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China will eliminate VAT export rebates on photovoltaic products by April 1, 2026, and will phase down battery rebates from nine to zero percent by January 1, 2027. Prices for PV modules and batteries are increasing due to this policy and production restrictions.

European distributors are accelerating purchases to secure supply before the changes. A predicted price increase of five to ten percent in batteries is expected in the first half of the year. The changes are forcing suppliers to reevaluate international sales strategies and may lead to shifts in assembly locations. The market is anticipating ongoing price volatility and strategic supply restrictions.