Serenity: Humanoid Robotics Sector Bullish on Agility Robotics and Unitree

BlockBeats News, June 30th. Serenity posted an article expressing bullish views on robotics companies, particularly highlighting Unitree and Agility Robotics. Serenity mentioned that the largest position in the humanoid robot field is currently held in a robotics company, citing a personal preference for American humanoid robot companies.

Regarding upstream component exposure, Serenity disclosed holding Harmonic Drive (6324), stating that components such as harmonic drives have a relatively high proportion in the bill of materials. Additionally, Serenity holds Vishay Precision, pointing out its sensor business and potential to become a supplier for Tesla Optimus. While also optimistic about LeaderDrive (688017) and Schaeffler, Serenity personally does not hold positions in these companies. Serenity indirectly gains robot exposure through AI data center-related companies, particularly in storage. Serenity emphasized that they do not recommend anyone to copy their positions, solely sharing their personal holdings and views.

Serenity mentioned that the humanoid robot industry is large in scale, referencing a Goldman Sachs report stating that "Korean companies will directly and indirectly account for 30% of global humanoid robot production." Serenity noted the numerous global participants in the industry, with relevant companies consistently appearing in Goldman Sachs institutional reports and coverage. Currently, a robotics company is the company Serenity is most bullish on personally.