工厂取消休假，召回员工加班！光伏产品出口退税将全面取消，有物流公司称“一波‘抢运潮’进入倒计时”

Core Viewpoint - The announcement on January 9 regarding the adjustment of export tax rebate policy for photovoltaic products will lead to the cancellation of the 9% VAT export rebate starting from April 1, 2026, increasing export costs for solar companies [1]. Group 1: Export Tax Rebate Policy - The cancellation of the 9% VAT export rebate is expected to raise export costs for photovoltaic companies, prompting many factories to cancel worker vacations and increase production [1]. - The adjustment is seen as a measure to curb the rapid decline in export prices and reduce trade friction, although it is not the only solution to the industry's challenges [2]. Group 2: Market Reactions and Logistics - The China Photovoltaic Industry Association noted a "volume increase and price decrease" trend in export prices since 2024, with some companies passing the rebate loss to foreign buyers, leading to profit erosion [2]. - A surge in shipping demand is anticipated, although current booking volumes have not increased significantly, and logistics companies are preparing for this potential rush [2][3]. Group 3: Future Export Trends - Following the adjustment, a significant drop in photovoltaic component export volumes is expected, with potential shipping volumes post-Spring Festival estimated between 9,300 to 12,300 FEU per month [4]. - The main contract for the European shipping index EC2604 saw a notable increase, influenced by the expected rush in shipments due to the tax rebate policy change [4][5].