异动解读 | 双登股份中期业绩亮眼,盘中大涨5.11%

异动解读
Sep 01

周一早盘,双登股份(06960)股价强势上涨,盘中大涨5.11%,引发市场关注。

消息面上,双登股份于今日盘前发布了2025年上半年中期业绩报告,显示公司业绩表现亮眼。报告显示,公司实现收入22.46亿元,同比增长26.21%;母公司拥有人应占溢利1.61亿元;每股基本盈利0.45元。其中,毛利达到3.36亿元,同比增长0.43%。

业绩增长的主要动力来自公司的铅酸电池业务,该业务收入同比大幅增长40%。公司表示,这一增长主要得益于AIDC数据中心市场的迅猛发展。随着智算需求的增加,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数据中心备电的主要选择。双登股份凭借成熟的产业链和较高的市场集中度,在这一快速增长的市场中占据有利地位,推动了公司整体业绩的显著提升。

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