光伏出口退税政策调整 中国光伏行业协会发声

Core Viewpoint - Since 2024, China's photovoltaic products are facing increasingly fierce competition in overseas markets, leading to a continuous decline in export prices, characterized by a "volume increase and price decrease" trend [1] Group 1: Market Dynamics - Some companies are engaging in low-price competition during exports, converting export tax rebates into negotiation space, which results in financial resources originally intended to offset domestic VAT burdens being transferred to foreign buyers [1] - This situation effectively 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 against China's photovoltaic industry [1] Group 2: Policy Recommendations - Timely reduction or cancellation of export tax rebates for photovoltaic products can help promote a rational return of foreign market prices, reduce the risk of trade frictions, and alleviate the national fiscal burden, leading to 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 run to curb the rapid decline in export prices and lower the probability 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]