"White-haired stock god" Serenity calls out the green harmonic again: very attractive in the long run

BlockBeats News, June 8 — "White-haired Stock God" Serenity once again recommended Green's harmonic pattern, indicating that the company possesses significant technological and structural advantages in China's robotics and humanoid robot industry chain, and is regarded as one of the representative component companies in this field. Compared to companies mainly focused on low-margin assembly or low-value-added components, Green's harmonic pattern is believed to have stronger competitiveness in high-tech barrier segments (such as reducers and other core components), and is expected to hold a higher value share per humanoid robot.

Analysis suggests that the company covers multiple key component systems, with high technological thresholds and scalable production capabilities, while also forming advantages in cost control. Against the backdrop of the humanoid robot industry gradually moving toward mass production, the relevant supply chain is expected to differentiate: some will be China's low-cost mass production supply chain, while others will be higher-cost Western supply chain systems.

However, this investment logic also faces risks of market competition and profit compression, including the rise of other Chinese manufacturers in niche component fields, and downward price trends after scale production. If humanoid robots achieve large-scale adoption in the next 3 to 5 years, their long-term market potential could still expand significantly, making the current valuation appear relatively small from a future perspective.