Humanoid Robot Concept Stocks Watch | XIAOMI-W (01810.HK) down 1.07%, AGIBOT releases commercial deployment case for humanoid robot

NewTimeSpace (newtimespace.com) News, on 17 September 2026, humanoid robot stocks strengthened while XIAOMI-W (01810.HK) weakened. As of 13:24, the company quoted HKD 25.900, down 1.07%.

On the news front, on 15 September, at which a spokesperson for the National Bureau of Statistics said that in August the application of new technologies such as embodied intelligence and human-robot collaboration helped the robotics industry develop rapidly, with output of robot reducers and industrial robots rising 11.4% and 34.6% respectively, and China's share of global humanoid robot shipments rising to 97%. In addition, on 16 September, AGIBOT released a video of commercial deployment cases for its A3 Ultra robot. The video focuses on typical commercial scenarios including 4S dealerships, hotels and convenience stores, demonstrating the multi-robot and human-robot collaboration and autonomous operation capabilities of a full-size humanoid robot in real operating environments. The A3 Ultra is equipped with a 360-degree panoramic perception system, a UWB and RTK fused positioning system and a 700 TOPS computing platform, supports autonomous charging and rapid battery swapping, and has completed thousand-unit-class automotive-grade mass production validation.

HTSC stated that the valuation logic for robotics companies may shift from concept towards a greater emphasis on revenue delivery, with industry resources potentially concentrating further among leading players; as comparable companies increase and the secondary market begins to price them, a pricing approach that relies on financing rounds and technology narratives will be difficult to sustain, and while low-cost factory space, joint funds and data collection sites provided by local governments can reduce corporate input costs, they will not change the requirement to validate revenue and profitability. GUOLIAN MINSHENG SEC believes that the humanoid robot industry is advancing along three paths: production line manufacturing, scenario validation and embodied intelligence upgrading.

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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