China Kills VAT Rebates On Glass Exports Starting April 1
Apr 06, 2026
Chinese glass exporters just lost a major subsidy. Starting April 1, 2026, the government cancels VAT export rebates on photovoltaic glass, optical glass, safety glass, insulated glass, LCD substrate glass, conductive glass, and more.
What does this mean for cover glass buyers? Prices go up. The VAT rebate was typically 9–13% of export value. Without it, Chinese suppliers must either absorb the cost or raise prices. Most will raise prices.
The impact is industry-wide. Every Chinese glass exporter faces the same cost pressure. Lens Technology, Biel Crystal, Tunghsu - all affected. Expect price increase announcements in the next 30–60 days.
Who wins? Non-Chinese suppliers like Corning and SCHOTT. Their pricing just became relatively more competitive. Also, Indian and Southeast Asian glass makers with no VAT rebate to lose.
Who loses? Small Chinese exporters running on thin margins. Some will go under. The policy accelerates the exit of low-price, low-quality suppliers - which is exactly what Beijing wants.
Bottom line for buyers: Lock in pricing now before April 1. Or start qualifying alternative non-Chinese sources.
