Battery Export Tax Rebates Slashed, 2026 Export Profit Margins Under Pressure

In June 2026, China's NEV export tax rebate policy officially took effect. Battery export tax rebates dropped from 13% in December 2024 to 9%, with the new policy clarifying a phased cancellation: 6% rebate rate from April 1 to December 31, 2026; full cancellation from January 1, 2027. Simultaneously, BEV export license management took effect January 1, 2026—exports without permits are blocked. These policies signal China's shift from "scale-first" to "quality-first" NEV exports.