On January 13, 2026, Trina Solar announced an increase in the official guidance price of its distributed photovoltaic modules by 3 cents per watt. The lowest price now stands at 0.85 RMB/W, up from the previous price on January 1.
This price adjustment is based on objective market fluctuations within the industry and applies to the standard factory guidance price for distributed photovoltaic products (including tax but excluding shipping). For further details, customers are encouraged to contact their sales managers. It is important to note that this price will adjust with industry cost changes, and the final interpretation rights belong to Trina Solar.
On the night of January 9, the Ministry of Finance and the State Administration of Taxation issued a notice concerning adjustments to the export tax rebate policy for photovoltaic products. Effective April 1, 2026, the VAT export rebate for photovoltaic products will be eliminated. Additionally, from April 1 to December 31, 2026, the VAT export rebate rate for battery products will be reduced from 9% to 6%. Starting January 1, 2027, the VAT export rebate for battery products will be completely abolished. Products subject to consumption tax will not see changes in export consumption tax policies, which will continue to apply.
According to SMM analysis, the confirmed timeline for the cancellation of the export tax rebate will significantly impact photovoltaic products, particularly modules. The main consequences will be increased direct costs for companies and reduced price competitiveness. However, there is an ongoing negotiation between short-term and long-term perspectives following this rebate cancellation.
Short-term: Before the April 2026 cancellation of the export rebate, overseas end-users are expected to rapidly increase their order demands during this window period. Consequently, the short-term export volume of modules is anticipated to rise sharply. Recently, due to a decline in both domestic and international demand, production scheduling for modules has been disrupted, leading to worsening losses for companies. However, within this window prior to the rebate cancellation, production scheduling for modules is likely to increase, stimulating industry demand and potentially alleviating pessimism across the supply chain. Moreover, the current overseas price increase for TOPCon modules has led to a poor acceptance attitude among end customers, which this adjustment may help address.
Long-term: Following the rebate cancellation in April 2026, a significant decrease in module export volume by 5-10% is expected, with a noticeable drop in overseas demand. Additionally, the gross profit margin for exporting companies is projected to decline, posing a significant risk to their cash flow.
In the future development of photovoltaic technology, the export tax rebate may also yield some positive effects. While the impact of the export tax rebate on various segments of the supply chain may differ, it is anticipated to improve the financial pressure on the industry in the short term. In the long run, despite expectations of reduced order volumes during certain phases, this may also accelerate the upgrade of Chinese companies’ technological capabilities and the elimination of outdated production capacities.
Original article by NenPower, If reposted, please credit the source: https://nenpower.com/blog/trina-solar-raises-prices-of-distributed-photovoltaic-modules-by-3-cents-per-watt/
