Group 1 - Canadian Prime Minister Carney's visit to China marks the first official visit by a Canadian Prime Minister in eight years, resulting in a broad consensus 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] - Canada will no longer impose a 100% additional tax on Chinese electric vehicles, instead implementing an annual import quota system that allows Chinese electric vehicles to benefit from a 6.1% most-favored-nation tariff within the quota, with the quota increasing proportionally each year [1] Group 2 - Daniel Breton, President and CEO of the Canadian Electric Vehicle Association, emphasizes that the new tariff level of 6.1% will create market changes and pressure other automakers to offer more affordable products [3] - Breton notes that the adjustment of import policies for Chinese electric vehicles is timely, given that the U.S. is no longer a reliable partner for Canada [3][6] - The introduction of 49,000 Chinese electric vehicles into the Canadian market is seen as a positive step towards diversifying partnerships beyond the U.S., which has historically dominated the Canadian automotive industry [6]

加拿大总理卡尼的访华之行，首个重磅举措便是为中国争取已久的礼物——将电动汽车关税从100%大幅降低至6.1%。与此同时，中国也给了加拿大一个厚 重的回礼，决定大幅下调油菜籽关税，这一举措关系到数十万加拿大人的生计。卡尼当场盛赞中国相较于美国展现出的独特优势：稳定性与可预测性，似乎 是直接对特朗普进行了暗讽。而特朗普的反应，更是显得有些耐人寻味。 16日，加拿大总理卡尼访华的第三天，加方终于宣布了一项引人注目的消息：在经过多轮磋商后，加拿大决定将对中国电动汽车实施6.1%的最惠国关税， 这一政策将取代此前的100%关税，并规定了4.9万辆的进口配额。这一变动源于2024年拜登总统还在位时，加拿大政府随同美国对中国电动汽车实施高额关 税，并持续了超过一年多。正是这一政策的存在，使得中国电动汽车在加拿大市场几乎没有销售空间，导致两国关系一度出现波动。 如今，随着6.1%关税政策的公布，问题似乎得到了初步解决。然而，外界注意到，这项最惠国关税的适用对象仍然仅限于不到5万辆电动汽车，和2024年加 税之前的状况差不多。近年来，中国电动汽车在全球市场的占有率飞速上升，而这次的配额限制显然影响了进一步发展的空间。即便卡尼承 ...

Group 1 - Canada will eliminate the 100% additional tariff on imported Chinese electric vehicles, replacing it with a quota system that imposes a 6.1% most-favored-nation tariff on 49,000 vehicles, which will increase to 70,000 over the next five years [1][3] - In 2023, China exported 41,678 electric vehicles to Canada, with over 80% coming from Tesla's Shanghai factory, indicating a recovery to pre-trade friction levels [1] - The agreement is expected to lead to significant investments from China in Canada's automotive industry, creating numerous high-quality jobs and accelerating Canada's net-zero emissions goals [1][3] Group 2 - Canada plans to reduce the comprehensive tariff on canola seeds to approximately 15% by March, and other agricultural products will no longer be subject to Chinese countermeasures, benefiting Canadian farmers [1][5] - The Canadian government aims to attract Chinese investments in renewable energy projects, with discussions already held with CATL regarding battery production in Canada [5][7] - The agreements signed during this visit are seen as a revival of previously shelved cooperation documents, signaling a desire to deepen bilateral partnerships and advance trade issues [5][7]

Core Viewpoint - Tesla's Swedish division successfully launched a new Supercharger station powered by Megapack batteries, circumventing the ongoing blockade by Swedish unions that hindered traditional grid connections [1][3]. Group 1: Charging Station Launch - Despite the blockade from the Swedish Service Union (Seko), Tesla proceeded with the launch of a new Supercharger station in Arlandastad, Stockholm, which operates independently of the traditional power grid [3]. - The new charging station has eight charging spots, which is only one-fifth of the originally planned 40 spots, and it is open to non-Tesla electric vehicles as well [4]. Group 2: Challenges and Strategies - The blockade led to the rejection of all grid connection applications for Tesla's new Supercharger stations, making traditional activation nearly impossible [3]. - Tesla's strategy involved utilizing Megapack batteries to bypass the stalled grid connection approval process, likely through private agreements with nearby businesses that are already connected to the grid [3][5]. Group 3: Impact of Union Actions - The blockade's impact on Tesla's vehicle sales is considered limited, as the sales decline is relative to the record high sales in 2024, during which the union also imposed a blockade [5]. - The blockade is seen as significantly damaging for Tesla as a charging operator, but it does not substantially affect Tesla's vehicle manufacturing and sales, as consumers will still seek convenient charging options [5].

Group 1 - Canada has signed a series of significant cooperation agreements with China during Prime Minister Carney's visit, marking the beginning of a new strategy to diversify its foreign trade and reduce reliance on the U.S. market [1] - A notable agreement is the renewal of a 200 billion RMB currency swap agreement, originally signed in 2014 and renewed in 2021, which will continue until 2026 [1] - Canada has agreed to lower import tariffs on Chinese electric vehicles to 6.1% with a quota of 49,000 units, which could significantly impact the Canadian electric vehicle market [3] Group 2 - The agreement to lower tariffs indicates a break from the previous alignment with U.S. tariff policies, as Canada previously imposed a 100% tariff on Chinese electric vehicles [6] - China has agreed to purchase a large quantity of Canadian oil, which is intended to replace Venezuelan oil supplies and enhance China's negotiating power with the U.S. [6] - The shift in trade dynamics suggests a weakening of the North American tariff alliance, raising questions about the U.S.'s ability to enforce similar tariffs with Mexico [6]

对于加拿大而言，除了农产品出口的回暖，汽车市场的变革也将在此刻悄然发生。中国电动汽车的进入，意味着加拿大消费者将拥有更多高性价比的选择， 这将加速加拿大新能源汽车的普及步伐。而中国的新能源汽车企业进入加拿大市场后，不仅能带来更多的电动汽车，还将帮助加拿大建设充电基础设施和完 善的售后服务网络，进而推动加拿大电动汽车产业链的壮大。更重要的是，这一举措体现了卡尼政府在外交上的独立性，使加拿大在某种程度上摆脱了依赖 美国的国际形象。这也为卡尼政府带来了政治上的红利，进一步巩固了其在农业领域的支持基础。 这次与中国的外交合作，不仅使加拿大农民受益，也大大增强了卡尼政府在国内的农业票仓。通过这次合作，加拿大的整体经济复苏潜力得以释放。值得注 意的是，卡尼政府与中国的合作不仅仅是在经济上的战略考虑，还展现了其在国际舞台上主动寻求多元外交的决心。 1月16日，加拿大总理卡尼在新闻发布会上宣布了一项重要决策：加拿大将取消此前对中国电动汽车加征的100%额外关税，并进一步说明，将以进口配额制 替代高额关税政策。具体来说，4.9万辆中国电动汽车将适用6.1%的最惠国关税税率。这一消息无疑给中加关系注入了新的动力，也为两国经济合作 ...

来源：华夏时报 1月17日，阿维塔官博发布《关于广西南宁15辆车连撞交通事故的说明》。 1月6日，一辆阿维塔07在南宁因超速驾驶连续与15辆车发生碰撞，当地交警已做现场调查处理，并出具 事故认定书，明确事故原因为驾驶员导致。 根据对用户授权的车辆数据进行分析，结果表明：事故发生前和事故发生时，车辆始终处于 【NCA_STANDBY】状态，即辅助驾驶功能未激活。碰撞发生后，安全气囊等正常打开。 事故发生后，当事用户本人确认，其从未接受过媒体采访。自1月13日我司首次公开说明情况后，仍有 部分媒体在未经任何核实的情况下，持续发布"肇事司机称驾驶辅助系统失控"等完全背离事实的报道， 进行恶意剪辑与传播，严重侵害我司品牌声誉。 目前，经我司积极沟通与澄清，主流扩散媒体已主动下架相关不实内容。对于仍在扩散及未来可能出现 的恶意造谣、抹黑行为，我司将坚决采取一切法律手段予以打击，并保留追究法律责任的权利。同时提 醒广大车主朋友注意行车安全，遵守交通法规，平安出行。 就在网友热议之际，阿维塔科技副总裁雍军很快作出回应。他表示，公司已第一时间关注并跟进核实此 事，结合交警部门的反馈与车辆后台数据分析，事发时车辆全程处于人工驾 ...

Core Viewpoint - The joint statement between China and Canada, announced during Carney's visit, signifies a major shift in Canada's economic policy, particularly regarding tariffs on Chinese electric vehicles, which have been reduced from 100% to 6.1% [3][4][6]. Economic Agreements - Eight cooperation agreements were signed, including a significant reduction in tariffs on Canadian canola exports to China from 75.8% to 15% [6][8]. - The agreements are expected to provide substantial economic benefits, with Canadian farmers having suffered significant losses in recent months, and Chinese automakers gaining access to 49,000 entry quotas, potentially generating at least CAD 2 billion in market revenue [8][12]. Strategic Implications - Carney's visit and the resulting agreements are seen as a strong signal to Washington, indicating Canada's intention to assert its economic sovereignty and explore new development paths [4][11][36]. - The agreements also reflect a broader strategy to diversify Canada's economic partnerships, reducing reliance on the U.S. market, which currently accounts for 70% of Canadian exports [26][28]. Energy and Mineral Cooperation - Canada and China agreed to enhance cooperation in energy, finance, public safety, and cultural exchanges, with a focus on traditional and clean energy sectors [12][14]. - The collaboration in key minerals is particularly noteworthy, as Canadian mining companies have seen a significant increase in investments from Chinese investors, rising from CAD 62 million in 2022 to CAD 2.2 billion in 2023 [16][18]. Political Context - The timing of the agreements is critical, coming shortly after the U.S. imposed tariffs on Canadian lumber and aluminum, suggesting a strategic pivot by Canada in response to U.S. trade policies [11][21]. - Carney's statements during the visit indicate a desire to build a new relationship that adapts to the changing global landscape, potentially forming alliances with like-minded countries to bypass U.S. dominance in certain areas [22][24][36]. Domestic Reactions - There are mixed reactions within Canada regarding the shift in trade policy, with concerns about potential backlash from the U.S. affecting local manufacturing jobs [24][34]. - The Canadian government appears to be weighing the benefits of deepening ties with China against the risks of straining relations with the U.S. [34][36].

全球产业链供应链格局随着全球化进程持续推进而发生演变。近年来，经贸摩擦、地缘政治冲突、绿色 转型等因素促使全球产供链重构，部分产业向新兴经济体转移，形成"三大中心+卫星区域"的分工格 局。当前，全球产供链发展更趋多元化。同时，随着全球服务业合作深入发展，制造业服务化趋势越发 明显。面向未来，各国要共同维护全球产供链韧性和稳定，为世界经济健康发展提供重要保障。 科技创新推动分工格局演进 从历史进程看，科学技术的整体性突破会促进全球产供链分工格局深刻演变。 第一次工业革命后，全球产供链从本地化生产向区域生产和贸易转变，实现了生产与消费的地理空间分 离，出现从原料采集、运输、加工到销售的初步分工。英国等西欧经济强国从亚洲、非洲、美洲等地输 入原材料，制成高附加值产品再出口至全球，形成"单极中心—外围"的分工格局。 19世纪下半叶，科学技术突飞猛进，催生了以电气化为代表的第二次工业革命，产供链出现垂直整合生 产模式。交通技术的发展大幅缩短了全球贸易距离，生产分工结构逐步深化。19世纪末，美国的工业产 值超过西欧国家，成为世界第一工业大国，并逐步成为全球产供链中心。此后，美国、日本、西欧等国 家和地区加强联系，形成资本 ...

涉中国电动汽车，美交通部长称"加拿大会后悔"，外国网友回怼：该后悔的是美国吧！ 加拿大将给予中国电动汽车每年4.9万辆的配额，配额内享受6.1%的最惠国关税待遇，配额数量将按一定比例逐年增长。加拿大总理卡尼16日晚在出席中 国－加拿大贸易与投资晚宴时表示，相关安排将为加拿大人民带来更多利好。 针对这一决定，美国有些人疑似出现"酸葡萄"心理：据英国路透社报道，美国交通部长肖恩·达菲16日称，"我认为他们（加拿大）回头看这个决定时，肯 定会后悔把中国汽车引入他们的市场"。美国贸易代表格里尔在采访时说，加拿大的相关决定"存在问题"。不过值得一提的是，美国总统特朗普的看法与 以上两人不同：在被问及加拿大与中国就深化经贸合作达成广泛共识时，特朗普表示加拿大应该这么做，"这是件好事"。 肖恩· 达菲 资料图（视觉中国） 加拿大真的会"后悔"吗？国外论坛reddit关于这一新闻的讨论区，目前讨论量已过千。 有自称是加拿大人的网友表示不仅不后悔，还很"激动"："作为一名加拿大人，我为我们将能买到能负担得起的电动汽车而非常激动，这将改变我们的生 活。"↓ 美媒此前有报道称，福特CEO吉姆·法利在25年9月播出的一档播客节目中表 ...