近日，加拿大宣布将对中国制造的电动汽车征收的关税从此前的100%大幅下调至6.1%。这一政策调整标志着加方在贸易策略上的重要转变，也反映出其在全球绿色转型背景下对供应链多元化的现实考量。此前，加拿大于2024年7月宣布对进口自中国的电动汽车加征100%的额外关税，理由是所谓‘国家安全’和‘不公平补贴’。然而，此举引发业界广泛质疑，认为高关税将推高本地消费者购车成本，并阻碍加拿大实现2035年全面销售零排放汽车的目标。此次下调至6.1%，实际上使中国电动车与来自美国、墨西哥等国的产品处于相近的关税水平（根据美墨加协定USMCA，这些国家的电动车通常适用6.1%的最惠国税率）。这不仅有助于降低中国品牌进入加拿大市场的门槛，也可能促进更多平价电动车型在当地的普及。分析人士指出，加拿大的政策回调可能受到多重因素影响，包括国内环保目标压力、消费者对高性价比电动车的需求上升，以及与中国维持必要经贸关系的现实需要。未来，中加在新能源汽车、电池材料等领域的合作或将进一步深化。
Recently, Canada announced a significant reduction in tariffs on electric vehicles (EVs) imported from China, lowering the rate from a previously imposed 100% to 6.1%. This policy shift marks an important adjustment in Canada’s trade strategy and reflects its pragmatic approach to supply chain diversification amid global efforts toward a green transition.In July 2024, Canada had introduced a 100% additional tariff on Chinese EVs, citing concerns over ‘national security’ and ‘unfair subsidies.’ However, the move faced widespread criticism from industry stakeholders, who argued that such high tariffs would raise vehicle prices for Canadian consumers and hinder progress toward the country’s goal of achieving 100% zero-emission vehicle sales by 2035.The revised 6.1% tariff aligns Chinese EVs with those from countries like the United States and Mexico, which typically benefit from the same most-favored-nation rate under the USMCA trade agreement. This adjustment lowers market entry barriers for Chinese automakers and could accelerate the adoption of affordable electric models in Canada.Analysts suggest that Canada’s policy reversal stems from multiple factors, including pressure to meet climate targets, growing consumer demand for cost-effective EVs, and the need to maintain essential economic ties with China. Going forward, collaboration between China and Canada in areas such as new energy vehicles and battery materials may deepen further.
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