Core Viewpoint - The adjustment of the new energy export tax rebate policy has led to a significant decrease in inquiries from overseas customers, particularly price-sensitive clients from the Middle East, causing challenges for small and medium-sized photovoltaic companies in pricing and order acquisition [1][4]. Group 1: Impact of Policy Changes - The adjustment of the export tax rebate policy has resulted in reduced inquiries from overseas clients, particularly those sensitive to price increases [1]. - The price of photovoltaic components has surged due to rising metal prices, with component prices increasing from approximately 0.6 yuan/watt to 0.9 yuan/watt within a month, marking a nearly 50% increase [4]. - The dual impact of policy changes and market conditions is forcing small and medium-sized photovoltaic companies to reassess their survival strategies [4][10]. Group 2: Cost Structure Changes - The cost structure of photovoltaic components has shifted, with silver prices rising over 200% since 2025, leading to silver paste costs becoming the largest cost component, increasing from 17% to 30% of total costs [7][8]. - The average price of silver reached 30,900 yuan/kg by January 29, 2026, reflecting a significant increase from approximately 7,600 yuan/kg at the beginning of 2025 [8]. - Copper and aluminum prices have also risen, with copper prices increasing by 22.1% and aluminum prices rising by 10% in January 2026 compared to the previous year [8][9]. Group 3: Market Dynamics and Strategies - The current market dynamics have led to a breakdown in pricing mechanisms, resulting in transaction failures and credit losses among companies [4][10]. - Companies are shifting their inventory strategies, opting to clear stock rather than stockpiling, due to fears of price declines that could lead to significant losses [10]. - Some companies are exploring new materials to reduce costs, such as using fiberglass instead of aluminum for component frames, although acceptance in the market remains low [11]. Group 4: Profitability and Business Diversification - With the main business of photovoltaic components nearing zero profit margins, companies are increasingly relying on inverter and energy storage businesses as key profit drivers [11]. - The profitability of energy storage batteries is relatively high, and companies are leveraging foreign trade operations to mitigate the impact of domestic export tax policy changes [11]. - Long-term sustainability for small and medium-sized photovoltaic companies will require developing their own brands and core technologies rather than relying solely on profit from processing and trading [11].

"1月8日调整新能源出口退税政策出台后，海外客户尤其是中东客户的网络询价减少了许多，他们是价 格敏感型，一听涨价就不买了。"1月29日，一元电气科技有限公司(以下简称一元电气)常驻义乌新能源 市场的销售人员小王(化名)说。 一元电气的主营产品逆变电源(INV)、储能锂电池受到政策影响还不算大。主营光伏组件的苏州乐能光 伏电力股份有限公司(以下简称乐能光伏)销售经理大余(化名)称，如今组件价格涨幅已远远超出税率变 化，背后原因是辅材中的金属价格大涨。 "现在是组件价格跟着金属期货走，上午银价涨了，下午组件就涨价，而且过去客户询价后一周内基本 会下单，现在今天定的价，明天可能就亏了，导致客户观望情绪严重。"大余说。 1月28日起，《每日经济新闻》记者走访了义乌国际商贸城二区东的新能源市场，了解到在出口退税政 策调整叠加银、铜、铝等金属价格大涨的背景下，中小光伏企业陷入报价接单两难困境，这场政策与市 场的双重冲击，正倒逼其重新审视生存策略。 毁约情形愈发严重 小王表示，目前公司没有备货，当前客户下单需等到三、四月份才能完成生产交货，所以公司只涨价 5%~10%，造成的影响是海外客户询价减少了很多。 "目前国内市场供 ...