The updated export-control catalogue from the Ministry of Commerce and the Ministry of Industry and Information Technology spans 40 technologies, banning 14 and restricting 26. While 23 items target AI—including computing clusters and high-performance agents—solar manufacturing equipment is identified as a primary area of impact. APIs, SaaS and already public open-source models are exempt from the rules. MOFCOM described the revision as routine trade management that is not targeted at any specific country, with public consultations ending Nov 15.
