China is holding initial talks with solar equipment makers on potentially
restricting exports of advanced panel manufacturing technology to the U.S.,
according to sources, though no rules have been finalized. The move could affect
expansion plans by firms including Tesla and widen tech export controls as China
dominates over 80% of global solar supply chains. Discussions include possible
limits on high-end HJT equipment shipments, with officials engaging suppliers
such as Suzhou Maxwell Technologies