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Xiamen Tungsten New Energy: Adjustment of export tax rebate policy may inhibit low-price competition

During an investor briefing, XTC New Energy noted that the adjustment to export tax rebate policies aims to curb low-price competition in overseas markets; while this drives a short-term rush to export batteries, it is expected to optimize the industry landscape in the long run. The company remains committed to its key-account strategy and maintains overseas production capacity, while continuing to monitor policy developments to refine its approach.

On April 3, 2026, Xiamen Tungsten New Energy disclosed relevant information about the adjustment of export tax rebate policy when accepting questions from researchers.
The purpose of this adjustment to the export tax rebate policy is likely to be to curb low-price competition overseas.
In the short term, this policy adjustment will promote the rush for battery exports.
In order to obtain more benefits before the policy is affected, many companies will accelerate the pace of battery exports.

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From a long-term perspective, this policy will promote the clearance of domestic backward production capacity.
In the market competition, those production capacities with backward technology and higher costs will gradually be eliminated, thus optimizing the pattern of the battery industry.
This is an opportunity for domestic enterprises to improve their competitiveness and protect their leading advantages in technology and scale.

Xiamen Tungsten New Energy itself has a clear development strategy.
The company adheres to the strategy of core high-quality major customers and has established deeply binding strategic cooperative relationships with customers.
This cooperation model is highly sticky and has a mature price transmission mechanism.
This means that the company can operate more stably in the market and respond to market changes together with customers.

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It is worth mentioning that Xiamen Tungsten New Energy already has production capacity layout overseas.
This layout enables the company to better adapt to the needs of the international market and improve product supply capabilities and response speed in overseas markets.
In the future, the company will continue to pay attention to policy trends and dynamically optimize its strategies based on policy changes.
In this way, the company can ensure the steady development of the enterprise and remain competitive in the ever-changing market environment.

The adjustment of the export tax rebate policy is both a challenge and an opportunity for Xiamen Tungsten New Energy and the entire battery industry.
Xiamen Tungsten New Energy is expected to achieve better development in the industry changes by virtue of its strategic layout and keen grasp of policies.
At the same time, this also provides a positive impetus for the healthy development of the domestic battery industry, prompting the industry to move in a more standardized and efficient direction.

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