China threatens retaliation against U.S. humanoid robot ...

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Tech —CNBC's Matthew Tan contributed to this report.

Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news. The ministry urged the U.S. to withdraw the decision, and threatened countermeasures if it failed to do so.

"This is bad news for Chinese humanoid producers planning their IPOs in the coming months," said Marc Einstein, a research director at Counterpoint Research. "The two major cards China can play are to further restrict rare earth sales to American companies and further restricting Chinese market access for American companies like Tesla and NVIDIA."

The commerce ministry's statement comes as U.S. President Donald Trump is scheduled to host Chinese President Xi Jinping in September. Tensions over the tech race have meanwhile intensified, with U.S. Treasury Secretary Scott Bessent saying the U.S. could sanction China over AI model "theft."