“New Stock God” Serenity: Optimistic about the green harmonic pattern, which may benefit from the mass production of humanoid robots

BlockBeats News, June 5th, "New Stock God" Serenity announced that Lvding Harmonic (688017) is their most favored Chinese listed target in their humanoid robot layout, with the company's current market value approximately 57.73 billion RMB. Serenity stated that Lvding Harmonic's business covers harmonic reducers, humanoid robot rotary joint reducers, linear actuators, motors, joints, and various core components, and is entering the planetary roller screw field. It claims that Lvding Harmonic holds over 60% market share in China's harmonic reducer market, with more than 1,800 global customers.

Serenity mentioned that Lvding Harmonic's main clients include Youao Robotics, Ubtech, and Zhiyuan Robotics, while Tesla, Figure, and most other humanoid robot developers may become potential clients. Based on a rough estimate of the BOM structure of humanoid robots, Lvding Harmonic-related components may account for 4% to 15% of the value of a single humanoid robot. As the company enters more niche fields, this proportion could further increase. It stated that this investment logic essentially involves a bullish outlook on a company capable of capturing a significant share in each mass-produced humanoid robot.

Serenity said that China is evidently leading in scalable mass production, with many Western companies finding it difficult to reduce costs to Lvding Harmonic levels. As physical AI moves toward scale, they are very optimistic about the robot sector.