China’s humanoid robots have been taking over the global market. Now the US is banning them

CNN Business

Jul 29

China, which supplies the vast majority of the world’s humanoid robots, has suddenly been cut off from its largest export market as the US government moves to curb its reliance on foreign technology. ...

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Now the US is banning them","media":"CNN Business","content":"<div>\n<p>China, which supplies the vast majority of the world’s humanoid robots, has suddenly been cut off from its largest export market as the US government moves to curb its reliance on foreign technology.\n...</p>\n\n<a href=\"https://edition.cnn.com/2026/07/29/tech/us-china-robot-ban-intl-hnk\">Source Link</a>\n\n</div>\n","source":"cnn_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s humanoid robots have been taking over the global market. 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Now the US is banning them\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-29 12:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2026/07/29/tech/us-china-robot-ban-intl-hnk><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China, which supplies the vast majority of the world’s humanoid robots, has suddenly been cut off from its largest export market as the US government moves to curb its reliance on foreign technology.\n...</p>\n\n<a href=\"https://edition.cnn.com/2026/07/29/tech/us-china-robot-ban-intl-hnk\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AGIX","symbol_name":"通用人工智能 ETF-AGIX","start_time":0,"source_url":"https://edition.cnn.com/2026/07/29/tech/us-china-robot-ban-intl-hnk","article_id":"2655855773","we_media_id":null,"thumbnails":[],"rights":{"source":"cnn_highlight","url":"https://edition.cnn.com/2026/07/29/tech/us-china-robot-ban-intl-hnk","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2655855773","pubTimestamp":1785300665,"columns":[],"sourceInfo":{"source_id":"cnn_highlight","name":"CNN Business"},"weMediaInfo":null,"summary":"China, which supplies the vast majority of the world’s humanoid robots, has suddenly been cut off from its largest export market as the US government moves to curb its reliance on foreign technology.On Tuesday, the Trump Administration banned new humanoid and quadruped robot imports from foreign manufacturers, claiming they pose “unacceptable risks” to US national security. 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A re","collect":0,"end_time":0,"defaultTopTitle":"cnn.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AGIX":"通用人工智能 ETF-AGIX","UBOT":"Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2x Shares","AIPO":"Defiance AI and Power Infrastructure ETF","RTOO":"Vistashares Robotics Supercycle Etf","ARTY":"ISHARES FUTURE AI & TECH ETF","IQM":"Franklin Intelligent Machines ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","WDRN":"WisdomTree Physical AI Humanoids and Drones Fund","VTHR":"Vanguard Russell 3000 ETF","PBOT":"Pictet AI & Automation ETF","QTOC":"Innovator Growth Accelerated Plus ETF - October","ROBO":"全球机器人自动化ETF-ROBO"},"translate_title":"中国的人形机器人已经占领了全球市场。现在美国禁止它们","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RTOO":1.5,"AGIX":0.72,"PBOT":1.5,"CHAT":0.72,"ROBO":0.82,"AIPO":0.72,"WDRN":1.5,"ARTY":0.72,"QTOC":0.72,"IQM":1.5,"VTHR":0.72,"UBOT":1.5},"content_text":"China, which supplies the vast majority of the world’s humanoid robots, has suddenly been cut off from its largest export market as the US government moves to curb its reliance on foreign technology.\n    \n\n            On Tuesday, the Trump Administration banned new humanoid and quadruped robot imports from foreign manufacturers, claiming they pose “unacceptable risks” to US national security. The ban also includes power converters used to connect renewable energy infrastructure and batteries to the power grid.\n    \n\n            The new restrictions, which excludes models already in use, are the latest attempt by Washington to bolster and safeguard its domestic industries and supply chain, amid an intensifying rivalry with China to dominate advanced technology and artificial intelligence.\n    \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nVideo Ad Feedback\n\n\n\nBehind China’s robot sports push\n                \n\n\n                                        \n        \n            \n            \n        2:17\n                            \n • Source:\n                \n                    CNN\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nBehind China’s robot sports push\n\n        \n        \n            \n            \n        2:17\n \n\n\n\n\n\n\n\n\n            While China has trailed the US in the development of cutting-edge AI models, the rollout of ever more powerful Chinese models in recent months has rattled Washington and Silicon Valley.\n    \n\n            China, analysts said, has also established a lead in AI consumer applications and AI-enabled hardware, such as robots, thanks to its manufacturing scale and ability to commercialize products quickly.\n    \n\n\n\n      Related article\n    \n\n\n\n\n\n\n\n\n\n\nA visitor poses in front of a billboard showing a humanoid robot in the AI section at the Chinese International Supply Chain Expo (CISCE) on June 26, 2026 in Beijing.\n\nKevin Frayer/Getty Images\n\n\n\n\n\n\n\nChina’s humanoid robots have captivated the world. A rental market is exposing their limits\n\n8  min read\n\n\n\n            “These devices could create supply chain vulnerabilities that could disrupt US economic and national security and could create a cybersecurity risk that threatened American critical infrastructure,” the Federal Communications Commission said in a statement.\n    \n\n            CNN has reached out to China’s Ministry of Commerce as well as top Chinese humanoid robot makers, including Unitree, Agibot, UBTech and Galbot, for comment.\n    \n\n\n\n\n\n\n\n\n\n\n\n\n\nDuring a media tour in early June, CNN gained a rare look inside Unitree's Hangzhou headquarters. Humanoid robots performed martial arts, dance, and boxing for journalists, as well as for clients and officials on other tours.\nCNN\n\n\n\n\n\n            This is not the first time that the FCC has banned foreign technologies, with a particular focus on Chinese businesses. Last December, it introduced similar restrictions against foreign made drones, effectively cutting off another Chinese tech giant DJI from the US market.\n    \n\n            In just a few years, China’s humanoid robot industry has blossomed into one of the country’s most promising strategic sectors, with more than 140 manufacturers and a rapidly-expanding supply chain.\n    \n\n            In a report released by legal research platform LexisNexis on Tuesday, six out of the world’s top 10 humanoid startups ranked by patent strength were from China. Chinese makers dominated the top five spots, followed by San Jose-based Figure AI and Germany’s Agile Robots.\n    \n\n            Last year, Chinese companies accounted for 90% of worldwide shipments, while US competitors like Tesla and Figure AI have struggled to start mass manufacturing. The US – the world’s largest consumer market – was also the biggest overseas destination for Chinese-made androids last year, according to technology research firm Interact Analysis.\n    \n\n\n\n\n            Last month, US tech giant Nvidia said it would partner with one of China’s top humanoid robot makers Unitree for research and development. But that same month, Unitree was marked by the US government as a potential security risk with connection to the Chinese military, and barred from entering any contracts with the Department of Defense.\n    \n\n            Lian Jye Su, chief analyst focusing on artificial intelligence and humanoid robots at research firm Omdia, said that the ban will likely disrupt US sales for Chinese robot makers in the short term. However, he expects the overall impact to be “minimal,” given the longstanding geopolitical tensions between the US and China.\n    \n\n\n\n      Related article\n    \n\n\n\n\n\n\n\n\n\n\nPeople walk past the Moonshot booth promoting its Kimi K3 AI model, during the World Artificial Intelligence Conference in Shanghai, China, July 17, 2026.\n\nGo Nakamura/Reuters\n\n\n\n\n\n\n\nWhat is China’s Kimi K3 and why is the US so rattled by it?\n\n7  min read\n\n\n\n            “They were realistic about their opportunity in the US market and the current ban reflects their expectations,” he said, adding that many Chinese vendors are looking at Europe as their prime destination.\n    \n\n            “Given the current shortage of alternatives, the ban is unlikely to hurt their growth trajectory,” Su added.\n    \n\nCNN’s Fred He in Beijing contributing to this report.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}