New fiscal and tax regulations: photovoltaic and other products from April export tax rebate canceled

At the beginning of 2026, the Ministry of Finance and the State Administration of Taxation (SAT) announced that: from April 1, the VAT export rebate for PV, polyether, BDO and other products was canceled; the battery rebate rate was reduced from 9% to 6% during the year, and the battery rebate will be canceled from 2027 onwards; the excise rebate policy remained unchanged, and the non-excise products were all affected by the new policy.

Cross-border news: Amazon goes live with new delivery service in the US

A few days ago, Amazon went live with two new delivery services in the U.S. 1-Hour Delivery: available in hundreds of cities across the U.S. and available to Prime members for $9.99 per payment; and 3-Hour Delivery: covering more than 2,000 cities and neighboring suburbs for just $4.99 per payment for Prime members. Both services support common items such as daily necessities, health and beauty products, over-the-counter medications, electronics, apparel, and home and gardening.

Cross-border dynamics:TikTok Shop Officially Opens “MitoMo” Cross-Border Self-Operation Model

TikTok Shop Mexico announced that it will formally open the “U.S.-Mexico” cross-border self-operation mode in April this year, allowing Chinese or U.S.-based merchants to ship from the U.S. to Mexico, further enriching its self-operation mode. At present, five modes have been formed, including “Mexico's local self-operation, cross-border direct mail of Chinese subjects, and cross-border self-operation of the U.S. and Mexico”. Data show that TikTok's performance in the Mexican market is strong, during the 2025 promotion period, the platform's sales in Mexico exceeded 42 billion pesos (about 2.32 billion U.S. dollars), and the user's average daily use time reached 1.5 hours.

Cross-border dynamics:Russian e-commerce company Wildberries to invest in several logistics centers in several countries

Russian e-commerce company Wildberries continues to strengthen its logistics-focused strategic layout, and plans to invest in a number of logistics centers in Belarus, Kazakhstan, Kyrgyzstan and Uzbekistan by 2026 to facilitate cross-border trade and further consolidate Wildberries' leading position in the regional e-commerce market.

Go out to sea and observe:Argentina E-Commerce Market to Show Strong Growth by 2025

The Argentine Chamber of E-Commerce released a report that Argentina's e-commerce market showed strong growth in 2025. Market turnover reached 3.4 trillion pesos (about 2.46 billion U.S. dollars), an increase of 55% year-on-year, online consumers reached 25.12 million people, 60% has formed the habit of shopping at least once a month.80% Consumers said that installment payment affects their purchase decisions. The growth in cross-border consumption is particularly significant, with the share of cross-border online consumption jumping from 37% in 2024 to 47% in 2025.

Go out to sea and observe:Auto and motorcycle parts become the fastest growing category in Russia

Auto and motorcycle parts became the fastest-growing category in the Russian e-commerce market in 2026, with multiple platforms realizing 1.6 to 1.9 times year-on-year growth in 2025, stemming from supply chain gaps and huge repair demand due to an average vehicle age of up to 15 years. The smart wearables (especially mid- to high-end bracelets) market is facing a supply gap of over 45%, with strong consumer demand for features such as heart rate monitoring, NFC payment, and long battery life. At the marketing level, Russian consumers have 56% impulse purchases stemming from product images, and visual presentation has become the key to brand localization.

International Information: U.S. initiated 337 investigation

The U.S. International Trade Commission (ITC) voted to initiate a 337 investigation into certain non-volatile memory and dynamic random access device memory chips, certain tunnel oxide passivated contact solar cells, modules, panels and their components and downstream products.

International Information: South Korea officially implements a five-month total naphtha export ban

South Korea has officially implemented a five-month total naphtha export ban in response to the supply chain crisis caused by the Middle East conflict. Under the new rules, all naphtha produced in South Korea will be banned from export (except for special authorizations), signed orders will be suspended, and the export share of 11% of the total domestic production will be fully transferred to the domestic market.