Group 1 - Canada will allow up to 49,000 Chinese electric vehicles annually at a Most Favored Nation (MFN) tariff rate of 6.1%, increasing to 70,000 by the fifth year [1][3] - The agreement aims to boost Chinese investment in Canadian manufacturing and create new jobs in the Canadian automotive sector [3] - Over 50% of the imported vehicles will be affordable models priced below CAD 35,000 (approximately RMB 176,000), providing more options for Canadian consumers [3] Group 2 - In 2023, Canada imported electric vehicles worth CAD 2.2 billion from China, a significant increase from less than CAD 100 million in 2022, primarily driven by Tesla's Model Y [5] - The Canadian automotive market sees annual vehicle purchases of approximately 1.8 million, with the new Chinese EV quota representing a small percentage of this market [5][6] - Ontario Premier Doug Ford expressed strong opposition to the removal of tariffs on Chinese electric vehicles, although he is open to Chinese automakers investing in local manufacturing [6]

Group 1 - Canada will no longer impose a 100% additional tariff on electric vehicles from China, instead applying a 6.1% most-favored-nation tariff on a limited number of imported vehicles, signaling a restoration of trade relations with China [1][3] - The new quota system aims to maximize bilateral cooperation and significantly reduce car purchase costs for Canadian citizens, while also encouraging substantial Chinese investment in Canada's automotive industry over the next three years [3][5] - Canadian farmers are expected to benefit from reduced tariffs on canola seeds, which will drop to approximately 15% by March 2026, and other agricultural products will no longer be subject to Chinese countermeasures starting in March [3][5] Group 2 - The visit of Canadian Prime Minister Carney to China is viewed as a crucial step in recalibrating Canada-China relations, with the signing of the "China-Canada Economic and Trade Cooperation Roadmap" providing a framework for future cooperation [5] - The U.S. has expressed concerns regarding Canada's decision to reduce tariffs on Chinese electric vehicles, indicating potential strategic implications for North American security and economic stability [5][7] - Many countries globally are moving towards diversifying their partnerships to mitigate risks, with China emerging as a significant partner due to its large and stable market and commitment to mutually beneficial cooperation [7]

对此，发言人郭嘉昆表示，"我们注意到相关的报道。中方一贯认为，应该避免泛化国家安全的概念。" 对此，发言人郭嘉昆表示，"我们注意到相关的报道。中方一贯认为，应该避免泛化国家安全的概念。" 【环球时报-环球网报道 记者李萌】在1月19日外交部例行记者会上，有记者提问，波兰媒体报道称， 波兰军队正考虑禁止中国电动汽车进入军事基地，理由是存在收集敏感数据的风险。中方对此有何评 论？ 【环球时报-环球网报道 记者李萌】在1月19日外交部例行记者会上，有记者提问，波兰媒体报道称， 波兰军队正考虑禁止中国电动汽车进入军事基地，理由是存在收集敏感数据的风险。中方对此有何评 论？ ...

Core Viewpoint - Elon Musk's statement about Tesla potentially being remembered for its robots rather than cars signifies a strategic shift towards robotics, indicating a transformative vision for the company [1]. Group 1: Strategic Shift - Tesla's mission has evolved from "accelerating the world's transition to sustainable energy" to "accelerating the world's transition to sustainable abundance," with a focus on its humanoid robot, Optimus [3]. - Musk predicts that approximately 80% of Tesla's future value will come from Optimus, which is central to his ambitious compensation plan that includes delivering 1 million robots by 2035 and increasing the company's market value to $8.6 trillion [3]. Group 2: Technological Foundation - Tesla's confidence in achieving its ambitious goals stems from a decade of building a robust technological foundation in the smart electric vehicle sector [4]. - The company has accumulated over 45 billion miles of driving data, which supports the development of its AI systems necessary for robotics [4]. - Tesla aims to keep the cost of Optimus between $20,000 to $30,000, significantly lower than competitors, by leveraging its existing supply chain and engineering capabilities [4]. - A clear roadmap is in place, with the third-generation Optimus V3 expected to launch in Q1 2026, aiming for an annual production of 1 million units within five years [4]. Group 3: Challenges and Realities - Tesla faces significant challenges in achieving its production goals, with the initial target of 5,000 units by 2025 already deemed unattainable, as only a few hundred units have been produced for testing [5]. - Technical hurdles remain, particularly in developing a dexterous hand, understanding the environment with AI, and scaling production capabilities [5]. - The financial burden of extensive robot development may strain Tesla's core automotive business, especially as vehicle deliveries decline and profits are pressured [5]. Group 4: Industry and Investment Implications - Tesla's entry into the humanoid robot market is reshaping the industry landscape, accelerating commercialization and attracting significant capital and talent [6]. - If successful, Tesla's mass production of robots could revolutionize the entire supply chain, impacting components like motors and sensors, with related companies already seeing increased attention in the capital markets [6]. - Investors are encouraged to adopt a long-term perspective, focusing on technological milestones rather than immediate profitability [7]. - Caution is advised as Tesla's stock price reflects high expectations, and the transition from producing "hundreds" to "millions" of units presents substantial challenges [8]. Conclusion - Tesla's transformation represents a high-stakes test of its engineering capabilities and a challenge to achieve advanced AI in robotics, with 2026 being a critical year for evaluating progress [9].

格隆汇1月19日｜据北京日报，外交部发言人郭嘉昆主持例行记者会。波兰通讯社记者提问，波兰媒体 报道称，波兰军队正考虑禁止中国电动汽车进入军事基地，理由是存在收集敏感数据的风险。中方对此 有何评论？"我们注意到相关的报道。中方一贯认为，应该避免泛化国家安全的概念。"郭嘉昆回应。 ...

Group 1 - The Polish military is considering a ban on Chinese electric vehicles from entering military bases due to concerns over data collection risks [1] - The Chinese government emphasizes the need to avoid generalizing the concept of national security [1]

出品 | 中国能源报（c n e n e rg y） 在1月19日外交部例行记者会上，有记者提问，波兰媒体报道称，波兰军队正考虑禁止中 国电动汽车进入军事基地，理由是存在收集敏感数据的风险。中方对此有何评论？ 对此，发言人郭嘉昆表示，"我们注意到相关的报道。中方一贯认为，应该避免泛化国家 安全的概念。" 责编丨李慧颖 来源：环球时报-环球网 End 欢迎分享给你的朋友！ ...

来源：外交部网站 1月19日，外交部发言人郭嘉昆主持例行记者会。 les & FR 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 巅峰对话 投资热点说 ETF风向标 IPO情报站 fe o 1 ■ a a - 444 and 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND 开盘速递 港股日报 全球早班车 数说人物 √ � [ 8 a 4 a g a d 4 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND ●微信搜一搜( 〔 〔 中国基金报 〕即刻获取财经资讯 波兰通讯社记者提问，波兰媒体报道称，波兰军队正考虑禁止中国电动汽车进入军事基地，理 由是存在收集敏感数据的风险。中方对此有何评论？ "我们注意到相关的报道。中方一贯认为，应该避免泛化国家安全的概念。"郭嘉昆回应。 郭嘉昆 资料图。图源：外交部网站 ...

编辑 ｜瑜见 "我们注意到相关的报道。中方一贯认为，应该避免泛化国家安全的概念。"郭嘉昆回应。 来源｜北京日报 1月19日，外交部发言人郭嘉昆主持例行记者会。 波兰通讯社记者提问，波兰媒体报道称，波兰军队正考虑禁止中国电动汽车进入军事基地，理由是存在 收集敏感数据的风险。中方对此有何评论？ ...

加拿大将以优惠关税税率进口4.9万辆中国电动汽车。 综合法新社、《纽约时报》等多家外媒1月16日报道，正在中国访问的加拿大总理卡尼表示，加拿大将 以优惠关税税率进口4.9万辆中国电动汽车。 卡尼16日告诉记者："加拿大已同意允许最多4.9万辆中国电动汽车进入加拿大市场，适用6.1%的最惠国 关税税率……这恢复到了贸易摩擦前的水平。" 《纽约时报》称，加拿大将降低部分中国电动汽车的关税，这一重大政策转变是加拿大总理卡尼在对北 京进行"具有里程碑意义"的访问期间宣布的。此前在2024年，在美国拜登政府的要求下，加拿大对中国 电动汽车征收100%的关税。 责任编辑：江蓬新 ...