my country’s export tax rebate policy for battery products has ushered in a major adjustment: the tax rebate rate will be reduced from 9% to 6% starting from April 1, 2026, and the export tax rebate for battery products will be completely canceled from January 1, 2027, which will bring huge changes to related energy storage and other industries.
Under the “weaning” effect of the policy, the domestic energy storage industry has set off an overseas craze of “grabbing orders, shipments, and markets”.
According to reports, in the short term, due to the impact of policy nodes, overseas markets will see advance stocking and rush to install projects this year.
The reporter interviewed a large domestic energy storage battery cell manufacturer. Currently, overseas orders and production schedules continue to be full. Production lines at multiple bases are in high-load operation, and products are being shipped to major markets such as Europe and North America.
Currently, domestic energy storage companies are working at full capacity to seize the window period for export policy adjustments, and shipments of household energy storage and other products have doubled.
Faced with the critical window period when policy changes and global demand resonate, the 2026 World Battery and Energy Storage Industry Expo (WBE2026) is known as the “Canton Fair” of the battery energy storage industry. It connects both supply and demand. It not only helps Chinese energy storage companies seize the dividends of the policy transition period and efficiently connect with global buyers, but also promotes the industry’s shift from “price war” to “value war”, injecting strong momentum into China’s high-quality energy storage overseas and increasing industry concentration.
This adjustment to the export tax rebate policy has become an important turning point in the development of the energy storage industry. It will generate explosive demand in the short term and drive deep changes in the industry in the long term.
Short term: rush to speed up installation and shipment, and arrange orders to reach full production
In order to lock in the existing tax rebate dividends, domestic energy storage companies are operating at full capacity and entering the peak state of “rushing for exports”.
Overseas orders for large-scale energy storage battery cell companies continue to be full, production lines at multiple bases are operating at high load, and products are intensively shipped to mainstream markets such as Europe, North America, and the Middle East.
Shipments of overseas rigid-demand products such as household energy storage and industrial and commercial energy storage surged year-on-year, and some companies doubled their order volume in the first quarter.
According to industry data, the scale of new overseas orders from Chinese energy storage companies will reach 366GWh in 2025, a year-on-year increase of 144%, covering more than 60 countries and regions around the world, and policy adjustments will further amplify global demand.
Long-term: It will force technological transformation and upgrading and shift the focus of competition
According to reports, there are more than 300,000 domestic energy storage companies. The cancellation of the tax rebate policy will break the low-price involution pattern and promote the rapid increase in industry concentration.
Companies that lack core technology, cost and scale advantages are gradually being cleared out, and powerful companies are consolidating their market positions by relying on technology premiums, global supply chains and financial advantages.
The core of industry competition has shifted from “price competition” to technological innovation, product quality, full life cycle services and global layout, forcing companies to speed up the research and development of high value-added products, the implementation of overseas production capacity and the construction of localized service systems.
WBE2026: the “Canton Fair” of the global battery energy storage industry, two-way linking internal and external markets
WBE2026 World Battery and Energy Storage Industry Expo and the 11th Asia-Pacific Battery Exhibition and Asia-Pacific Energy Storage Exhibition are committed to promoting global market trade and industrial chain procurement supply and demand, adhering to the core strategy of “bringing in high-quality foreign buyers and helping outstanding Chinese enterprises go global”, and will be held on September 16
– Held in Area A of the Guangzhou Canton Fair Complex on the 18th, it is expected to become a core carrier for enterprises to seize policy opportunities and break through export difficulties.
With the core of “linking global supply and demand and empowering overseas growth”, the exhibition has built an exhibition platform of over 180,000 square meters, bringing together 2,000+ exhibitors and 300,000+ professional visitors, including 15,000+ international buyers from 100+ countries and regions around the world, forming a two-way trade hub of “Chinese companies going global and global merchants bringing in”, fully matching the market demand during the policy adjustment period.
1. Global buyers gather to help companies secure overseas orders
WBE2026 integrates global high-quality battery energy storage buyer resources, covering core markets such as Europe, the United States, the Middle East, Southeast Asia, and Latin America.
The exhibition invites buyers such as energy groups, power grid companies, automobile companies, 3C consumer electronics, project developers, overseas dealers, import and export traders, etc.
The exhibition matches overseas procurement demand lists in advance to help companies efficiently connect and expand overseas markets.
2.
Exhibits from the entire industry chain are gathered to meet diverse overseas needs
WBE exhibition exhibits cover lithium batteries/packs, power batteries, energy storage batteries, BMS, energy storage systems, photovoltaic and storage integration, new energy storage technologies, and sodium batteries
, solid-state batteries, lead-acid batteries, battery materials and accessories, battery equipment and other categories, focusing on displaying high-safety, long-life, cost-effective battery energy storage products suitable for overseas markets, as well as household storage, industrial and commercial energy storage, grid-side energy storage, off-grid energy storage and other solutions.
Enterprises can demonstrate their technical strength and product advantages through exhibitions, get rid of low-price competition, and respond to rising costs with technology premiums and quality premiums, in line with the high-quality overseas direction guided by policies.
3. Two-way empowerment: Helping companies go overseas and attracting global merchants to China
Helping Chinese companies go overseas and expand markets: WBE2026 builds a platform for overseas market policy interpretation, channel expansion, and brand promotion.
Special events such as the “China’s Battery and Energy Storage Industry Overseas International Trading Forum” will be held to analyze overseas policies, trade rules and market needs, helping companies avoid trade barriers and optimize overseas strategies.
Attract global buyers to purchase in China: Relying on the international influence of the “Battery Energy Storage Industry Canton Fair”, the exhibition invites global buyers to come to China to directly connect with China’s high-quality production capacity.
It not only relieves the shipping pressure of enterprises, but also helps China’s battery energy storage industry to increase its global influence and promote the industry from “scaling overseas” to “value overseas”.
New opportunities under policy changes: WBE2026 helps the industry break through and upgrade
The adjustment of export tax rebates is not only a challenge, but also a major opportunity for China’s energy storage industry to improve quality and efficiency and advance globalization.
WBE2026 accurately matches the needs of industry transformation and provides three core values:
1. Seize the policy window period to maximize short-term profits: Relying on global high-quality buyer resources, it helps companies quickly accept overseas orders, accelerate shipments, and fully grasp the dividends of the 2026 tax refund transition period.
2. Build long-term competitiveness: Promote enterprises to focus on technological innovation, product upgrades, service optimization, demonstrate high value-added solutions, and establish sustainable global competitive advantages.
3. Accelerate industry integration and increase concentration: provide leading companies with a stage to expand global influence and integrate high-quality resources, while building cooperation and empowerment channels for small and medium-sized enterprises to promote the survival of the fittest and high-quality development of the industry.
Industry experts pointed out that the adjustment to the export tax rebate policy marks the end of the “policy dividend period” for China’s energy storage industry and a new stage of dual-wheel drive of technology and market.
As the core platform for global battery energy storage trade and cooperation, the 2026 World Battery and Energy Storage Industry Expo will effectively connect policy changes and market demand, becoming a key position for Chinese energy storage companies to seize orders, expand channels, upgrade brands, and go global with high quality.
As the September exhibition approaches, WBE2026 World Battery and Energy Storage Industry Expo is making every effort to prepare for global buyer invitations, precise docking services, and full industry chain demonstrations to help Chinese battery energy storage companies develop new growth space during the critical period of policy transformation, move toward the mid-to-high end of the global value chain, and promote the global development of China’s battery energy storage industry.
