美国联邦通信委员会在2026年7月28日更新了受管制清单，将外国制造的先进机器人设备列入禁止进口范围[1]。这一举措直指占据全球人形机器人市场近9成份额的中国企业[1]。
FCC对受管制机器人设备的定义涵盖具备移动能力、可远程操作、总重量超过4.4磅（约2公斤）且包含传感器、网络连接部件和控制软件的设备[1]。根据市场数据，中国人形机器人公司2025年出货量前六名合计出货1.16万台，远超美国企业Figure AI和特斯拉仅百余台的出货量[1]。FCC在声明中指出，该禁令旨在避免危及美国关键基础设施的网络安全风险[1]。
The Federal Communications Commission updated its controlled equipment list on July 28, 2026, adding foreign-manufactured advanced robotic devices to the restricted category.[1] The regulation targets machines equipped with mobility capabilities, remote operation functions, weighing over 4.4 pounds (approximately 2 kilograms), and containing sensors, network connectivity components, and control software.[1]
Chinese humanoid robot manufacturers currently command nearly 90 percent of the global market, with the six leading domestic companies collectively shipping 11,600 units in 2025.[1] In contrast, US-based enterprises Figure AI and Tesla have shipped only around one hundred units each.[1] The FCC justified the restriction by citing concerns about potential cybersecurity risks to American critical infrastructure.[1] The regulatory framework follows a "prohibit first, exempt later" approach, with expectations that subsequent exemptions may be granted to non-Chinese enterprises.[1]
