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CNBC AI · 2026/7/30 02:52:30

China threatens retaliation against U.S. humanoid robot ban, says it 'severely damages' relations
AI 中文解读
核心亮点:美国以网络安全为由限制中国人形机器人进口,中国商务部强硬回应称将采取报复措施,并指出这一举动严重损害双边关系。
通俗解读:简单来说,美国最近出台了一项新规,禁止从中国进口那些长得像人、能走能跳的机器人(也就是人形机器人),理由是怕这些机器人有安全隐患,比如窃取数据或者被远程操控。中国方面立刻不高兴了,商务部的表态很直接:你们这个决定太伤感情,我们也不会忍气吞声,必须反制。其实两国在科技产品上的摩擦已经不是第一次了,从芯片到无人机,现在轮到机器人领域。
实际影响:这件事对普通人的直接影响可能不大——毕竟人形机器人目前还主要用在工厂、物流或科研领域,不是家家户户的日常用品。但长远看,如果中美在机器人技术上“脱钩”,国内企业可能更难买到美国的高端零部件,或者美国企业更难获得中国的供应链支持,最终可能推高机器人成本,延缓技术普及。对消费者来说,未来想买一台便宜又好用的家用机器人,可能要等更久了。
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TechChina threatens retaliation against U.S. humanoid robot ban, says it 'severely damages' relationsPublished Wed, Jul 29 202610:51 PM EDTEvelyn Cheng@in/evelyn-cheng-53b23624@chengevelynWATCH LIVEKey PointsThe U.S. FCC this week restricted new imports of foreign-made humanoids due to cybersecurity risks.China's commerce ministry on Thursday called for the withdrawal of the statement, and threatened retaliation.The Chinese statement also said the U.S. move undermined bilateral relations.A humanoid robot from Robostore joins CNBC's Power Lunch on Dec. 30, 2025.CNBCBEIJING — The U.S. Federal Communications Commission has repeatedly ignored Beijing's restrained stance on product bans, China's commerce ministry said Thursday, threatening retaliation.The FCC on Tuesday said due to cybersecurity concerns, it added foreign-made advanced robotic devices, including humanoids, to a list restricting imports to the U.S. The statement did not specify a country, and said retailers could still import models the FCC has previously approved.As the FCC keeps escalating restrictions on Chinese goods, it "severely damages China-U.S. economic and trade stability," China's commerce ministry said in an online statement Thursday. That's according to a CNBC translation of Mandarin.The ministry urged the U.S. to withdraw the decision, and threatened countermeasures if it failed to do so. "This is bad news for Chinese humanoid producers planning their IPOs in the coming months," said Marc Einstein, a research director at Counterpoint Research. "The two major cards China can play are to further restrict rare earth sales to American companies and further restricting Chinese market access for American companies like Tesla and NVIDIA."The commerce ministry's statement comes as U.S. President Donald Trump i
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