「White-Haired Stock God」 Serenity Calls for Green Again Harmonic: Very Attractive Long-Term

BlockBeats News, June 8th, "White-Haired Stock God" Serenity once again called for a bullish view on Harmony Green, stating that the company has significant technological and structural advantages in the Chinese robot and humanoid robot industry chain, and is considered one of the representative component enterprises in this field. Compared to companies that focus more on low-margin assembly or low-value-added components, Harmony Green is believed to have stronger competitiveness in high-tech barrier links (such as core components like reducers) and is expected to occupy a higher value share in single humanoid robots.

Analysis believes that the company covers various key component systems, has a high technological threshold and scale production capacity, and is able to form advantages in cost control. Against the backdrop of the gradual transition of the humanoid robot industry to mass production, the relevant supply chain is expected to differentiate: part of it is the low-cost mass production supply chain in China, while the other part is the higher-cost Western supply chain system.

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