Core Viewpoint - The Canadian government's new tariff policy allowing 49,000 Chinese electric vehicles annually at a preferential rate of 6.1% is a significant opportunity for Lotus Technology Inc. to enhance its presence in the North American market [1][7]. Group 1: Market Opportunity - The new tariff policy is expected to reshape the pricing strategy of Lotus Tech's Eletre, reducing its planned retail price by approximately 50% in Canada [2][7]. - Lotus Tech is the only Chinese-made electric vehicle provider entering the North American market in the price segment above US$80,000, positioning it uniquely to benefit from the tariff reduction [7]. Group 2: Strategic Positioning - The company has a well-established retail network in Canada with 6 authorized dealerships, which will facilitate the swift translation of policy benefits into market share [3][4]. - Lotus Tech's global strategic layout includes 210 regional stores across 61 countries, providing a solid foundation for capitalizing on the new market opportunities [3]. Group 3: Leadership Perspective - The CEO of Lotus Tech emphasized the importance of the Canadian market and the company's commitment to enhancing investment and exploring tactical advantages in response to the new tariff policy [4].