On June 30, Reuters quoted five people familiar with the matter as saying that the Trump administration was drafting a ban on the import of foreign inverters , with unwarranted concerns that China might use these devices to disrupt power supply . As soon as the
news came out, the photovoltaic inverter related plate fell sharply collectively. As of the close of July 1, Sunshine Power Supply fell by more than 13% , Jinlang Technology fell by more than 8% , and Goodway and Deye shares fell simultaneously.
In response, Sunshine Power Supply, Jinlang Technology and Zhengtai Power Supply responded quickly.
Among them: Sunshine Power said that "the company's internal production and operation are all normal, and the external incentives for stock price fluctuations are still being verified and understood "; "In fact, the proportion of our business in the United States is very small , and the revenue in the first half of this year is estimated to be only tens of millions of yuan, " Jinlang Technology said. Chint Power , on the other hand, said that "in 2025, the company shipped only a few hundred megawatts to Europe and 2GW inverters to the United States." "At present, the company's production, operation and sales activities remain stable, with abundant cash flow.".
It is understood that the inverter is the core equipment in the field of photovoltaic and energy storage, mainly used in solar energy projects and battery systems, and plays an important role in power conversion and power equipment access to the grid. The restrictions being drafted by the FCC will apply to new foreign inverter models, which could be released as early as this year,
according to the source.
In response to the groundless suppression by the United States, the Chinese Embassy in Washington made it clear that it "firmly opposes the generalization of the concept of national security and the unreasonable suppression of Chinese enterprises", adding that "the United States should provide a fair, just and non-discriminatory environment for Chinese enterprises".
However, it is noteworthy that the report quoted five sources as saying that the Trump administration restarted the previously shelved initiative. This is partly due to a push from the European Commission, which recently decided to ban Chinese-made inverters in publicly funded energy projects.
In response, a spokesman for the Ministry of Commerce said at the time that the European side first classified China as a so-called high-risk country without any actual evidence, which was a stigmatization of China.
However, sources said that the proposal is still in the draft stage, and there is a possibility that it will be revised or completely shelved in the future. Tighten
step by step! From the military ban to the total ban
, in fact, the new regulation drafted this time is the continuation and escalation of the long-term US suppression of inverters in China.
As early as 2011, the US military took the lead in banning the purchase of Chinese photovoltaic cells and components ; In December 2025, Trump signed the National Defense Authorization Act, which included inverters in the military procurement ban list for the first time. In May this year, the Ministry of Commerce of the United States included three Chinese inverter companies in the entity list to curb the development of enterprises by restricting their access to American chips and core components.
Compared with previous measures limited to military procurement, the new regulation drafted by the Trump administration aims to extend the ban to industrial and commercial photovoltaic and large-scale energy storage power plants in the United States, which is a further crackdown on China's inverter industry.
In addition to the introduction of restrictive policies, in May 2025, Reuters and other media quoted so-called people familiar with the matter as saying that "unexplained" communication equipment was found inside some inverters produced in China. An official report by the
U.S. Department of Energy in February showed that there was no evidence that Chinese-made inverters in U.S. power infrastructure were embedded with malicious communication devices.
In addition, in recent years, Chinese inverters have been continuously blocked in the European market . On April 23
, 2026, according to German media reports, the European Commission decided that from now on, EU funds will no longer flow to any energy projects using inverters from the four so-called "high-risk countries" (China, Russia, Iran and North Korea) , which require all EU-funded projects to comply with the latest cyber security standards. Designed to phase out high-risk suppliers.
Previously, the EU has issued documents or voices more than once to restrict the application of Chinese inverter products in the EU market.
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