理解市場 | FORTIOR 漲超 9% BLDC 電機驅控芯片領域處領先地位 機構看好其機器人等新興賽道
FORTIOR's stock price rose by over 9%, with an increase of 8.95% as of the time of publication, trading at HKD 197.2, with a transaction volume of HKD 88.6078 million. The company focuses on the design and research and development of BLDC motor drive control chips and is the first chip design manufacturer in China to specialize in this field, achieving a market share of 4.8%. The company has signed a cooperation agreement with Sanhua Holdings to establish a joint venture dedicated to the research of hollow cup motor technology. Changcheng Securities believes the company is in a leading position in this field and is expected to benefit from the growth of the humanoid robot market in the future
According to Zhitong Finance APP, FORTIOR (01304) rose over 9%, and as of the time of writing, it increased by 8.95%, reaching HKD 197.2, with a transaction volume of HKD 88.6078 million.
Public information shows that FORTIOR (Fengcai Technology) is a chip design company focused on the design and research and development of BLDC motor drive control chips. According to Frost & Sullivan data: the group is the first chip design manufacturer in China to focus on BLDC motor drive control chip design; as of December 31, 2023, the group's market share in China's BLDC motor main control and drive chip market reached 4.8% (based on revenue), ranking sixth, and the group is the only Chinese company among the top ten enterprises in this market.
It is worth mentioning that in January this year, the company announced the signing of a "Cooperation Framework Agreement" with Sanhua Holdings to establish a joint venture, in which Sanhua Holdings intends to hold 50% of the joint venture's equity, and the company intends to hold 36% of the joint venture's equity. This cooperation aims to conduct cutting-edge technology research on hollow cup motors (slotless permanent magnet AC motors), with the goal of breaking through key technological bottlenecks and deepening industrial applications. Changcheng Securities believes that the company holds a leading position in the field of BLDC motor drive control chips and joined the Guangdong Province Humanoid Robot Innovation Center in 2024, which is expected to benefit from the growth driven by the mass production of humanoid robots
