Attention, foreign trade bosses, starting from April 1, 2026, the state’s policy subsidies for the foreign trade industry will be officially tightened, and the export tax rebates for photovoltaics, batteries and other products will undergo major adjustments. This wave of changes is not a trivial matter, but an important benchmark for the development of the industry.
The photovoltaic industry is now a dominant player in the global market, with manufacturing in China accounting for more than 70%. Solid hard power is in front of us, and it is no longer a stage that requires policy support.
However, some companies use the dividends from export tax rebates as a basis for price cuts, handing over the profits that should have been kept at home to overseas buyers. Domestic workers work hard but fail to enjoy the benefits of industrial development. How can this situation continue?
This time the country takes action to break this strange phenomenon. 271 products are no longer subject to financial subsidies. The entire photovoltaic industry chain has directly canceled export tax rebates. The battery tax rebate rate has been cut in half from 9% to 6%, and will even return to zero in 2027. In the final analysis, it is to say goodbye to the old way of relying on fiscal subsidies in exchange for exports and return industrial development to its essence.
After this wave of adjustments, reshuffles in the industry are inevitable.
Those small factories that can barely survive by relying on tax rebates will inevitably have a difficult road ahead, and it is only a matter of time before they are eliminated by the market.
But for those powerful foreign trade companies in Jiangsu, Zhejiang and Shanghai that have mastered technology and built their own brands, this is an excellent opportunity. They have bargaining power. If they don’t increase prices at this time, will they continue to cut prices and lose the profits that should belong to them?
The country’s policy signals are clear. This is to help the industry unify its rhythm. Stop focusing on low-price competition and rely on true quality and hard technology to earn premiums. This is the long-term solution.
You must know that China’s manufacturing industry has already had world-class production capacity, and this dividend should have been kept at home to support people’s livelihood and stimulate domestic demand.
In the final analysis, this policy adjustment is the beginning of hiding wealth among the people. Only when companies earn back the profits they should earn can workers’ wages have room to increase, the domestic consumer market can be truly activated, and industrial upgrading can have real confidence.
Foreign trade bosses, please stop hesitating and waiting. The implementation of the policy is right in front of you. Increase prices decisively when it is time to increase prices, and transform early when it is time to transform. Real high-quality development is never fed by policies, but is created by oneself. Breaking away from the “greenhouse” of policies and being able to make money based on one’s own skills is the foundation for an enterprise to gain a foothold in the market.
Times have changed, and the way of playing the foreign trade industry should also change. Only by following the trend can we achieve steady and long-term development.
