Humanoid Robot Concept Stocks Insight | XIAOMI-W (01810.HK) up 6.95%, humanoid robot completes eight-hour shift at car plant
- The robot completed eight hours at the centre console sorting station, fixing anomalies itself and linking with plant systems.
- Xiaomi's robot entered the plant in March 2026 with a 90.2% success rate over three hours, rising to 98% in July.
- Its base model was pretrained on 100,000 hours of real-world data and now runs a 50-task chain across three rooms.
NewTimeSpace News, on 5 November 2026, humanoid robot stocks firmed, and XIAOMI-W (01810.HK) rose. As of 11:42, the company quoted HKD 30.760, up 6.95%.
On the news front, on 3 November 2026, at the 2026 World Internet Conference Wuzhen Summit, Xiaomi disclosed the latest progress of its robotics business in industrial manufacturing and home scenarios: its general-purpose humanoid robot took on an eight-hour shift for the first time at the centre console side cover panel sorting station of Xiaomi's car plant, meeting the station's full-day production needs, correcting anomalies on its own and coordinating with plant systems during operation, and completing preliminary validation of line-level operating capability; its embodied base model began pilot operation at Xiaomi Youth Apartment, where it can now complete a long-horizon task chain lasting more than 30 minutes, covering three rooms and more than 50 tasks. At the same event, Xiaomi Group received the conference's Outstanding Contribution Award in the innovation breakthrough category, while its robotics business's key technology for a general-purpose robot operation base model geared to scaled deployment won the Leading Science and Technology Award.
In addition, on 4 November 2026, UNITREE ROBOTICS (688836.SH) said at the Internet Entrepreneurs Forum of the 2026 World Internet Conference Wuzhen Summit that next year has a high probability of becoming the critical inflection point for the robotics industry or robot models; robots can already work on single processes or fixed stations, with task success rates approaching 100% when well trained, but overall efficiency still needs improvement. UNITREE and XIAOMI-W both sit in the humanoid robot complete-machine segment, so its view on the inflection point offers a reference for tracking volume production and model iteration.
CGWS believes that humanoid robot volume production will drive motor demand, and that based on 28 frameless torque motors per humanoid robot, annual industry output of one million units would create RMB 27.6 billion of incremental market for frameless torque motors and dexterous-hand micro motors combined.
SCS believes that robots' ability to interact with the physical world has improved further, that the inflection point taking humanoid robotics from 1 to 10 is approaching, and that gains in intelligence could bring non-linear growth.
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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