Humanoid Robot Concept Stocks Insight | XIAOMI-W (01810.HK) up 2.19%, NVIDIA unveils world-action model GR00T 2

NewTimeSpace News, 10 November 2026, the humanoid robot theme performed strongly, with XIAOMI-W (01810.HK) strengthening. As of 13:09, the company quoted HKD 30.760, up 2.19%.

On the news front, the company has no recent news of its own; within the sector, on 9 November 2026 local time, NVIDIA released the GR00T 2 world-action model, which jointly predicts future frames and actions and combines pretraining on massive human experience with a small amount of real-robot demonstration to improve generalisation in unfamiliar scenarios and fine manipulation.

In addition, on 9 November 2026, the Beijing Humanoid Robot Innovation Center released the Hi-WBC general whole-body control model on its Huisikaiwu platform. The model treats human motion as a movement reference rather than a standard to replicate, corrects posture dynamically under physical constraints, and embeds terrain geometry into the control loop, targeting real work that involves load carrying, disturbance rejection and complex terrain; the center also demonstrated a long-horizon multi-robot meeting-room tidying task in which robots moved chairs, picked up clutter and handed work over to each other.

HTSC believes that data collection is currently the link with the highest order visibility in the humanoid robot supply chain, and that motor, lead screw, sensor and reducer suppliers with real orders are drawing more attention.

GF SECURITIES believes that the focus of the humanoid robot industry has shifted from body manufacturing to embodied models, and that the pace of model iteration has become the key variable determining the speed of commercialisation.

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."