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9月逆变器出口同比维持上涨,瑞浦兰钧发布多款战略新品 | 投研报告
Group 1: Market Performance - The electric equipment and new energy sector increased by 4.90% this week, ranking 3rd in terms of performance, outperforming the Shanghai Composite Index [1][2] - The lithium battery index saw the highest increase at 7.05%, while the wind power index had the smallest increase at 0.62% [1][2] Group 2: New Product Launches - Ruipu Lanjun launched multiple strategic new products covering energy storage, commercial vehicles, and passenger vehicles on October 23, 2025 [2] - In the energy storage sector, new cells of 392Ah and 588Ah were introduced, along with a 6.25MWh system achieving an energy efficiency of 35.5% [2] - The passenger vehicle segment featured a hybrid battery capable of 80% charge in 10 minutes and over 4500 cycles, while the commercial vehicle solutions included a 600kWh battery box and a 455kWh battery cluster [2] Group 3: Export Data - In September 2025, China's inverter exports amounted to 5.085 billion yuan, showing a year-on-year increase of 4.96% but a month-on-month decrease of 19.21% [3] - From January to September 2025, total inverter exports reached 48.487 billion yuan, reflecting a year-on-year growth of 7.54% [3] - The Australian market experienced significant growth, with a monthly export value of 447 million yuan, up 306% year-on-year [3] Group 4: Electricity Consumption - In September 2025, the total electricity consumption in society was 888.6 billion kWh, representing a year-on-year growth of 4.5% [4] - From January to September 2025, cumulative electricity consumption reached 7,767.5 billion kWh, with a year-on-year increase of 4.6% [4] - The first industry saw a 10.2% increase in electricity consumption, while the second and third industries grew by 3.4% and 7.5%, respectively [4]