China's Ministry of Commerce and Ministry of Science and Technology plan to expand the export control technology catalog

X.PIN

China Tech Weekly: Kimi K3.1 Controversy, DeepSeek's $1.5 Billion 1GW Data Center

After releasing Kimi K3.1, Kimi faced user backlash over the high cost of K3.1 Pro and strict rate limits, and issued an official apology; paid users received a 25% monthly quota reset. DeepSeek will use its $1.5 billion in funding for a 1GW data center in Ulanqab, Inner Mongolia, deploying at least 160,000 Huawei Ascend 950DT chips, with CATL adding another $140 million. Huawei obtained a 7-year $2.25 billion offshore loan from six Chinese banks for AI chip R&D; China plans to add 23 technologies, including frontier LLMs with over 2 trillion parameters and AI agents, to its export restriction list.

Phoenix Technology

DeepSeek and MiniMax Complete AI Model Overseas Registration, Compliance Pathway Implemented

DeepSeek and MiniMax have completed the AI model overseas registration procedures, navigating the compliance process for open-source release and overseas licensing of large models. MiniMax's technology export registration this time covers some recently released and soon-to-be-released models, spanning both open-source release and overseas licensing scenarios. Previously, the Ministry of Commerce and the Ministry of Science and Technology publicly solicited opinions on October 16 regarding the revision of the Catalog of Technologies Prohibited or Restricted from Export in China, proposing to include 23 AI technologies within the scope of export controls.

TMTPost · AGI

CATL earned a net profit of 21.2 billion yuan in a single quarter, yet fell nearly 15% in two days: what exactly is the AI rally killing?

CATL's third-quarter net profit attributable to shareholders was 21.246 billion yuan, up 14.54% year on year, below the lower bound of institutional forecasts. On October 21 its A-shares closed down 12.03%, and over two trading days they fell nearly 15% cumulatively, wiping about 140 billion yuan off its market value. This round of adjustment is weighing on valuations rather than already-realized earnings: the ChiNext Index's PE-TTM fell from about 54 times in June to about 32 times, while the STAR 50 dropped from about 264 times to above 110 times. Over the same period, equity ETFs saw net inflows for eight consecutive trading days, totaling 94.753 billion yuan as of October 14.

Cailian Press

DeepSeek and MiniMax complete AI model overseas registration, with compliance processes for open-source releases and overseas licensing now fully operational

DeepSeek and MiniMax have completed the relevant registration procedures, fully establishing the compliance processes for the open-source release and overseas licensing of their large models. According to Science and Technology Innovation Board Daily, MiniMax's technology export registration this time covers some recently released and soon-to-be-released models, spanning two major scenarios: open-source releases and overseas licensing. Previously, on October 16, the Ministry of Commerce and the Ministry of Science and Technology jointly issued an announcement soliciting public comments on the revision of the Catalog of Technologies Prohibited or Restricted from Export in China, proposing to include 23 AI technologies within the scope of export controls.

East Money

The Ministry of Commerce and the Ministry of Science and Technology plan to add 40 key technologies to the export control catalog, with 23 in the AI field

The Ministry of Commerce and the Ministry of Science and Technology issued Announcement No. 48 of 2026, soliciting public comments on the revision of the Catalog of Technologies Prohibited or Restricted from Export in China. It plans to add 40 key technologies in three fields—artificial intelligence, biomedicine, and photovoltaics—of which 14 are proposed to be prohibited from export and 26 restricted from export, and simultaneously launched temporary management measures for pre-export registration. In the AI field, 23 items are proposed to be added, covering four major areas: large models, agents, computing clusters, and information processing. A spokesperson for the Ministry of Commerce made clear that overseas localized deployment of restricted-category large models falls within the scope of technology export management, while using restricted-category large models to provide API calls, APP/webpage interaction, SaaS applications, and lightweight local on-device deployment to external parties does not fall within the scope of large-model technology export management; open source, self-built and self-operated overseas computing centers, and other such circumstances may be eligible for facilitation measures such as automatic licensing.

Rohan Paul

DeepSeek and MiniMax continue to open-source models after completing registration under China's new AI export rules

DeepSeek and MiniMax completed registration under China's new AI export rules and then continued to open-source models. Since October 16, China has required AI companies to register with the government before sending regulated AI technology overseas, and publicly releasing model weights or code for global download (i.e., open-sourcing) is also regarded as such export, so open-source releases now also require prior filing.

Cailianshe

Yuyuan Tantian interprets China's new AI technology export rules: what is controlled, what is not

On October 16, the Ministry of Commerce and the Ministry of Science and Technology solicited public comments on the revised 《Catalogue of Technologies Prohibited or Restricted from Export in China》, which includes 23 artificial intelligence technologies, covering large models, agents, computing power clusters, information processing, and more. The article states that enterprises using restricted-category large models to provide external API calls, APP/webpage interaction, SaaS applications, local on-device lightweight deployment, and other such scenarios do not fall within the scope of large-model technology export management. Two enterprises, DeepSeek and MiniMax, have completed registration procedures and completed open-source and overseas authorized use. The catalogue also sets quantitative indicators such as computing power exceeding 10²⁶ floating-point operations, parameters exceeding 2 trillion, and capability reaching the global top ten level.

IT Home · Artificial Intelligence

DeepSeek and MiniMax complete open-source and overseas licensing registrations; MOFCOM clarifies the scope of AI technology export management

Yuyuantantian published an article stating that since the policy was announced, DeepSeek and MiniMax have smoothly completed registration procedures and completed open-source and overseas licensed use. On October 16, MOFCOM and the Ministry of Science and Technology publicly solicited opinions on revising the Catalog of Technologies Prohibited or Restricted from Export in China, planning to add 23 AI technologies related to large models, agents, computing clusters, and information processing, while technologies that have entered the public domain through open-source, published papers, and other means are not included in the scope of management. MOFCOM stated that enterprises using restricted-category large models to provide API calls, APP or web interaction, SaaS applications, and local on-device lightweight deployment to external parties does not fall within the scope of large-model technology export management, while overseas localized deployment does fall within the scope of management, and deployment in risk-controllable situations such as overseas self-owned clouds may apply facilitation measures such as automatic licensing.

Shanghai Observer

Yuyuan Tantian explains the rumors of China's AI technology export ban

In response to outside claims that China is about to shut the door on AI technology exports, Yuyuan Tantian sorted through the background and regulatory boundaries of the public consultation opened on October 16 by the Ministry of Commerce and the Ministry of Science and Technology on revising the Catalog of Technologies Prohibited and Restricted from Export in China. The article points out that regulation focuses on three categories of technology: data security, sensitive uses, and computing power foundations. When enterprises use restricted large models to provide external API calls, APP/webpage interaction, SaaS applications, and the like, this does not fall within the scope of large-model technology export management; open-source technologies and specific international businesses are eligible for facilitation measures such as automatic licensing. The article also mentions that two companies, DeepSeek and MiniMax, have completed registration procedures and finished open-sourcing and overseas authorized use.

Yicai

DeepSeek and MiniMax complete registration for open-source and overseas authorized use

According to Yuyuantantian, on October 16, the Ministry of Commerce and the Ministry of Science and Technology solicited public comments on the revision of the Catalog of Technologies Prohibited or Restricted from Export in China, which involves 23 AI-related technologies including large models, agents, computing clusters, and information processing. Since the policy was announced, the two leading companies DeepSeek and MiniMax have completed registration procedures and finished open-source and overseas authorized use. In its Q&A, the Ministry of Commerce gave more and more specific explanations of "what is not regulated" than of "what is regulated." The report holds that the core of the Catalog is to delineate boundaries rather than simply restrict the export of AI technology.

East Money

The Ministry of Commerce and the Ministry of Science and Technology revise the technology export catalog; DeepSeek and MiniMax complete open-source and overseas licensing registration

On October 16, the Ministry of Commerce and the Ministry of Science and Technology publicly solicited opinions on the revision of the Catalog of Technologies Prohibited or Restricted from Export in China, involving 23 artificial intelligence technologies such as large models, agents, and computing clusters. Since the policy was announced, two enterprises, DeepSeek and MiniMax, have completed registration procedures and finished open-source and overseas licensed use. The article states that enterprises using restricted-category large models to provide external API calls, APP/webpage interaction, SaaS applications, etc. does not fall within the scope of technology export management, and that situations such as open-source technologies are eligible for facilitation measures such as automatic licensing.

Yicai

Pre-Market Briefing | Japanese and South Korean stock markets open lower across the board; AI supply chain companies cluster with positive earnings pre-announcements

Japanese and South Korean stock markets opened lower across the board, with South Korea's KOSPI index down 3.17% and Japan's Nikkei 225 index down 0.77%. Before the A-share market open, multiple AI supply chain companies issued positive earnings pre-announcements: ChangXin Technology expects pre-tax profit of 131 billion yuan to 132.5 billion yuan for the first three quarters, Hengtong Optic-Electric's net profit is expected to increase 151%-168% year on year, and Shengyi Technology is expected to increase 164%-181%.

recode_china_aiFirst-party

English translation is being prepared.

ChinaTalkSelected

China's Ministry of Commerce plans to include AI models in the export control catalog

China's Ministry of Commerce and Ministry of Science and Technology issued Announcement No. 48 of 2026 on October 16, proposing to add 40 items to the Catalogue of Technologies Prohibited or Restricted from Export in China, of which 14 are prohibited from export and 26 are restricted from export, and to implement pre-export registration for all newly added technologies effective immediately. The draft sets three thresholds for frontier models: ≥10^26 FLOP, ≥2T parameters, or reaching a globally leading level, and also covers AI chip design, memory chips, ten-thousand-card-level clusters, agents, AIGC detection tools, training data, and cyber offense and defense capabilities; scenarios such as open source, self-built overseas data centers, and overseas tape-out may use the report-and-export channel. The public comment period runs until November 15.

heise online

China plans to restrict exports of AI and solar technology, with 40 technologies included in a draft control list

China plans to impose restrictions on the export of key technologies. A government draft lists 40 controlled technologies, 23 of which are AI applications, including methods for AI agents and large AI models. Twenty-six technologies will require export licenses, and 14 are proposed for a complete export ban, involving solar cell manufacturing processes and cell and gene therapy technologies; accessing AI through applications and websites, as well as already public AI technologies, is expected to remain available. The draft was proposed by the Ministry of Commerce and other departments, with public comments open until November 15, and registration obligations related to the transfer of relevant technologies have been in effect since last Friday.