China proposes export controls on solar-manufacturing technologies

October, 19, 2026

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 (TSLA.O), opens new tab 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.

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