Tesla(US:TSLA) Zhi Tong Cai Jing·2026-01-20 06:53Group 1 - Tesla is expected to benefit from Canada's new policy allowing the import of up to 49,000 vehicles annually from China, with a 6.1% tariff, potentially increasing to 70,000 vehicles in five years [1] - The agreement reserves half of the quota for vehicles priced below CAD 35,000 (approximately USD 25,189), which excludes all Tesla models [2] - Tesla has already established a strong presence in Canada with 39 stores and has adapted its production to supply the Canadian market from its Shanghai factory, which saw a 460% year-on-year increase in imported vehicles in 2023 [2][4] Group 2 - The new agreement may allow Tesla to resume exports from its Shanghai factory, leveraging its production capacity and established sales channels in Canada [4] - Competitors from China are eager to enter the Canadian market, particularly those focusing on entry-level models, which could benefit from the new import quota [6][7] - The Canadian government is interested in potential joint ventures with Chinese companies to establish local electric vehicle production lines, indicating a shift towards collaboration [7][8]