Serenity Backs Harmonic Drive as Top Play in Humanoid Robotics, Citing 60%+ Market Share

According to BlockBeats reporting on Serenity's statement today, the investor backs Harmonic Drive (HarmonicDrive, 688017) as its most favored Chinese-listed target in the humanoid robotics sector. The company has a market valuation of approximately 577.3 billion yuan and commands over 60% market share in China's harmonic reducer market, serving over 1,800 global customers. Its core products span harmonic reducers, rotary joint reducers for humanoid robots, linear actuators, motors, and drive components. Serenity estimates that Harmonic Drive's components could represent 4% to 15% of a single humanoid robot's bill of materials, with potential major customers including Tesla and Figure AI.
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