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FORTIOR TECHNOLOGY(1304.HK):2026 BUSINESS OUTLOOK UPDATE
Ge Long Hui· 2025-11-27 19:03
Core Viewpoint - The recent share price correction due to the delay in the ramp-up of the Tesla Optimus Gen3 is considered excessive, as the company is well-positioned for strong growth in its core business lines, particularly in the automotive and industrial segments, which are expected to lead in revenue and margin expansion through 2026 and beyond [1][2]. Revenue Growth Forecast - Industrial and automotive revenues are projected to grow at CAGRs of 55% and 75% respectively from 2025 to 2027, driven by increased demand for microcontroller units (MCUs) related to AI server cooling and smart driving/cockpit applications [1][2]. Gross Profit Margin - The gross profit margin (GPM) for the industrial and automotive segments is approximately 60%, which positions the company well to withstand price competition pressures from the smart small household appliance segment [3]. New Product Development - The company has made significant investments in R&D, mergers and acquisitions, and international markets, focusing on differentiated technology and vertical integration. It has expanded its product offerings beyond traditional BLDC motor driver ICs to include RDC/BF sensors for precise motor control in industrial and robotic applications, as well as active miniature cooling fans for smartphones [4]. Catalysts for Growth - Key catalysts for growth include: 1) securing more design wins in the automotive and industrial segments, 2) potential upside from emerging sectors such as robotics, sensors, and e-mobility, and 3) positive developments regarding the Tesla Optimus project [5].
FORTIOR股东上海华芯未减持股份
Zhi Tong Cai Jing· 2025-11-25 11:59
Core Points - Fortior (01304) announced that its shareholder, Shanghai Huaxin Venture Capital Partnership (Limited Partnership), has decided to terminate its share reduction plan for Peak Technology (Shenzhen) Co., Ltd ahead of schedule [1] - As of the date of the announcement, Shanghai Huaxin has not reduced any shares [1]
FORTIOR(01304)股东上海华芯未减持股份
智通财经网· 2025-11-25 11:56
Core Viewpoint - Fortior (01304) announced the early termination of the share reduction plan by its shareholder Shanghai Huaxin Venture Capital Partnership (Limited Partnership) [1] Group 1 - The shareholder Shanghai Huaxin has decided to terminate the share reduction plan for Peak Technology (Shenzhen) Co., Ltd. ahead of schedule [1] - As of the date of the announcement, Shanghai Huaxin has not reduced any shares [1]
FORTIOR(01304) - 海外监管公告
2025-11-25 11:48
(於中華人民共和國註冊成立的股份有限公司) (股份代號:1304) 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負 責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部 或任何部分內容而產生或因依賴該等內容而引致之任何損失承擔任何責任。 Fortior Technology (Shenzhen) Co., Ltd. 峰岹科技(深圳)股份有限公司 茲載列 峰 岹 科 技( 深 圳 )股 份 有 限 公 司(「 本公司 」)於 上 海 證 券 交 易 所 網 站 (www.sse.com.cn)所刊發的公告,僅供參考。 承董事會命 峰 岹 科 技(深 圳)股 份 有 限 公 司 董事長 畢 磊 证券代码:688279 证券简称:峰岹科技 公告编号:2025-065 香港,2025年11月25日 於 本 公 告 日 期,本 公 司 董 事 為:(i)執 行 董 事 畢 磊 先 生 及 畢 超 博 士,及(ii)獨立非 執行董事林明耀博士、牛雙霞博士及陳井陽先生。 峰岹科技(深圳)股份有限公司 ...
FORTIOR(01304) - 海外监管公告
2025-11-24 12:03
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負 責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部 或任何部分內容而產生或因依賴該等內容而引致之任何損失承擔任何責任。 Fortior Technology (Shenzhen) Co., Ltd. 峰岹科技(深圳)股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:1304) 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列 峰 岹 科 技( 深 圳 )股 份 有 限 公 司(「 本公司 」)於 上 海 證 券 交 易 所 網 站 (www.sse.com.cn)所刊發的公告,僅供參考。 承董事會命 峰 岹 科 技(深 圳)股 份 有 限 公 司 董事長 於 本 公 告 日 期,本 公 司 董 事 為:(i)執 行 董 事 畢 磊 先 生 及 畢 超 博 士,及(ii)獨立非 執行董事林明耀博士、牛雙霞博士及陳井陽先生。 证券代码:688279 证券简称:峰岹科技 公告编号:2025-064 峰岹科技(深圳)股份有限公司 关于变更持续督导保荐代表人的公告 本 ...
峰岹科技拟于11月20日召开2025年第三季度业绩说明会
Ge Long Hui· 2025-11-12 11:33
Core Viewpoint - The company, Peak Technology (01304.HK), announced plans to hold a performance briefing for the first three quarters of 2025 on November 20, 2025, to provide investors with a comprehensive understanding of its operational results and financial status [1] Group 1 - The performance briefing will take place on November 20, 2025, from 14:30 to 17:00 [1] - Company executives will engage with investors regarding performance, corporate governance, development strategy, operational status, financing plans, equity incentives, and sustainable development [1]
峰岹科技(01304.HK)拟于11月20日召开2025年第三季度业绩说明会
Ge Long Hui· 2025-11-12 11:23
Core Viewpoint - The company, Peak Technology (01304.HK), announced plans to hold a performance briefing for the first three quarters of 2025 on November 20, 2025, to provide investors with a comprehensive understanding of its operational results and financial status [1] Group 1 - The performance briefing will take place on November 20, 2025, from 14:30 to 17:00 [1] - Company executives will engage with investors regarding performance, corporate governance, development strategy, operational status, financing plans, equity incentives, and sustainable development [1]
FORTIOR(01304) - 海外监管公告
2025-11-12 11:19
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負 責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部 或任何部分內容而產生或因依賴該等內容而引致之任何損失承擔任何責任。 Fortior Technology (Shenzhen) Co., Ltd. 峰岹科技(深圳)股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:1304) 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列 峰 岹 科 技( 深 圳 )股 份 有 限 公 司(「 本公司 」)於 上 海 證 券 交 易 所 網 站 (www.sse.com.cn)所刊發的公告,僅供參考。 承董事會命 峰岹科技(深圳)股份有限公司 峰 岹 科 技(深 圳)股 份 有 限 公 司 董事長 畢 磊 香港,2025年11月12日 於 本 公 告 日 期,本 公 司 董 事 為:(i)執 行 董 事 畢 磊 先 生 及 畢 超 博 士,及(ii)獨立非 執行董事林明耀博士、牛雙霞博士及陳井陽先生。 证券代码:688279 证券简称:峰岹科技 公告编号:2025-063 ...
FORTIOR午后涨超7% 公司已进入全球主流服务器散热风扇厂商供应链
Zhi Tong Cai Jing· 2025-11-06 06:39
Core Viewpoint - FORTIOR's stock has seen a significant increase following the release of its financial results, indicating market optimism despite a decline in net profit [1] Financial Performance - For the first three quarters, FORTIOR reported a revenue of 558 million RMB, representing a year-on-year increase of 28.9% [1] - The net profit for the same period was 167 million RMB, showing a year-on-year decline of 9% [1] - In the third quarter alone, the revenue reached 183 million RMB, which is a 21.5% increase compared to the previous year [1] - The net profit for the third quarter was 50.73 million RMB, reflecting a year-on-year decrease of 17.9% [1] Market Analysis - Guosheng Securities noted that the rising expense ratio is putting short-term pressure on the company, but high R&D investment is expected to drive future growth [1] - Huatai Securities highlighted that the growth in data center computing power is increasing the demand for server cooling solutions, and FORTIOR has entered the supply chain of major global server cooling fan manufacturers [1] - The company is gradually achieving mass production in industrial servos and robotics applications, which could contribute to future revenue streams [1] - FORTIOR has also launched motor sensor-related products, and the introduction of these sensors is anticipated to open new growth avenues as they enter the market and gain customer adoption [1]
港股异动 | FORTIOR(01304)午后涨超7% 公司已进入全球主流服务器散热风扇厂商供应链
智通财经网· 2025-11-06 06:37
Core Viewpoint - FORTIOR (01304) reported a mixed performance in its financial results for the first three quarters, with revenue growth but a decline in net profit, leading to increased market interest and stock price movement [1] Financial Performance - For the first three quarters, FORTIOR achieved a revenue of 558 million RMB, representing a year-on-year increase of 28.9% [1] - The net profit for the same period was 167 million RMB, showing a year-on-year decline of 9% [1] - In the third quarter alone, the revenue was 183 million RMB, which is a year-on-year increase of 21.5% [1] - The net profit for the third quarter was 50.73 million RMB, reflecting a year-on-year decline of 17.9% [1] Market Analysis - Guosheng Securities indicated that the increase in expense ratio is putting short-term pressure on the company, but high R&D investment is expected to drive future growth [1] - Huatai Securities noted that the growth in data center computing power is leading to a sustained increase in demand for server cooling solutions, and the company has entered the supply chain of major global server cooling fan manufacturers [1] - The company is gradually achieving mass production in industrial servos and robotics applications, and has launched motor sensor-related products, which are expected to open new growth avenues as these products enter the market and attract customers [1]