11月11日，瑞浦兰钧涨超9%！储能市场持续高景气，公司前三季度储能电池出货量跻身前列。
全球储能景气高增带动需求，2025年上半年大储电芯基本实现满产满销，头部厂商产能利用率普遍超过80%，部分接近90%。方正证券指出，国内在强制配储取消后，独立储能需求快速爆发，全年有望保持30%–40%增长；美国抢装前项目增速约40%；欧洲及新兴市场则维持1–2倍高增速。电池需求的强劲扩张促使电池厂产能持续满负荷运行。
值得一提的是，据ICC鑫椤储能数据库统计，2025年1-9月，瑞浦兰钧实现了超50GWh的储能电池出货量，成功跻身全球储能电池供应商前列。此外，在户用储能细分领域，瑞浦兰钧凭借与麦田能源、思格新能源、固德威等头部集成商的稳定合作，在100Ah电芯供应方面稳居市场份额第一。
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