Humanoid Robot Concept Stocks Watch | Xiaomi-W (01810.HK) Surges Nearly 10%, Humanoid Robots Transition from Proof of Concept to Mass Production

NewTimeSpace (newtimespace.com) reported that on July 27, 2026, the robotics theme rose in volatile trading, with Xiaomi-W (01810.HK) surging sharply. As of 13:10, the stock was quoted at HKD 28.900, up 8.16%.

On the news front, Tesla recently released its Q2 2026 earnings report, disclosing that it has discontinued the Model S and Model X production lines at its Fremont, California factory and is now installing the first-generation production line for Optimus, with production expected to commence later this year. The 2026 Unitree Robot Street Brawl and Cross-Scenario Global Debut event was held, where Unitree's GD01 mech made its global premiere.

Changjiang Securities stated that humanoid robots are transitioning from proof of concept to mass production. With Tesla's Optimus slated for production in the second half of the year and domestic companies actively shipping products, earnings elasticity for component suppliers is expected to be the first to emerge. The firm recommends focusing on overseas head supply chains and leading domestic robot manufacturers.

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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