China Cancels VAT Export Rebates on Solar Products — What It Means for EV Charging Equipment Exporters

On January 9, 2026, China’s Ministry of Finance and State Taxation Administration jointly announced an adjustment to export tax rebate policy. According to the official notice, value-added tax (VAT) export rebates on photovoltaic (PV) products will be fully canceled starting April 1, 2026. Meanwhile, VAT export rebates for battery products will be reduced from 9% to 6% through the end of 2026, and fully eliminated from January 1, 2027. Export consumption tax policies remain unchanged for products subject to consumption tax.

What the Policy Change Entails

Effective April 1, 2026: No VAT refund for exported solar PV products.

2026 Transition: Battery exports retain a reduced rebate before full phase-out.

Target: Improve market pricing stability, reduce export price competition pressures, and support higher-value manufacturing abroad.

This policy marks a major shift in how China supports its renewable energy exports, moving away from broad tax rebate incentives that have been in place for years.