Added to YB: 2026-08-17
Pitch date: 2026-08-13
688017.SS [neutral]
Leader Harmonious Drive Systems Co., Ltd.
+0.27%
current return
Author Info
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Company Info
Leader Harmonious Drive Systems Co., Ltd. is involved in the research, development, manufacture, and sales of strain wave reducers in China and internationally.
Market Cap
CNY 64.2B
Pitch Price
CNY 349.00
Price Target
N/A
Dividend
0.06%
EV/EBITDA
376.80
P/E
462.84
EV/Sales
101.54
Sector
Machinery
Category
growth
Thursday Tailwinds #2: Aug 13, 2026 - Leader Harmonious Drive Systems
688017.SS (overview): Suzhou maker of harmonic reducers (flexsplines), key humanoid bottleneck (20-40 units/robot vs 3 for industrial arms). 2025 rev ¥571M (+47%), net profit +121%. Capacity scaling 50k→100-120k units/mo by Dec. Shares +40% lag earnings. MS sees humanoids 35% rev '26, 50% '27. Risk: China commoditization.
Read full article (2 min)