Core Viewpoint - The stock of Shuangdeng Co., Ltd. (06960) has risen over 5%, currently up 6.26% at HKD 19.34, with a trading volume of HKD 52.39 million, following the groundbreaking of its global R&D headquarters for the new energy storage zero-carbon industrial park on September 4 [1] Group 1 - The new project focuses on the core area of "AIDC Intelligent Computing Center Energy Storage," emphasizing the continuous development of "green electricity + energy storage" technology iterations [1] - The company aims to develop customized energy storage batteries, intelligent scheduling algorithms, and integrated energy storage systems to address the dual challenges of "green electricity consumption" and "power supply security" for intelligent computing centers [1] - This project marks a significant step for Shuangdeng in its zero-carbon R&D layout and highlights its commitment to long-term value creation and sustainable development guided by ESG principles [1]

Core Viewpoint - The establishment of the global R&D headquarters (New Energy Storage Zero Carbon Industrial Park) by Doudeng Co., Ltd. marks a significant milestone in the field of zero-carbon research and ESG practices, focusing on the AIDC intelligent computing storage sector [2][6][11]. Group 1: Project Overview - The global R&D headquarters is positioned as a "highland for zero-carbon technology innovation and a global talent gathering platform," focusing on the dual challenges of "green electricity consumption" and "power supply security" in intelligent computing centers [6]. - The project aims to develop customized energy storage batteries, intelligent scheduling algorithms, and integrated energy storage systems, leveraging a carbon management platform for refined energy control [6]. Group 2: Market Positioning - Doudeng Co., Ltd. recently became the first listed company in the AIDC intelligent computing storage sector on the Hong Kong Stock Exchange, following the release of national policies supporting the "Artificial Intelligence +" initiative [7]. - The dual benefits of policy support and capital market entry highlight the market's recognition of Doudeng's core technology value and investor confidence in its ability to seize opportunities in the "Artificial Intelligence + Storage" industry [7]. Group 3: Regional Development - The opening of the global R&D headquarters is seen as a benchmark project for Doudeng's implementation of the "dual carbon" strategy and a significant event for the regional new energy storage industry [9]. - Local government officials emphasized the importance of nurturing and strengthening enterprises to support Doudeng's breakthroughs in zero-carbon research [9]. Group 4: Future Directions - Doudeng Co., Ltd. aims to use the launch of the global R&D headquarters as a new starting point to participate in the global construction of zero-carbon park standards and to build an open energy application ecosystem [12].

Core Viewpoint - The groundbreaking ceremony for the global R&D headquarters of Shuangdeng Co., Ltd. (06960.HK) took place in Taizhou, marking a significant milestone in the new energy storage sector, just over a week after the company successfully listed on the Hong Kong Stock Exchange as the first company in the "AIDC Intelligent Computing Center Storage" field [1][2]. Group 1 - The global R&D headquarters is positioned as a "zero-carbon technology innovation hub and global talent aggregation platform," focusing on the AIDC intelligent computing center storage sector [1]. - The project aims to address the dual challenges of "green electricity consumption" and "power supply security" through customized energy storage batteries, intelligent scheduling algorithms, and integrated energy storage systems [1][2]. - The establishment of the headquarters is seen as a benchmark project for Shuangdeng's implementation of the "dual carbon" strategy and a significant event for the new energy storage industry in Jiangyan [2]. Group 2 - The successful listing of Shuangdeng on the Hong Kong Stock Exchange coincided with the release of national policies supporting the "Artificial Intelligence +" initiative, highlighting market recognition of its core technology value [2]. - The company is recognized as an "invisible champion" in the core energy storage sector of the communications field, with local government support aimed at fostering its growth in zero-carbon R&D [2]. - The chairman of Shuangdeng emphasized that the new headquarters will serve as a key investment project to fulfill the company's ESG commitments and promote sustainable development [3].

Core Viewpoint - The groundbreaking ceremony for the global R&D headquarters of Shuangdeng Co., Ltd. (06960.HK) took place in Taizhou, Jiangsu, focusing on the new energy storage zero-carbon industry park [1] Group 1: Project Overview - The global R&D headquarters is positioned as a "zero-carbon technology innovation highland and global talent aggregation platform" with a core focus on the AIDC intelligent computing center storage field [1] - The project aims to develop customized energy storage batteries, intelligent scheduling algorithms, and integrated energy storage systems, addressing the dual challenges of "green electricity consumption" and "power supply security" for intelligent computing centers [1] Group 2: Technological and Environmental Commitment - The headquarters will utilize a carbon management platform for refined energy control in R&D, creating a model for zero-carbon implementation and establishing a closed-loop ecosystem of "R&D breakthroughs - product iterations - industrial empowerment" [1] - The project is a key investment initiative that aligns with the company's commitment to ESG principles and sustainable development [1] Group 3: Market Positioning - The groundbreaking event follows closely after Shuangdeng's successful listing on the Hong Kong Stock Exchange on August 26, making it the first listed company in the "AIDC intelligent computing center storage" sector [1] - The chairman and president of Shuangdeng emphasized that achieving a "zero-carbon computing power earth" relies on the support of energy storage technology, highlighting the strategic importance of the new headquarters [1]

Core Viewpoint - The company, 双登股份, has reported significant growth in its mid-year performance, particularly in its AIDC data center energy storage business, indicating a strategic shift in its business model from traditional communication storage to new AIDC storage solutions [1] Financial Performance - The company achieved a revenue of 2.246 billion yuan in the first half of the year, representing a year-on-year increase of 26.21% [1] - The profit attributable to the company's owners was 161 million yuan during the same period [1] Business Growth - The AIDC data center energy storage business experienced explosive growth, with revenue increasing by 113.1% compared to the same period last year, surpassing the revenue from communication storage for the first time [1] - This growth marks a critical transformation in the company's business structure towards leading in new AIDC storage solutions [1] Market Position - According to publicly available data, the company is a leading player in the energy storage business within the big data and communication sectors, focusing on the design, research, development, manufacturing, and sales of energy storage batteries and systems [1] - The company is projected to rank first in global shipments of communication and data center energy storage batteries in 2024, with a market share of 11% [1] - The company serves five of the world's top ten communication operators and equipment manufacturers, with nearly 30% of the top 100 global communication operators and manufacturers as clients [1] - It also provides services to 80% of China's top ten proprietary data center companies and 90% of the top ten third-party data center companies [1]

Core Viewpoint - The company, Shuangdeng Co., Ltd. (06960), has reported significant growth in its mid-year performance, particularly in its AIDC data center energy storage business, indicating a strategic shift in its business model from traditional communication storage to new AIDC storage solutions [1] Financial Performance - The company achieved a revenue of 2.246 billion yuan in the first half of the year, representing a year-on-year increase of 26.21% [1] - The profit attributable to the company's owners was 161 million yuan during the same period [1] Business Growth - The AIDC data center energy storage business experienced explosive growth, with revenue increasing by 113.1% compared to the same period last year, surpassing the revenue from traditional communication storage for the first time [1] - This growth marks a critical transformation in the company's business structure towards leading in new AIDC storage solutions [1] Market Position - Shuangdeng Group is a leading company in the energy storage business within the big data and communication sectors, focusing on the design, research, development, manufacturing, and sales of energy storage batteries and systems [1] - According to data cited from Frost & Sullivan, the company is projected to rank first in global shipments of communication and data center energy storage batteries in 2024, with a market share of 11% [1] Client Base - The company serves five of the world's top ten communication operators and equipment manufacturers, with nearly 30% of the global top 100 communication operators and equipment manufacturers as clients [1] - It also services 80% of China's top ten proprietary data center enterprises and 90% of the top ten third-party data center enterprises in China [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 雙登集團股份有限公司 呈交日期: 2025年9月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06960 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 142,052,700 | RMB | | 1 RMB | | | 142,052,700 | | 增加 / 減少 (-) | | | | | | RMB | | | | | 本月底結存 | | | 142,052,700 | RMB | | 1 RMB | | | 142,052,700 | | 2. 股份分類 | 普通股 | 股份 ...

Core Insights - The company reported a revenue of RMB 2.2463 billion for the first half of 2025, representing a year-on-year growth of 26.2% [1] - Gross profit reached RMB 335.7 million, with a slight increase of 0.4% year-on-year, indicating a gradual improvement in profitability [1] - Net profit attributable to the parent company was RMB 160.6 million, with basic earnings per share of RMB 0.45 [1] Revenue Growth Drivers - The AIDC data center energy storage business emerged as a key driver for revenue growth, significantly expanding both revenue scale and optimizing the income structure [1] - Sales revenue from AIDC data center batteries and systems reached RMB 1.028 billion, showing a substantial year-on-year increase of 113.1% [1] - The AIDC data center battery and system business accounted for 47.2% of total revenue, surpassing traditional communication energy storage for the first time, marking a significant shift in the company's business structure [1] Strategic Developments - The company successfully penetrated overseas markets, achieving coverage in Europe and Southeast Asia, which is a critical step in its global expansion strategy [1] - The increase in revenue from high-value AIDC data center storage products is expected to enhance overall gross margin and support sustained profitability growth [2] - R&D expenses rose by 28.7% year-on-year, focusing on core areas such as AIDC data center storage, new battery technologies, and smart energy management, aiming for multi-dimensional value breakthroughs [2]

Group 1 - The company reported a revenue of 2.246 billion yuan for the six months ending June 30, 2025, representing a year-on-year increase of 26.21% [1] - The profit attributable to the parent company was 161 million yuan, with basic earnings per share of 0.45 yuan and a gross profit of 336 million yuan, which increased by 0.43% year-on-year [1] - The lead-acid battery business experienced a revenue growth of 40% year-on-year, driven by the rapid growth of the AIDC data center market [1] Group 2 - The company possesses significant advantages in technology, customer base, and market share in the AIDC data center energy storage sector, allowing it to benefit from industry growth trends [1] - The continuous introduction of new products in lithium and sodium battery technologies will enhance the company's product line, better meet diverse customer needs, and improve market competitiveness and product added value [2] - The ongoing development of new technologies is expected to translate into actual productivity and economic benefits, supporting the company's business growth and optimizing its profit structure [2]

Group 1 - The company reported a revenue of 2.246 billion yuan for the six months ending June 30, 2025, representing a year-on-year increase of 26.21% [1] - The profit attributable to the parent company was 161 million yuan, with basic earnings per share of 0.45 yuan, and a gross profit of 336 million yuan, which increased by 0.43% year-on-year [1] - The lead-acid battery business experienced a revenue growth of 40% year-on-year, driven by the rapid growth of the AIDC data center market [1] Group 2 - The company possesses significant advantages in technology, customer base, and market share in the AIDC data center energy storage sector, allowing it to benefit from industry growth trends [1] - The continuous introduction of new products will enrich the company's product line, better meet diverse customer needs, and enhance market competitiveness and product added value [2] - The research and development achievements in lithium and sodium battery technologies will gradually translate into actual productivity and economic benefits, providing technical support for business development [2]