4 Frequently Asked Questions about “Photovoltaic cancels energy storage quota - ANA Energy Systems S.L.”
Should PV companies reduce or cancel export rebates?
The China Photovoltaic Industry Association stated that reducing or canceling export rebates “helps promote rational price recovery in overseas markets.” Nearly 60 PV companies agreed during their annual meeting to strengthen self-discipline and maintain market order. Translation: Stop the price war. Return to profitable operations.
How will the energy storage mandate impact China?
S&P Global estimates that the storage mandate has driven between 50 and 75% of domestic demand. With China accounting for around 56% of the global energy storage demand in 2024, the impact of such a policy change will be massive.
How will China's Export tax rebate affect the solar industry?
The end of China's export tax rebate. Starting in Q4 2025, China will scrap its 13% VAT export rebate on solar modules and storage systems. This fiscal change will ripple through global pricing since China supplies over 80% of the world's solar modules and 90% of lithium iron phosphate (LFP) battery packs.
Is the energy storage mandate a big change?
This is a big change towards rationalization of renewables but hidden within that is a removal of the energy storage mandate,” George Hilton, research and analysis manager at S&P Global, tells ESS News. S&P Global estimates that the storage mandate has driven between 50 and 75% of domestic demand.
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