TechFlow News, June 5: “New Stock God” Serenity clarified on X that he does not hold shares in Green Harmonic. His prior comments were solely for public research and discussion purposes. He added that Green Harmonic occupies a pivotal position in the humanoid robot industrial chain, and its products are poised to cover a substantial portion of the humanoid robot manufacturing process. Currently, companies such as Agibot (Zhiyuan Robotics) and Unitree are only just entering mass-production stages; Agibot’s cumulative shipment volume has reached approximately 10,000 units. Consequently, valuations—particularly price-to-earnings (P/E) ratios—for these firms remain generally elevated at this stage.
Capital markets typically anticipate future growth prospects ahead of time. If manufacturers such as Tesla’s Optimus and Unitree achieve mass production of tens of millions—or even hundreds of millions—of humanoid robots over the coming years, and if trillions of U.S. dollars flow into the humanoid robot industry, Green Harmonic’s valuation could significantly exceed its current market capitalization—even if it captures only around 5% of the market share for core robotic components.
