Core Viewpoint - FORTIOR (01304) has seen a significant stock price increase of over 9%, currently trading at 197.2 HKD with a transaction volume of 88.61 million HKD, indicating strong market interest in the company [1] Company Overview - FORTIOR is a chip design company specializing in the design and development of BLDC (Brushless Direct Current) motor drive control chips [1] - According to Frost & Sullivan, FORTIOR is the first Chinese company focused on the design of BLDC motor drive control chips, holding a market share of 4.8% in China's BLDC motor control and drive chip market as of December 31, 2023, ranking sixth [1] Market Position - FORTIOR is the only Chinese company among the top ten enterprises in the BLDC motor control and drive chip market [1] Strategic Partnerships - In January of this year, FORTIOR announced a cooperation framework agreement with Sanhua Holdings to establish a joint venture, with Sanhua holding 50% and FORTIOR holding 36% of the joint venture [1] - This collaboration aims to conduct cutting-edge technology research on hollow cup motors (slotless permanent magnet AC motors) to overcome key technological bottlenecks and deepen industrial applications [1] Future Growth Potential - Longcheng Securities believes that FORTIOR is in a leading position in the BLDC motor drive chip sector and has joined the Guangdong Province Humanoid Robot Innovation Center in 2024, which is expected to benefit from the mass production of humanoid robots driving growth [1]
港股异动 | FORTIOR(01304)涨超9% BLDC电机驱控芯片领域处领先地位 机构看好其机器人等新兴赛道