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FCC HeadlinesQwen · 实盘不做把握 7/10不做原因:风险收益比不佳
北京时间·🕒 发布 05:01:05(美东 09-09 17:01)·⟳ 抓取 05:01:33 +28s·⚡ 决策 09-10 05:52:02 +50m29s·47.7 天前

FCC 公布 DoW 对华硕、Comtrend 路由器及富世华(Husqvarna)机器人割草平台的条件批准,将其从国家安全涵盖清单豁免

事件本身是真实、官方一手、方向正面的新增事实(三家主体首次获豁免),但缺乏任何可量化业绩增量:华硕豁免产品占其营收比重极低、相对约 230 亿美元市值属噪声级;富世华的豁免只解除联邦资金采购与品牌渠道尾部风险,不带来订单或收入增量;Comtrend 未上市。同市场同机制的对齐先例(台股网通纯玩厂在各自获豁免公告后首个交易日)事件日收益落在 -2.2%~+1.6%、超额收益多为负,说明即使对路由器占营收近 100% 的纯玩厂,这类行政豁免也不产生可交易弹性——对敞口远小的华硕与富世华更无边际。美股盘后/台股与瑞典盘前均无既有持仓需要调整,也没有反向催化支持做空,因此不做。

📄 原文FCC Headlines↗ 原文
FCC Announces Conditional Approvals for Certain Routers and Robots
DA 26-957 Released: September 9, 2026 fcc’s public safety and homeland security bureau announces conditional approval A…
不做 华硕(2357.TW)
FCC/DoW 路由器条件批准豁免属既有清单规则的行政落地,公告未披露任何金额或业绩增量;华硕获豁免的网通产品线占集团营收比重极低,相对 NT$7,271 亿(约 230 亿美元)市值无 materiality,近期股价由 AI 服务器与显卡涨价叙事驱动。同市场同机制的对齐先例显示,即使对路由器占营收近 100% 的台股网通纯玩厂,此类豁免公告事件日收益也仅 -2.2%~+1.6%、超额多为负,无正期望,故不做。
不做 富世华(HUSQ-B.SE)
作为首个获 DoW 机器人装置条件批准的主体,方向正面但只是解除联邦资金采购与渠道尾部风险,不含订单或收入增量,且美国消费级割草机零售不受涵盖清单直接约束、影响未能量化。股价处 13 周下行轨迹(100→91)、距 52 周高 -26.3%,公告当日放量下跌 2.94%,做多属逆势且无边际催化;亦无强空催化支持做空,故不做。
不做 Comtrend Corporation(N/A)
四款无线路由器同批获豁免,但该公司为非上市主体,无股票、ADR 或跟踪单股的杠杆产品可交易,缺乏交易载体。
不做 石头科技(688169.SH)
本次公告只新增三家外资主体的豁免,未新增任何对外国产机器人装置的限制,其潜在美国准入约束来自 2026-07-28 既有清单条目(旧闻),且『先进机器人装置』是否涵盖消费级扫地机未确认,无本事件新增事实与因果敞口,不做也不登记风险。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

事实:FCC PSHSB 于 2026-09-09 17:01 ET 发布 DA 26-957,宣布 DoW 已对华硕多系列路由器/中继器/AP、Comtrend 四款无线路由器及富世华四款 IQ 机器人割草平台给予条件批准,从而将其排除于涵盖清单,华硕/Comtrend 豁免期至 2028-03-06,富世华自当日起。影响链:豁免解除的是 Secure Networks Act 下联邦报销资金不得采购covered设备的限制以及由此衍生的渠道与品牌尾部风险,并不产生新订单、提价或成本改善;公告全文无任何金额、销量或盈利影响披露。规模:华硕总市值 NT$7,271 亿(约 230 亿美元)、PE 14.2,主营为笔电/主板显卡/AI 服务器,网通产品占比极低,即使美国路由器业务全额受益也难以在集团层面形成可测增量;富世华市值 SEK 217 亿、PE 15.3,机器人割草机是其林业园艺板块的一部分,美国敞口更小,且消费级零售不受涵盖清单直接约束。价格/证据:华硕 979 台币、20 日 +14.9%、距 52 周高 -4.95%,近期走势由 AI 服务器与显卡涨价叙事推动(自家案例库 20 条相关决策全部『不做』),本事件与其无关;富世华 37.99 瑞典克朗、当日 -2.94% 且量比 2.0、13 周轨迹 100→91 持续下行,做多属逆势。先例:7 条台股网通纯玩厂获同类豁免

🔎 新鲜度:最早出现 2026-09-09 · 扩散 low · price-in 风险 low ↗ ↗

关键理由

  • 豁免为既有涵盖清单规则的行政落地,解除的是联邦资金采购限制与渠道尾部风险,不含任何金额、订单或盈利增量
  • 华硕网通产品占集团营收比重极低,相对约 230 亿美元市值无 materiality;富世华美国机器人割草机零售业务基本不受涵盖清单直接约束
  • 同市场同机制的台股网通纯玩厂在各自获豁免公告后事件日收益仅为噪声(-2.2%~+1.6%、超额多为负),对敞口更小的华硕/富世华更无可交易弹性

主要风险

  • 若后续 DoW 进一步扩大豁免范围或把清单限制升级为实质销售禁令,未获批厂商(含中国机器人/网通品牌)与获批厂商的相对竞争格局可能改变,但那是另一条新增事实,需另行研判
  • 富世华股价处于 13 周下行轨迹、距 52 周高 -26% 且当日放量下跌 2.94%,即使豁免属正面也难在短窗口内被市场定价,做多属逆势且无边际催化

反向证据

  • 做多前查反向 · 来源 kb_search · 日期 2026-09-04 · 影响 weakens
    自家案例库 20 条华硕相关决策全部为『不做』,近期刷屏催化为 AI 服务器全年增长目标上调至约 150%、显卡涨价与 DRAM/CPU 成本压力,与路由器监管豁免无关;内部 KB 无华硕网通业务收入占比的研报覆盖,无法证明该品类有可测增量
    检索:华硕 2357.TW 近期股价驱动因素 网通业务占比 AI服务器 显卡涨价(自家案例库 + kb_search)
  • 做多前查反向 · 来源 filing · 日期 2026-09-09 · 影响 weakens
    13 周指数化轨迹 100→91 持续下行、距 52 周高 -26.3%、当日 -2.94% 且量比 2.01,属放量下跌而非承接;做多属逆势且无本事件边际支撑(『低位』本身不是看多理由)
    检索:富世华 HUSQ-B.ST 近 13 周走势与当日量价(stock_quote full)
  • 做多前查反向 · 来源 web · 日期 2026-08-24 · 影响 weakens
    对齐样本事件日收益 -2.18%~+1.62%、超额收益多为负,即使对路由器纯玩厂也无系统性正反应,反向削弱『豁免=利好可交易』的假设
    检索:台股网通厂获 FCC 条件批准豁免后的真实价格反应(event_study 对齐层 7 条) 原文 ↗
  • 做空前查反向 · 来源 filing · 日期 2026-09-09 · 影响 none
    公告未新增任何入清单主体或扩大限制范围;路由器(2026-03-23)与先进机器人装置(2026-07-28)两条清单条目均为既有规则,故不存在本事件造成的直接、实质公司级新增利空,不满足做空红线①
    检索:本次 FCC 豁免是否对任何上市主体构成新增实质利空(未获批厂商、中国机器人/网通品牌) 原文 ↗

先例如何影响了这次决策

对本次决策的影响:先例直接决定结论:即使对路由器占营收近 100% 的台股网通纯玩厂,同类豁免公告的价格反应也在噪声区,而华硕网通产品占比远低、富世华美国机器人割草机零售业务基本不受涵盖清单约束,因此不进入任何 ENTER,也不设 tp/sl;富世华作为『首个获机器人装置豁免』的主体虽有一定类比首批 Netgear 的想象空间,但其股价处 13 周下行轨迹、当日放量下跌 2.94%,且机器人装置豁免无金额披露,不足以支撑试探仓

方向:7 条台股对齐样本事件日收益 -2.18%~+1.62%(中位约 +0.9%),4 条正、3 条负,相对 0050.TW 的 3 日超额收益多为负值——方向上不存在系统性正反应,市场把这类行政豁免当作非事件;唯一强正反应是 2026-04-14 首批获豁免的 Netgear(+3日 +14.2%),机制上是『不确定性首次消除 + 路由器纯玩厂 + 深度价值低位』三重条件叠加,不具备可外推性

涨幅量级:对齐样本(相似度 8:3023/3596/3164/4904)事件日绝对幅度均 ≤1.6%,3 日累计在 -2.8%~+2.5% 之间,落在台股网通股日常波动内;工具因把 fcc.gov 归类为 media 而对全部行标记 tier_claim_mismatch、anchor_trusted=false,decision_grade n=0,因此这些数字只能用来证明『量级≈噪声』,不能用来定 tp_pct/sl_pct

形态:未出现高开低走/见光死形态:多数案例事件日开盘与前收接近、日内窄幅波动(如 4904.TW 8/17 开 98.9/收 100.5、3164.TW 7/27 开 16.4/收 16.55),既无跳空抢跑也无派发;6405.TW 8/26-8/27 的放量拉升发生在豁免公告后第 2-3 日且与公告无因果关联

历史先例(按相似度)

  • 相似度 8/10 3023.TW 2026-06-15 Arcadyan 为 T-Mobile 5G FWA/AT&T BGW 720/Verizon C46BE 等路由器获条件批准,豁免期至 2027-12-12;FCC 于 2026-06-12 美东公布,台股首反应日 6/15 原文 ↗
    事件后 +1日 +1.6% · +2日 -0.3% · +3日 -0.3% · +4日 +4.3% · +5日 +6.0%
    ⚠来源层级不符(声明primary_disclosure/实为media)·相位不对齐(auction!=target_post) — 该行涨幅别用来定止盈止损
    相似度依据:台股上市网通厂获 FCC/DoW 路由器 Conditional Approval 豁免,与华硕同市场同机制;但启碁路由器占营收比重远高于华硕
    经验:对路由器占营收大头的 ODM,豁免公告当日也只有 +1.6%、且相对大盘 3 日超额为 -4.3%,说明该类公告不被市场定价
  • 相似度 8/10 3596.TW 2026-06-02 Alpha Networks 1700/2700 系列路由器获条件批准至 2027-11-22;FCC 于 2026-06-01 美东公布 原文 ↗
    事件后 +1日 -1.0% · +2日 -1.6% · +3日 -2.8% · +4日 -1.6% · +5日 -6.5%
    ⚠来源层级不符(声明primary_disclosure/实为media)·锚前1-2日已异动5.2%>锚定日1.0%·相位不对齐(auction!=target_post) — 该行涨幅别用来定止盈止损
    相似度依据:台股网通 ODM 获 FCC 路由器豁免,同机制同市场
    经验:豁免公告当日 -1.0%、5 日 -6.5%,锚前 2 日已涨 5.2% 属抢跑/无关噪音,豁免本身无定价效应
  • 相似度 8/10 3164.TW 2026-07-27 Askey ASK-NCM3000/NCQ8000(Wi-Fi 8 网关)等获条件批准至 2028-01-17;FCC 于 2026-07-24 美东公布 原文 ↗
    事件后 +1日 +0.9% · +2日 -0.6% · +3日 +0.3% · +4日 -0.6% · +5日 +0.6%
    ⚠来源层级不符(声明primary_disclosure/实为media)·相位不对齐(auction!=target_post) — 该行涨幅别用来定止盈止损
    相似度依据:台股路由器 ODM 获 FCC Wi-Fi 8 网关/路由器豁免,同机制同市场
    经验:豁免公告后 3 日仅 +0.3%(同期大盘 -7.9%),绝对价格无弹性,只能算相对抗跌
  • 相似度 8/10 4904.TW 2026-08-17 Zyxel EE4210-00/EE6610-00/NR5331 路由器获条件批准至 2028-02-03;FCC 于 2026-08-14 美东公布 原文 ↗
    事件后 +1日 +1.5% · +2日 +2.5% · +3日 +2.5% · +4日 +3.0% · +5日 +3.5%
    ⚠来源层级不符(声明primary_disclosure/实为media)·相位不对齐(auction!=target_post) — 该行涨幅别用来定止盈止损
    相似度依据:台股自有品牌网络设备商获 FCC 路由器豁免,品牌与产品形态与华硕最接近
    经验:最接近华硕属性的品牌商案例:事件日 +1.5%、5 日 +3.5%,幅度仍在日常波动区间,不足以支撑仓位
  • 相似度 8/10 NTGR 2026-04-14 Netgear Nighthawk/Orbi 消费路由器、CAX 网关与 CM 调制解调器获首批条件批准至 2027-10-01;事件前股价约 23.6 美元、处 52 周低位区 原文 ↗
    事件后 +1日 +3.0% · +2日 +8.0% · +3日 +14.2% · +4日 +11.3% · +5日 +10.9%
    ⚠来源层级不符(声明primary_disclosure/实为media) — 该行涨幅别用来定止盈止损
    相似度依据:自有品牌消费路由器厂商首批获豁免,主体属性最接近华硕,但市场为美股且时点为首批(不确定性最高)
    经验:只有『首批、不确定性最高、且路由器占营收近 100% 的深度价值股』才出现 +14% 级别的反应;此后的第 2~20 家豁免均无反应,说明定价效应来自不确定性消除而非豁免本身
  • 相似度 7/10 6405.TW 2026-08-24 WNC LVR5A/LVM9/LV85C Wi-Fi 路由器获条件批准至 2028-02-03;FCC 于 2026-08-21 美东公布 原文 ↗
    事件后 +1日 -2.2% · +2日 -2.8% · +3日 +6.8% · +4日 +3.3% · +5日 +3.2%
    ⚠来源层级不符(声明primary_disclosure/实为media)·相位不对齐(auction!=target_post) — 该行涨幅别用来定止盈止损
    相似度依据:台股 Wi-Fi 路由器制造商获 FCC 条件批准,时间最近但产品线口径更窄
    经验:最近一次同类豁免:事件日 -2.2%,3 日后 +6.8% 由其它因素(8/26 起放量拉升)驱动,与豁免无因果关系
  • 相似度 7/10 3494.TW 2026-07-21 Sercomm Air4992 Wi-Fi 7 路由器获条件批准至 2028-01-10;FCC 于 2026-07-20 美东公布 原文 ↗
    事件后 +1日 +1.6% · +2日 +2.0% · +3日 +0.8% · +4日 +0.6% · +5日 +0.8%
    ⚠来源层级不符(声明primary_disclosure/实为media)·锚前1-2日已异动5.8%>锚定日1.6%·相位不对齐(auction!=target_post) — 该行涨幅别用来定止盈止损
    相似度依据:台股网通厂获 FCC Wi-Fi 7 路由器豁免
    经验:事件日 +1.6% 但相对大盘超额 -2.3%~-4.6%,豁免公告在大盘行情中被完全淹没
  • 相似度 7/10 2449.TW 2026-07-13 Gemtek WRTQ-411BE/WNRFQQ-113BE 路由器获条件批准至 2028-01-03;FCC 于 2026-07-10 美东公布 原文 ↗
    事件后 +1日 -0.5% · +2日 -5.5% · +3日 -0.5% · +4日 +3.1% · +5日 -7.1%
    ⚠来源层级不符(声明primary_disclosure/实为media)·相位不对齐(auction!=target_post) — 该行涨幅别用来定止盈止损
    相似度依据:台股网通设备商获 FCC 路由器豁免
    经验:事件日 -0.5%、2 日 -5.5%,同类豁免对价格无支撑
工具执行结果 · 成功 8 · 降级 3 · 失败 0 · 取消 0
  1. search_processed_events 成功 stock_tools HTTP · 104 ms
    {"result": "search_processed_events:agent query=`asus router fcc covered list exemption | dow conditional approval advanced robotic devices | fcc covered list conditional approval routers | fcc pshsb da 26-957 | fcc 有条件批准 路由器 豁免 `;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 28.7/72 小时、1535 条本臂决策(完整),返回 0 条候选。未命中只表示这些
  2. fetch_decision_experience 成功 stock_tools HTTP · 64 ms
    {
  3. kb_search 成功 stock_tools HTTP · 2,249 ms
    {
  4. stock_quote 降级 stock_tools HTTP · 3,797 ms
    {
  5. normalize_ticker 成功 stock_tools HTTP · 10 ms
    未归一到唯一代码;请用 stock_quote 的 candidates 消歧,或直接给代码。
  6. event_study 降级 stock_tools HTTP · 735 ms
    8 precedent(s) rejected; 0 benchmark warning(s)
  7. stock_quote 降级 stock_tools HTTP · 4,298 ms
    {
  8. search_case_library 成功 stock_tools HTTP · 21 ms
    {"result": "search_case_library「2357.TW」—— 与这些标的相关的自家决策案例(本页 8 条,该标的全历史相关记录共 20 条;ENTER 只按该标的自己的腿统计):\n◆ 2357.TW:相关历史决策 20 条 · 其中该标的 ENTER 0 条(0.0%) · 我们从没在这只票上 ENTER 过\n【对所查标的真 ENTER 过的:0 条 —— 相关案例里没有该标的自己的 ENTER 腿】\n【最近 8 条其它决策(多为「不做」,用来看这票最近在被什么消息刷屏)】\n• 2026-09-04 UTC 不做 · 事件:TrendForce最新笔电产业研究称
  9. event_study 成功 stock_tools HTTP · 2,091 ms
    {
  10. kb_search 成功 stock_tools HTTP · 624 ms
    {
  11. validate_order 成功 stock_tools HTTP · 15 ms
    {

原文全文

展开原文 · 16,080 字
DA 26-957
Released: September 9, 2026
fcc’s public safety and homeland security bureau announces conditional approval AND EXEMPTION of certain ROUTERS and Advanced robotic devices from fcc covered list
WC Docket No. 18-89, ET Docket No. 21-232, EA Docket No. 21-233
The Federal Communications Commission’s (FCC or Commission) Public Safety and Homeland Security Bureau (PSHSB or Bureau) maintains a list of equipment and services (Covered List) that have been determined to “pose an unacceptable risk to the national security of the United States or the security and safety of United States persons.” Pursuant to section 2 of the Secure and Trusted Communications Networks Act of 2019 (Secure Networks Act) and sections 1.50002(a) and 1.50003 of the Commission’s rules, PSHSB announces that the Department of War (DoW) has granted Conditional Approvals for certain routers and advanced robotic devices. Therefore, such devices are exempt from the Covered List.
Additions of Routers and Advanced Robotic Devices to the Covered List:
Routers. On March 23, 2026, the Commission added to the Covered List “routers produced in a foreign country, except routers which have been granted a Conditional Approval by DoW or DHS.” This addition was based on a National Security Determination from an Executive Branch interagency body, including several appropriate national security agencies, determining (among other things) that routers produced in a foreign country pose an unacceptable risk to the national security of the United States and to the safety and security of U.S. persons.
Advanced robotic devices. On July 28, 2026, the Commission added to the Covered List “foreign-produced advanced robotic devices, except advanced robotic devices which have been granted a Conditional Approval by DoW.” This addition was based on a National Security Determination from an Executive Branch interagency body, including several appropriate national security agencies, determining (among other things) that advanced robotic devices produced in a foreign country pose an unacceptable risk to the national security of the United States and to the safety and security of U.S. persons.
Conditional Approvals:
The Executive Branch interagency body established a process by which entities producing certain covered equipment in foreign countries can request DoW or the Department of Homeland Security to evaluate whether such devices do not pose unacceptable risks to national security and receive Conditional Approvals that would exempt such devices from the Covered List. The Commission has previously updated the Covered List to reflect the Conditional Approvals that we have received from DoW exempting certain Uncrewed Aircraft Systems (UAS) and UAS critical components and routers from the Covered List.
DoW has reviewed submissions and granted Conditional Approvals for the following devices:
ASUS Computer International’s RT Router Series, ROG GT Series, ROG Strix GS Series, TUF Gaming Series, ExpertWiFi Series, ZenWiFi Mesh Series, 5G MiFi Series, repeaters, and wireless access points (terminating March 6, 2028)
Comtrend Corporation’s GRG-4366u, VG-8043u, PBL-6201, and NL-3131 wireless routers (terminating March 6, 2028)
Husqvarna AB’s 305v IQ, 310v IQ, 420v IQ, and 440v IQ robotic platforms
The Covered List:
We find that each of the Conditional Approvals constitutes “a specific determination” by DoW that such devices do not pose risks to U.S. national security. Therefore, we conclude that PSHSB is required to update the Covered List to exclude the equipment identified in these Conditional Approvals.
PSHSB takes this action under its authority and obligation to publish and maintain the Covered List. Sections 1.50002(a) and 1.50003 of the Commission’s rules require PSHSB to publish the Covered List on the Commission’s website, to maintain and update the Covered List, and to monitor the status of determinations.
The Covered List and the list of devices that have received Conditional Approvals are attached as Appendices A and B to this Public Notice and can also be found on the Bureau’s website at https://www.fcc.gov/supplychain/coveredlist.
We note the continued availability of FCC staff guidance pursuant to sections 0.191 and 0.31(i) of the Commission’s rules. Commission staff will provide guidance to TCBs, test labs, and equipment authorization applicants on the impact of these updates.
For further information, please contact Chris Smeenk, Attorney Advisor, Operations and Emergency Management Division, Public Safety and Homeland Security Bureau at 202-418-1630 or Chris.Smeenk@fcc.gov.
APPENDIX A
COVERED LIST (Updated September 9, 2026)*†±
Covered Equipment or Services*
Date of Inclusion on Covered List
Telecommunications equipment produced or provided by Huawei Technologies Company, including telecommunications or video surveillance services produced or provided by such entity or using such equipment.
March 12, 2021
Telecommunications equipment produced or provided by ZTE Corporation, including telecommunications or video surveillance services provided or provided by such entity or using such equipment.
March 12, 2021
Video surveillance and telecommunications equipment produced or provided by Hytera Communications Corporation, to the extent it is used for the purpose of public safety, security of government facilities, physical security surveillance of critical infrastructure, and other national security purposes, including telecommunications or video surveillance services produced or provided by such entity or using such equipment.
March 12, 2021
Video surveillance and telecommunications equipment produced or provided by Hangzhou Hikvision Digital Technology Company, to the extent it is used for the purpose of public safety, security of government facilities, physical security surveillance of critical infrastructure, and other national security purposes, including telecommunications or video surveillance services produced or provided by such entity or using such equipment.
March 12, 2021
Video surveillance and telecommunications equipment produced or provided by Dahua Technology Company, to the extent it is used for the purpose of public safety, security of government facilities, physical security surveillance of critical infrastructure, and other national security purposes, including telecommunications or video surveillance services produced or provided by such entity or using such equipment.
March 12, 2021
Information security products, solutions, and services supplied, directly or indirectly, by AO Kaspersky Lab or any of its predecessors, successors, parents, subsidiaries, or affiliates.
March 25, 2022
International telecommunications services provided by China Mobile International USA Inc. subject to section 214 of the Communications Act of 1934.
March 25, 2022
Telecommunications services provided by China Telecom (Americas) Corp. subject to section 214 of the Communications Act of 1934.
March 25, 2022
International telecommunications services provided by Pacific Networks Corp. and its wholly-owned subsidiary ComNet (USA) LLC subject to section 214 of the Communications Act of 1934.
September 20, 2022
International telecommunications services provided by China Unicom (Americas) Operations Limited subject to section 214 of the Communications Act of 1934.
September 20, 2022
Cybersecurity and anti-virus software produced or provided by Kaspersky Lab, Inc. or any of its successors and assignees.
July 23, 2024
Uncrewed aircraft systems (UAS) and UAS critical components produced in a foreign country††—except:
(a) UAS and UAS critical components included on the Defense Contract Management Agency’s (DCMA’s) Blue UAS Cleared List, until January 1, 2028,#
(b) UAS and UAS critical components that qualify as “domestic end products” under the Buy American Standard, 48 CFR 25.101(a), until January 1, 2028;
(c) devices which have been granted a Conditional Approval by DoW or DHS; and (d) foreign-produced “Toy Drones,” as defined in the National Security Determination, and “Toy Drones that contain foreign-produced components.”
All communications and video surveillance equipment and services listed in Section 1709(a)(1) of the FY25 National Defense Authorization Act (Pub. L. 118-159).
December 22, 2025
Updated: January 7, 2026
Updated: March 18, 2026
Updated: June 15, 2026
Updated: July 21, 2026
Routers^ produced in a foreign country, except routers which have been granted a Conditional Approval by DoW or DHS.
March 23, 2026
International telecommunications services provided by Digitalsystem Technology Inc., subject to section 214 of the Communications Act of 1934.
July 7, 2026
Foreign-produced power inverters,£ except power inverters which have been granted a Conditional Approval by DoW or DHS.
July 28, 2026
Updated: August 20, 2026
Foreign-produced advanced robotic devices,³ except advanced robotic devices which have been granted a Conditional Approval by DoW.
July 28, 2026
*The inclusion of producers or providers of equipment or services named on this list should be read to include the subsidiaries and affiliates of such entities.
†Where equipment or services on the list are identified by category, such category should be construed to include only equipment or services capable of the functions outlined in sections 2(b)(2)(A), (B), or (C) of the Secure and Trusted Communications Networks Act of 2019, 47 U.S.C. § 1601(b)(2)(A)-(C).
±The scope of the Covered List is affected by the Conditional Approvals that we have received.
††For purposes of inclusion of UAS and UAS critical components, we incorporate the definitions included in the associated National Security Determination.
#The “Blue UAS list” referred to in the National Security Determination is the combination of the “Blue UAS Cleared List” at https://bluelist.appsplatformportals.us/Cleared-List/ and the list of compliant UAS components and software at https://bluelist.appsplatformportals.us/Framework/. We use the term “Blue UAS Cleared List” to refer to both lists.
^For purposes of inclusion of routers, we incorporate the definitions included in the associated National Security Determination.
³For purposes of inclusion of advanced robotic devices, we incorporate the definitions included in the associated National Security Determination.
£For purposes of inclusion of power inverters, we incorporate the definitions included in the associated National Security Determination.
APPENDIX B
Conditional Approvals
Updated September 9, 2026
UAS Conditional Approvals
Dates of Conditional Approval*
Routers Conditional Approvals
Dates of Conditional Approval
Robotic Devices Conditional Approvals
Dates of Conditional Approval
SiFly Aviation, Inc. Q12 Uncrewed Aircraft System
March 17, 2026 –
Netgear, Inc.’s Nighthawk consumer mesh, mobile and standalone routers (R, RAX, RAXE, RS, MK, MR, M and MH series), Orbi consumer mesh, mobile and standalone routers (RBK, RBE, RBR, RBRE, LBR, LBK and CBK series), cable gateways (CAX series) and cable modems (CM series)
April 14, 2026 –
October 1, 2027
Husqvarna AB 305v IQ, 310v IQ, 420v IQ, and 440v IQ robotic platforms
September 9, 2026 –
Mobilicom SkyHopper Series / M Band / Tactical Data Link, Various Controllers, and ICE, OS3 Security Software
March 17, 2026 –
Adtran Inc.’s Service Delivery Gateway (SDG) class routers
April 14, 2026 –
October 1, 2027
ScoutDI Scout 137 Uncrewed Aircraft System
March 17, 2026 –
eero LLC’s eero, eero Pro, eero Max, eero PoE, eero Outdoor, eero Signal, and Amazon Leo routers
April 22, 2026 –
October 31, 2027
Verge, Inc. X1 Uncrewed Aircraft System
March 17, 2026 –
Calix, Inc.’s 7u6.2 router, part number (100-06200)
Calix, Inc.’s 7p6, 7u6m.2, 7u4txg, and 7u4 broadband routers
Calix, Inc.’s GigaSpire and Giga Pro class routers
May 6, 2026 –
October 31, 2027
June 1, 2026 –
November 22, 2027
July 24, 2026 – November 22, 2027
Sees.ai v.USA. 1.0 Uncrewed Aircraft System
April 14, 2026 –
Nokia Corporation’s wireless-fidelity 8 router
Nokia Corporation’s Beacons, Open Network Terminal (ONT) Based Beacons, and Fastmile Gateway routers
May 15, 2026 –
October 31, 2027
May 18, 2026 –
October 31, 2027
Air6 System GmbH’s AIR8 Medium Lifter, AIR8 Compact, AIR4 Rugged, AIR4 Light, AIR4 Micro, AIR4 Nano E, and AIR4 Nano Unmanned Aerial Systems
May 6, 2026 –
Alpha Networks Inc. USA’s 1700 and 2700 series of routers
June 1, 2026 –
November 22, 2027
Elevon Aerial, LLC, doing business as Elevon Aerial AG, Z30, Z50, and Z80 Uncrewed Aircraft Systems
May 15, 2026 –
Sagemcom USA, LLC’s FAST3994, FAST3897, FAST5698, FAST5699, and FAST5999 routers
Sagemcom USA, LLC’s “FAST” Broadband Class of Gateways and Routers (including FAST3994, FAST3897, FAST5698, FAST5699, FAST5999)
June 4, 2026 –
December 5, 2027
July 24, 2026 – December 5, 2027
Blueflite, Inc.’s Cobalt 461 Uncrewed Aircraft System (UAS) and related UAS critical components including data transmission devices, communications systems, and flight controllers
May 26, 2026 –
Miri Technologies, Inc.’s Miri X10 Travel router
June 12, 2026 – December 12, 2027
Verity AG’s Series 4 Indoor Autonomous Inventory System Uncrewed Aircraft System
May 26, 2026 –
Arcadyan Technology Corporation’s routers for T-Mobile 5G FWA broadband devices, which includes the G5AR, G5MAR, GxMAR, GxMAR-ODU, GxAR Series (5G FWA); AT&T BGW 720; and Verizon C46BE (XC Series), CR100B (WG Series), CE1000A, and E3200 (WE Series)
June 12, 2026 – December 12, 2027
Air VEV, Inc.’s 120C and 060C Unmanned Aerial Systems
May 26, 2026 –
Hitron Technologies Americas, Inc.’s DOCSIS 4.0 Wi-Fi Gateway, DOCSIS 3.1 Wi-Fi Gateway, XGSPON Wi-Fi Gateway, Standalone Wi-Fi routers, 5G FWA Wi-Fi Gateway, and 5G FWA Wi-Fi Hotspot
June 22, 2026 – December 18, 2027
Innovation First International, Inc.’s VEX AIR Uncrewed Aircraft System
June 4, 2026 –
Vantiva USA, LLC’s CWA438TX router
July 8, 2026 –
January 3, 2028
Flock Group, Inc. (doing business as Flock Safety) Flock Alpha Uncrewed Aircraft System
June 12, 2026 –
Gemtek Technology Co., Ltd.’s WRTQ-411BE and WNRFQQ-113BE routers
July 10, 2026 –
January 3, 2028
ABZ Innovation Kft.’s L50 Uncrewed Aircraft System
June 12, 2026 –
Gryphon Safety Online, Inc.’s Parental Control WiFi Router
July 20, 2026 –
January 10, 2028
Real-Time Robotics, Inc.’s HERA Tactical Uncrewed Aircraft Systems Platform (both standard and VEGA)
June 22, 2026 –
Sercomm Corporation’s Air4992 Wi-Fi 7 Router
July 20, 2026 –
January 10, 2028
Ceres Air LLC’s Uncrewed Aircraft Systems: C40, C31, C26, C20, and C6
June 22, 2026 –
Humax Networks USA, Inc.’s HNR2306 and HNRM30 routers
July 24, 2026 – January 17, 2028
Exedy Globalparts Corporation’s Ayre CX Uncrewed Aircraft System
July 24, 2026 –
SpaceX Services, Inc.’s Starlink routers
July 27, 2026 – January 17, 2028
Parallel Flight Technologies, Inc.’s Firefly Uncrewed Aircraft System
July 24, 2026 –
Askey Computer Corp.’s ASK-NCM3000 and ASK-NCQ8000 (Wi-Fi 8 Gateways)
Askey Computer, Corp.’s ASK-NCM1100, ASK-NCM1100E, ASK-NCM3000, and ASK-NCQ8000 routers
July 24, 2026 – January 17, 2028
August 14, 2026 – February 3, 2028
Ascento, Inc.’s Ascento Guard Dori USA v1 Uncrewed Aircraft System
August 21, 2026 –
Zyxel Communications, Inc.’s EE4210-00, EE6610-00, and 5GNR (NR5331) routers
August 14, 2026 – February 3, 2028
WNC Corporation's LVR5A, LVM9, and LV85C Wi-Fi Routers
August 21, 2026 – February 3, 2028
ASUS Computer International’s RT Router Series, ROG GT Series, ROG Strix GS Series, TUF Gaming Series, ExpertWiFi Series, ZenWiFi Mesh Series, 5G MiFi Series, repeaters, and wireless access points
September 9, 2026 – March 6, 2028
Comtrend Corporation’s GRG-4366u, VG-8043u, PBL-6201, and NL-3131 wireless routers
September 9, 2026 – March 6, 2028
*Consistent with the National Security Determination (July 21, 2026), UAS Conditional Approvals do not reflect a termination date and will remain effective indefinitely, so long as the entity that received Conditional Approval abides by the onshoring plan outlined in its Conditional Approval application and pursuant to updated vetting of the products.

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