Humanoid Robot Concept Stocks Watch | XIAOMI-W (01810.HK) up 7.44%, over 70 embodied intelligence training grounds now in operation nationwide

XIAOMI-W (01810.HK) rose 7.44% to HKD 25.420. China has 70-plus embodied intelligence training grounds in use; EWPT shipped over 1.1 million robot parts.
Key Highlights:
  • On 9 October 2026, media reports said that more than 70 embodied intelligence training grounds are now in operation in China with over 40 more under construction or planned, forming three core clusters in the Yangtze River Delta, Beijing-Tianjin-Hebei and the Pearl River Delta; an embodied intelligence data platform in Zhongguancun has delivered 1.5 million hours of human video data.
  • On 8 October 2026, EWPT (300115.SZ) disclosed on an investor interaction platform that it delivered more than 1.1 million precision components for humanoid robots from January to August 2026, with faster order growth in the third and fourth quarters and active capacity expansion.
  • GUOSHENG FINANCE believes that robot industrialisation is accelerating, with Tesla speeding up mass-production preparations and notable supply chain progress, and that leaders in ball screws, reducers and lightweight components merit attention.

NewTimeSpace News, on 9 October 2026, humanoid robot shares traded with volatility while XIAOMI-W (01810.HK) strengthened. As of 13:15, the company quoted HKD 25.420, up 7.44%.

On the news front, on 9 October 2026, media reports said that China's embodied intelligence industry is accelerating its shift from laboratory R&D to industrial deployment, with progress across training-ground infrastructure, data aggregation, standard setting and real-robot applications. According to the disclosures, more than 70 embodied intelligence training grounds have been completed and put into operation nationwide, with more than 40 others under construction or planned, forming three core clusters in the Yangtze River Delta, Beijing-Tianjin-Hebei and the Pearl River Delta; an AI company in Zhongguancun has built an embodied intelligence data platform that connects human video data and simulated synthetic data from training grounds across the country, and has delivered a cumulative 1.5 million hours of human video data. The reports noted that while large volumes of training data are being aggregated faster, they have already been fed into real-robot training, shortening the cycle from data collection to practical application; in Shenzhen, a wheeled-arm humanoid robot trained on such data can independently perform complex tasks such as switching electrical cabinets on and off and opening and closing industrial valves.

In addition, on 8 October 2026, EWPT (300115.SZ) disclosed on an investor interaction platform that it has established close partnerships with several leading humanoid robot brands at home and abroad, delivered more than 1.1 million precision components for humanoid robots from January to August 2026, and that order growth in the third and fourth quarters is faster than in the first half as it actively expands capacity in line with customer demand. Its humanoid robot products cover core high-precision parts such as dexterous hand transmission components, rotational actuator core transmission components, ball screw core transmission components, large torso transmission components and skeletal structural parts, giving it all-round capability from core parts to complete machine assembly; its associate Guosenke focuses on the design, R&D, production and sales of harmonic reducers and precision transmission products.

GUOSHENG FINANCE believes that robot industrialisation is accelerating, that Tesla is speeding up mass-production preparations with notable supply chain progress, and that domestic players including AGIBOT and Qiteng are rolling out new products; leaders in component tracks such as ball screws, reducers and lightweight components merit attention.

XIANGCAI SECURITIES believes that the robot industry is accelerating towards deployment, that supply chain orders are expected to surge, and that Tesla has already begun supplier audits of core vendors.

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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