港股异动 | 双登股份(06960)再涨超9% AIDC新型高倍率电芯明年或批量应用 公司为AIDC储能核心标的

智通财经
Oct 30

智通财经APP获悉,双登股份(06960)再涨超9%,截至发稿,涨8.39%,报23港元,成交额7355.34万港元。

消息面上,10月27日,上海证券报记者从双登股份获悉,中国科学院物理研究所研究员黄学杰带领的松山湖材料实验室锂离子电池材料团队,正与双登股份合作开发一种新型电池,预计2026年批量应用。“目前,我们已经完成了首样制备,正在做全性能评测,预计2026年能够批量应用。”双登股份技术负责人钟义华介绍。

据悉,双登股份为AIDC储能核心标的,服务阿里巴巴京东百度万国数据秦淮数据等头部互联网及数据中心运营商,并已成为阿里巴巴在数据中心储能方面的主力供应商。双登股份相关负责人此前称,若AIDC能耗增长10倍,则意味着备电需求也大致增长10倍。更重要的是,随着绿电+储能模式在数据中心逐步推广,储能系统的规模将远高于传统备电场景,有望为公司打开更广阔的发展空间。

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