春节也要加班！有光伏企业在抢出口，也有企业很纠结

Core Viewpoint - The photovoltaic industry is facing a dilemma between the urgency to export products before the cancellation of VAT export rebates in April 2026 and the rising costs of raw materials, which are causing hesitation in production decisions [1][2]. Group 1: Export Urgency and Cost Pressures - Companies are under pressure to complete exports before the April 1 deadline to avoid losing key orders, but rising raw material costs are leading to significant budget overruns [1][2]. - The price of battery cells has increased significantly, with some manufacturers halting purchases due to cost concerns, which is impacting production schedules [2][3]. - The cancellation of export tax rebates is expected to push up component prices, complicating the decision-making process for manufacturers regarding exports [3][5]. Group 2: Inventory and Production Challenges - Manufacturers with high inventory levels are in a favorable position as their stock was produced at lower costs, while those with low inventory face challenges in sourcing high-cost battery cells for production [2][3]. - The domestic component prices are highly volatile, influenced by rising costs of metals like silver and aluminum, as well as upstream supply chain constraints [3][4]. Group 3: Market Uncertainty and Strategic Responses - Many manufacturers are uncertain about the overseas market dynamics, leading to difficulties in pricing and decision-making for exports [3][4]. - Companies are exploring alternative strategies, such as using silver-copper technology to mitigate the impact of rising silver prices on production costs [6]. - Some firms, like JinkoSolar, have mechanisms in place to adjust pricing in response to policy changes, indicating preparedness for the cancellation of export rebates [6]. Group 4: Long-term Industry Implications - The cancellation of export rebates may accelerate the elimination of less competitive players in the photovoltaic industry, pushing the sector towards higher value and better technology products [6]. - Companies are encouraged to innovate and enhance product value to cope with cost pressures, which could lead to a healthier and more sustainable industry structure [6].