China Proposes Solar and AI Export Controls

China proposes export controls on 40 technologies including 12 photovoltaic items by November 15, 2026. The Ministry of Commerce cites national security concerns regarding aerospace and defense applications. Specific bans target perovskite tandem cells with 30% efficiency and polysilicon production lines exceeding 250,000 metric tons. Finished solar modules remain unaffected, but licensing and equipment transfers face strict restrictions.