加拿大行业协会：卡尼政府调整中国产电动汽车进口政策“正当其时”

Core Insights - Canadian Prime Minister Carney's visit to China marks the first official visit by a Canadian Prime Minister in eight years, focusing on deepening economic and trade cooperation between China and Canada [1] - A significant outcome of the visit is the signing of the "China-Canada Economic and Trade Cooperation Roadmap," which includes preliminary arrangements for addressing bilateral trade issues [1] Group 1: Trade Policy Changes - Canada will no longer impose a 100% additional tax on Chinese electric vehicles, instead implementing an annual import quota system, allowing Chinese electric vehicles to benefit from a 6.1% most-favored-nation tariff within the quota [1] - The quota for Chinese electric vehicles will increase proportionally each year, promoting competition in the Canadian market [1] Group 2: Market Implications - Daniel Breton, President and CEO of the Canadian Electric Vehicle Association, stated that the new tariff level of 6.1% will change the market dynamics and pressure other automakers to offer more affordable products [3] - The adjustment in import policy is seen as timely, given the diminishing reliability of the U.S. as a partner for Canada, prompting the need to seek new partnerships with countries like China, Japan, South Korea, and Europe [3][5] Group 3: Industry Context - The Canadian automotive industry has historically relied on agreements with the U.S. for 60 years, but the current landscape is rapidly changing, necessitating a shift in strategy [5] - The introduction of 49,000 Chinese electric vehicles into the Canadian market is viewed as a positive step towards diversifying trade partnerships [5]