China solar curbs proposed for 12 photovoltaic manufacturing technologies could complicate India’s plans to expand solar cell production, India Ratings and Research (Ind-Ra) said in a report published on October 26, 2026. The ratings agency warned that restrictions could raise implementation risks for manufacturers dependent on Chinese technology.

Key Takeaways

  • China has proposed restrictions on exports of 12 technologies used to make solar equipment.
  • Ind-Ra says the proposal could delay expansion into ingot and wafer production and affect India’s domestic-cell policy timelines.
  • The eventual impact will depend on the final regulations, licensing provisions and availability of alternative technology partners.

What the China solar curbs would cover

China has proposed restricting exports of 12 photovoltaic technologies, citing the need for close monitoring because the technologies are also used in aerospace, defence and other sensitive sectors. China controls more than 75% of the global solar supply chain.

The measures remain a proposal. The available information does not specify the previous export rules or a confirmed effective date for the proposed restrictions.

Why Indian manufacturers could be affected

Ind-Ra said the proposal could affect timelines under India’s ALMM-II framework, which requires the use of made-in-India cells from an approved list. Disruptions could influence the supply, pricing and profitability of cells subject to domestic content requirements.

Bhanu Patni, a director at Ind-Ra, said companies that have already secured supplies are less likely to be affected than those beginning a capital spending cycle. If implemented, the proposal could also delay expansion into ingot and wafer production or increase its costs.

The agency separately warned that export licensing controls on high-end construction equipment, including tunnel boring machines, could raise execution risks for engineering, procurement and construction companies.

Industry calls for technology alternatives

Volks Energie CEO Piyush Goyal called for government funding for indigenous equipment, production-linked incentive support for technology ownership, partnerships with Japan, Korea and Europe, and development of cell-line engineering skills.

Sunkind India Managing Director Hanish Gupta said the final impact would depend on the regulations, licensing provisions and availability of alternative technology partners. He called for supply-chain diversification and domestic technology development.

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