Core Viewpoint - The stock of Shuangdeng Co., Ltd. (06960) has risen over 9%, indicating strong market interest and potential growth in the energy storage sector driven by increasing demand for backup power solutions in data centers [1] Company Overview - Shuangdeng Co., Ltd. is a leading company in the energy storage business within the big data and communications sector, focusing on the design, research and development, manufacturing, and sales of energy storage batteries and systems [1] - The company is projected to rank first in global shipments of energy storage batteries for communication and data centers in 2024, with a market share of 11% according to data from Frost & Sullivan [1] Market Dynamics - AIDC's energy consumption is expected to increase tenfold, which implies a corresponding tenfold increase in backup power demand, presenting significant growth opportunities for the company [1] - The promotion of green electricity and energy storage models in data centers is anticipated to expand the scale of energy storage systems beyond traditional backup scenarios, further enhancing the company's growth prospects [1] Clientele and Market Expansion - Shuangdeng Co., Ltd. serves a diverse range of clients, including major telecommunications companies such as China Mobile, China Unicom, and China Tower, as well as international firms like Ericsson, Vodafone, and Norwegian Telecom [1] - The company is not only focusing on the domestic market but is also expanding its services to overseas clients through its production base in Malaysia and is gradually entering high-end markets in North America [1]
港股异动 | 双登股份(06960)涨超9% 公司卡位AIDC储能核心环节 逐步切入北美等高端市场