Humanoid Robot Concept Stocks Watch | Xiaomi Corporation-W (01810.HK) Fluctuates Higher, Robot Market Expected to Exceed USD 100 Billion by 2030

NewTimeSpace (newtimespace.com) reported that on July 6, 2026, the humanoid robot theme fluctuated lower, while Xiaomi Corporation-W (01810.HK) bucked the trend and moved higher. As of 14:03, the stock was quoted at HKD 23.300, up 1.48%.

On the news front, NVIDIA CEO Jensen Huang recently proposed that the next era after agentic AI is Physical AI. Strategy& expects the global Physical AI market to reach EUR 430 billion by 2030, and Frost & Sullivan projects that the global embodied AI robot market will grow from USD 11.71 billion in 2024 to USD 101.07 billion by 2030.

Wanlian Securities pointed out that the humanoid robot industry is currently at a dawn moment, transitioning from technological breakthroughs to large‑scale commercialization. On the supply side, Tesla, Unitree Technology, and others are steadily advancing their mass‑production schedules; on the demand side, population aging and rising labor costs are forming long‑term drivers. AI large models continue to infuse "souls" into robots, and humanoid robots are expected to form a new industry, gradually moving from the B2B to the B2C space. The year 2026 is a critical window for mass‑production validation and scenario deployment.

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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