双登股份（06960）今日盘中大涨5.11%，股价走势强劲。这波上涨行情主要受到公司发布的2025年中期业绩报告的推动，财报显示公司业绩表现亮眼。
根据公司公告，截至2025年6月30日的6个月内，双登股份实现营业收入22.46亿元，同比大幅增长26.21%。母公司拥有人应占溢利达1.61亿元，每股基本盈利0.45元。值得注意的是，公司毛利为3.36亿元，同比小幅增长0.43%。
双登股份业绩增长的主要动力来自其铅酸电池业务。公告显示，2025年上半年该业务板块收入同比劲增40%。这一增长主要得益于AIDC数据中心市场的迅猛发展。随着智算需求的提升，云服务和通信厂商大力投资AIDC数据中心建设，而铅酸电池因其高安全性成为当前国内AIDC数据中心备用电源的首选产品。公司凭借成熟的产业链和较高的市场集中度等优势，在AIDC数据中心市场的带动下迎来了新一轮增长。
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