Chinese Solar Shares Rally on Plan to Scrap Export Tax Rebates

Bloomberg.com · last updated January 11, 2026 – 6:32 PM

Shares of major Chinese solar companies jumped after the government said it will cancel export tax rebates on some products, potentially accelerating consolidation in a sector that has been grappling with severe overcapacity.

Module manufacturer Trina Solar Co. surged as much as 11.3% in Shanghai on Monday. Jinko Solar Co. followed with gains of up to 7.8% during intraday trading, while JA Solar Technology Co. climbed 4.6% and LONGi Green Energy Technology Co. rose 5.8%.

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