ALifeSolar’s Perspective on a More Sustainable Global Solar Market

China has recently announced a major adjustment to its export tax rebate policy for photovoltaic (PV) modules and battery products, a move that has drawn widespread attention across the global renewable energy industry.

According to a joint announcement issued by the Ministry of Finance and the State Taxation Administration, export VAT rebates for PV modules and solar cells will be fully canceled starting April 1, 2026. In parallel, export tax rebates for battery products will be reduced in stages and completely phased out by January 1, 2027.

As an international renewable energy solution provider with a strong global footprint, ALifeSolar believes this policy marks a critical transition for China’s solar industry—from volume-driven expansion to high-quality, sustainable development.

Key Policy Highlights

• PV Modules and Solar Cells
  Full cancellation of VAT export tax rebates effective April 1, 2026.

• Battery and Energy Storage Products
  Export rebate rate reduced from 9% to 6% between April and December 2026, followed by complete cancellation from January 1, 2027.

• The policy applies broadly across mainstream PV and battery product categories, representing a structural and long-term adjustment.

Policy Background: A Shift Toward High-Quality Growth

Over the past decade, China’s PV industry has achieved global leadership in manufacturing capacity, technology advancement, and supply chain integration. As the industry matures, reliance on export tax rebates to support price competitiveness has become less aligned with long-term development goals.

Chinese authorities have emphasized that the policy adjustment aims to:

• Reduce excessive price-based competition;

• Encourage innovation, efficiency, and value creation;

• Support a healthier and more balanced global solar market.

ALifeSolar’s View: Short-Term Pressure, Long-Term Opportunity

ALifeSolar sees the cancellation of export tax rebates as a short-term challenge that brings long-term strategic opportunities for the industry.

From our perspective:

• Companies with strong technology, stable supply chains, and international service capabilities will gain greater competitive advantages;

• Global customers will place increased emphasis on product reliability, system efficiency, lifecycle performance, and comprehensive energy solutions;

• Industry consolidation may accelerate, leading to a more sustainable and professional competitive landscape.

For years, ALifeSolar has continuously invested in high-efficiency PV modules, energy storage systems, and customized solar solutions, serving customers across Europe, Africa, Southeast Asia, and other international markets. Our business model is built on technological innovation and long-term value creation, rather than short-term policy incentives.

Impact on the Global Solar Market

From a global perspective, the policy adjustment may lead to:

• Short-term fluctuations, including advance purchasing ahead of the policy implementation date;

• Mid- to long-term price rationalization of PV modules and battery products;

• A more transparent, fair, and sustainable international solar supply chain.

Conclusion

China’s decision to cancel export tax rebates for PV modules and battery products represents a significant milestone in the evolution of the global solar industry.

ALifeSolar remains confident in the long-term growth of renewable energy worldwide and will continue to support global partners with reliable products, advanced technologies, and localized services—working together to accelerate the global energy transition.