# Malaysia Solar Firms Rush to Secure Stock Before China Tax Breaks End
*Author: Eternalgy Market Intelligence Team | Category: news | Published: Fri Jul 10 2026 00:59:00 GMT+0000 (Coordinated Universal Time)*

## English

* **Malaysia's solar companies** are accelerating procurement of solar panels and components ahead of the expiration of China's VAT export tax rebates
* China officially **abolished VAT export rebates for solar products** starting April 1, 2026, following a joint policy notice issued by the Ministry of Finance in January 2026
* The policy change is expected to **increase the cost of Chinese-manufactured solar modules** exported to Southeast Asian markets, including Malaysia
* Malaysia's renewable energy market continues to expand in 2026, driven by growing **data centre demand** and the government's commitment to the National Energy Transition Roadmap (NETR)
* Solar developers and EPC contractors in Malaysia are **front-loading inventory** to lock in lower prices before the full impact of the tax rebate removal takes effect
* China's solar cell exports rose **43% year-on-year** in the first four months of 2026, indicating strong global demand despite the policy shift
* The end of Chinese export subsidies could **reshape the competitive landscape** for solar projects in Malaysia, potentially benefiting local manufacturers and alternative suppliers

## 中文

* **马来西亚太阳能企业**正在中国增值税出口退税到期前加速采购太阳能组件和零部件
* 中国自2026年4月1日起正式**取消太阳能产品增值税出口退税**，这是财政部于2026年1月发布的联合政策通知
* 该政策变化预计将导致中国生产的太阳能组件**出口到东南亚市场（包括马来西亚）的成本上升**
* 马来西亚可再生能源市场在2026年持续扩张，主要受**数据中心需求**增长和政府推进国家能源转型路线图（NETR）的驱动
* 马来西亚的太阳能开发商和EPC承包商正在**提前囤货**，以锁定较低价格，避免退税取消后的全面价格影响
* 2026年前四个月，中国太阳能电池出口**同比增长43%**，表明尽管政策调整，全球需求依然强劲
* 中国出口补贴的取消可能**重塑马来西亚太阳能项目的竞争格局**，有利于本地制造商和替代供应商