Core Viewpoint - The stock of Shuangdeng Co., Ltd. (06960) has increased by over 9%, reaching HKD 24.74, with a trading volume of HKD 54.98 million, driven by expectations of increased demand for backup power due to rising energy consumption in data centers [1][1][1] Group 1: Company Performance - Shuangdeng Co., Ltd. is a key player in the AIDC energy storage sector, serving major internet and data center operators such as Alibaba, JD.com, Baidu, and others [1][1][1] - The company has become the main supplier for Alibaba in data center energy storage [1][1][1] Group 2: Industry Trends - According to Wu Yongming at the Alibaba Cloud Summit, global data center energy consumption is expected to increase tenfold by 2032 [1][1][1] - AIDC energy consumption growth of 10 times implies a similar increase in backup power demand, which is anticipated to create significant growth opportunities for the company [1][1][1] - The promotion of green energy and energy storage models in data centers is expected to lead to a larger scale of energy storage systems compared to traditional backup power scenarios [1][1][1] Group 3: Market Position - Shuangdeng Co., Ltd. is projected to rank first in global communication and data center energy storage battery suppliers in 2024, with a market share of 11% according to data from Frost & Sullivan [1][1][1]
港股异动 | 双登股份(06960)再涨超9% AIDC能耗跃升推动储能需求 公司为阿里数据中心储能主力供应商