New Progress in China-India Photovoltaic Trade War! The WTO will launch an investigation!

2026-06-24 16:59:14

On June 23, the World Trade Organization (WTO), headquartered in Geneva, Switzerland, agreed to China's request to review India's measures on imports of solar cells, photovoltaic modules and information technology products.

On June 23,

local time, the World Trade Organization (hereinafter referred to as the "WTO ") , headquartered in Geneva, Switzerland, agreed to China's request. India's measures on imports of solar cells , photovoltaic modules and information technology products will be reviewed .

Earlier, a spokesman for the Ministry of Commerce of China disclosed that on December 19, 2025, China submitted a request for consultation with India on tariff measures for information and communication products and photovoltaic subsidies in the WTO. This is another measure taken by China to firmly safeguard the legitimate rights and interests of domestic industries after suing India for electric vehicle and battery subsidies.

"India's relevant measures are suspected of violating WTO obligations such as bound tariff rates and national treatment, and constitute import substitution subsidies prohibited by the WTO.". These measures give India's domestic industries an unfair competitive advantage and harm China's interests. According to

the WTO, this is the second time that China has applied for the establishment of a panel on India-related trade measures. On May 22

, 2026, after unsuccessful consultations between the two sides, China formally proposed for the first time at the meeting of the WTO Dispute Settlement Body that a panel should be set up to review India's above-mentioned trade measures.

However, it was clearly opposed by India, which said it had proved in the consultation that the relevant measures were in line with WTO rules. At the same time, India also pointed its finger at China, believing that 80% of the global photovoltaic industry chain is concentrated in China, while China is trying to hinder the development of related industries in other countries.

中印光伏贸易战新进展!WTO将启动调查!1

In the development of photovoltaic industry, India's attitude towards China has always been "love and fear". On the one hand, they want to take advantage of the powerful and advanced power of China's photovoltaic industry, but on the other hand, they are afraid of the strength of China's photovoltaic industry and constantly set various restrictions on China's photovoltaic products.

The most typical one is ALMM List in India. Not only the component list ALMM List-l is set, but also the restriction list corresponding to the battery and silicon chip is set. As for the establishment of ALMM List, India said it was to support local enterprises in India, but the subsidiary of First solar, an American photovoltaic manufacturer, was included. In this regard, we all know that the establishment of ALMM List is actually India's attempt to prevent Chinese photovoltaic enterprises from entering the country's market. Although

India does not want Chinese photovoltaic enterprises to enter, it needs Chinese photovoltaic equipment very much. Indian companies such as Reliance Industries, Adani Group, Waaree Energies and Premier Energies repeatedly appear on the list of Chinese equipment exports.

Not long ago , HVR Solar, an Indian photovoltaic manufacturer, announced that it would build a 1.2G W TOPCon battery manufacturing plant in India. It is Shenzhen Dazu Photovoltaic Equipment Co., Ltd., a holding subsidiary of Dazu Laser , which cooperated with HVR Solar at this year's SNEC conference, that provides production equipment for this factory.

At the same time, HVR Solar has also cooperated with another Chinese company, Zhengfan Technology (Huzhou) Co., Ltd., which focuses on general equipment manufacturing and technical services.

Related Reading Links:

Cracking Down on Chinese Photovoltaics? The Chinese fight back!

Another Country's "Encirclement and Suppression" of China's Photovoltaic? Reality: Shout the most, buy the most!

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