Views: 0 Author: Mason Liu Publish Time: 2026-01-20 Origin: Site
The Ministry of Finance and the State Taxation Administration of China have officially announced major changes to the VAT export rebate policy affecting photovoltaic and battery-related products.
Key Policy Highlights
◾ CN PV products: Export VAT rebate will be fully canceled from April 1, 2026 (Liquid Silicone IS INCLUDED IN THE LIST!!!)
◾ Battery products: Rebate rate will be reduced from 9% to 6% in 2026, and completely eliminated from 2027 The policy scope extends beyond finished products and also impacts key components and materials throughout the supply chain
Expected Industry Impact
◾ Global procurement costs for solar and energy storage systems are expected to increase by approximately 6%–13%
◾ Export-driven production models will face structural cost pressure Short-term order front-loading is likely ahead of Q2 2026
What Buyers & Project Owners Should Consider
◾ Engage early with Chinese suppliers to understand cost structure changes
◾ Secure pricing and delivery schedules where possible ◾ Review inventory and sourcing strategies ahead of anticipated demand shifts in early 2026
This marks a structural change rather than a short-term fluctuation, and will influence pricing, sourcing, and localization decisions across the global renewable energy supply chain.
