Humanoid Robot Concept Stocks Insight | XIAOMI-W (01810.HK) down 0.08%, solid-state battery for humanoid robots enters small-batch production
- XPENG's IRON robot is currently at the pre-SOP stage.
- AIJIAN SECURITIES sees automakers generally holding robot programmes, though profit delivery still needs verification.
- HUAAN SECURITIES expects humanoid robot output to keep scaling in 2026.
NewTimeSpace News, on 28 October 2026, humanoid robot stocks traded actively while XIAOMI-W (01810.HK) slipped slightly. As of 13:17, the company quoted HKD 25.640, down 0.08%.
On the news front, the company has no recent news of its own; within the sector, on 26 October 2026 Chinese embodied-AI company INFIFORCE closed nearly RMB 100 million in funding, with proceeds going to R&D on its AtomBrain embodied brain, causal world model and full-stack AI infrastructure; its products already span full-size wheeled humanoid robots, general-purpose humanoid robots and other body forms.
In addition, on 28 October 2026 a vice president of XPENG-W (9868.HK) said at the 2026 Congress and Exhibition of the Society of Automotive Engineers of China that the dedicated solid-state battery used in XPENG's IRON robot has rolled off the line in small-batch production and that the robot is now at the pre-SOP stage; under its plan, the company will start humanoid robot volume production by the end of 2026 and begin deliveries in the first half of 2027. XPENG-W and XIAOMI-W are both automakers expanding into humanoid robots, so its production and delivery timeline offers a reference for tracking hardware rollout.
AIJIAN SECURITIES believes the sector's latest rally was driven mainly by volume-production expectations, and that automakers generally already have humanoid robot programmes, though profit delivery still needs verification.
HUAAN SECURITIES sees physical AI bringing incremental industry growth, with humanoid robot output expected to keep scaling in 2026.
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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