies and strong performance in the energy storage sector [1] Company Summary - As of 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 the construction of advanced and efficient new energy storage systems [1] - By 2030, the guidelines aim to meet the annual demand for the reasonable consumption of over 200 million kilowatts of new energy nationwide, supporting carbon peak goals [1] - According to Fangzheng Securities, global energy storage demand is on the rise, leading to full production capacity 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] - 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 maintains the largest market share in 100Ah cell supply through stable partnerships with leading integrators such as Mai Tian Energy, Si Ge New Energy, and Goodwe [1] - According to Credit Lyonnais, Rui Pu Lan Jun is expected to benefit from the recovery in ESS battery demand, with net profit forecasts for this year raised to 102 million RMB, and projections for 2026 and 2027 adjusted to 724 million RMB and 1.3 billion RMB, respectively [1]

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued guidelines to promote the consumption and regulation of renewable energy, emphasizing the need to enhance system adjustment capabilities [1] Group 1: System Adjustment Capabilities - The guidelines call for accelerating the construction of leading reservoir hydropower stations and the expansion and renovation of hydropower capacity [1] - There is a strong push for the construction of pumped storage power stations to effectively utilize peak shaving and valley filling functions [1] Group 2: Advanced Energy Storage - The guidelines advocate for the development of advanced, safe, and efficient new energy storage technologies to tap into the potential of renewable energy integration [1] - The aim is to improve the utilization level of energy storage systems [1] Group 3: Flexible Energy Sources - The guidelines suggest a moderate layout of peak-shaving gas power plants [1] - It encourages the construction of solar thermal power stations based on local conditions [1] Group 4: Coal Power Transition - The guidelines promote the upgrading of the new generation of coal power and the replacement of coal-fired self-supplied power plants with renewable energy sources [1] Group 5: Virtual Power Plants - The guidelines highlight the role of virtual power plants in aggregating load-side adjustment resources and expanding the scale of vehicle-grid interaction applications [1]