Core Viewpoint - The announcement of a significant reduction in tariffs on Chinese electric vehicles by the Canadian government is seen as a positive development for Lotus Cars, facilitating its growth in the North American market [1][4]. Group 1: Tariff Policy Changes - The Canadian government has reduced the tariff rate on 49,000 imported Chinese electric vehicles from 100% to 6.1% [1][5]. - This policy change is expected to allow Lotus Cars' Eletre, a pure electric SUV, to significantly lower its price in Canada, potentially by around 50% [4]. Group 2: Market Impact - The tariff reduction is anticipated to lead to exponential growth in the sales volume of Lotus Cars in Canada [4]. - Lotus Cars has established a mature sales service system in Canada, with 6 authorized dealers, and is well-positioned to capitalize on the new tariff benefits [4]. Group 3: Sales Network and Strategy - Lotus Cars currently has a global sales network covering 61 countries and regions, with over 210 dealerships [4]. - The company has proactively built market access certifications and channel development, enabling it to quickly convert policy benefits into market share [4].
加拿大下调中国电动汽车关税至6.1%,莲花Eletre价格有望减半