Humanoid Robot Concept Stocks Watch | Humanoid Robot Theme Strengthens, Xiaomi Corporation-W (01810.HK) Underperforms

NewTimespace (newtimespace.com) reported that on June 30, 2026, the humanoid robot theme fluctuated upward with strengthening momentum. Xiaomi Corporation-W (01810.HK) showed relatively weaker performance, with its share price quoted at HKD 21.540 as of 13:28, down 1.46%.

On the news front, on June 29, the State Council Executive Meeting pointed out that efforts should be intensified to promote innovative breakthroughs in artificial intelligence, accelerate the tackling of key technological challenges and the construction of ultra-large-scale intelligent computing clusters, strengthen the supply of high-quality data, enhance the provision of factors such as talent and capital, and support enterprises in conducting basic research and frontier exploration.

According to a research report by China Securities Construction Investment, the practical deployment of humanoid robots is a key market focus. Figure 03 has entered BMW's factory, and leading manufacturers are actively advancing the application of humanoid robots in industrial and other scenarios. As the level of robot generalization improves, it is expected that their application scenarios will further expand, and 2026 is likely to become a major year for vertical applications of humanoid robots. Physical AI represents the next wave of artificial intelligence, and robots are one of the best physical carriers for AI, deserving close attention.

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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