On Tuesday, the U.S. Federal Communications Commission designated advanced robotic systems, including humanoid models, as restricted imports. Although the announcement did not identify any specific nation, it clearly affects China’s quickly expanding robotics sector.
The Chinese commerce ministry reacted on Thursday, claiming the FCC has dismissed Beijing’s cautious approach and warning of possible retaliation if the U.S. does not revoke the ruling. The ministry issued a translated statement through CNBC, stating the action risks undermining
Marc Einstein, a research director at Counterpoint Research, highlighted the consequences for Chinese firms preparing for public listings. 'This is a setback for Chinese humanoid manufacturers planning IPOs soon,' he remarked. Companies such as Agibot and Unitree, both preparing for public offerings, are among those affected.
Tesla’s Optimus robot ranked fifth in the market. At the same time, Robostore, a North American distributor of Chinese-made humanoid robots, is strengthening its U.S. operations in readiness for the market, according to its CEO in a statement to CNBC.
Conflicts over artificial intelligence and technological leadership are growing in the U.S.-China dynamic. U.S. Treasury Secretary Scott Bessent has warned that sanctions could be imposed on China for AI model theft, while President Donald Trump has hinted at a more measured approach to AI regulations to preserve U.S. tech supremacy.