面对供应过剩、价格战以及欧盟、印度、巴基斯坦和巴西等主要出口市场日益增长的保护主义威胁，中国领先的光伏出口商——包括天合光能、隆基绿能和通威股份——承诺停止在海外市场的价格下调竞争。这一举措旨在稳定出口市场，推动行业可持续发展。 主要动态 行业协作： 由 中国机电产品进出口商会 牵头成立了由 22家光伏企业 组成的“自律”委员会，致力于促进健康竞争，稳定出口价格。 政策调整： 自 12月1日 起，硅片、电池片和组件的出口退税率将从 13% 降至 9% ，旨在鼓励出口高附加值产品，减少反倾销调查风险。 产能过剩危机： 过度生产导致价格下滑，造成大量亏损、裁员，甚至企业破产，给中国光伏企业带来沉重压力。 全球影响： 中国在光伏出口市场的主导地位受到越来越多的关注，外国市场可能采取反补贴措施，这为行业增加了更多的不确定性。 专家观点 大和证券分析师Dennis Ip： 退税率下调可能对光伏组件公司的短期财务状况产生负面影响，但从长期来看影响有限。 隆基绿能的观点： 行业领导者认为，这一举措是中国光伏行业的“转折点”，强调合作对于维持全球竞争力的重要性。 展望 随着中国光伏企业努力实现市场稳定，向高附加值产品和合作战略的转型有望改善行业的全球形象和长期韧性。然而， 产能过剩 和 退税减少 的直接挑战依然严峻。在国际市场压力下，如何平衡短期财务影响与长期发展需求，将成为行业关键议题
The Malaysian government has rolled out multiple initiatives to boost local electric vehicle (EV) production and support the country's transition to a greener automotive industry. Deputy Minister of Investment, Trade, and Industry Liew Chin Tong highlighted these measures in Parliament, aiming to meet rising local EV demand and achieve Net Zero goals under the National Industrial Master Plan 2030.
Key Incentives
Tax Exemptions:
- Full import and excise duty exemptions for imported EVs until Dec 31, 2025.
- Full tax exemptions on domestically produced EVs until Dec 31, 2027.
- Road tax exemptions for EV users until the end of 2024.
Tax Reliefs:
- Income tax allowance or pioneer status for energy-efficient vehicle (EEV) manufacturers, including EV components.
- Individual tax relief of up to RM2,500 for EV charging installation at homes (valid until 2027).
- Green Investment Tax Allowance (100% for five years) for qualifying Charging Point Operators.
- Income tax exemption for companies producing EV charging equipment (2023–2032).
Infrastructure and Development
- 10,000 EV charging bays targeted by 2025.
- Creation of the NxGV Test Centre (EV Interoperability Centre) and the National Rechargeable Battery Testing Centre for local EV development.
- Establishing standards for battery disposal, battery swapping, wireless charging, and other EV technologies.
Push for a Greener Future
The government aims to decarbonize Malaysia’s industry through energy-efficient practices and locally manufactured EVs. These initiatives align with the "Push for Net Zero" mission, supporting the transition to a sustainable manufacturing sector while strengthening Malaysia’s EV ecosystem.
This comprehensive framework not only aims to meet local EV demand but also positions Malaysia as a competitive player in the global green automotive industry.
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