The photovoltaic ring is exploding! The United States launched the largest tariff rebate action in history, with a total amount of 166 billion US dollars, equivalent to about 1.13 trillion RMB, including imports of photovoltaic products. Many people think that China's photovoltaic enterprises in the United States want to make money, but in fact, it seems to be good, how many of them can really fall into the pockets of Chinese enterprises? First of all, the rules of tax refund are very realistic: who pays taxes, who receives money. U.S. Customs only recognizes U.S. registered importers, customs declaration companies, ordinary Chinese exporters, and does not participate in U.S. customs clearance and tax payment. This money has nothing to do with you. There are only two kinds of enterprises that can be taken directly: the leading enterprises that have subsidiaries in the United States and declare and pay taxes by themselves; and the manufacturers that have contracted to clear customs and pay taxes by the Chinese side. The vast majority of FOB and CIF factories can only wait for American customers to get money and then see if they can get a share. Second, don't get me wrong, not all tariffs will be refunded, only the temporary increase that was ruled unconstitutional during 2025.2-2026.2 will be refunded. Since 2018, the core 301 tariff has not been moved, and the 50% photovoltaic penalty tax added by Biden has not been moved. It is only a small correction, and the barrier has not been removed at all. Third, the process is strict, the cycle is long, the online declaration, the materials are complete, the audit is extremely strict, the fraud is directly disqualified, but also fined, the smooth arrival of 60-90 days, the photovoltaic chain is long, the actual will only be slower. For the industry, this is a timely help, which can ease the cost pressure, but can not solve the price war, overcapacity , long-term trade barriers . More importantly, the United States is withdrawing tariffs, we are discussing export restrictions on photovoltaic equipment , and the game has gone from tariffs to the right to speak in the technology and industrial chain. Bottom line: Money can be refunded a little, but you have to go your own way. The real sense of security is never the tax refunded by others, but the technology and layout in your own hands.
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