China threatens retaliation against U.S. humanoid robot ban; FCC cites cybersecurity risks as tensions rise
Donald TrumpMarc EinsteinXi JinpingCounterpoint ResearchUnitreeAgibotRobostoreU.S. FCCUBTech

China threatens retaliation against U.S. humanoid robot ban; FCC cites cybersecurity risks as tensions rise

China has threatened retaliation against the U.S. following the FCC's ban on imports of foreign-made humanoid robots, citing cybersecurity risks. The Chinese commerce ministry condemned the move, claiming it undermines bilateral relations and threatens economic stability, urging the U.S. to withdraw the decision.

CNBC CNBC30 July 2026 · 04:49 UTC
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China's commerce ministry has condemned the U.S. FCC's recent ban on imports of foreign-made humanoid robots, citing cybersecurity risks. The ministry's statement emphasized that the U.S. move undermines bilateral relations and threatens economic stability, urging a withdrawal of the decision and warning of countermeasures if not reversed.1236

The FCC's action adds foreign-made advanced robotic devices to a list of restricted imports, escalating tensions between the two nations. The ministry stated that such restrictions 'severely damage China-U.S. economic and trade stability', reflecting growing concerns over trade relations as the U.S. continues to impose limits on Chinese goods.

Industry experts have noted the potential impact on Chinese humanoid producers. Marc Einstein, a research director at Counterpoint Research, remarked, 'This is bad news for Chinese humanoid producers planning their IPOs in the coming months.' Chinese companies like Agibot, Unitree, and UBTech dominated the humanoid market last year, according to Counterpoint, raising concerns about their future prospects amid increasing restrictions.79

In response to the ban, Robostore, a distributor of Chinese humanoid robots in North America, is expanding its U.S.-based capabilities, as CEO Teddy Haggerty indicated in a statement to CNBC. The situation remains tense as U.S. President Donald Trump is set to host Chinese President Xi Jinping in September, with trade relations hanging in the balance.810

Key Insight
“The U.S. FCC's ban on new imports of foreign-made humanoids is seen as damaging to China-U.S. economic stability, according to China's commerce ministry. Meanwhile, Marc Einstein from Counterpoint Research warns that this development poses challenges for Chinese humanoid producers planning IPOs in the coming months.”
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“The U.S. FCC this week restricted new imports of foreign-made humanoids due to cybersecurity risks.”
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