中国光伏行业协会：调整出口退税，有助国外市场价格理性回归

Core Viewpoint - Since 2024, China's photovoltaic products are facing increasingly fierce competition in overseas markets, leading to a "volume increase and price decrease" trend in export prices [1] Group 1: Market Competition - The export process involves not only low-price competition but also the conversion of export tax rebates into negotiation space, which results in financial resources intended to offset domestic VAT burdens being transferred to foreign buyers [1] - This situation transforms the export tax rebate policy into a subsidy for overseas end markets, causing profit losses for domestic companies and significantly increasing the risk of international trade frictions such as anti-subsidy and anti-dumping measures [1] Group 2: Policy Recommendations - Timely reduction or cancellation of export tax rebates for photovoltaic products can help rationalize foreign market prices, lower the risk of trade frictions, and alleviate the national fiscal burden, promoting a more reasonable and efficient allocation of fiscal resources [1] - Although adjusting export tax rebates is not the only solution to the "internal competition externalization" issue, it is beneficial in the long term to curb the rapid decline in export prices and reduce the likelihood of trade frictions [1] Group 3: Recent Policy Changes - The Ministry of Finance and the State Taxation Administration announced a policy on November 2024, stating that from December 1, 2024, the export tax rebate rate for photovoltaic silicon wafers, batteries, and components will be reduced from 13% to 9% [1]