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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。责任编辑:卢昱君

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