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在细分赛道上埋头狂奔 双登股份成港股AIDC储能第一股
Core Viewpoint - The company, Shuangdeng Co., has officially listed on the Hong Kong Stock Exchange, becoming the first stock in the AIDC (Artificial Intelligence Data Center) energy storage sector, with a subscription multiple of 3876.25 times and a first-day stock price increase of over 55% [1] Group 1: Company Overview - Shuangdeng Co. has been deeply involved in the energy storage industry for many years, evolving from a sealed battery manufacturer to a leader in communication and data center energy storage solutions [2][3] - The company aims to build an energy ecosystem for AIDC, focusing on communication energy storage as its foundation and data center energy storage as its second growth curve [1][3] Group 2: Market Position - In 2024, Shuangdeng Co. ranked first globally in the shipment volume of energy storage batteries for both communication and data centers, with market shares of 9.2% and 16.1% respectively [2] - The company's data center business revenue has significantly increased, accounting for 18.8%, 21.1%, 31%, and 46.7% of total revenue in 2022, 2023, 2024, and the first five months of 2025 respectively [3] Group 3: Technological Development - Shuangdeng Co. has adopted a multi-technology approach, developing lithium-ion and sodium-ion battery products, and has successfully transitioned from lead-acid to lithium-ion batteries in communication energy storage [4][5] - The company is exploring new solutions such as direct current side energy storage to meet the evolving demands of high-energy and high-variability data centers [4] Group 4: Client Relationships - The company has established deep partnerships with major global communication operators and equipment manufacturers, ensuring a stable and sustainable business model [5][6] - Shuangdeng Co. has maintained a strong reputation for product safety and financial health, which has been crucial in building long-term trust with clients [5][6] Group 5: Strategic Growth - The company emphasizes a balanced approach between strengthening its core business and expanding its market presence, leveraging capital markets for accelerated growth [7][8] - Funds raised from the IPO will be allocated to enhance overseas production capacity and invest in the research and development of advanced battery technologies [8] Group 6: Talent Development - Shuangdeng Co. has focused on cultivating a young talent pool, integrating younger generations into key management roles to maintain the company's innovative and growth-oriented culture [9]
在细分赛道上埋头狂奔双登股份成港股AIDC储能第一股
Core Viewpoint - The successful listing of Shuangdeng Co., Ltd. on the Hong Kong Stock Exchange marks it as the first stock in the AIDC (Artificial Intelligence Data Center) energy storage sector, with a subscription multiple of 3876.25 times and a first-day stock price increase of over 55% [1] Communication and Data Center Energy Storage - Shuangdeng Co., Ltd. ranks first globally in the shipment volume of energy storage batteries for both communication and data centers in 2024, with market shares of 9.2% in communication base station storage and 16.1% in data center storage [1][2] Business Development and Strategy - The company has evolved from merely providing energy storage cells to becoming a comprehensive system supplier, having developed innovative projects like the first large-scale "backup + recycling" energy storage project for data centers in China [3] - Shuangdeng Co., Ltd. has maintained a multi-technology approach, with rapid growth in lithium-ion battery business and successful orders for sodium-ion battery products [3] Client Relationships and Market Position - The company has established deep partnerships with major global communication operators and equipment manufacturers, including five of the top ten global firms and nearly 30% of the top 100 operators [4] Competitive Advantages - Shuangdeng Co., Ltd. benefits from a fully controllable supply chain, producing its own cells and battery management systems, which enhances cost efficiency and reliability [4] - The company has built long-term trust with clients through consistent product quality and financial health, ensuring stability and profitability [4] Growth Philosophy - The company emphasizes a balanced approach between strengthening and expanding its business, actively investing in resource allocation to maintain competitive advantages [5] - The recent IPO is aimed at leveraging capital markets to accelerate business expansion while maintaining a focus on sustainable growth [5][6] Future Investments - The funds raised from the IPO will be directed towards establishing a lithium battery manufacturing base in Southeast Asia and ongoing research into sodium-ion and solid-state batteries [6] - Shuangdeng Co., Ltd. has prioritized talent development, fostering a young leadership team to sustain innovation and growth [6]
港股迎来“智算中心储能第一股” 解码双登股份AI能源新蓝图
Core Viewpoint - Double Power Co., Ltd. has officially listed on the Hong Kong Stock Exchange, becoming the first stock in the AIDC energy storage sector, with a strong focus on building a zero-carbon energy ecosystem and leveraging the AI industry for growth [2][3]. Group 1: IPO and Market Position - The IPO price was set at HKD 14.51 per share, raising approximately HKD 756 million, with a subscription rate of 3876.25 times, indicating high investor interest [2]. - Double Power is recognized as the leading supplier of energy storage batteries for communication and data centers globally, with a market share of 11.1% as of 2024 [2][5]. Group 2: Strategic Development - The company plans to use IPO proceeds to build lithium-ion battery production facilities in Southeast Asia and establish a research center in Taizhou to enhance battery technology [4]. - Double Power aims to strengthen its international presence and enhance global sales capabilities, viewing the IPO as a step in its internationalization journey [4][12]. Group 3: Business Growth and Financial Performance - The company has successfully transitioned to data center energy storage, which now accounts for 46.7% of its revenue, surpassing the traditional communication storage segment [8]. - Over the past three years, Double Power has consistently reported profits, with net income figures of CNY 281 million, CNY 385 million, and CNY 353 million, demonstrating robust operational stability [8]. Group 4: Future Market Potential - The demand for energy storage in data centers is expected to grow significantly, with projections indicating that data centers will account for 1.5% of global electricity consumption by 2024, potentially doubling by 2030 [10][11]. - The company is targeting international markets, particularly in Singapore and Malaysia, to expand its production capacity and establish a local presence [12].
双登股份转道港股首日涨31% AI红利下押注数据中心赛道
Bei Ke Cai Jing· 2025-08-26 16:47
双登股份表示,其在通信基站储能电池领域的客户包括中国移动、中国联通、中国电信、中国铁塔、爱 立信、沃达丰及挪威电信等,数据中心储能电池领域的客户包括阿里巴巴、京东、百度、秦淮数据、万 国数据等。截至2024年末,公司服务了全球十大通信运营商及设备商中的五家,全球百大通信运营商及 设备商以及中国五大通信运营商及设备商中的30%。 欲海外扩产,押注数据中心领域 8月26日,弃A转H的双登股份登陆港股首日大涨31.29%,收于19.05港元/股,总市值79.4亿港元。 2011年成立于江苏泰州的双登股份,主营大数据及通信领域能源存储业务,也即用于数据中心与通信基 站的储能电池。公司曾计划在深交所创业板上市,拟募资15.75亿元,2023年6月IPO申请获得受理,但 经历一次问询后,最终选择在2024年4月撤回了申请。A股折戟后,双登股份转战港股,于2024年8月递 交招股书。 大客户加持,客户包括三大运营商及阿里、京东等 2022年至2024年,双登股份分别实现收入40.72亿元、42.60亿元、44.99亿元。公司的盈利出现波动,过 去三年净利润分别为2.81亿元、3.85亿元、3.53亿元,毛利率分别为16.9 ...
港股“AIDC储能第一股”双登股份上市首日收涨31% 董事长上台敲锣
Mei Ri Jing Ji Xin Wen· 2025-08-26 13:43
Core Viewpoint - The company, Shuangdeng Co., Ltd., has successfully listed on the Hong Kong Stock Exchange, becoming the first stock in the AIDC (Automatic Identification and Data Capture) energy storage sector, with a strong market response and significant growth potential in the energy storage industry [2][3]. Company Overview - Shuangdeng Co., Ltd. is headquartered in Taizhou, Jiangsu Province, focusing on energy storage solutions in the big data and communication sectors [2]. - The company achieved a market share of 11.1% in global communication and data center energy storage battery suppliers, ranking first in shipment volume in 2024 according to Frost & Sullivan data [2]. Financial Performance - The company reported steady revenue growth from 2022 to 2024, with revenues of approximately 4.072 billion yuan, 4.26 billion yuan, and 4.499 billion yuan, respectively. Net profits for the same period were around 281 million yuan, 385 million yuan, and 353 million yuan [3]. - The revenue from the data center business is increasing significantly, with figures of approximately 764 million yuan, 900 million yuan, and 1.392 billion yuan from 2022 to 2024. In the first five months of 2025, data center revenue reached 873 million yuan, accounting for 46.7% of total revenue, surpassing the communication base station business [5]. Strategic Initiatives - The company plans to use the funds raised from the IPO to build lithium-ion battery production facilities in Southeast Asia, develop a research center in Taizhou focusing on enhancing battery life and solid-state batteries, and strengthen overseas sales to enhance global influence and better serve international customers [5]. Leadership Insights - The Chairman and CEO, Yang Rui, highlighted the company's strategic positioning amidst the waves of artificial intelligence and global energy demand, aiming to become a key player in the energy ecosystem for intelligent computing centers [3].
双登股份(06960.HK)拟8月29日举行董事会会议以审批中期业绩
Ge Long Hui· 2025-08-26 12:44
格隆汇8月26日丨双登股份(06960.HK)公告,公司将于2025年8月29日(星期五)举行董事会会议,藉以(其 中包括)考虑并批准公司及其附属公司截至2025年6月30日止6个月未经审计的中期业绩及其刊发,并考 虑派发中期股息(如有),以及处理其他事项。 ...
双登股份(06960) - 董事会会议召开日期
2025-08-26 12:33
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示,概不就因本公告全部或任何 部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 SHUANGDENG GROUP CO., LTD. 雙登集團股份有限公司 於本公告日期,董事會由執行董事楊銳博士、楊寶峰博士及賀蓉女士;非執行董事 錢善高先生;及獨立非執行董事殷俊明博士、王進博士及王熹博士。 雙登集團股份有限公司(「本公司」)董事會(「董事會」)謹此宣佈,本公司將於二零 二五年八月二十九日(星期五)舉行董事會會議,藉以(其中包括)考慮並批准本公司 及其附屬公司截至二零二五年六月三十日止六個月之未經審計的中期業績及其刊 發,並考慮派發中期股息(如有),以及處理其他事項。 承董事會命 雙登集團股份有限公司 執行董事、首席執行官兼董事長 楊銳 香港,二零二五年八月二十六日 (於中華人民共和國註冊成立的股份有限公司) (股份代號:06960) 董事會會議召開日期 ...
港股AIDC储能第一股来了!双登股份正式敲锣,数据中心业务成增长新引擎
Cai Jing Wang· 2025-08-26 09:45
Core Viewpoint - The listing of Shuangdeng Group on the Hong Kong Stock Exchange marks a significant milestone for the company, which holds an 11.1% global market share in the communication and data center energy storage battery market, positioning it as a leader in the sector [1] Group 1: IPO and Market Performance - Shuangdeng Group's IPO involved the global issuance of 58,557,000 H-shares at a price of HKD 14.51 per share, raising approximately HKD 756 million [1] - On its first trading day, the stock opened at HKD 22.50, a 55.1% increase from the issue price, and closed at HKD 19.80, reflecting a 36.5% rise [1] Group 2: Industry Growth and Demand - The global energy transition and the surge in AI computing demand are driving unprecedented growth in the energy storage industry, with a projected compound annual growth rate (CAGR) of 44.3% from 2024 to 2030 [2] - The number of global communication base stations is expected to increase from 21 million in 2024 to 43.9 million by 2030, leading to a rise in energy storage capacity from 43.9 GWh to 100.2 GWh during the same period [2] Group 3: Data Center Expansion - Data centers are experiencing rapid growth, with their share of global electricity consumption projected to rise from 4.0% in 2024 to 10.1% by 2030, driven by the demand for high-capacity data centers [3] - The global data center energy storage capacity is expected to grow from 16.5 GWh in 2024 to 209.4 GWh by 2030 [3] Group 4: Company Positioning and Technology - Shuangdeng Group has established itself as a leader in the energy storage market, ranking first in global communication base station energy storage with a market share of 9.2% and leading in data center energy storage among Chinese companies with a 16.1% market share [3] - The company has diversified its technology portfolio, developing products from traditional lead-acid batteries to advanced lithium and sodium technologies, positioning itself to meet future energy storage demands [5][6] Group 5: Financial Performance and Business Growth - From 2022 to 2024, Shuangdeng Group's revenue grew from RMB 4.072 billion to RMB 4.499 billion, with a significant increase in data center business revenue from RMB 765 million to RMB 1.392 billion, reflecting a CAGR of 34.9% [7][8] - In the first five months of 2025, the data center business revenue reached RMB 873 million, a nearly 120% increase year-on-year, surpassing traditional communication base station revenue for the first time [8] Group 6: Strategic Fund Utilization - Approximately 40% of the IPO proceeds will be used to establish lithium-ion battery production facilities in Southeast Asia, while 35% will fund a research center in Taizhou focused on enhancing battery lifespan and developing new technologies [10] - The company aims to strengthen its global presence and service capabilities through 15% of the funds allocated for overseas sales and marketing [10][11]
双登!大涨!接力跑35年,泰州父子双双登场敲锣
Core Viewpoint - Shuangdeng Co., Ltd. has officially listed on the Hong Kong Stock Exchange, becoming the first stock in the AIDC energy storage sector, with a strong commitment to building an energy ecosystem for intelligent computing centers [2][5]. Company Overview - Shuangdeng Co., Ltd. is a leading provider of energy storage solutions in the data and communication sectors, with a market share of 11.1% in global communication and data center energy storage battery suppliers, ranking first in shipment volume in 2024 [5][7]. - The company aims to leverage the growth of artificial intelligence and the increasing global energy demand to enhance its international competitiveness [5][6]. IPO Details - The IPO price was set at 14.51 HKD per share, with a total of 58.557 million shares issued, raising approximately 756 million HKD. The public offering saw a subscription rate exceeding 3800 times, with only a 0.06% chance of winning a single lot [5][6]. - On the first day of trading, the stock opened over 55% higher and closed with a gain of 31.29%, reaching a market capitalization of nearly 8 billion HKD [2][3]. Business Strategy - The company plans to use the IPO proceeds to build lithium-ion battery production facilities in Southeast Asia and establish a research center in Taizhou to develop advanced battery technologies [6][20]. - Shuangdeng Co. is focusing on expanding its international presence, with recent investments in Singapore and Malaysia, and aims to enhance its global influence and service capabilities [20][21]. Market Position and Growth - Shuangdeng Co. has demonstrated strong financial performance, with consistent profitability over the past three years, and a lower asset-liability ratio compared to industry averages [16]. - The company is positioned to capitalize on the growing demand for energy storage in data centers, with its revenue from this segment surpassing that from communication storage for the first time [14][16]. Future Outlook - The energy storage market is expected to grow significantly, with data centers projected to consume 1.5% of global electricity by 2024, potentially doubling by 2030 [17][18]. - Shuangdeng Co. aims to transition from a backup power role to a primary energy supply role for data centers, aligning with the increasing integration of renewable energy sources [17][18].
港股收盘 | 恒指收跌1.18% 黄金股逆市走高 医药、内房股等多数承压
Zhi Tong Cai Jing· 2025-08-26 09:08
Market Overview - The Hong Kong stock market failed to maintain its strong performance from the previous day, with all three major indices experiencing a collective adjustment. The Hang Seng Index fell by 1.18% or 304.99 points, closing at 25,524.92 points, with a total trading volume of HKD 31.78 billion. The Hang Seng China Enterprises Index decreased by 1.07% to 9,148.66 points, while the Hang Seng Tech Index dropped by 0.74% to 5,782.24 points [1] Blue-Chip Stocks Performance - CSPC Pharmaceutical Group (01093) led the decline among blue-chip stocks, falling by 4.33% to HKD 10.38, with a trading volume of HKD 1.797 billion, contributing a loss of 6.04 points to the Hang Seng Index. Bank of America Securities reported a 14.3% year-on-year decline in total revenue for CSPC in Q2, with attributable net profit down 24% to RMB 1.1 billion. The firm revised its revenue forecasts for 2025 to 2027 down by 25%, 2%, and 11% respectively [2] Sector Highlights - Large technology stocks mostly declined, with Alibaba down 2.57% and Tencent down 0.81%. Gold stocks surged, with China Gold International rising over 10%. Apple is expected to initiate a three-year innovation cycle, boosting related stocks like Lens Technology, which rose over 5%. Gaming stocks and some new consumption concepts performed well, with Melco International Development up over 9% [3][5] Federal Reserve Insights - Federal Reserve Chairman Jerome Powell indicated rising downside risks in the U.S. labor market, suggesting a potential policy adjustment could be appropriate. This statement is seen as a strong signal for a possible interest rate cut as early as September. The market reacted positively, particularly for precious metals, with expectations for further increases in gold prices [4] Gaming Sector Performance - The gaming sector continued its upward trend, with Melco International Development rising 9.27% to HKD 5.54. According to JPMorgan, Macau's gaming revenue for the first 24 days of August reached MOP 17.65 billion, with a daily average of MOP 735 million, reflecting a 9% increase from the previous week [6] Pharmaceutical Sector Challenges - The pharmaceutical sector faced pressure, with several stocks declining. Notably, CStone Pharmaceuticals (09966) fell 6.74% to HKD 10.24. U.S. President Trump's announcement to drastically reduce drug prices could create significant challenges for the global pharmaceutical industry, presenting both opportunities and risks for Chinese biotech stocks [6] Notable Stock Movements - Double Ended Co. (06960) debuted with a 31.29% increase, closing at HKD 19.05. The company focuses on energy storage solutions in the data and communication sectors, with a projected market share of 11.1% by 2024 [7] - Kingsoft Holdings (03918) reached a new high, rising 17.94% to HKD 5.72, reporting a 16.76% year-on-year revenue increase to USD 342 million [8] - Angelalign Technology (06699) saw a 10.28% increase to HKD 75.1, with a 33.1% year-on-year revenue growth reported [9] - Meitu Inc. (01357) rose 7.9% to HKD 11.47 after being included in the MSCI China Index, with Morgan Stanley expressing confidence in its long-term growth potential [10] - Xintai Medical (02291) experienced a significant drop of 12.75% to HKD 23.96 following a major shareholder's sale of shares [11]