China Proposes Export Curbs on Key Solar Technologies, Reinforcing Dominance

China's Ministry of Commerce has proposed export restrictions on 12 critical solar manufacturing technologies, citing national security concerns . This move could significantly impact global solar production plans and solidify Beijing's leading position in the photovoltaic industry .

Key details:

• Prohibited Exports: Technologies for thin silicon wafers, perovskite/tandem solar cells, and large-scale fluidised-bed polysilicon production .
• Restricted Exports: Advanced solar cell manufacturing technologies including TOPCon, HJT, and XBC .
• Impact: Could complicate efforts by overseas manufacturers, including companies like Tesla, to expand domestic solar production outside China .

This policy aims to prevent uncontrolled technology outflow and maintain China's strategic advantage in the solar supply chain.