Humanoid Robot Concept Stocks Watch | Robot Concept Sector Fluctuates and Weakens; Xiaomi Corporation-W (01810.HK) Drops Nearly 4% Intraday

NewTimeSpace (newtimespace.com) News: On June 22, 2026, the robot concept sector fluctuated and weakened. Xiaomi Corporation-W (01810.HK) continued to open lower and move downward. As of 13:05 PM, the company's share price was quoted at HK$23.600, down 3.99%.

On the news front, relevant national departments recently launched a special action for real-scene practical training in humanoid robots and embodied intelligence to build an industrial closed-loop system, driving the large-scale implementation of humanoid robots across multiple scenarios such as industry, emergency response, and healthcare. Alibaba released its Qwen embodied intelligence large model series, Qwen-Robot, with its manipulation model achieving a success rate as high as 97.9%. Meanwhile, Tesla plans to initiate mass production of Optimus V3 in July, and core suppliers such as Kedali have signed agreements and invested in the construction of harmonic drive bases in Thailand.

Everbright Securities believes that the focus of investing in the robot field should be placed on "commercial implementation capabilities." Several leading enterprises have already upgraded to "embodied intelligence platforms." Through a "one-brain, multi-body" architecture, they utilize a unified underlying technology to simultaneously drive multiple forms of hardware, including collaborative robotic arms, wheeled robots, and humanoid robots. The year 2026 will be a critical year to test their commercial outcomes, and whether they can secure large-scale orders and achieve profitability in B-end scenarios such as industry and commercial services remains the core standard to gauge their investment value.

Soochow Securities pointed out that the current trading enthusiasm for the robot sector is relatively low and the adjustment has been thorough. Close attention should be paid to the time nodes of Optimus V3 order materialization, as well as the application-end progress of domestic manufacturers such as XPeng, Unitree, and Agibot.

XIAOMI-W (01810.HK) Leverages its massive AIoT ecosystem network and full-stack proprietary AI algorithms to advance the collaborative deployment of consumer- and industrial-grade embodied AI devices. Algorithms for its CyberOne humanoid robot and CyberDog bionic quadruped robot undergo continuous iteration. The underlying multi-modal machine vision, force-control algorithms, and automated scheduling logic are deeply integrated into the "dark factory" operations and flexible manufacturing workflows of Xiaomi's smart factories, establishing a complete closed-loop model of "algorithm + hardware + proprietary manufacturing application scenarios."

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