智通财经APP获悉，近日，彭博新能源财经发布2025年第四季度全球Tier 1一级储能厂商榜单。瑞浦兰钧(00666)凭借卓越的技术实力与稳健的市场表现再度 上榜，实现八度登榜，稳居全球储能行业前列。 未来，瑞浦兰钧将继续以研发创新为核心，构建更高效、更可靠的储能体系，以领先实力助推全球能源转型，为零碳未来持续蓄能。 | Firm/brand | Headquarters | Firm/brand | Headquart | | --- | --- | --- | --- | | (17 Boory Birage | (Pane | (0 Berg Basto | Budb Roy | | II if they been | (Barcol | Reflects | (1992) | | ర్లాలు వార్త | 1400 | (818) | 1.000 | | 1000 | (Peter | Al Romp | (199 | | STATE | Passed | Page 2017 | 100 | | Warkeny Digital - She The | (2006) | 10.000 | (News ...

10月23日，"聚能启新·瑞浦兰钧品牌日"在浙江嘉善隆重举行。活动现场，瑞浦兰钧集中发布 储能、商用车、乘用车 三大板块多款重磅新品，涵盖 储能电芯、Powtrix®6.25MWh系统、辰星超充电池、辰星长寿命电池、辰星三元锂电 池以及全新问顶 ® 增混电池与问顶 ®新型固液混合电池系列 ，全面展示了瑞浦兰钧在动储协同、技术创新与产品落地 上的最新成果。 储能电芯系统协同升级，打造高安全长周期标杆方案 本次品牌日，瑞浦兰钧围绕能量密度、安全性能与系统集成效率三大核心，发布 392Ah储能电芯、588Ah超大容量电 芯及Powtrix® 6.25MWh储能系统 三款新品，构建"电芯+系统"协同优化的高性能解决方案。 首先发布的 392Ah储能电芯 ，堪称全场景电芯，是户储电芯大容量化、户用侧 /网侧电芯通用化趋势下的全能之选。 该电芯在保持紧凑体积的同时，单颗容量提升至392Ah，在提供相同电量输出的情况下，有效减少电芯数量，进一步 降低系统成本、简化结构，并提升系统集成效率与运行安全性。 基于更大容量和更长生命周期的需求，瑞浦兰钧同步推出 588Ah超大容量储能电芯 ，在保障安全的前提下，实现容量 跃升、效率 ...

Core Viewpoint - The new energy storage industry in China is transitioning from a "gold-plated era" characterized by rapid growth to a "golden era" marked by technological pragmatism and value return, as mandatory storage policies are phased out and energy storage becomes fully market-oriented [2]. Group 1: Company Performance - In Q3 2025, the company achieved a record shipment of over 23 GWh, with a single-month peak exceeding 8 GWh, indicating explosive growth [7]. - The company's total shipments for the first half of 2025 reached 32.4 GWh, a 100.2% increase year-on-year, with energy storage batteries showing a remarkable 119.3% growth [7]. - The energy storage business has become the largest revenue source for the company, accounting for 53.6% of total revenue, surpassing the power battery segment for the first time [7]. Group 2: Strategic Transformation - The company has adopted a "streamlined focus" strategy, concentrating resources on high-growth areas such as commercial vehicles and energy storage, which has laid a solid foundation for its performance surge [10]. - The strategic shift aligns with the "Hedgehog Concept" proposed by Jim Collins, focusing on areas where the company can excel rather than competing directly with industry leaders in passenger vehicle batteries [10][12]. Group 3: Technological Innovation - The company is advancing in the competitive landscape of energy storage batteries, introducing next-generation products such as the 392 Ah and 588 Ah cells, which are crucial for the industry's capacity race [15][22]. - The Powtrix® 6.25 MWh energy storage system, featuring the 392 Ah cell, offers significant improvements in energy density and cost efficiency, showcasing the company's commitment to innovation [18][21]. Group 4: Market Positioning - The company has positioned itself as a leader in user-side energy storage cells, achieving the highest global shipment volume, while also ranking second in the installation of batteries for new energy heavy trucks in China [12]. - The company has established a strong global presence, with over 26.5 GWh of publicly announced energy storage orders, including significant agreements with international partners [8][10]. Group 5: Value Reconstruction - The company emphasizes a comprehensive value reconstruction approach, focusing on technological, safety, economic, and application value, to enhance its competitive edge in the evolving market [21][22]. - The strategic focus has shifted from merely competing on capacity to optimizing total lifecycle costs and ensuring system safety, reflecting a deeper understanding of market dynamics [21][22].