Humanoid Robot Concept Stocks Watch | Xiaomi-W (01810.HK) Fluctuates Lower, Leading Manufacturers Actively Promoting Application of Humanoid Robots in Industrial and Commercial Scenarios

NewTimeSpace (newtimespace.com) reported that on August 4, 2026, the robotics theme continued to strengthen, while Xiaomi-W (01810.HK) fluctuated lower. As of 13:17, the stock was quoted at HKD 27.600, down 1.29%.

On the news front, Tesla's second-quarter 2026 earnings report disclosed that the former Model S and Model X production lines at the Fremont factory have been dismantled, and the site has been converted into the first-generation Optimus production line, with an annual production capacity planned at 1 million units. Meanwhile, a second production line is being prepared at the Texas Gigafactory, with a long-term annual capacity target of 10 million units, scheduled to commence production in the summer of 2027.

China Securities Construction Investment pointed out that leading manufacturers are actively promoting the application of humanoid robots in industrial, commercial, and other scenarios. As the level of robot generalization improves, it is expected that their deployment scenarios will further expand, and 2026 is likely to become a major year for vertical applications of humanoid robots. The release and mass production of V3, new product launches by domestic robot companies, the progress of robot company IPOs, and the continued implementation of applications are all providing ongoing catalysts for the sector's performance.

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."

NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.