智通财经APP获悉，瑞浦兰钧(00666)午前涨超5%，截至发稿，涨5.24%，报13.26港元，成交1.26亿港元。
消息面上，近日，乘联会秘书长崔东树发文称，8月动力电池走势较强，无论是出口，还是内销的表现均很好。8月，我国动力和其它电池合计产量为139.6GWh，环比增长4.4%，同比增长45%。1-8月，我国动力和其他电池累计产量为970.7GWh，累计同比增长43%。另外，磷酸铁锂电池产品差异优势明显，截至25Q3，欣旺达、瑞浦兰钧、蜂巢能源、极电新能源的市场份额提升明显。
兴业证券指出，公司印尼基地位于青山园区，有电力及人工成本优势、税收优惠，部分抵减资本开支及运费偏高的负面影响，且海外订单具备溢价，预计印尼产能投产、释放后将为公司带来增量利润。该行认为，瑞浦兰钧背靠青山集团，海内外产能有序释放，出货量增速行业居前，规模效应逐步显现。公司25H1电池出货量翻倍增长，利润指标大幅改善，已接近盈亏平衡；该行看好公司后续业绩改善情况及长期发展空间。
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