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]
港股异动 | 双登股份(06960)盘中涨超8% AIDC数据中心储能业务营收翻倍 成为公司第一大收入来源