China proposes export controls on solar-manufacturing technologies

BEIJING: China has suggested imposing export controls on 12 technologies crucial for solar equipment production, citing national security concerns. This addition to the export-control list is part of a broader revision that extends to AI and biotechnology, according to a statement released by the Ministry of Commerce on Friday. The move comes after Chinese officials initiated discussions with manufacturers about potential curbs on advanced solar-panel manufacturing technologies, a development that could impact plans by US firms like Tesla to expand production in the US.

Beijing has also restricted solar-manufacturing technology exports to India, as reported by Reuters.

The proposed export controls aim to address national security concerns by preventing technologies from being misused or improperly disseminated. China emphasizes the need for greater oversight due to the increased use of solar technologies in sensitive areas such as aerospace and national defense. Exporters are required to register specific overseas technology transfers until the export-control catalog is officially updated. Public consultation on the proposal will conclude on November 15.

The list of restricted technologies includes those used in manufacturing thin wafers, perovskite and tandem solar cells, as well as large-scale fluidized-bed polysilicon production technologies. Perovskite technology, known for its potential to enhance conversion efficiency, and tandem cells, which combine perovskite and silicon layers to capture more sunlight, are among the technologies facing restrictions.

Additionally, fluidized-bed technology for producing polysilicon, a vital component of solar panels, is also targeted. China would restrict but not prohibit the export of advanced solar cell manufacturing technologies, including TOPCon, HJT, and XBC.