特朗普政府于7月31日宣布禁止外国制造的人形机器人和四足机器人进入美国，理由是国家安全风险[1]。这一举措直指中国在全球人形机器人市场的主导地位——中国去年占全球人形机器人部署的85%，出货量约11,600台，而美国企业的出货量仅为几百台[1]。
中国已拒绝接受指控，指责美国以国家安全为借口进行保护主义，并表示可能采取报复措施限制美国机器人企业所需的原材料[1]。美国在对华贸易限制方面已有先例，此前曾对中国无人机、太阳能电池板实施类似限制，并对中国电动汽车征收100%关税[1]。
人形机器人产业前景巨大。Barclays预估该市场规模可能从目前的20-30亿美元增长至2035年的2000亿美元[1]。特斯拉Optimus目前售价约100,000美元，未来价格可能下降至20,000-30,000美元[1]。
The Trump administration announced on July 31, 2026, a prohibition on foreign-manufactured humanoid and quadruped robots entering the United States, citing national security concerns [1]. The measure is primarily aimed at China, which accounted for 85 percent of global humanoid robot deployments in the previous year [1]. Chinese companies shipped approximately 11,600 humanoid units annually, while American firms delivered only a few hundred units [1].
China has rejected the allegations underlying the ban, characterizing the restriction as protectionism disguised as a national security measure [1]. Beijing has indicated it may retaliate by limiting American robot manufacturers' access to raw materials they require [1]. This ban follows a pattern of similar restrictions, as the United States has previously imposed comparable limitations on Chinese drones and solar panels, and has levied a 100 percent tariff on Chinese electric vehicles [1].
Industry analysts project significant market growth for humanoid robots in coming years. Barclays estimates the sector will expand from its current valuation of $2 billion to $3 billion to an estimated $200 billion by 2035 [1]. Tesla's Optimus model currently costs approximately $100,000, though the company anticipates potential price reductions to between $20,000 and $30,000 in the future [1]. The United States is projected to see approximately 90,000 robot units shipped by year's end [1].