On 16 October, China's Ministry of Commerce (MOFCOM) and Ministry of Science and Technology announced proposed revisions to the Catalogue of Technologies Prohibited and Restricted from Export, alongside temporary pre-export registration requirements for the technologies concerned. The solar sector accounts for 12 technologies covering polysilicon, wafer and cell manufacturing. Certain key and core equipment incorporating these technologies also falls within the scope.

Silver prices fell 19.6% from August 27 to October 15, lowering solar cell costs, yet cell prices held steady. SMM data show 210R prices steady at RMB 0.310/W, while 210N prices rose and 183 prices edged down. Production line upgrades and output cuts tightened supply, while export orders and utility-scale demand supported key formats. Near-term pricing remains driven by supply-demand fundamentals.

Recently, Shanghai Sigenergy Intelligent Technology Co., Ltd., a subsidiary of Sigenergy New Energy, was recognized by the Ministry of Industry and Information Technology and included in the national-level list of specialized and sophisticated "little giant" enterprises. This recognition is a national-level endorsement of Sigenergy's independent innovation capabilities, core technological strength, and market competitiveness in the PV+ESS+charging sector.