来源：市场资讯 （来源：储能早知道） 8月26日上午，双登集团股份有限公司（证券简称：双登股份，股份代号：06960.HK）成功在香港联合 交易所主板上市。 这家来自江苏泰州的企业成为港股首家AIDC配套储能上市公司，也是注册地在泰州的第4家、姜堰区第 1家港股上市企业。 上市首日，双登股份开盘股价报22.5港元，较发行价14.51港元大幅上升55%。以每手500股计算，投资 者每手账面可赚3995港元。 01 市场认购创纪录 02 深耕储能领域 双登股份成立于2011年，总部位于江苏泰州，专注于储能电池及系统的设计、研发、制造和销售。 公司围绕"通信储能、数据中心、电力储能"三大场景，构建了覆盖锂电池、铅酸电池、钠离子电池、固 态电池等技术组合的产品矩阵。 根据弗若斯特沙利文数据，2024年双登股份在全球通信及数据中心储能电池供应商中出货量排名第一， 市占率达11.1%。 其中，通信基站储能市场份额为9.2%，数据中心储能市场份额达16.1%，行业领先地位持续巩固。 03 财务数据稳健增长 双登股份的IPO吸引了全球投资者的目光。 香港公开发售部分获得孖展总额达2791.01亿港元，公开发售集资额仅为849 ...

Core Insights - The energy storage industry is becoming a strategic sector in the global capital market, driven by the dual forces of energy transition and digital technology revolution. The global energy storage system market is expected to reach $500 billion by 2025, with China leading the charge in building a new power system under its "dual carbon" goals [1]. Company Overview - Doudeng Co., as a benchmark enterprise in China's energy storage industry, is leveraging its technological accumulation, market layout, and customer resources to expand into emerging fields such as data centers and power storage, achieving significant results [2]. - Doudeng Co. has become the world's largest supplier of energy storage batteries for communication and data centers, emerging as a "hidden champion" in the global market [2]. Market Position - Doudeng Co. holds a 16.1% market share in the global data center energy storage market, establishing itself as a leader in this sector [6]. - The company has a 11.1% share in the global communication and data center energy storage battery market, ranking first based on 2024 shipment volume [7]. Technological Advancements - Doudeng Co. has developed a low-temperature intelligent sodium-ion battery in collaboration with Tsinghua University, capable of operating in extreme temperatures and offering a long cycle life, addressing industry pain points [9]. - The company has introduced the Power Warden 3.0 semi-solid liquid-cooled energy storage system, which optimizes space and operational efficiency, significantly improving investment returns [6]. Financial Performance - Doudeng Co. has seen its revenue grow from 4.072 billion RMB in 2022 to 4.499 billion RMB in 2024, with a notable increase in revenue from data center operations, which grew nearly 120% in the first five months of 2025 [10]. - The company maintains a positive operating cash flow for three consecutive years and keeps its debt ratio below 45%, significantly lower than the industry average [11]. Global Expansion - Doudeng Co. has successfully implemented a "technology going global" strategy, achieving a gross margin of over 30% in overseas markets, with significant margins in Europe, the Middle East, and Africa [12]. - The global energy storage market is projected to grow exponentially, with cumulative installed capacity expected to rise from 746.8 GWh in 2024 to 6,810.1 GWh by 2030, indicating substantial market potential [12]. Industry Outlook - The demand for energy storage batteries is expected to continue growing due to the global shift towards low-carbon energy, the expansion of 5G communication base stations, and the growth of data centers [13].