退税率降3%！储能电池出口新变动

Core Viewpoint - The Ministry of Finance and the State Taxation Administration announced adjustments to the export tax rebate policy for photovoltaic and battery products, effective from April 1, 2026, which includes the cancellation of VAT export rebates for these products [1]. Group 1: Policy Changes - From April 1, 2026, the VAT export rebate for photovoltaic products will be canceled [1]. - The VAT export rebate rate for battery products will be reduced from 9% to 6% from April 1, 2026, until December 31, 2026, and will be completely canceled starting January 1, 2027 [1]. - The export consumption tax policy for products subject to consumption tax will remain unchanged, continuing to apply the consumption tax rebate (exemption) policy [1]. Group 2: Export Performance - In the first half of 2025, China's energy storage battery exports reached 45.6 GWh, a year-on-year increase of 174.6%, accounting for 35.9% of the total battery exports in the country [1]. - By October 2025, the export value of energy storage batteries and electric vehicle batteries exceeded $65 billion, with global shipments of lithium-ion battery cells expected to grow by 75% annually [1].