小米机器人产业链，火了！

Core Viewpoint - The humanoid robot market is experiencing a divergence, with leading companies tied to Huawei and Yushun showing signs of stagnation, while Xiaomi's robot concept is gaining traction and seeing significant price increases in related stocks [1][2]. Summary by Sections Xiaomi Humanoid Robot Development - Xiaomi has introduced three robot products in a short span, starting with CyberDog in 2021, followed by CyberOne in 2022, and CyberDog2 in 2023, indicating a rapid development pace despite technical gaps compared to leading competitors [3][4][5]. - The CyberOne robot features advanced capabilities, including 21 degrees of freedom and the ability to recognize human emotions and environmental semantics [4]. Market Potential and Competitive Advantage - Xiaomi's entry into the humanoid robot market is seen as promising due to its previous successes in the smartphone and electric vehicle sectors, suggesting a replicable strategy [6]. - The company has established itself as a leading player in Beijing's robot market, benefiting from local government support and partnerships within the industry [6][7]. Supply Chain and Investment Opportunities - Companies like Hongxin Electronics and Hanwei Technology are identified as key suppliers within Xiaomi's robot supply chain, with Hanwei having established connections with multiple leading robot manufacturers [9][10][11]. - There are rumors of other companies, such as Zhenyu Technology and Haoneng Co., becoming suppliers for Xiaomi's humanoid robots, indicating a growing ecosystem around Xiaomi's robotics initiatives [12]. Comparison with Competitors - The article contrasts Xiaomi's market position with that of Huawei and Yushun, noting that while Huawei's humanoid robot supply chain has seen explosive growth, Xiaomi's potential remains largely untapped, suggesting room for future appreciation in related stocks [13].