21 October 2026 | 9:33AM CST Equity Research CHINA SOLAR Analyzing the potential impact from the proposed solar tech export control; reiterate Buy on Maxwell as bear case scenario appears already priced in What happened? On Oct 16 2026, the Ministry of Commerce (MoC) and the Ministry of Science and Technology (MoST) jointly proposed to revise the list of prohibited/restricted export technology to include 12 solar technologies (including source code, base algorithm model, technical drawings, and core equipme ...