2026年4月1日起取消光伏等产品出口退税，企业抢单赶工

Core Viewpoint - The Ministry of Finance and the State Taxation Administration announced the cancellation of VAT export tax rebates for photovoltaic products starting April 1, 2026, which is expected to reshape the competitive landscape of the industry [1][3]. Industry Impact - The policy adjustment is seen as a key measure to transform the competitive dynamics within the industry. The China Photovoltaic Industry Association noted that some companies have been using export tax rebates to enhance their bargaining power in overseas markets, effectively subsidizing foreign markets and increasing the risk of trade friction [3]. - The cancellation of export tax rebates is anticipated to help restore rational pricing in overseas markets [3]. Market Response - The impact of the policy has already been observed in the first quarter, with a company executive indicating that overseas buyers are placing orders in advance to avoid increased costs after April, leading to a "mini peak season" during a traditionally slow demand period [3]. - Companies are ramping up production and working overtime to meet the surge in overseas orders before the April 1 deadline [3]. Battery Products Adjustment - The export tax rebate policy for battery products will also undergo a phased adjustment, with the rebate rate decreasing from 9% to 6% from April 1 to December 31, 2026, and a complete cancellation of the rebate starting January 1, 2027 [3].