异动解读 | 储能龙头双登股份盘中大涨5.05%,市场看好其行业地位及业绩增长

异动解读
Sep 03

9月3日周三盘中,"AIDC智算中心储能第一股"双登股份(06960)股价大涨5.05%,引发市场关注。作为近期港股IPO市场的明星,双登股份延续了上市以来的强劲表现。

双登股份于8月在港交所挂牌上市,其IPO认购倍数高达5341.66倍,创下当月新股认购纪录。公司专注于设计、研发、制造和销售储能电池及系统,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%,彰显其行业领先地位。

根据公司最新财报,2025年上半年实现收入22.46亿元,同比增长26.21%;净利润1.61亿元,仅小幅下滑2.7%。值得注意的是,公司铅酸电池业务收入同比大增40%,主要得益于AIDC数据中心市场的迅猛增长。分析认为,投资者看好双登股份在快速发展的储能市场中的核心竞争力和增长潜力,推动股价上涨。

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