美国联邦通信委员会（FCC）宣布禁止进口外国制造的人形机器人和四足机器人，理由是这些设备存在网络安全风险。[1]FCC主席Brendan Carr表示禁令旨在"保护美国关键供应链"。[1]该禁令涵盖重量超过2公斤、具有传感器和自主导航能力的移动机器人。[1]
这项措施将主要冲击占据全球市场85%份额的中国制造商。[1]2025年，中国的Unitree和AGIBOT两家公司各出货超过5000台人形机器人。[1]摩根士丹利预测中国人形机器人市场到2030年价值150亿美元。[1]相比之下，美国企业Figure AI和特斯拉正在部署人形机器人。[1]
五角大楼已将Unitree等中国科技公司列入与中国军方有关联的企业名单。[1]该禁令可能加剧美中关系紧张，为特朗普与习近平计划于9月举行的峰会增添外交复杂性。[1]
The United States Federal Communications Commission has announced a ban on importing foreign-manufactured humanoid and quadruped robots, citing cybersecurity concerns over these autonomous devices. [1] The prohibition targets robots weighing over two kilograms that are equipped with sensors and autonomous navigation capabilities. [1]
The measure will predominantly affect Chinese manufacturers, who control approximately 85 percent of the global market for humanoid robots. [1] In 2025 alone, two Chinese companies—Unitree and AGIBOT—each shipped more than 5,000 humanoid units. [1] Morgan Stanley projects the Chinese humanoid robot market will reach 15 billion dollars by 2030. [1] FCC Chair Brendan Carr framed the ban as necessary to "protect America's critical supply chains." [1]
The development comes as American companies including Figure AI and Tesla are advancing their own humanoid robot deployments. [1] The Pentagon has designated Unitree and other Chinese technology firms as entities with connections to China's military. [1] The ban is expected to intensify US-China tensions ahead of a planned summit between President Trump and China's President Xi Jinping scheduled for September. [1]