Humanoid Robot Concept Stock Watch | XIAOMI-W (01810.HK) Weakens Amid Volatility; Musk Predicts 1 Billion Humanoid Robots Globally Within a Decade

NewTimeSpace (newtimespace.com) News, on September 3, 2026, the robot theme rose amid volatility while XIAOMI-W (01810.HK) weakened. As of 13:33, the stock was quoted at HKD 27.320, down 2.64%.

On the news front, Elon Musk said at the G20 Summit that robotics technology will bring leapfrog growth in productivity. He predicted that within the next decade, the global number of humanoid robots will reach 1 billion units. The output of these robots will be at least five times that of humans. He believes the widespread application of humanoid robots could expand the global economic scale more than tenfold.

Kaiyuan Securities stated that the humanoid robot industry is moving from the technology-exploration stage to a critical period of scaled commercial validation and industrial ecosystem build-out. At the policy level, the "15th Five-Year Plan" explicitly identifies intelligent robots as an important direction of new quality productive forces, driving their empowerment of the digital-intelligent transformation of traditional manufacturing. In the first half of 2026, some companies' robot projects have shifted from sample delivery to mass production, with revenue from DC motors and components surging 202.29% year-on-year, indicating accelerated release of demand for core components. As projects in the industrial equipment field continue to increase, micro special motors for robots are expected to become a key development area for future technology and market, with broad application space.

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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