关税大砍 94%！4.9万辆配额背后：加拿大在中美之间走出了第三条路

Core Viewpoint - Canada is shifting its trade strategy by reducing tariffs on Chinese electric vehicles (EVs) to 6.1% and allowing the import of 49,000 units annually, marking a significant move towards a more independent trade policy amidst US-China tensions [1][3]. Group 1: Trade Policy Changes - The Canadian government, under Prime Minister Carney, has announced a reduction in punitive tariffs on Chinese EVs, which previously reached 100%, allowing for a more favorable trade environment [3]. - The new policy allows for the import of 49,000 Chinese EVs annually, which constitutes less than 3% of Canada's new car market, while simultaneously negotiating lower tariffs on Canadian agricultural products exported to China [3][5]. Group 2: Economic Implications - The agreement is seen as a win-win for Canada, providing consumers access to EVs that are 20%-30% cheaper than North American models, while also securing a vital market for Canadian agricultural products like canola and lobster [3][5]. - The reduction of tariffs on canola to 15% and the elimination of tariffs on lobster and peas starting March 2026 are significant concessions from China, enhancing the economic relationship between the two countries [3]. Group 3: Strategic Balance - Canada’s approach illustrates a strategic balancing act, allowing it to maintain relations with the US while also engaging with China, thus avoiding a binary choice in international relations [5][8]. - The Canadian government aims to learn from China’s advancements in EV technology, suggesting that collaboration may be more beneficial than isolation for the development of its domestic EV industry [5]. Group 4: Challenges Ahead - Despite the positive outlook, there are concerns domestically regarding the potential impact on local workers and industries, with some provincial leaders expressing dissatisfaction with the perceived inequality of the trade deal [5]. - Internationally, the US has warned Canada about the potential repercussions of this decision, indicating that Chinese EVs may not be allowed in the US market, which could complicate Canada's trade dynamics [5][8].