Foreign media: China currently accounts for about 90% of global humanoid robot shipments, making it the primary supplier in this field. Recently, the United States announced a ban on importing foreign-made humanoid and quadruped robots, citing "unacceptable risks" associated with related equipment, while also extending restrictions to power conversion devices used in new energy power grids—though existing models already in use remain unaffected.
U.S. regulatory authorities stated that connected robots could be exploited to collect data, posing potential risks to supply chain security and cybersecurity. This rationale has previously been used to restrict sales of Chinese electric vehicles in the U.S. In response, China reiterated its opposition to undermining Chinese companies under the pretext of "national security," pledging to take necessary measures to safeguard its own interests. It emphasized that protectionism would not enhance U.S. competitiveness but instead harm American businesses and consumers.
Analysts note that this move may temporarily affect Chinese manufacturers' exports to the U.S., yet given the long-standing strategic competition between China and the U.S., most Chinese enterprises had anticipated such developments and are accelerating efforts to expand into alternative markets like Europe. Overall, the impact is expected to be limited. U.S.-based companies such as Tesla and Figure AI are seen as direct beneficiaries of this policy shift.
Original source: toutiao.com/article/1872039435644940/
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