Humanoid Robot Concept Stocks Insight | XIAOMI-W (01810.HK) up 1.50%, China's humanoid robot output tops 40,000 units in H1
- Chinese humanoid robot makers launched more than 400 complete-product models in the first half.
- A practical-training campaign has covered more than 300 key scenarios, including warehousing, catering and home services.
- SEALAND SECURITIES noted that domestic makers' capacity plans mostly sit in the 10,000-unit range in 2026.
NewTimeSpace News, on 20 October 2026, humanoid robot stocks strengthened, and XIAOMI-W (01810.HK) firmed. As of 13:21, the company quoted HKD 27.060, up 1.50%.
On the news front, the company has no recent news of its own; within the sector, on 19 October 2026, the relevant national authorities issued the Opinions on Accelerating the Integration of Technology into Commerce, setting out 18 measures to push embodied intelligence into commerce and trade, expand application scenarios such as home services and commercial logistics, and speed the market conversion of frontier technologies including brain-computer interfaces and embodied intelligence.
In addition, on 19 October 2026, the relevant authorities said at a press conference that in the first half of this year Chinese humanoid robot makers launched more than 400 complete-product models and produced over 40,000 units, with full-year output expected to exceed 100,000 units; a dedicated practical-training campaign has pushed such products into more than 300 key scenarios, including warehousing and logistics, catering and retail, and home services.
SEALAND SECURITIES noted that the capacity plans of domestic humanoid robot makers mostly sit in the 10,000-unit range in 2026, and that the industry remains in the early stage of technological breakthroughs and commercial deployment, with volume production still to come.
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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