China–Canada EV Tariff Deal Opens Door for Global Automakers
中加电动车关税协议为全球车企打开新机遇
China and Canada have reached an electric vehicle tariff reduction deal, with early benefits expected for automakers already certified in North America. Tesla, along with Geely-controlled Volvo and Polestar, are seen as first movers, according to Bloomberg. Tesla previously shipped over 44,000 EVs to Canada in 2023 before 100% tariffs took effect. Under the new agreement, Transport Canada will certify new Chinese EVs within eight weeks, speeding market entry. Canada will allow up to 49,000 Chinese EVs annually at a 6.1% tariff. BYD, though currently small in Canada, is also expected to gain, especially in the affordable EV segment.
中国与加拿大达成电动车关税削减协议，已在北美获得认证的车企将率先受益。彭博社称，特斯拉以及吉利控股的沃尔沃和极星有望成为首批受益者。特斯拉在2023年曾向加拿大出口超过4.4万辆电动车。根据新协议，加拿大交通部将在八周内完成中国电动车认证，每年允许最多4.9万辆以6.1%的最惠国税率进入加拿大市场。尽管比亚迪目前在加销量有限，但其平价车型和本地化布局也将迎来利好。
