---
title: "理解市场 | 瑞浦兰钧午前涨超 5% 8 月动力电池走势较强 公司海内外产能将有序释放"
description: "瑞浦兰钧午前股价上涨超过 5%，报 13.26 港元，成交 1.26 亿港元。8 月动力电池市场表现强劲，产量同比增长 45%。兴业证券指出，公司在印尼的生产基地具备成本优势，预计将带来增量利润。公司电池出货量翻倍增长，利润指标改善，未来业绩有望持续向好。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/258624034.md"
published_at: "2025-09-24T03:54:02.000Z"
---

# 理解市场 | 瑞浦兰钧午前涨超 5% 8 月动力电池走势较强 公司海内外产能将有序释放

> 瑞浦兰钧午前股价上涨超过 5%，报 13.26 港元，成交 1.26 亿港元。8 月动力电池市场表现强劲，产量同比增长 45%。兴业证券指出，公司在印尼的生产基地具备成本优势，预计将带来增量利润。公司电池出货量翻倍增长，利润指标改善，未来业绩有望持续向好。

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。

### Related Stocks

- [00666.HK - 瑞浦兰钧](https://longbridge.com/zh-CN/quote/00666.HK.md)

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