9月12日，瑞浦兰钧(00666)于香港举行投资者推介会。公司董事长曹辉、非执行董事项阳阳、执行董事 兼董事会秘书吴艳军、执行董事兼财务总监黄洁华等管理层代表出席会议。 会上，公司董事长曹辉指出，在"双碳"政策推动下，全球新能源汽车与储能市场呈现强劲增长。瑞浦兰 钧上半年锂离子电池总销量同比增长100.2%，其中储能电池出货量增长119.3%，动力电池增长78.5%。 公司在全球储能电芯出货量排名第五，户用储能出货量位列全球第一，国内重卡及换电重卡装机量排名 第二。 曹辉强调，公司以技术创新为核心竞争力，在动力电池领域与多家国内外知名车企建立稳定合作，在储 能领域通过电芯结构创新与安全测试实现市场突破。未来，公司将依托"问顶技术"持续研发下一代储能 电芯，深化产业链协同，保障原材料供应，加速全球化布局，提升品牌影响力，支撑全球高性能电池需 求。 在动力电池方面，区分乘用车与商用车，覆盖纯电与混动场景，电芯能量密度突破200Wh/kg，乘用车 循环寿命超4000周，商用车达6000-8000周。产品序列覆盖54Ah-230Ah，适配A级车至重卡等全场景;电 池系统通过先进热管理技术支持6C以上快充，高压安全性能 ...

Core Viewpoint - The company, 瑞浦兰钧, is experiencing significant growth in the lithium-ion battery market, driven by the "dual carbon" policy, with a notable increase in sales and a strong market position in both energy storage and power batteries [1][5]. Group 1: Company Performance - In the first half of the year, the company's total sales of lithium-ion batteries increased by 100.2%, with energy storage battery shipments growing by 119.3% and power battery shipments increasing by 78.5% [1]. - The company ranks fifth globally in energy storage cell shipments and first in household energy storage shipments, while also holding the second position in domestic heavy-duty truck and battery swap truck installations [1][2]. Group 2: Product and Technology Development - The company has established a dual-driven product layout for power and energy storage batteries, achieving energy density breakthroughs of over 200Wh/kg for power batteries and offering a cycle life of over 4000 cycles for passenger vehicles and 6000-8000 cycles for commercial vehicles [3][4]. - The energy storage battery range includes household (50Ah-100Ah), commercial, and large-scale power storage (280Ah-320Ah), with ongoing development for products exceeding 500Ah [3]. Group 3: Market and Strategic Positioning - The company aims to become a global leader in renewable energy products and solutions, focusing on high manufacturing capabilities and technological innovation to provide cost-effective and sustainable energy products [1][2]. - The overall market for new energy is described as a trillion-dollar industry, with domestic new energy vehicle penetration at 50% and a growth rate of 40% in the first half of the year [5]. Group 4: Manufacturing and Financial Outlook - The company has a total production capacity of 74GWh and aims for rapid factory construction cycles of around 10 months, with cost control and quality performance benchmarked against industry leaders [6]. - By the first half of 2025, the company expects to achieve a gross profit margin of 8.7%, with a gross profit of 829 million yuan, indicating significant improvement and nearing breakeven with a net loss of -66 million yuan [6].