[Serenity: LeaderDrive's Harmonic Gearboxes Dominate Over 60% of the Domestic Market, Making It the Most Favored Stock in the Humanoid Robot Sector] Odaily Planet Daily News – The "new stock god" Serenity posted on Platform X, stating that LeaderDrive (688017, RMB 57.73 billion) is its most favored Chinese-listed stock in the humanoid robot sector. The company's business spans harmonic gearboxes, humanoid robot rotary joint reducers, linear actuators, motors/joints, and other core components, and it is also venturing into the planetary roller screws field. Reportedly, its harmonic gearboxes hold over 60% of the domestic market share and serve more than 1,800 global clients. Major customers include Universal Robots, UBTech, and Agibot, while Tesla, Figure, and most other humanoid robot developers are considered potential clients. Rough estimates suggest that the company's components account for 4% to 15% of the bill of materials for each humanoid robot, and this proportion could increase as it expands into more niche areas. Serenity believes that companies like this are difficult to model financially with precision, as their prospects depend on the scale of humanoid robot mass production in the coming years. It is taking a directional long position on companies that can secure a significant share of components in each humanoid robot. Serenity stated that China is the leader in scalable mass production in this field, with many Western players unable to reduce costs to LeaderDrive's level. As the industry moves toward large-scale physical AI, Serenity is extremely optimistic about the robotics sector.