In 2026, adjustments to export tax rebate policies became a focus of industry attention. In particular, the cancellation of tax rebates for energy storage batteries presented many companies with a new market environment. On January 13th, Haopeng Technology (001283) provided a detailed response on its investor relations platform regarding the impact of this policy on the company, addressing investor concerns. Investors questioned the significant impact of the recently implemented policy on canceling tax rebates for energy storage batteries, wondering if it would substantially squeeze the company’s profit margins. Haopeng Technology responded that the adjustment of export tax rebate policies is essentially a “supply-side reform.” This policy accelerates the concentration of industry resources towards companies with advanced technology, strong cost control capabilities, and well-established global layouts, guiding the new energy industry from “scale expansion” to “high-quality development.”
In the short term, the company will seize the buffer period to meet customer delivery needs. At the same time, the company has taken proactive measures. On the one hand, it actively communicates with customers about cost-sharing issues to alleviate cost pressures brought about by policies. On the other hand, it fully leverages the role of its Vietnam production base. The operation of the Vietnam factory helps to circumvent potential trade barriers and allows for manufacturing close to the region. It is an important fulcrum for the company to build a global supply chain and diversify risks. By making reasonable use of the advantages of the Vietnam production base, the company can better adapt to market changes and ensure the stability of production and supply.
In the long term, changes in the external environment will further solidify the company’s commitment to deepening high-quality development. Policy guidance encourages the cultivation of internationally competitive enterprises. Therefore, Haopeng Technology will continue to increase its R&D investment in technologies including high-voltage cathodes, high-silicon anodes, solid-liquid and all-solid-state technologies.
By enhancing the added value of its products and its comprehensive capabilities in serving strategic key clients, the company is confident in transforming short-term challenges into sustainable global competitiveness. In the current market environment, while the adjustment of export tax rebate policies has brought certain challenges, it has also provided development opportunities for companies like Haopeng Technology. The concentration of industry resources will prompt companies to continuously improve their technological strength and management level, driving the new energy industry towards a healthier and more sustainable development. Haopeng Technology will take this policy adjustment as an opportunity to continuously innovate and progress, occupy a more advantageous position in the global market, and contribute its strength to the development of China’s new energy industry.
