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Serenity: The humanoid robotics sector is bullish on Agility Robotics and Unitree

MarsBitNews
robot
Abstract generation in progress
Mars Finance News, June 30 - Serenity stated in a post that for robotics companies, they are bullish on Unitree and Agility Robotics, and noted that their largest position in the humanoid robotics sector is currently concentrated in Agility Robotics, because they personally prefer American humanoid robot companies. In terms of upstream component exposure, Serenity said they currently hold Harmonic Drive (6324), citing that harmonic reducers and other components account for a relatively high proportion in the bill of materials; they also hold Vishay Precision, based on its sensor business and its potential as a candidate supplier for Tesla Optimus. They are also bullish on LeaderDrive (688017) and Schaeffler, but do not personally hold them. Among other AI data center-related companies, they also indirectly gain robotics exposure through storage and other directions. Serenity emphasized that they do not recommend anyone to replicate their positions, only sharing personal holdings and views. Serenity said that the humanoid robotics industry is large in scale, and cited a Goldman Sachs report stating that "Korean companies will directly and indirectly account for 30% of global humanoid robot production." They stated that there are a large number of participants globally, and related companies continue to appear in Goldman Sachs institutional reports and coverage. Currently, Agility Robotics is the company they are most optimistic about.
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