Bernstein：加拿大降低对华关税利好比亚迪等车企

Core Viewpoint - Canada has agreed to reduce tariffs on Chinese electric vehicles (EVs) from 100% to approximately 6%, allowing 49,000 Chinese EVs to enter the market, which is expected to boost market sentiment towards Chinese EV manufacturers [1] Group 1: Impact on Chinese EV Manufacturers - The tariff reduction is beneficial for Chinese EV manufacturers, particularly BYD, which has a diverse range of affordable EV products and holds a leading position in many markets, positioning it well to capitalize on this opportunity [1] Group 2: Challenges for Established Brands - The move poses a challenge to established brands in the Canadian market, including Tesla, Hyundai, Kia, Ford, and Toyota, which have already built market share [1]