Humanoid Robot Concept Stocks Watch | Xiaomi-W (01810.HK) Rises 1.40%, Former ByteDance Robotics Head Joins Xiaomi

NewTimeSpace (newtimespace.com) reported that on August 10, 2026, the robotics theme weakened, while Xiaomi-W (01810.HK) fluctuated higher. As of 13:35, the stock was quoted at HKD 27.440, up 1.40%.

On the news front, media reported that Kong Tao, former head of ByteDance's robotics team, has joined Xiaomi and currently serves as the head of Xiaomi's robotics foundation model team. Xiaomi's robotics foundation model team remains relatively low‑profile. The Xiaomi robotics division has approximately 200 employees. The division conducts research on the robot's body, cerebellum, and brain, as well as robot operating systems, and different departments also conduct preliminary research on the same direction.

China Securities Construction Investment stated that Physical AI is the next wave of artificial intelligence, and robots are one of the best physical carriers of AI, with a clear industry development trend. 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 Optimus 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."

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