Humanoid Robot Concept Stocks Watch | XIAOMI-W (01810.HK) up 2.50%, UBTECH's ten-thousand-unit humanoid robot plant starts production

NewTimeSpace (newtimespace.com) News, on 14 September 2026, humanoid robot stocks traded with volatility while XIAOMI-W (01810.HK) strengthened. As of 13:24, the company quoted HKD 27.020, up 2.50%.

On the news front, on 12 September, UBTECH's super smart factory for industrial humanoid robots, the world's first with ten-thousand-unit-class capacity, officially commenced production in Liubei Ecological New Area, Liuzhou, Guangxi. Covering 14,000 square metres with a building height of 13.8 metres, the plant mainly produces Walker S series and Cruzr series embodied-intelligence industrial humanoid robots, rolling off one unit every 10 minutes by design takt, with planned annual capacity of more than 10,000 units. The plant uses the Yanshee MOM manufacturing operations management system co-developed with Siemens, deploys an intelligent tightening system addressing the more than 2,000 screws of over 50 specifications used in a single robot, and links warehousing and logistics through a self-developed automated stereoscopic warehouse, forming a "robots building robots" workflow.

Meanwhile, the artificial intelligence and robotics exhibition of the 2026 World Manufacturing Convention will be held in Hefei, Anhui, from 20 to 23 September, with about 100 leading enterprises exhibiting across the upstream and downstream segments including artificial intelligence, intelligent and special robots, industrial robots, digital factories, industrial automation and industrial logistics.

GUOLIAN MINSHENG SEC stated that the humanoid robot industry is advancing along three paths—production line manufacturing, scenario validation and embodied-intelligence upgrading—and that the start-up of production lines marks an important step from prototypes to manufacturing, though subsequent volume delivery still needs to be observed; it recommends focusing on complete-machine makers with volume delivery capability and real industrial scenario validation, core suppliers such as dexterous hands and joint modules, and intelligent infrastructure companies with real data collection and real-machine feedback closed loops.

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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