China Solar Exports Surge in April Despite Tax Refund Removal
May 23, 2026
China Solar Exports Surge in April Despite Tax Refund Removal
Chinese solar cell and panel exports continued their upward trajectory in April, despite the termination of the country’s export tax refunds on April 1. According to official Chinese customs data reported by Reuters, demand for solar installations in Africa, Southeast Asia, and Europe remained strong amid the ongoing oil and gas crisis.
While exports to Southeast Asia and Africa eased from the record levels seen in March—a period that had benefited from the refund policy—they still increased by 75 to 85 percent compared to April 2025. Market expectations of higher product prices following the removal of the tax refund did not dampen the momentum of overseas shipments in April.
Specifically, China’s solar cell and panel exports to Africa surged by 83 percent in April year-over-year. Purchases by South Africa rose by more than 81 percent, and the Democratic Republic of Congo emerged as a notable new buyer. In Southeast Asia, exports jumped by 75 percent year-over-year in April, with the Philippines more than doubling its volume of solar equipment imports from China.
Earlier data analyzed by the energy think tank Ember showed that China’s solar exports hit a record high of 68 gigawatts (GW) in March, which was double the February export volume. That spike was attributed to rising energy prices and an additional boost from changes to Chinese tax rebates. The value of solar photovoltaic technology exports soared to $4.8 billion in March, more than double the $2.2 billion recorded in February.
Overall, Chinese exports of clean technology—including solar panels, electric vehicles, and batteries—surged to a record high in March. This was driven by a major oil and gas supply shock resulting from the war in the Middle East, which pushed consumers and governments to rely more heavily on renewable energy and electric vehicles. The total export value of China’s clean tech reached $25.77 billion in March, according to Ember. That figure was 30 percent higher than February’s export value and more than 50 percent higher than China’s overseas clean tech sales in March 2025.
1. INTRODUCTION
Making Data-Driven Decisions to Grow Your Business
- REPORT DESCRIPTION
- RESEARCH METHODOLOGY AND THE AI PLATFORM
- DATA-DRIVEN DECISIONS FOR YOUR BUSINESS
- GLOSSARY AND SPECIFIC TERMS
2. EXECUTIVE SUMMARY
A Quick Overview of Market Performance
- KEY FINDINGS
- MARKET TRENDS This Chapter is Available Only for the Professional EditionPRO
3. MARKET OVERVIEW
Understanding the Current State of The Market and its Prospects
- MARKET SIZE: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
- CONSUMPTION BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
- MARKET FORECAST TO 2035
4. MOST PROMISING PRODUCTS FOR DIVERSIFICATION
Finding New Products to Diversify Your Business
- TOP PRODUCTS TO DIVERSIFY YOUR BUSINESS
- BEST-SELLING PRODUCTS
- MOST CONSUMED PRODUCTS
- MOST TRADED PRODUCTS
- MOST PROFITABLE PRODUCTS FOR EXPORT
5. MOST PROMISING SUPPLYING COUNTRIES
Choosing the Best Countries to Establish Your Sustainable Supply Chain
- TOP COUNTRIES TO SOURCE YOUR PRODUCT
- TOP PRODUCING COUNTRIES
- TOP EXPORTING COUNTRIES
- LOW-COST EXPORTING COUNTRIES
6. MOST PROMISING OVERSEAS MARKETS
Choosing the Best Countries to Boost Your Export
- TOP OVERSEAS MARKETS FOR EXPORTING YOUR PRODUCT
- TOP CONSUMING MARKETS
- UNSATURATED MARKETS
- TOP IMPORTING MARKETS
- MOST PROFITABLE MARKETS
7. PRODUCTION
The Latest Trends and Insights into The Industry
- PRODUCTION VOLUME AND VALUE: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
- PRODUCTION BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
8. IMPORTS
The Largest Import Supplying Countries
- IMPORTS: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
- IMPORTS BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
- IMPORT PRICES BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
9. EXPORTS
The Largest Destinations for Exports
- EXPORTS: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
- EXPORTS BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
- EXPORT PRICES BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
10. PROFILES OF MAJOR PRODUCERS
The Largest Producers on The Market and Their Profiles
-
11. COUNTRY PROFILES
The Largest Markets And Their Profiles
This Chapter is Available Only for the Professional Edition PRO11.1
United States
- Market Size
- Production
- Imports
- Exports
11.2
China
- Market Size
- Production
- Imports
- Exports
11.3
Japan
- Market Size
- Production
- Imports
- Exports
11.4
Germany
- Market Size
- Production
- Imports
- Exports
11.5
United Kingdom
- Market Size
- Production
- Imports
- Exports
11.6
France
- Market Size
- Production
- Imports
- Exports
11.7
Brazil
- Market Size
- Production
- Imports
- Exports
11.8
Italy
- Market Size
- Production
- Imports
- Exports
11.9
Russian Federation
- Market Size
- Production
- Imports
- Exports
11.10
India
- Market Size
- Production
- Imports
- Exports
11.11
Canada
- Market Size
- Production
- Imports
- Exports
11.12
Australia
- Market Size
- Production
- Imports
- Exports
11.13
Republic of Korea
- Market Size
- Production
- Imports
- Exports
11.14
Spain
- Market Size
- Production
- Imports
- Exports
11.15
Mexico
- Market Size
- Production
- Imports
- Exports
11.16
Indonesia
- Market Size
- Production
- Imports
- Exports
11.17
Netherlands
- Market Size
- Production
- Imports
- Exports
11.18
Turkey
- Market Size
- Production
- Imports
- Exports
11.19
Saudi Arabia
- Market Size
- Production
- Imports
- Exports
11.20
Switzerland
- Market Size
- Production
- Imports
- Exports
11.21
Sweden
- Market Size
- Production
- Imports
- Exports
11.22
Nigeria
- Market Size
- Production
- Imports
- Exports
11.23
Poland
- Market Size
- Production
- Imports
- Exports
11.24
Belgium
- Market Size
- Production
- Imports
- Exports
11.25
Argentina
- Market Size
- Production
- Imports
- Exports
11.26
Norway
- Market Size
- Production
- Imports
- Exports
11.27
Austria
- Market Size
- Production
- Imports
- Exports
11.28
Thailand
- Market Size
- Production
- Imports
- Exports
11.29
United Arab Emirates
- Market Size
- Production
- Imports
- Exports
11.30
Colombia
- Market Size
- Production
- Imports
- Exports
11.31
Denmark
- Market Size
- Production
- Imports
- Exports
11.32
South Africa
- Market Size
- Production
- Imports
- Exports
11.33
Malaysia
- Market Size
- Production
- Imports
- Exports
11.34
Israel
- Market Size
- Production
- Imports
- Exports
11.35
Singapore
- Market Size
- Production
- Imports
- Exports
11.36
Egypt
- Market Size
- Production
- Imports
- Exports
11.37
Philippines
- Market Size
- Production
- Imports
- Exports
11.38
Finland
- Market Size
- Production
- Imports
- Exports
11.39
Chile
- Market Size
- Production
- Imports
- Exports
11.40
Ireland
- Market Size
- Production
- Imports
- Exports
11.41
Pakistan
- Market Size
- Production
- Imports
- Exports
11.42
Greece
- Market Size
- Production
- Imports
- Exports
11.43
Portugal
- Market Size
- Production
- Imports
- Exports
11.44
Kazakhstan
- Market Size
- Production
- Imports
- Exports
11.45
Algeria
- Market Size
- Production
- Imports
- Exports
11.46
Czech Republic
- Market Size
- Production
- Imports
- Exports
11.47
Qatar
- Market Size
- Production
- Imports
- Exports
11.48
Peru
- Market Size
- Production
- Imports
- Exports
11.49
Romania
- Market Size
- Production
- Imports
- Exports
11.50
Vietnam
- Market Size
- Production
- Imports
- Exports
LIST OF TABLES
- Key Findings In 2025
- Market Volume, In Physical Terms: Historical Data (2012–2025) and Forecast (2026–2035)
- Market Value: Historical Data (2012–2025) and Forecast (2026–2035)
- Per Capita Consumption, by Country, 2022–2025
- Production, In Physical Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
- Imports, In Physical Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
- Imports, In Value Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
- Import Prices, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
- Exports, In Physical Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
- Exports, In Value Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
- Export Prices, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
LIST OF FIGURES
- Market Volume, In Physical Terms: Historical Data (2012–2025) and Forecast (2026–2035)
- Market Value: Historical Data (2012–2025) and Forecast (2026–2035)
- Consumption, by Country, 2025
- Market Volume Forecast to 2035
- Market Value Forecast to 2035
- Market Size and Growth, By Product
- Average Per Capita Consumption, By Product
- Exports and Growth, By Product
- Export Prices and Growth, By Product
- Production Volume and Growth
- Exports and Growth
- Export Prices and Growth
- Market Size and Growth
- Per Capita Consumption
- Imports and Growth
- Import Prices
- Production, In Physical Terms: Historical Data (2012–2025) and Forecast (2026–2035)
- Production, In Value Terms: Historical Data (2012–2025) and Forecast (2026–2035)
- Production, by Country, 2025
- Production, In Physical Terms, by Country: Historical Data (2012–2025) and Forecast (2026–2035)
- Imports, In Physical Terms: Historical Data (2012–2025) and Forecast (2026–2035)
- Imports, In Value Terms: Historical Data (2012–2025) and Forecast (2026–2035)
- Imports, In Physical Terms, By Country, 2025
- Imports, In Physical Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
- Imports, In Value Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
- Import Prices, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
- Exports, In Physical Terms: Historical Data (2012–2025) and Forecast (2026–2035)
- Exports, In Value Terms: Historical Data (2012–2025) and Forecast (2026–2035)
- Exports, In Physical Terms, By Country, 2025
- Exports, In Physical Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
- Exports, In Value Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
- Export Prices, By Country: Historical Data (2012–2025) and Forecast (2026–2035)