Core Viewpoint - The article highlights the growth and market positioning of Shuangdeng Co., which is expanding its focus from communication base station energy storage to data center energy storage, capitalizing on increasing demand in the sector [2][3]. Group 1: Company Overview - Shuangdeng Co. was established in 2011 in Taizhou, Jiangsu Province, initially focusing on communication base station energy storage and forming long-term partnerships with major telecom operators [2]. - The company has successfully entered the supply chains of renowned global companies such as Ericsson, Vodafone, and Telenor [2]. - Shuangdeng Co. has expanded its business into the data center energy storage market, collaborating with major players like Alibaba, JD, Baidu, and others since 2018 [2]. Group 2: Market Position and Client Base - As of the end of 2024, Shuangdeng Co. serves five of the top ten global telecom operators and nearly 30% of the top 100 global telecom operators [3]. - The company has an 80% service rate among China's top ten self-owned data center enterprises and 90% among the top ten third-party data center enterprises [3]. - The average service duration for the company's five major clients exceeds ten years [3]. Group 3: Financial Performance - The company's revenue has shown steady growth, with figures of 4.072 billion yuan in 2022, 4.260 billion yuan in 2023, and projected 4.499 billion yuan in 2024 [3]. - Net profits for the same years were 281 million yuan, 385 million yuan, and 353 million yuan, with gross margins of 16.9%, 20.3%, and 16.7% respectively [3]. - In the first five months of 2025, the company reported revenue of approximately 1.867 billion yuan and a net profit of about 127 million yuan [3]. Group 4: Growth Drivers - The revenue for the first five months of 2025 increased from 1.349 billion yuan to 1.867 billion yuan compared to the same period in 2024, driven by the rising demand for data storage and processing, which significantly boosted sales of batteries for data centers [4]. - Revenue from the data center business surged from 397 million yuan to 872 million yuan during the same period, marking an increase of nearly 120% [4].
AIDC第一股!双登股份通过港交所上市聆讯
中关村储能产业技术联盟·2025-08-11 07:57