Svmuu reported that “New Stock God” Serenity stated in a post that they believe Leaderdrive (688017) is one of the competitive core component enterprises in China's humanoid robot industry chain.
Serenity pointed out that, compared to companies engaged in assembly or the production of low-value-added components, Leaderdrive holds an advantage in fields with high technical barriers, such as harmonic reducers. The company is also expected to benefit from the growing demand for high-value components like planetary roller screws. Serenity believes Leaderdrive possesses characteristics such as a layout covering multiple types of core components, high entry barriers, and mass production capabilities.
However, Serenity also noted that the company still faces risk factors in the future, including competition from other Chinese companies for market share in specific component segments and a potential decline in profit margins after scaling up production. He believes that if the humanoid robot industry achieves rapid expansion in the coming years, Leaderdrive is likely to benefit from the industry's growth and is therefore better suited for observation from a long-term perspective.