如何看待出口退税调整

Group 1 - The core viewpoint of the news is that the adjustment of export tax rebates is a significant measure for transforming foreign trade and economic growth models in China, aiming to reduce reliance on exports and promote domestic demand [2][3] - The adjustment involves the cancellation of export tax rebates for nearly 250 products, including solar photovoltaic products and a reduction in rebates for 22 types of battery products, which will be fully eliminated by January 1, 2027 [1][3] - This policy is seen as a continuation of efforts to address issues arising from a long-standing export-oriented growth strategy, which has led to high export dependency and trade imbalances [2][3] Group 2 - The adjustment of export tax rebates is expected to directly impact trade surpluses, as historically, export tax rebates accounted for about half of China's trade surplus over the past 30 years [3] - The policy aims to signal goodwill to international trading partners, particularly in light of trade tensions surrounding competitive products like solar panels and batteries [3] - Experts suggest that companies that can no longer compete in the international market due to the reduction of export tax rebates should pivot to domestic markets to meet local demand, although this transition may involve challenges [10]