China’s Solar Exports Keep Falling as Beijing Mulls Export Controls

Tsvetana Paraskova

What I Cover Tsvetana Paraskova is an energy and products reporter

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By Tsvetana Paraskova-Oct 19, 2026, 7:30 AM CDT

Chinese exports of solar energy devices extended their decreasing pattern this year with a 6.4%drop in September from a year previously, while China’s authorities think about export controls and/or restrictions on a lots solar production innovations.

The world’s leading solar producer delivered 1.21 million metric lots of solar batteries and panels last month, according to customizeds information pointed out by Reuters

While the exports increased from August, they were over 6%lower compared to September in 2015, and added to a year-to-date downturn of 9.5% in abroad solar devices deliveries.

China’s exports of solar batteries and panels started to drop in May after Beijing eliminated the regional export tax refund since April 1, which depressed export volumes. The world’s leading photovoltaic panel and cell maker ditchedefficient April 1, 2026, export tax refunds for the value-added tax (VAT) of photovoltaic items, consisting of solar batteries and panels. China will likewise withdraw the export tax refund on battery items, efficient January 1, 2027. The Chinese tax policy modification was extensively anticipated to slow solar exports from April 2026 onwards, as the policy raises export expenses and makes Chinese PV items more pricey globally.

China is now proposing a trade policy that might restrict its exports of some solar innovations, consisting of those for making high-efficiency solar items such as perovskite, tandem solar, polysilicon, wafer, and crystalline-silicon cell production tech.

The proposed modifications are part of a broader effort to restrict exports of as numerous as 40 innovations in the expert system, biomedicine, and solar markets to “secure nationwide security, secure core innovations and support global trade guidelines.”

The Chinese Ministry of Commerce and the Ministry of Science and Technology recently released a one-month assessment duration for popular opinion on the proposed modifications to China’s brochure of innovations that undergo export restrictions or constraints.

By Tsvetana Paraskova for Oilprice.com

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