电池出口退税影响

Policy - From April 1, 2026, to December 31, 2026, the export tax rebate rate for battery products will be reduced from 9% to 6% [2] - Starting January 1, 2027, the export tax rebate for battery products will be completely canceled [2] Commentary - The previous tax rate was adjusted from 13% to 9%, and overseas demand was not impacted, indicating that batteries and downstream sectors share the tax rebate burden in a 3:7 ratio, highlighting the rising global competitiveness of domestic lithium batteries and the government's determination to combat internal competition while exporting inflation [3] - The policy clearly states that the tax rebate will be fully canceled in 2027, which is significant; in 2026, companies will likely rush to export, validating the underlying logic of leading battery manufacturers continuously revising their annual production expectations upward [3]