瑞浦兰钧（00666）盘中涨超6%，截至发稿，股价上涨5.54%，现报12.58港元，成交额8543.53万港元。
瑞浦兰钧日前发布上市以来首份盈喜公告。公告显示，公司预计截至2025年12月31日止年度实现净利润6.3亿元至7.3亿元（人民币，下同），成功实现扭亏为盈。盈利突破核心源于两大关键因素协同发力：一方面是动力及储能电池产品出货量持续增加，有效带动收入稳步增长；另一方面是产能利用率提升与降本增效措施落地，推动毛利显著改善。
交银国际指出，受益于全球能源转型加速，2026年储能行业预计维持高景气度。瑞浦兰钧精准布局户储赛道，出货量位居行业前列。为配合市场扩张，公司产能规划清晰：2025年产能为90GWh，预计2026/27年扩至约120/150GWh，规模效应有望持续释放。产品方面，公司不再局限于单一的电芯或模组销售，而是大力推广直流侧系统集成产品，有望带动整体储能板块毛利率的结构性提升。
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