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Chinese officials have held preliminary talks with suppliers of advanced solar‑panel manufacturing equipment about restricting exports to the United States, Reuters reported on April 15, 2026, citing five people with knowledge of the consultations.
No formal rule has been finalised and regulators have not yet sought industry feedback.
The discussions have focused in part on high‑end tools needed for heterojunction (HJT) high‑efficiency cells; officials reportedly visited Suzhou Maxwell Technologies after media reports that Tesla was seeking about $2.9 billion of Chinese equipment.
China makes more than 80% of the world’s solar panel components and hosts the top global suppliers of cell‑making machinery.
Analysts warn curbs could threaten U.S. firms’ plans to expand domestic manufacturing, complicate projects tied to space‑based solar for data centres, and widen technology export controls following moves on rare earths and battery materials.
Key details — scope, timing, licensing processes and whether other export markets would be affected — remain unclear.
Beijing and the U.S. are preparing for a leaders’ meeting next month, adding geopolitical sensitivity to the talks.







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