This is a proactive move aimed at safeguarding national strategic security and consolidating China’s generational industrial advantages, while embodying the governance wisdom of “precise controls and open cooperation. - "Yan Dazhou, chief scientist for advanced materials at China Minmetals, said in an exclusive interview with China Securities Journal that, at a time when the global energy transition and geopolitical competition are deeply intertwined, China’s photovoltaic industry stands at a critical historical juncture. The recent revision of the Catalogue places core technologies—including the production of high-purity crystalline silicon, the production of large-format thin silicon wafers, and the production of high-efficiency crystalline-silicon cells and perovskite-cell modules—among technologies restricted from export. This is a proactive move aimed at safeguarding national strategic security and consolidating China’s generational industrial advantages, while embodying the governance wisdom of “precise controls and open cooperation.”.. 中国五矿先进材料领域首席科学家严大洲在接受中国证券报记者专访时表示，在全球能源转型与地缘政治博弈深度交织的当下，我国光伏产业正站在一个关键的历史节点。近日，《目录》的修订，将高纯晶硅制备、大尺寸薄片化硅片制备、高效晶硅电池及钙钛矿电池组件制备等核心技术纳入限制出口类技术。这是一场着眼于维护国家战略安全、巩固产业代际优势，并体现“精准管控、开放合作”治理智慧的主动作为。" “Yet risks lurk behind the glory,” Yan said. On the one hand, the photovoltaic industry has entered a period of deep adjustment. On the other, some foreign countries are using trade barriers and localization policies to force Chinese companies building factories overseas to confront harsh requirements, including sharing core technologies and being denied controlling ownership. Such conduct not only threatens companies’ profit margins, but could also allow the generational lead that China built through immense hardship to be “scooped up on the cheap.” “然而，辉煌背后暗藏风险。”严大洲说，一方面，光伏行业进入深度调整期；另一方面，部分海外国家通过贸易壁垒和本地化政策，倒逼我国企业在海外建厂时面临核心技术共享、不得控股等苛刻要求。这种行为不仅威胁到企业的利润空间，更可能导致我国历经千辛万苦建立起的代际领先优势被“弯道抄底”。 Yan believes that imposing export controls on core technologies is precisely intended to add a “safety catch” to China’s strategic energy security. It clearly draws a “red line” against technology outflows, ensuring that core processes representing national competitiveness—such as key technologies, equipment, drawings, algorithms and process packages—are not lost through disorderly competition or abnormal commercial conduct. This is a strategic move to safeguard national economic security and the global pattern of industrial competition. 严大洲认为，对核心技术进行出口管控，正是为了给我国能源战略安全加上一道“保险栓”。它明确划定了技术外流的“红线”，确保代表国家竞争力的核心工艺（如关键技术、设备、图纸、算法、工艺包） sinocism.notion.site/Expert-…