Core Insights - Canada has significantly reduced tariffs on Chinese electric vehicles from 100% to 6.1%, allowing the import of up to 49,000 units, marking a return to pre-trade conflict conditions [3][5] - This policy shift is seen as a rational correction to previous trade policies that failed to protect local industries effectively while increasing consumer costs [5][10] - The adjustment reflects Canada's recognition of the competitive advantages of the Chinese electric vehicle industry, which has established a comprehensive supply chain and technological leadership [7][8] External Factors - The Chinese electric vehicle industry has developed a strong global presence, with advantages in core component development, vehicle manufacturing, and after-sales service [7] - Chinese automakers are expanding their market share not only in Asia but also in Europe, Southeast Asia, and Latin America, becoming essential players in the global new energy supply chain [8] Internal Considerations - Canada’s previous reliance on the U.S. for trade has exposed it to risks, as seen in recent trade disputes that have affected its manufacturing and agricultural sectors [10] - The decision to allow Chinese electric vehicles is a strategic move to diversify trade relationships and enhance domestic supply options while supporting energy transition goals [10] Broader Implications - The tariff reduction is part of a larger effort to improve Canada-China relations, with both countries seeking to enhance cooperation in various sectors, including clean energy and agriculture [12][14] - The joint statement from both nations emphasizes a commitment to resolving trade differences through dialogue and collaboration, moving towards a more integrated economic partnership [14] Market Dynamics - The entry of Chinese electric vehicles is expected to increase competition in the Canadian market, potentially benefiting consumers with more choices and lower prices [18][20] - While some local companies express concerns about increased competition, the overall market dynamics may drive innovation and efficiency within the domestic industry [20] Future Outlook - The successful implementation of this policy and the potential for ongoing cooperation between Canada and China will depend on various factors, including political dynamics and market responses [22] - This policy shift signifies a new phase in Canada’s trade strategy, moving away from a singular focus on the U.S. and towards a more independent and balanced approach [22]

Core Viewpoint - The recent China-Canada economic and trade negotiations have resulted in a significant agreement, the "China-Canada Economic and Trade Cooperation Roadmap," which outlines a framework for enhancing bilateral economic cooperation and addresses various trade issues between the two countries [1][2]. Group 1: Economic Cooperation Framework - The "China-Canada Economic and Trade Cooperation Roadmap" is the first high-level cooperation document in the history of bilateral economic relations, establishing a systematic cooperation framework across eight areas, including trade facilitation, agricultural food security, and green trade [1]. - The roadmap proposes 28 cooperation measures that cover both traditional sectors like energy and agriculture, as well as new sectors such as advanced manufacturing and clean energy [1]. Group 2: Specific Trade Arrangements - Canada will provide China with an annual quota of 49,000 electric vehicles, which will benefit from a 6.1% most-favored-nation tariff rate, eliminating the previous 100% additional tax, with the quota expected to increase annually [2]. - Both countries have reached a consensus on addressing trade issues related to electric vehicles, steel, aluminum products, and agricultural products, marking a significant step towards resolving mutual trade concerns [2][3]. Group 3: Adjustments and Commitments - Canada is expected to make positive adjustments regarding unilateral measures on electric vehicles and steel and aluminum products, while China will adjust anti-dumping measures on canola and certain agricultural products of Canadian origin [3]. - These arrangements are anticipated to enhance cooperation in relevant industries and improve the welfare of citizens in both countries [3].

不同于其他外国领导人访华期间通常在本国使馆内举行记者会，加方此次将记者会地点设在北京日坛公 园的户外场地，卡尼身后正是一座具有鲜明中国传统风格的红色亭台建筑。户外寒风拂面，气温在零度 以下，智通财经（www.thepaper.cn）记者注意到，卡尼的双手微微发红。而他在这场记者会上就中加关 系的表态却释放出丝丝暖意。 整场记者会持续约45分钟，卡尼首先详细介绍了中加两国在不同领域达成的合作共识，随后回答记者提 问。就在记者会召开的同时，中方发布了《中国和加拿大领导人会晤联合声明》。据智通财经 （www.thepaper.cn）记者在现场观察，卡尼共回答了12个外媒记者提问，涵盖中加两国贸易关税问题、 中加关系、加美关系、台湾问题，以及格陵兰岛问题等。 "我很高兴宣布，加拿大与中国已达成一项初步但具有里程碑意义的贸易协议，旨在消除贸易壁垒并降 低关税。预计最早在今年3月，中国将下调对加拿大油菜籽的关税，此次调整将使关税水平从目前税率 大幅下降。" 1月16日下午，正在中国进行正式访问的加拿大总理卡尼在北京召开的记者会上说道。 1月16日，加拿 大总理记者会在北京日坛公园召开。智通财经记者 杨文钦 图 菜籽油与电 ...

Group 1: Economic Cooperation - China and Canada have reached a broad consensus on deepening economic and trade cooperation, signing the "China-Canada Economic and Trade Cooperation Roadmap," marking an important milestone in bilateral economic relations [1] - The two countries will upgrade their economic and trade communication mechanisms and promote cooperation in various sectors, including energy, agriculture, consumer goods, advanced manufacturing, and clean energy [1] Group 2: Financial Agreements - The People's Bank of China and the Bank of Canada have renewed their bilateral currency swap agreement with a scale of 200 billion RMB, valid for five years and extendable by mutual consent, aimed at enhancing financial cooperation and facilitating bilateral trade and investment [2] Group 3: Electric Vehicle Trade - Canada will provide an annual quota of 49,000 electric vehicles from China, with a reduced Most-Favored-Nation tariff of 6.1%, eliminating the previous 100% additional tax, and the quota will increase gradually over the years [3] - This adjustment is seen as a positive step by Canada towards fostering a fair and stable environment for electric vehicle trade and investment between the two countries [3]

根据商务部新闻办公室信息，2026年1月14日至17日，加拿大总理卡尼应邀对中国进行正式访问。 访问期间，双方就深化经贸合作达成广泛共识，签署了《中国—加拿大经贸合作路线图》，形成了关 于处理双边经贸问题的初步联合安排。双方围绕各自关注的经贸问题在各层级开展了多轮密集磋商， 其中包括电动汽车。 2026.01. 17 本文字数：822，阅读时长大约2分钟 作者 | 第一财经 武子晔 此次中加达成的每年4.9万辆电动车配额， 恢复至贸易摩擦前中国电动车出口加拿大的水平 。 微信编辑 | 小羊 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 商务部美大司负责人表示，2024年，加方对中国电动汽车加征100%附加税，中国对加出口电动汽 车受到很大影响。根据最新调整安排，加方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，不再征收100%附加税 ...

Core Viewpoint - Canada will import 49,000 electric vehicles from China at a preferential tariff rate of 6.1%, marking a significant policy shift during Prime Minister Carney's visit to Beijing, reversing previous tariffs imposed at 100% in 2024 at the request of the Biden administration [1]. Group 1 - Canada has agreed to allow up to 49,000 Chinese electric vehicles into its market [1]. - The preferential tariff rate of 6.1% is a return to pre-trade friction levels [1]. - This policy change was announced during a "milestone" visit by Prime Minister Carney to China [1].

Group 1 - The core point of the news is the formal visit of Canadian Prime Minister Carney to China, during which both countries reached a broad consensus on deepening economic and trade cooperation and signed the "China-Canada Economic and Trade Cooperation Roadmap" [1][2] - The roadmap includes the elevation of the China-Canada Economic and Trade Joint Committee from a vice-ministerial to a ministerial-level cooperation mechanism, enhancing dialogue on intellectual property and trade remedy issues [1][2] - The roadmap outlines cooperation in eight areas, including agriculture, food security, green trade, e-commerce, and economic and financial cooperation, proposing 28 specific measures for collaboration in both traditional and new sectors [2] Group 2 - Both sides reached a preliminary joint arrangement to address trade issues concerning electric vehicles, steel, aluminum products, and agricultural products, indicating a significant step towards resolving bilateral trade concerns [2][4] - Canada announced a positive adjustment regarding tariffs on Chinese electric vehicles, providing an annual quota of 49,000 vehicles with a 6.1% most-favored-nation tariff rate, eliminating the previously imposed 100% additional tax [3] - Initial consensus was reached on adjusting anti-dumping measures on canola and agricultural products, with both sides committed to making positive adjustments to facilitate deeper industrial cooperation [4]

Group 1 - Canada will grant China an annual quota of 49,000 electric vehicles, which will enjoy a 6.1% Most Favored Nation tariff rate, with the quota increasing at a certain rate each year [1] - The Ministry of Commerce of China expects both countries' industries to seize opportunities for mutual benefit and win-win cooperation [1] - The State Council of China is focusing on boosting consumption and supporting new service consumption growth points, aiming to enhance service quality and consumer willingness [1] Group 2 - The China Securities Regulatory Commission (CSRC) is strengthening market monitoring and regulation to prevent excessive speculation and market manipulation [1] - The CSRC is drafting a trial management method for derivative trading, emphasizing prudent regulation and maintaining reasonable leverage levels in the derivatives market [1] - The market supervision authority approved the acquisition of Dole Group by American Axle Manufacturing with additional restrictive conditions to ensure fair competition in the automotive parts sector [2] Group 3 - TCL Zhonghuan signed a cooperation framework agreement to invest in a new energy project [4] - Huatai Hotel's controlling shareholder is planning a merger and reorganization, which may lead to a change in actual control [4] - Cheng Tian Wei Ye plans to raise no more than 800 million yuan through a private placement for liquid cooling system projects [4]

加拿大总理在中国宣布的这条消息，瞬间成为国际焦点，它不仅关乎汽车，更揭示了外交舞台上的微妙 角力与利益交换。 卡尼总理1月16日在北京的声明，意味着中国电动汽车进入加拿大的大门被重新打开。最引人注目的 是，那项高达100%的惩罚性附加税被彻底取消，关税恢复到仅有6.1%的水平。 这一决定直接扭转了2024年10月以来的紧张局面。当时加拿大紧随美国步伐大幅加税，导致中国电动车 对加出口几乎归零。新政策设定了每年4.9万辆的准入配额，这个数字精准对标了贸易摩擦前2023年的 实际出口量。 加拿大政府此次让步，实则是自身困境下的被迫之举。高关税实施后，加拿大市场上的电动车选择变 少、价格飙升，严重打击了消费者的购买热情，使得本国设定的2035年全面电动化目标变得遥不可及。 电动车关税的调整，是中加双方近期一系列经贸互动的最新成果。它被普遍解读为双边关系回暖的明确 信号，为解决其他领域的贸易争端，如钢铝和农产品问题，提供了可能的对话模板。 此前，中国延长了对加拿大油菜籽的反倾销调查期限，被外界视为一种善意的回应。这种"你来我往"的 互动，正在逐步化解过去几年的坚冰，推动两国关系重回合作轨道。 更让加方焦虑的是，包括本 ...

Group 1 - The core viewpoint of the article highlights the significant outcomes of Canadian Prime Minister Carney's visit to China, which resulted in the signing of the "China-Canada Economic and Trade Cooperation Roadmap" and a broad consensus on deepening economic and trade cooperation between the two countries [1][2]. - The "China-Canada Economic and Trade Cooperation Roadmap" is the first high-level cooperation document in the history of bilateral economic relations, marking an important milestone in the new strategic partnership [1][3]. - The roadmap includes specific arrangements to address trade issues in sectors such as electric vehicles, steel and aluminum products, canola, and agricultural products, indicating a proactive approach to resolving bilateral trade concerns [1][4]. Group 2 - Both parties agreed to elevate the China-Canada Economic and Trade Joint Committee from a vice-ministerial to a ministerial-level cooperation mechanism, enhancing dialogue on intellectual property and trade remedies [3]. - The roadmap outlines cooperation in eight areas, including agriculture, food security, green and sustainable trade, e-commerce, and financial cooperation, proposing 28 specific initiatives to boost collaboration in both traditional and emerging sectors [3]. - There is a mutual commitment to support a rules-based multilateral trading system, with both sides aiming to achieve practical outcomes at the upcoming WTO Ministerial Conference [3]. Group 3 - Canada plans to adjust its measures regarding the export of electric vehicles from China, offering an annual quota of 49,000 vehicles with a 6.1% most-favored-nation tariff, eliminating the previous 100% additional tax [4]. - Initial consensus has been reached on adjusting anti-dumping measures for canola and other agricultural products, reflecting a spirit of cooperation and a willingness to address trade barriers [4].