China has proposed export restrictions on 12 solar manufacturing technologies, citing national security concerns. The move could affect overseas production plans. Public consultation on the proposal closes on November 15.
China proposed export restrictions on 12 solar manufacturing technologies, citing national security concerns. The step could affect overseas production plans and reinforce Beijing's dominance in the global photovoltaic industry. China's Ministry of Commerce announced the proposal on Friday as part of a broader revision of its technology export-control catalogue, which also covers artificial intelligence and biotechnology.
Which technologies face a ban or limits
Under the proposal, China would prohibit exports of certain technologies used to make thin silicon wafers, perovskite and tandem solar cells, and large-scale fluidised-bed polysilicon production systems. Fluidised-bed polysilicon production is more energy-efficient and less expensive than the conventional Siemens process.
Beijing would separately restrict, rather than prohibit, exports of advanced solar cell manufacturing technologies, including TOPCon, heterojunction technology (HJT) and XBC.
Ministry points to sensitive sectors
The ministry said tighter oversight was necessary because photovoltaic technologies are increasingly used in sensitive sectors, including aerospace and national defence. It also said the measures were intended to prevent the uncontrolled spread or misuse of sensitive technologies while preserving legitimate international cooperation.
Pressure on overseas manufacturers
The proposed controls could complicate overseas manufacturers' efforts to expand domestic solar production. Chinese officials previously discussed potential restrictions with manufacturers, raising concerns about expansion plans by U.S. companies, including Tesla. China has also tightened access to solar manufacturing technology for India, which is seeking to develop domestic production and reduce reliance on Chinese suppliers.
Exporters must register certain overseas technology transfers pending the formal revision of the export-control catalogue.
Source: Investing.com
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