China’s Solar Exports Keep Falling as Beijing Mulls Export Controls
Chinese exports of solar power equipment extended their declining trend this year with a 6.4% drop in September from a year earlier, while China’s authorities consider export controls and/or bans on a dozen solar manufacturing technologies. The world’s top solar manufacturer shipped 1.21 million metric tons of solar cells and panels last month, according to customs data cited by Reuters. While…
China's solar exports have continued their downward trajectory in September, with a 6.4% decline compared to the same month last year, according to customs data. The world's leading solar manufacturer exported 1.21 million metric tons of solar cells and panels in September, marking a 6% decrease from August but a 9.5% year-to-date drop.
The decline started in May following the removal of a local export tax rebate on April 1, which reduced export volumes. Beijing is now contemplating export controls or bans on a dozen solar manufacturing technologies, including perovskite, tandem solar, polysilicon, wafer, and crystalline-silicon cell production tech. These proposed changes are part of a broader initiative to safeguard national security and uphold international trade rules, potentially restricting up to 40 technologies across AI, biomedicine, and solar sectors.
The Chinese Ministry of Commerce and the Ministry of Science and Technology have initiated a one-month consultation period to gather public input on the proposed adjustments to China's export ban or restriction guidelines.
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