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China proposes export controls on solar-manufacturing technologies

By Thomson Reuters Oct 18, 2026 | 1:22 AM

By Colleen Howe

BEIJING, Oct 18 (Reuters) – China has proposed export controls on 12 technologies used to make solar equipment, citing national security concerns, as part of a ​broader revision that also covers AI and biotechnology.

The ministry ‌of commerce proposed adding the photovoltaic technologies to China’s export-control list, it said in a statement on Friday, adding that greater oversight is needed because solar technologies are increasingly being used in sensitive areas like aerospace and ‌national ​defense.

Chinese officials held initial talks with ⁠manufacturers about potential curbs on ⁠advanced solar-panel manufacturing technologies, Reuters reported in April, a move that could threaten plans by US firms such as Tesla to expand production in the US.

Beijing has also curbed ​exports of solar-manufacturing technology to India, Reuters has reported. Analysts say China is seeking to preserve its dominance as India ⁠tries to build up domestic manufacturing ⁠and shake off reliance on China.

Export restrictions aim ​to “guard against the risks of technologies from running out of control ​or being improperly disseminated, while safeguarding normal international exchanges ‌and cooperation in science and technology,” the ministry said.

Exporters must now register certain overseas technology transfers until the export-control catalogue is formally updated. Public consultation on the proposal will close on November ⁠15.

China would ban technologies including those used to make some thin wafers, perovskite and tandem solar cells, as well as large-scale fluidized-bed ⁠polysilicon production technologies.

Perovskite is ‌an emerging technology that offers the potential ⁠of increased conversion efficiency. Tandem cells combine perovskite ​and ‌silicon layers to capture more of the sunlight ​spectrum.

Fluidized-bed technology ⁠for producing polysilicon — a key building block for solar panels — is less expensive and more energy-efficient than the dominant Siemens process.

China would also restrict, but not prohibit, exports of advanced solar cell manufacturing technologies, including TOPCon, HJT and XBC.

(Reporting by Colleen Howe; Editing ​by William Mallard)