光伏出口退税将取消，行业协会：推动国外市场价格理性回归

Core Viewpoint - The Ministry of Finance and the State Taxation Administration announced the adjustment of export tax rebate policies for photovoltaic products, which will impact the industry significantly starting April 1, 2026 [1] Group 1: Policy Changes - From April 1, 2026, the export VAT rebate for photovoltaic products will be canceled [1] - The export VAT rebate rate for battery products will be reduced from 9% to 6% from April 1, 2026, until December 31, 2026, and will be completely canceled starting January 1, 2027 [1][2] Group 2: Industry Impact - The adjustment is expected to help stabilize export prices and reduce trade friction risks, as the current situation shows a trend of increasing volume but decreasing prices in the overseas market [1] - The export tax rebate has been effectively acting as a subsidy to foreign end markets, leading to profit loss for domestic companies and increasing the risk of international trade disputes such as anti-subsidy and anti-dumping cases [1] - The China Photovoltaic Industry Association noted that while the adjustment is not the sole solution to the "internal competition externalization" issue, it is beneficial for curbing the rapid decline in export prices and lowering the likelihood of trade friction in the long term [2]