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“New Stock God” Serenity: I do not hold any Green Harmonic shares.
Deep Tide TechFlow news: On June 05, “New Stock God” Serenity posted on the X platform to clarify that he does not hold any shares in Green’s Harmonic. The related views are only for public research sharing, and he also added that Green’s Harmonic holds an important position in the humanoid robot industry chain. Its products are expected to cover a substantial portion of the humanoid robot manufacturing process. At present, companies such as Zhiyuan Robotics (AGIBot) and Unitree Technology (Unitree) have just entered the scale-up stage, and Zhiyuan Robotics’ cumulative shipments have only reached about 10,000 units. Therefore, at this stage, the price-to-earnings (P/E) ratio valuations of related companies are generally high.
Capital markets usually reflect future growth expectations in advance. If manufacturers such as Tesla Optimus and Unitree Technology can achieve mass production of robots in the tens of millions or even hundreds of millions of units in the coming years, and with tens of trillions of dollars flowing into the humanoid robot industry, even if Green’s Harmonic only gains about 5% of the market share for core robot components, its valuation could still be significantly higher than the current market capitalization level.