理解市場 | 雙登股份漲超 6% 英偉達明確 AIDC 配儲剛需 公司卡位 AIDC 儲能核心環節
SHUANGDENG shares rose over 6%, as of the time of writing, up 6.38% to HKD 21.68, with a trading volume of HKD 36.6554 million. In terms of news, at the OCP conference held from October 13 to 16, NVIDIA released a white paper on the 800 VDC architecture, which clearly states the necessity of AIDC's energy storage and the next generation of distribution solutions. Huatai Securities believes that the emphasis on AIDC's need for energy storage aligns with its judgment on AIDC driving energy storage demand, and it considers AIDC to be one of the important incremental scenarios for global energy storage demand growth in the future. It is reported that SHUANGDENG is a core target for AIDC energy storage, serving leading internet and data center operators such as Alibaba, JD.com, Baidu, GDS, and Qinhuai Data, and has become Alibaba's main supplier in data center energy storage. A relevant person in charge of SHUANGDENG previously stated that if AIDC's energy consumption increases tenfold, it would mean that backup power demand would also roughly increase tenfold. More importantly, as the green electricity + energy storage model is gradually promoted in data centers, the scale of energy storage systems will far exceed that of traditional backup power scenarios, which is expected to open up broader development space for the company
According to Zhitong Finance APP, SHUANGDENG (06960) rose over 6%, with a current increase of 6.38%, priced at HKD 21.68, and a transaction volume of HKD 36.6554 million.
In terms of news, at the OCP conference held from October 13 to 16, NVIDIA released a white paper on the 800 VDC architecture, which clearly states the necessity of AIDC for energy storage and the next-generation distribution solutions. Huatai Securities believes that emphasizing AIDC's need for energy storage aligns with its judgment on AIDC driving energy storage demand, and it considers AIDC will become one of the important incremental scenarios for global energy storage demand growth in the future.
It is reported that SHUANGDENG is a core target for AIDC energy storage, serving leading internet and data center operators such as Alibaba, JD.com, Baidu, GDS, and Qinhuai Data, and has become Alibaba's main supplier for data center energy storage. A relevant person in charge of SHUANGDENG previously stated that if AIDC energy consumption increases tenfold, it would mean that backup power demand would also roughly increase tenfold. More importantly, as the green electricity + energy storage model is gradually promoted in data centers, the scale of energy storage systems will far exceed traditional backup power scenarios, which is expected to open up broader development space for the company
