Humanoid Robot Concept Stocks Watch | XIAOMI-W (01810.HK) up 5.35%, Tesla's robot design nears finalisation ahead of mass production

NewTimeSpace News, on 14 October 2026, humanoid robot shares traded with volatility while XIAOMI-W (01810.HK) firmed. As of 13:20, the company quoted HKD 26.380, up 5.35%.

On the news front, the company has no recent news of its own robot; within the sector, on 12 October 2026, Xinjian Transmission, a core supplier to Tesla's robot programme, disclosed in its reply to a Shenzhen ChiNext listing review inquiry that Tesla's robot design is close to finalisation and about to enter a mass-production cycle. Xinjian Transmission mainly produces planetary roller screws and linear electric drive joints, with products used in automotive, humanoid robot and drone applications. In April 2026, Tesla said its third-generation humanoid robot was expected to start formal production in July to August 2026, and that it had converted the former Model S/Model X production line at its Fremont plant for mass production, with a long-term capacity target of one million units a year.

In addition, on 13 October 2026, ASD (002403.SZ) held its 2026 ecosystem partner conference in Shanghai, at which its Smart Valley embodied intelligence innovation centre was officially unveiled and its self-developed humanoid robot ASD-S2 made its debut. ASD announced that it positions itself as a full-stack enabling platform in the embodied intelligence sector, providing companies with manufacturing capabilities from core components to complete machine delivery.

CSC believes that the humanoid robot sector has moved from thematic investment to a mass-production expectation phase, that index performance is mainly driven by progress in the Tesla supply chain, and that investment should focus on core Tesla supply chain segments, high-certainty domestic manufacturing segments and sub-sectors such as sensors and dexterous hands, with 2026 expected to be a breakout year for vertical scenario expansion.

WANLIAN SECURITIES believes that the humanoid robot industry is at the dawn of moving from technological breakthroughs to commercialisation at scale; on the supply side, companies such as Tesla are steadily advancing mass-production pace, while on the demand side, population ageing and rising labour costs provide a long-term driver, making 2026 a key window for mass-production validation and scenario deployment.

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."