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

Mars Finance News, June 8 — "White-haired Stock God" Serenity once again highlighted Green's harmonic pattern, stating that the company possesses significant technological and structural advantages within 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 parts), 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 gaining advantages in cost control.
Against the backdrop of humanoid robots gradually moving toward mass production, the related 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 scaling production.
If humanoid robots achieve large-scale adoption in the next 3 to 5 years, their long-term market potential could significantly expand, making current valuations appear relatively small from a future perspective.
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