2月2日，瑞浦兰钧（00666）发布上市以来首份盈喜公告。公告显示，公司预计截至2025年12月31日止 年度实现净利润6.3亿元至7.3亿元（人民币，下同），较2024年同期净亏损13.53亿元成功扭亏为盈。盈 利突破核心源于两大关键因素协同发力：一方面是动力及储能电池产品出货量持续增加，有效带动收入 稳步增长；另一方面是产能利用率提升与降本增效措施落地，推动毛利显著改善。 两大驱动因素形成的"量利齐升"正向循环，标志着公司业务正式告别培育期，迈入高质量盈利新阶段。 受盈喜利好影响，公司股价于2月2日盘中反应积极，一度上涨至12.99港元，最大涨幅达12.6%，资本市 场对公司基本面改善的认可直接显现。 智通财经APP了解到，在动力电池领域，瑞浦兰钧产品覆盖乘用车、商用车、工程机械等多元场景，凭 借高能量密度、长循环寿命等优势，与国内外头部车企建立长期稳定合作。2025年上半年，公司动力电 池出货量达13.53GWh，同比增长78.5%，在国内磷酸铁锂动力电池装机量中排名第七。 据绿色重卡统计数据显示，2025年公司新能源重卡电池装车量同比大增278.74%，市占率提升至 8.14%，稳居全国第二。公司针对 ...

Group 1 - Samsung SDI has signed a new battery supply contract through its U.S. subsidiary, with details such as customer identity and contract amount kept confidential until January 2030. This move is seen as a step towards supply chain localization in response to the Inflation Reduction Act, likely involving Tesla's energy storage systems [1] - CATL has initiated the construction of a green battery manufacturing base in Yunnan, focusing on new energy batteries, green energy, green transportation, and low-altitude economy, with plans to start in Q1 2026. This project aims to leverage Yunnan's abundant green electricity resources and mineral advantages to enhance CATL's control in the global battery supply chain [2] - Haibo Sichuang has signed a cooperation agreement with the government of Datong to expand its smart manufacturing base and develop independent energy storage projects. This partnership signifies a shift from equipment manufacturing to a full-chain model that includes investment and operation of energy storage plants, contributing to the establishment of a national energy storage industry cluster [3]

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：企业公告 | ICC 鑫椤资讯年终盘点： | | --- | | 2025年碳酸锂市场盘点： | | 2025年电解液市场盘点： | | 2025年铜箔市场盘点： | | 2025年钴酸锂市场盘点： | | 2025年三元材料市场盘点： | | 2025年磷酸铁锂市场盘点： | | 2025年三元前驱体市场盘点： | | 2025年六氟磷酸锂市场盘点： | | 2025年磷酸铁市场盘点： | | 2025年添加剂VC市场盘点： | | 2025年钠离子电池市场盘点： | | 2025年新型锂盐LIFSI市场盘点： | | 2025年隔膜市场盘点： | | 2025年锂电池市场盘点： | | 2025年铝箔市场盘点： | | 2025年储能电池市场盘点： | | 2025年储能系统市场盘点： | | 2025年磷酸锰铁锂市场盘点： | | 2025年负极材料市场盘点： | 瑞浦兰钧发布公告， 预期本公司截至2025年12月31日止年度(本报告期)将录得净利润介乎约人民币6.3亿元至约 人民币7.3亿元，而于截至 ...

Core Viewpoint - The article discusses the performance of the ChiNext New Energy ETF (159368) and highlights the growth potential of sodium batteries in the energy storage market, emphasizing their cost advantages and safety features compared to lithium batteries [1]. Group 1: ETF Performance - On February 2, the ChiNext New Energy ETF (159368) experienced a decline of 1.19%, while its holdings, including Jing Sheng Electric and Ying Jie Electric, saw gains of over 6% and 4% respectively [1]. - Over the past five days, the ChiNext New Energy ETF (159368) has seen a net inflow of over 22 million yuan [1]. Group 2: Sodium Battery Market - By 2025, sodium batteries are expected to achieve large-scale applications, with energy storage being the largest market, accounting for over 50% of the total [1]. - The annual shipment volume of sodium batteries is projected to nearly double year-on-year, with further significant growth anticipated in 2026 according to Xinluo Sodium Battery forecasts [1]. - Dongguan Securities predicts that by 2026, the cost of sodium batteries may drop below 0.40 yuan/Wh, approaching the current price level of lithium iron phosphate cells, with potential for further reduction to below 0.3 yuan/Wh due to technological advancements and economies of scale [1]. - Sodium batteries offer differentiated advantages over lithium batteries, including high safety, wide temperature range, and high discharge rates [1]. Group 3: ChiNext New Energy Index - The ChiNext New Energy Index primarily covers the new energy and electric vehicle industries, encompassing various sub-sectors such as batteries and photovoltaics [1]. - The ChiNext New Energy ETF (159368) is characterized by high elasticity, with a maximum fluctuation limit of 20%, and has the lowest fee structure, with a total management and custody fee of only 0.2% [1]. - The ETF has a nearly 90% allocation to energy storage and solid-state batteries, aligning with current market trends [1].

三星SDI：正与机器人公司洽谈供应全固态电池事宜. ...

2月2日上午，A股三大指数集体下跌，其中沪指下跌1.02%。截止10:58，科创100ETF华夏 （588800.SH）下跌2.85%。其他宽基指数中，上证50跌0.55%，科创50跌2.24%，创业板50跌1.02%，北 证50跌0.81%。 | 值 | | | 科创100ETF华夏 588800 | | | --- | --- | --- | --- | --- | | 0251125-20260202 (48) 合 | 1.623 | 1.500 | | -0.044(-2.85%) | | .602 | | 委北 | +19.87% | 32581 | | | | 5 | 1.505 | gggg | | | 1.519 | 卖4 | 1.504 | 7395 | | | | 3 | 1.503 | 21057 | | | | 盘2 | 1.502 | 17227 | | | 1.415 | 1 | 1.501 | 10000 | | | | 1 | 1.500 | 22916 | | | 1.311 | 买2 | 1.499 | 19018 | | | | 3 | 1.498 | 28674 | | ...

格隆汇2月2日｜瑞浦兰钧(0666.HK)盘初一度大涨超12%至12.99港元，截至目前成交额放大至超2亿港 元。消息面上，瑞浦兰钧发盈喜，预期截至2025年12月底止年度将扭亏为盈，录得净利润介乎约6.3亿 元至约7.3亿元，2024年度为净亏损约13.53亿元。集团称，这主要因动力及储能电池产品出货量持续增 加，带动收入持续增长；及产能利用率提升与降本增效措施带动毛利显著提升。 来源：格隆汇APP ...

LG新能源2025Q4 财务数据 - 收入&毛利： 25Q4实现收入299亿元，同比-4.79%，环比+7.75%；毛利率12.55%，同比+4.31pcts，环比-12.83pcts - 营业利润： 25Q4实现营业利润-5.9亿元，同比减亏，环比亏损扩大，对应营业利润率-2.0%。25Q4 AMPC制造业补贴贡献 12.6亿元，环比-9.02%，剔除补贴影响，实际25Q4营业利润约-22.4亿元，对应营业利润率-7.4%，同比+1.9pcts，环 比-11.5pcts - 影响分析： 1）收入环比略增，主要系尽管美国电动汽车补贴终止，车企年末库存调整，动力电池销量减少，但北美储能业 务收入显著增长、客户对圆柱电池需求增长。2）25Q4利润亏损，主要系北美电动汽车放缓，产品结构恶化，新增储能产线 前期运营成本较高 市场展望 - 电动车需求： 预计2026年全球电动车（EV+PHEV）销量同比+18% - 北美电池需求： 预计2026年整体接近200GWh需求，其中储能占比约50%达到100GWh - 储能装机需求： 预计2026年全球储能装机增速同比+40% - 储能应用：2025年北美储能需求96%应用于 ...

Asia Pacific Equity Research 29 January 2026 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China Battery & Materials Field trip sparks confidence: Confirm CATL as top pick, u/g Yunnan Energy (separator), d/g Hunan Yuneng (cathode) CATL and China battery su ...

每经AI快讯，2月2日，瑞浦兰钧（00666.HK）发布盈利预喜公告。公告称根据本集团未经审核综合管 理账目及管理层目前所得资料初步评估，预期本公司截至2025年12月31日，将录得净利润介乎约人民币 6.3亿至约人民币7.3亿，而于截至2024年12月31日止年度净亏损约人民币13.53亿元，实现扭亏为盈。这 主要是以下因素的综合影响：1.动力及储能电池产品出货量持续增加，带动收入持续增长；2.产能利用 率提升与降本增效措施带动毛利显著提升。 ...