Tesla Bot Supplier Little-known Gem: 338B Order Backlog, 12x PE, Sharp Upside

Very Bullish

What Happened

Yousheng Co., a leading Chinese threshold beam manufacturer, reported strong 1H26 earnings with net profit up 12.7% and gross margin hitting an 8-quarter high of 22.2%. The company has a massive order backlog of RMB 33.87 billion, with 29.3% from overseas markets, and is ramping up production in Bulgaria, Mexico, and Turkey.

Bottom Line

Yousheng is a deeply undervalued play on Tesla's robot revolution and overseas expansion, with a strong order book and margin upside.

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