Humanoid Robot Concept Stocks Watch丨Xiaomi-W (01810.HK) Fluctuates, Industrial Robot Exports Up 18.6% YoY in First Half of 2026

NewTimeSpace (newtimespace.com) reported that on July 14, 2026, the humanoid robot theme staged a strong rebound at the afternoon opening, with Xiaomi-W (01810.HK) showing fluctuating price action. As of 13:10, the stock was quoted at HKD 25.820, down a marginal 0.08%.

On the news front, on July 14, relevant authorities held a press conference to brief on the country's foreign trade performance since the start of the year. The robotics industry stood out notably. In 2025, China's industrial robot exports exceeded imports for the first time, officially becoming a net exporter. In the first half of this year, industrial robot exports reached RMB 6.29 billion, up 18.6% year‑on‑year.

Wanlian Securities noted that the long‑term drivers for the humanoid robot industry are clear, with broad market potential ahead. On the one hand, global aging trends are intensifying, which will increasingly tighten the supply‑demand balance in the global labor market, creating demand for human‑robot collaboration. On the other hand, population aging opens up market space for elderly‑care service robots, making "robotics + elderly care" one of the viable solutions to the aging challenge. Furthermore, from an application‑scenario perspective, humanoid robots have the potential for full‑domain penetration from industrial to commercial to household settings. According to forecasts from Gaogong Robot Industry Research Institute, the global humanoid robot market is expected to reach USD 20 billion by 2030, with a compound annual growth rate of 78% from 2026 to 2030, indicating substantial future market potential.

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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