International freight traffic dynamics

2026 Export Tax Rebate Policy

Starting April 1, 2026, the government will cancel export tax rebates for 249 products, directly impacting multiple industries including photovoltaics, chemicals, building materials, light industry, and batteries!

The core product examples are the core products within the major product categories. Some are not included in the canceled tax rebate scope, but are highlighted for your reference. Timeframe: Based on the export customs declaration date! Declarations made before April 1st will still be processed according to the original policy. Make sure to seize this 3-month window!

Tax Treatment: Cancellation of tax rebates ≠ Export tax exemption! Companies must accrue output tax based on domestic sales. Compliant input tax can be deducted normally. Don't miss any accounting adjustments.

Accurate Verification: The complete product range is based on the official announcement's attached list of tax codes. Be sure to match each product with the commodity code on the customs declaration. Affected Core Products: Photovoltaic Industry Chain: Silicon wafers, solar cells, modules, inverters; Chemical Raw Materials: Methanol, ethylene glycol, PVC, lithium hexafluorophosphate; Building Materials: Cement, glass products, ceramics; Light Industry Miscellaneous: E-cigarettes, wood chips/wood pellets; Battery Products: Lithium-ion batteries (cancelled from January 1, 2027; transitional tax rebate rate of 6% from April to December 2026).

Response Suggestions: Short-term Order Securing: Utilize the 3-month window to communicate with overseas customers and secure orders, and declare customs in advance to avoid cost increases. Price Adjustment: The cancellation of tax rebates directly compresses profits! For example, for every 100 yuan of export cost for photovoltaic products, the export cost increases by 9 yuan, necessitating a recalculation of the pricing system.

Customer Communication: When customers request price reductions, explain that "the tax rebate is essentially a government subsidy for overseas buyers," using professional language to shift cost pressures. Long-term Strategy: Leading companies can consider establishing factories overseas, while SMEs should focus on technological upgrades to avoid low-value-added competition.

Friends in foreign trade, this policy change will directly impact profits and cash flow, so be sure to plan ahead!