Humanoid Robot Concept Stocks Watch | Xiaomi-W (01810.HK) Fluctuates Down Nearly 3%, Domestic Production Volume Expected to Exceed 100,000 Units in 2026

NewTimeSpace (newtimespace.com) reported that on July 22, 2026, the robotics theme fluctuated weaker, with Xiaomi-W (01810.HK) opening lower and declining. As of 13:08, the stock was quoted at HKD 26.600, down 2.99%.

On the news front, several companies including Unitree Technology and Leju Intelligence have entered the listing review or shareholding reform stages, indicating that the industry has reached a high level of consensus on mass production deployment. The Ministry of Industry and Information Technology expects domestic production volume to exceed 100,000 units in 2026, representing a nearly 200‑fold increase from 2023. In industrial scenarios such as automotive production line quality inspection and heavy‑load handling, large‑scale deployment has already begun, and the commercialization loop is accelerating toward completion.

Goldman Sachs pointed out that at the 2026 World Artificial Intelligence Conference, embodied intelligence emerged as the most prominent theme. The conference had over 1,100 exhibitors, including 242 embodied intelligence companies, a year‑on‑year increase of 203%, of which 92 were humanoid robot companies; progress in commercialization showed significant differentiation. Logistics sorting, warehousing handling, and certain structured industrial scenarios are closest to large‑scale application; retail scenarios remain at the "usable but inefficient" stage, while home scenarios are the furthest from deployment due to constraints related to safety, cost, reliability, and unstructured environments.

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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