Xiaomi Discloses Progress on Humanoid Robots in Factories and Home Scenarios; Multiple Embodied Intelligence Concept Stocks Hit Limit Up

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In the morning session of November 4, humanoid robot concept stocks moved collectively: Zhenghe Industry, Yongzhen Co., Zhaowei Electromechanical, and Fulaixin Materials hit the daily limit straight up; Zhenyu Technology and Huashi Technology rose more than 10%; Orbotech, Anpeilong, Fanya Micropermeable, Keli Sensing and many other stocks followed the rally; and Unitree Robotics, which had fallen more than 3% at the opening, at one point rose more than 8%.

On the news front, Xiaomi disclosed the latest progress of its humanoid robots, and the entire sector has recently seen "internal and external resonance."

Xiaomi discloses two implementation advances in its robotics business

On November 3, during the 2026 World Internet Conference Wuzhen Summit, Xiaomi disclosed the latest implementation progress of its robotics business in the fields of industrial manufacturing and home scenarios. Xiaomi's robotics business "key technologies for a general-purpose robot operation foundation model oriented toward large-scale deployment" also won the conference's "Leading Science and Technology Award."

In the factory scenario, Xiaomi's humanoid robot, in the sorting workstation for the side cover plates of the center console in an automobile factory, took on an 8-hour work task for the first time, meeting the workstation's all-day production needs, and achieved autonomous correction of abnormalities during operation and system-level coordination with the production line, initially completing verification of production-line-level work capability.

In the home scenario, Xiaomi's embodied foundation model has officially started trial operation in Xiaomi Youth Apartments. The Agent system built on the Xiaomi-Robotics-1 pre-trained model completed long-horizon task verification lasting more than 30 consecutive minutes, covering 3 rooms and including more than 50 tasks.

Overseas, Tesla's third-quarter earnings call confirmed that Optimus has entered mass production at the Fremont production line, and Musk also proposed a target of 20,000 units per week by the end of 2027. Nvidia recently announced the expansion of the Isaac open robot development platform, adding a humanoid robot reference platform, datasets, and learning tools. OpenAI CEO Altman also said he will enter the field to build robots and plans to produce a demonstration prototype in 2027.

Domestically, Unitree Robotics Chairman Wang Xingxing said at the World Physical AI Conference that physical AI has already shown signs of being "broken through," and the breakthrough point is very likely to arrive in the next 1-3 years. At the industry level, in the first half of this year, China's humanoid robot complete-machine products exceeded 400 models, with output exceeding 40,000 units, and the full-year figure is expected to exceed 100,000 units. In addition, the first six national standards in the humanoid robot field have been approved and will take effect on April 1 next year.

Humanoid robots accelerate toward large-scale mass production

Humanoid robots are the product of the deep integration of artificial intelligence and robotics, regarded as the best form of embodied intelligence, and are evolving toward home and factory application fields.

Huachuang Securities pointed out that Tesla's third-quarter earnings call released signals that Optimus mass production exceeded expectations, the product technology route is gradually becoming clear, mass production has taken a key step, and the robotics sector is expected to usher in a new round of market movement.

Market space estimates are likewise positive. Great Wall Securities estimated in an in-depth industry report that mass production of humanoid robots will create a market space of 27.6 billion yuan for motors, with frameless torque motors and micro motors as the core of growth; the institution believes that the "ChatGPT" era of humanoid robots is about to arrive.

CSC, meanwhile, highlighted the structural characteristics of this round of market movement: this round of catalysts was driven by industrial events such as Nvidia GTC, and combined with the robotics sector's earlier deep correction, the speculative logic has spread from complete-machine bodies to core components.

The institution pointed out that short-term sentiment repair cannot directly improve listed companies' financial statements; what ultimately supports stronger stock prices is the industrial yield achieved on production lines and the performance delivered in financial statements.

In CITIC Securities' view, advances by GPT-6 and Gemini 4 in robot planning, spatial perception, and Real-to-Sim modeling are pushing general large models from "high-level task planning" toward "action generation and execution control." Physical AI is moving from proof of concept to mass-production verification, and Optimus mass-production ramp-up plus expectations for a Q4 V3 release will bring the industry into a new stage.

Performance of multiple concept stocks expected to multiply

East Money's concept sector shows that currently more than 300 stocks in the A-share market involve the humanoid robot concept, with a combined total market value of about 6.43 trillion yuan. Midea Group, Unitree Robotics, AVIC Chengfei, GigaDevice, Inovance Technology and others rank among the largest.

Since the beginning of the year, the humanoid robot concept sector has generally trended weakly, and over the past week stock differentiation has been obvious. Huashi Technology surged 40% to rank first; Dianke Lantian and Henggong Precision both rose more than 21%; and 9 stocks including Chuanzhi Education, Liwang Shares, Ningbo Dongli, and Anpeilong all rose more than 10%. On the decline side, 12 stocks including Saifutian, Shenghong Technology, and Shengshi Technology fell more than 20%.

From a capital perspective, East Money Choice data shows that over the past week, a total of 13 humanoid robot concept stocks received bets from margin traders: Huashi Technology received 98 million yuan in leveraged capital additions; Beite Technology and Chaojie Shares each received more than 40 million yuan in net margin purchases; and Dianke Lantian, Ningbo Dongli, Zhongding Shares, and Tongxing Technology each received more than 20 million yuan in net margin purchases.

In terms of future growth potential, according to consensus forecasts from 5 or more institutions, a total of 15 humanoid robot concept stocks are expected to see doubled performance this year.

Among them, institutions expect GigaDevice's net profit to surge more than 7.3 times year-on-year; Wankai New Materials, Ouke Yi, and Chuangshiji are all expected to see net profit growth of more than 4 times; and the forecast net profit growth rates for Zhiwei Intelligent, Tianyu Digital Science, Yifei Laser, and Xinyichang are all above 2 times.

Unitree Robotics is a leading domestic complete-machine humanoid robot company. In 2025, its humanoid robot shipments exceeded 5,500 units, ranking first globally, with a self-research and self-production rate of core components exceeding 90%. Company Chairman Wang Xingxing recently made clear three major future directions: enhancing the company's large-scale mass production capability, advancing the implementation of physical AI models through both self-research and cooperation, and building ultra-large-scale computing clusters to solidify the foundation for technological iteration.

Topstar's main products are five-axis simultaneous CNC machine tools, with a leading domestic market share. The company is also expanding into emerging fields such as industrial robots, injection molding equipment, and embodied robots.

(Source: East Money Research Center) Body middle embedded advertisement