智通财经APP获悉，据ICC鑫椤储能数据库统计，全球储能电池市场正经历高速扩张，2025年1-9月全球储能电池出货量达428GWh，同比大幅增长90.7%。从市场竞争格局来看，瑞浦兰钧(00666)表现突出，实现了超30GWh的出货量，成功跻身全球储能电池供应商前列。
值得关注的是，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。这一成绩主要得益于欧洲和澳洲补贴政策推动下的市场需求爆发，100Ah电芯出现了供不应求的状况。今年前三季度除了欧洲市场重回火热外，最大的爆发点就是澳洲市场。
四季度行业依然维持高景气度的状况，头部企业满产满销，尤其是314Ah和100Ah两款电芯依然供应紧缺，加上近期中美关税战的缓和，以及中国企业在澳洲能源展斩获大量订单，为明年海外市场做了一个比较好的铺垫。随着全球能源转型加速，储能市场需求将持续旺盛，瑞浦兰钧等锂电企业有望凭借其技术积累和市场拓展能力，进一步扩大市场份额。
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