8月13日盘中，瑞浦兰钧（00666）股价大涨5.02%，引发市场关注。这一显著涨幅可能与交银国际最新发布的研究报告有关，该报告对公司业绩表现给予积极评价，并上调了目标价。
根据交银国际的研报，瑞浦兰钧2025年上半年业绩显著改善。公司上半年收入达94.9亿元人民币，同比增长24.9%，主要得益于出货量的大幅增长。期内，公司锂电池产品销量达32.4GWh，同比增长100.2%。值得注意的是，公司锂电池板块毛利率同比提升5.9个百分点至8.5%，同时研发费用率和行政开支均有所下降。这些因素共同推动公司净亏损同比大幅收窄85%至6532万元。
展望未来，交银国际预计瑞浦兰钧的盈利能力将持续改善。该机构上调了2025-27年的毛利率预测，并预计公司有望在2026年实现2.8亿元的净利润。基于这些积极因素，交银国际将瑞浦兰钧的目标价从14.25港元上调至15.46港元，对应2026年1.1倍市销率，同时维持买入评级。这一积极的分析报告可能是推动瑞浦兰钧股价上涨的主要因素。
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