The founders of Leader Harmonious Drive Systems, known as Leaderdrive, have become billionaires after shares in the Chinese robotic joint maker rose 40% over the past year. Chairman Zuo Yuyu, 56, and vice chairman Zuo Jing, 61, each hold a 17% stake in the company, giving both a net worth of approximately $1 billion at last Thursday’s closing price of 203.8 yuan, according to Forbes.
Leaderdrive is China’s largest manufacturer of harmonic reducers – precision gear systems that function as joints in robotic arms and humanoid machines – and holds between 30% and 40% of the domestic market, according to J.P. Morgan. Its clients include leading humanoid robot manufacturers Agibot and UBTECH Robotics.
Financial Performance
The company reported revenue of 570.7 million yuan in 2025, up 47% year-on-year, with net profit more than doubling to 124.4 million yuan. Leaderdrive attributed the growth to rapid expansion across both industrial robotics and humanoid robot markets, two segments that advanced simultaneously through 2025 as humanoid platforms moved from pilot deployments into early mass production.
Global humanoid robot shipments rose nearly 480% in 2025 to 13,318 units, according to research firm Omdia. The same firm projects that figure will reach 2.6 million units by 2035 – a trajectory that, if realized, would make harmonic reducer supply one of the most significant bottlenecks in the humanoid robot supply chain.
The Company’s Origins
Leaderdrive was founded in 2011 by Zuo Yuyu, a physics graduate of Nanjing University who began his career in mechanical engineering before pivoting to robotics in 2003. The company spent years developing harmonic reducers at a time when the key technologies were dominated by Japanese manufacturers. “If there’s a secret to our success, it’s the ability to endure and the willingness to invest the time,” Yuyu said in a 2020 interview. Zuo Jing joined as general manager in 2014, and the brothers took the company public on Shanghai’s STAR Market in 2020, raising approximately 1.1 billion yuan in its IPO.
A Broader Supply Chain Wealth Effect
The Zuo brothers are part of a growing cohort of Chinese entrepreneurs whose fortunes are rising with the robotics supply chain. Wang Xinyang, founder of image sensor maker Gpixel Changchun Microelectronics, and Howard Huang, founder of Shenzhen-based 3D vision camera company Orbbec, represent parallel examples of component-layer companies benefiting from the acceleration in humanoid robot demand.
The pattern reflects where value is accumulating in the current phase of the humanoid robot industry. While robot manufacturers compete on AI capability and deployment scale, the component makers supplying precision mechanical systems – reducers, sensors, actuators – face demand that scales with every robot shipped, regardless of which platform wins the market. Leaderdrive’s position as the dominant domestic harmonic reducer supplier places it directly in that supply chain layer.