瑞浦兰钧2024中期报告

瑞浦蘭鈞能源股份有限公司REPT BATTERO Energy Co., Ltd. （於中華人民共和國註冊成立的股份有限公司）股份代號：0666 2024中期報告 2 4 5 22 31 33 35 36 38 56 Simon Chen Simon Chen 2666 13981-217-20 11881117118 1414402B IR@chinarept.com 205CA205 www.chinarept.com 0666 205 24840 H 183171712-1716 2024 2024492.9494.430.1%32%35.2%202415(PHEV)70.1%SUV80%202427,714141%2024203.3GWh33.7%62.3GWh30.6%141.0GWh69.3% Canalys20241,75027%SNE Research2024364.6GWh22.3% 202431144.21.6%21.0%Cox Automotive2024599,3727.3%202522.52035100% 2024InfoLink2024114.5GWh33.6%101.9GWh12.6GWh 202443%89%(EESA)2024486280202369%2024128.3GW26.5% + 202463038,683.17.4%10,959.15.1%20246307,596.715%202463016.18GWh108%8.60GWh45%7.58GWh316%1,297.355.8%2024630 2024InfoLink Consulting2024630202463020246302023 202413BEVPHEV EREVStellantisSmart 202444 2024Powin2024 180-200Wh/kg200-230Wh/kg245-260Wh/kg300-320Wh/kg205-240Wh/kg CTP450Wh/L650Wh/L2024460Wh/L 10-159-1220245C8-10 10C20148/194/220AhPHEV 300Wh/kg 280Ah314/320Ah4%10%180Wh/kg95%(0.5P)9,000345Ah185Wh/kg96%(0.25P)10,000251P314Ah-1P1P 228Ah1520324Ah6,000~8,000190Wh/kg324Ah 72/100Ah165Wh/kg6,0001010 CTP80%CTP10%BMS2% 10-15 314/320Ah345Ah5.11MWh5.51MWh203.72MWh 20241,876 2,2451892,00056219451833635 •500~600Ah+6~7MWh7001,0001,200 • • • • 20243 262023202420262024326 20232024 6,594.815.2%7,596.7 7.58GWh316.5%8.60GWh44.5%1,247.8129.1%2,858.44,320.525.8%3,207.8 1,026.549.1%1,530.5 6,327.615.8%7,324.3 267.21.9%272.44.1%3.6% 32.131.0280.163.7%101.76.5%3.2% 19.2627.9%139.71.9%9.2% 86.0226.3%280.6 157.742.2%224.3(i)(ii) 239.725.5%300.7 505.219.6%406.3(i) 20242023(ii) 20242023 249.158.4%103.6 5.883.0%1.0 113.150.7%170.4 1.698.0%3.22023 919.728.4%658.2 (i)(ii)(iii) 8,370.78,379.5 9,868.59,627.81,438.233.9 10,959.121,386.217,296.918,629.69,094.4 71.7%68.0% 1,258.9453.51,242.13,902.832.82,570.2 1,650.6 3,237.1 6,846.6459.5 , C1 C.2.1(i)(ii)(iii)(iv) C3 D2 D2D2 XVXV78352 (1)1,969,495,912 (2)2,276,874,050 (3)41.1%72.7% (1)48.85% (2) XV(i)XV78(ii)352(iii) XV23336 (7)49.95%187,828,067 45%80%45%90%68.8%40%40%99.63%62.69% 187,828,06756,285,178 336 12,138 () 2,013.1 3.213.22D.3.3Simon Chen3.10(2)3.21 360,600,000326,215,50018,130,76116,253,73924,342,434 13.51B(1) 2024630 2024630 20242023 2024630 2024630 2024630 2024630 1. 201710252022331205CA205 20231218 2.1 202463034202312 31 2.2 202312 31 161177 20202022 2024630 2.2 (a)1616 (b)20202022 2023202411 (c)77 3. 4. 4. 5. 6. 25% 202315%202363015% 20212021202315%2024630202463015% 2024630 6. 20232023202515% 7. 2,276,874,00020236302,160,804,000 20242023630 8. 20246302023630 9. 2024630202312313,566,544,0003,736,054,000 20246301,211,727,00020236 303,584,404,000 20246302,201,00020236 3092,000859,00020236 3092,000 10. 2024630 10. 20246 30617,404,000202312 31726,233,000 11. 12. 13. 202463020231231 14. 14. 14. 14. (b) 14. 14. (b) (i)(ii)202420236304,178,0004,109,000(iii)20242023630466,000466,000 (c) 7,700,0006.36% (d) 2024630 15. 2024630 15. 2024630 2024630 15. 20231231 20246302023630 16. 2024630 17. 2024823 201710 (ESG) 1.00 1.00H622180%%