中泰化学：2026年公司抢抓一季度出口窗口期，预计短期出口量增加

Core Viewpoint - The Ministry of Finance and the State Administration of Taxation announced the cancellation of export tax rebates for polyvinyl chloride (PVC) products starting April 1, 2026, which will not significantly impact the company's normal operations [1] Company Summary - In 2025, the company's PVC export revenue accounted for 3.6% of total operating revenue [1] - The cancellation of the export tax rebate is expected to lead to an increase in export costs for PVC, prompting the company to optimize its production capacity and enhance competitiveness in the long term [1] Industry Summary - The cancellation of export tax rebates is anticipated to accelerate adjustments within the industry, leading to structural changes [1] - The company plans to seize the export window in the first quarter of 2026, expecting a short-term increase in export volume [1]