U.S. escalates crackdown on Chinese robotics
Recently, the US government is attempting to implement comprehensive restrictions on China's robot industry through a "three-pronged" strategy that combines administrative review, congressional legislation, and support for domestic industries.
Following the competition in chips and AI large models, the battle between China and the United States in the field of embodied intelligence is accelerating its spread.
Recently, the US government is attempting to implement comprehensive restrictions on China's robot industry through a "three-pronged" strategy that combines administrative review, congressional legislation, and support for domestic industries. This series of actions indicates that the US has regarded robots as the next core battlefield in the technological competition between China and the US, following AI chips.
Establish comprehensive trade barriers
Covering up the anxiety of industrial hollowing out
The urgency with which the US is introducing restrictive measures reflects the deep crisis and anxiety within its own manufacturing sector.The urgency of the US in introducing restrictive measures reflects the deep crisis and anxiety of its own manufacturing industry. In order to reverse the trend of manufacturing outflow over the past decades, the US government, in addition to wielding the tariff stick, has also begun to take measures to "replenish its resources". It is reported that the "Strategic Capital Office" under the US Department of Defense is designing low-cost loan schemes for local robot enterprises such as Foundation Robotics, attempting to attract private capital through financial tools and rebuild the ecosystem of the US domestic robot industry.
Utilizing supply chain advantages to counter the threat of decoupling
Establish comprehensive trade barriers
On the administrative front, the US Department of Commerce is planning a new round of import restrictions. At a closed-door executive meeting on June 22nd, US Commerce Secretary Luterick stated that the Department of Commerce is reviewing the import situation of "robot products that receive state subsidies". US officials are increasingly characterizing China's robot industry as a "national security threat", fearing that Chinese enterprises will dominate the global market. The attending executives even outright stated that if an "American brain combined with Chinese body" industrial pattern is ultimately formed, it would be an extremely bad strategic plan.
Meanwhile, the US Congress is accelerating the passage of relevant bills, attempting to implement a "market blockade" at the legislative level. In March this year, the bipartisan leaders of the Senate jointly introduced the "US Secure Robotics Technology Act", directly prohibiting the federal government and public institutions from purchasing robots made in China. By early June, the chairperson of the "China Issues Special Committee" of the House of Representatives, Mullner, and others also proposed the more radical "GUARD Act". This act not only named the Chinese robot company Yushu Technology, but also required a comprehensive national security review of human-shaped and quadruped robots of the Chinese. Once risks are identified or the review is not completed within one year, the related products will be automatically included in the "controlled list" and face the risk of being completely barred from the US market.
Covering up the anxiety of industrial hollowing out
The urgency with which the US is introducing restrictive measures reflects the deep crisis and anxiety within its own manufacturing sector.The urgency of the US in introducing restrictive measures reflects the deep crisis and anxiety of its own manufacturing industry. In order to reverse the trend of manufacturing outflow over the past decades, the US government, in addition to wielding the tariff stick, has also begun to take measures to "replenish its resources". It is reported that the "Strategic Capital Office" under the US Department of Defense is designing low-cost loan schemes for local robot enterprises such as Foundation Robotics, attempting to attract private capital through financial tools and rebuild the ecosystem of the US domestic robot industry.
Utilizing supply chain advantages to counter the threat of decoupling
In response to the escalating pressure from the US side, China promptly launched a precise countermeasure "package". On the same day that Lutnik held a closed-door meeting, the Ministry of Commerce of China announced that 10 US military-related entities, including Jiaya Robotics Company, would be included in the export control management list, and exports of dual-use items to these entities would be prohibited; on the same day, the Ministry of Finance also announced restrictions on 46 US enterprises from entering the Chinese government procurement market.
China's countermeasures have precisely targeted the key links of the US military-industrial supply chain, demonstrating its determination to safeguard its own legitimate rights and interests. In this game centered around the robotics industry, the cards on the table have already been laid out: The US is playing the "security card" and the "industrial support card", while China is playing the "market card" and the "supply chain card". In the future, as the review of relevant bills progresses, the global robotics trade pattern may undergo a reshaping, and the comprehensive contest between China and the US in terms of supply chains and markets has just begun.
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