美国在今年7月和8月针对外国先进机器人系统实施了更严格的限制措施，并对进口无人机及其零部件征收高额关税1。这些举措基于国家安全考量1。美国无人机关税于9月生效，而针对零部件的额外关税将在2027年实施1。这些措施源自美国联邦通信委员会（FCC）的禁用清单，该清单始于2021年，最初针对华为、中兴、海康威视等公司的电信和监控设备，后来扩展至外国无人机和先进机器人装置1。
中国制造商已成为全球机器人市场的主导力量。2026年上半年全球人形机器人出货量达到22000台，其中绝大多数来自中国制造商1。全球五大人形机器人制造商——AgiBot、Unitree、Galbot、UBTECH和Leju Robotics——均为中国企业，这五家公司占2026年上半年全球出货量的86%1。
分析人士指出，美国的贸易壁垒可能导致全球机器人市场碎片化。TDK Ventures投资总监Ankur Saxena表示："美国在前沿AI、软件和半导体创新方面领先，中国在制造规模、供应链深度和成本方面领先"1。业界预期，美国的贸易限制措施将促使中国企业加强向美国以外市场的扩张1。
The United States has implemented new trade barriers targeting advanced robotic systems and unmanned aerial vehicles, citing national security concerns.1 In July and August, the U.S. government tightened restrictions on imports of foreign advanced robot systems and levied substantial tariffs on imported drones and their components, with additional levies on drone components set to take effect in 2027.1
These restrictions come amid China's dominant position in both the drone and humanoid robot sectors. Chinese manufacturers control the vast majority of the global humanoid robot market, with five leading producers—AgiBot, Unitree, Galbot, UBTECH, and Leju Robotics—accounting for 86% of global humanoid robot shipments in the first half of 2026.1 The global humanoid robot market shipped 22,000 units in the first half of 2026, with the preponderance originating from Chinese makers.1
The U.S. restrictions build upon existing regulatory frameworks. The FCC's prohibition list, originally launched in 2021 to restrict telecommunications and surveillance equipment from companies including Huawei, ZTE, and Hikvision, has since been expanded to encompass foreign drones and advanced robotic systems.1 According to TDK Ventures investment director Ankur Saxena, "The United States leads in frontier AI, software, and semiconductor innovation, while China leads in manufacturing scale, supply chain depth, and cost."1 The trade barriers risk fragmenting the global robotics market, potentially pushing Chinese enterprises to expand operations in markets outside the United States.
评论
还没有评论，欢迎留下第一条。