Lub Plaub Hlis 1, 2026: Kev Hloov Kho Tshiab ntawm Kev Tshem Tawm Cov Nyiaj Them Se Photovoltaic
Cov ntsiab lus tseem ceeb: Daim Ntawv Ceeb Toom Tsis Tau. 2 ntawm 2026 tau tshaj tawm los ntawm Ministry of Finance thiab Lub Xeev Lub Tuam Txhab Tswj Nyiaj Txiag ntawm Tuam Tshoj tau pib ua haujlwm. Txij lub Plaub Hlis 1st, cov nyiaj them se xa tawm rau cov khoom lag luam photovoltaic tau raug tshem tawm tag nrho (tus nqi rov qab poob ncaj qha los ntawm 9% rau xoom). Lub sijhawm hloov pauv yog teem rau cov khoom siv roj teeb, thiab kev lag luam nkag mus rau theem tshiab ntawm "kev xa tawm txawv teb chaws uas tsis muaj kev pabcuam." (State Taxation Administration Policy thiab Regulation Database)
I. Cov ntsiab lus tseem ceeb
Hnub Kawg Ua Ntawv Thov: Txij lub Plaub Hlis 1, 2026, raws li hnub tim ntawm daim ntawv tshaj tawm kev lis kev cai. (State Taxation Administration Policy thiab Regulation Database)
Cov Khoom Siv Hluav Taws Xob: Tus nqi- ntxiv cov se xa tawm se rov qab rau 249 cov khoom lag luam tseem ceeb (silicon wafers, hnub ci hlwb, modules, inverters, thiab lwm yam) tau raug tshem tawm, nrog tus nqi rov qab los ntawm 9% mus rau 0%. (State Taxation Administration Policy thiab Regulation Database)
Cov khoom siv roj teeb: Tus nqi rov qab yuav yog 6% ntawm 9% txij lub Plaub Hlis mus txog Lub Kaum Ob Hlis 2026; raug tshem tawm tag nrho txij lub Ib Hlis Ntuj Tim 1, 2027. (Lub Xeev Taxation Administration Policy thiab Regulation Database)
Txoj Cai Keeb Kwm: Tom qab txo tus nqi se rov qab los ntawm 13% mus rau 9% thaum Lub Kaum Ob Hlis 2024, ob qhov kev hloov pauv loj hauv ib xyoos qhia txog kev hloov pauv ntawm photovoltaic kev lag luam los ntawm txoj cai- lub sijhawm txhawb nqa mus rau theem pib.
II. Qhov tseeb Market Dynamics
"Export Rush" Ua Tsis Tau Los Ntawm Qhov Loj: Qhov kev cia siab tias "yuav xa tawm" ua ntej qhov kev txiav se rov qab tsis tau tshwm sim. Thaum Lub Ib Hlis thiab Lub Ob Hlis 2026, kev xa tawm ntawm polysilicon, wafers, thiab modules pom xyoo nruab nrab - ntawm - xyoo kev loj hlob nyob rau hauv ob qho tib si ntim thiab tus nqi, yam tsis muaj qhov txawv txav, qhia txog txoj hauv kev zoo dua los ntawm kev lag luam.
Qhov cuam tshuam rau cov nqi thiab cov txiaj ntsig zoo: Cov nqi xa tawm ntawm cov nqi tau nce ncaj qha los ntawm kwv yees li 9%, ua rau cov txiaj ntsig ntawm cov lag luam me thiab nruab nrab- cov lag luam loj thiab qis - cov tuam txhab lag luam, nrog rau qee qhov kev poob. Cov tuam txhab ua lag luam, leveraging lawv cov thev naus laus zis, nplai, thiab cov neeg tuaj txawv teb chaws, muaj zog sib tham thiab muaj peev xwm dhau ntawm cov nqi.
Kev Hloov Kho Kev Lag Luam nrawm: Txoj cai yuam kev lag luam hloov pauv ntawm kev ua tsov rog rau kev sib tw raws li kev siv tshuab, hom, kev pabcuam, thiab kev lag luam thoob ntiaj teb. Cov peev txheej tsim tau dhau los thiab qis- cov tuam txhab thev naus laus zis tau raug tshem tawm sai, ntxiv kev tsom mus rau kev lag luam ntawm cov tuam txhab ua lag luam.
Kev Hloov Kho Kev Lag Luam nrawm: Txoj cai tswjfwm raug yuam kom kev lag luam hloov pauv ntawm kev ua tsov ua rog rau kev sib tw raws li kev siv tshuab, hom, kev pabcuam, thiab kev lag luam thoob ntiaj teb. Corporate Teb:
Ua kom nrawm dua ntawm kev ua haujlwm siab -cov thev naus laus zis xws li N-hom TOPCon, HJT, thiab IBC txhawm rau txhim kho cov khoom hwm zoo.
Txhawb kev tsim kho lub Hoobkas txawv teb chaws thiab kev tsim khoom hauv cheeb tsam kom txo tau qhov cuam tshuam ntawm cov nqi se thiab cov se rov qab tshem tawm.
Ua kom zoo tshaj plaws thoob ntiaj teb cov saw hlau thiab cov tswv yim tsim nqi los txhim kho kev sib tw tag nrho.
III. Impact thiab Trends:
Luv -lub sij hawm (Q2 2026): Kev loj hlob ntawm kev xa tawm tuaj yeem qeeb ib ntus, kev ua tsov rog ntawm tus nqi yuav txias, thiab cov txiaj ntsig yuav rov qab mus rau qhov tseeb.
Nruab nrab- mus rau Ntev-lub sijhawm (2026–2027): Tshuab thiab hom yuav dhau los ua kev sib tw tseem ceeb; kev lag luam concentration yuav nce; Tuam Tshoj txoj kev lag luam photovoltaic yuav hloov kho los ntawm "scale kom zoo dua" kom muaj txiaj ntsig zoo ntawm "technology + brand + global operation".