关税大逆转！加拿大突然对中国电动车低头，4.9万辆配额背后藏着三重博弈

Group 1 - Canada has agreed to allow up to 49,000 Chinese electric vehicles to enter its market, applying a 6.1% Most Favored Nation tariff rate, reverting to pre-trade friction levels [1][6] - The decision comes after a significant drop in electric vehicle registrations in Canada, with a 39.2% decline in Q2 2025, and a drastic price increase for certain models due to previous tariffs [3][4] - The Canadian government initially imposed a 100% tariff on Chinese electric vehicles to protect local industries, but this led to a 40% drop in orders for auto parts in Manitoba, highlighting the negative impact on local employment [4][6] Group 2 - The agreement includes a commitment for China to lower tariffs on Canadian canola seeds to approximately 15% from the current 85%, indicating a mutual benefit [7][12] - The Canadian electric vehicle market is relatively small, with the 49,000 vehicles representing about 3% of the new car market, but the significance lies in the precedent it sets for future trade relations [7][8] - The shift in policy reflects a broader trend away from protectionism, as Canada recognizes that tariffs do not effectively protect local industries and can lead to economic challenges [12][13] Group 3 - The agreement is expected to provide Canadian consumers with more affordable electric vehicle options, with over half of the imported Chinese electric vehicles projected to be priced below CAD 35,000 within five years [9] - For Chinese automotive companies, this agreement opens a critical entry point into the North American market, allowing for potential joint ventures and reduced tariff risks [10] - Investors should focus on companies involved in canola trade with Canada and Chinese electric vehicle manufacturers, as the market gradually opens up, presenting new growth opportunities [10]