加拿大对中国电动汽车与钢铝产品加征高额关税
2024年8月26日，加拿大政府宣布将对从中国进口的电动汽车和钢铝产品加征高额关税。
电动汽车关税翻倍
根据加拿大总理贾斯汀·特鲁多(Justin Trudeau)的声明，从2024年10月1日起，所有从中国进口的电动汽车将被征收100%的附加税。这一税率是在现行6.1%关税的基础上额外加征的，涵盖电动和部分混合动力乘用车、卡车、公交车及客货两用车等车型。
特鲁多表示：“中国并未按照相同的规则行事，因此我们必须采取行动。”然而，他并未明确说明，这一新关税是否适用于特斯拉(Tesla)等在中国生产电动汽车的跨国公司。消息发布后，特斯拉股价下跌超过3%。
尽管加拿大市场上中国电动车的份额相对较小，且主要依赖特斯拉在上海工厂生产的车辆，但这一决定仍引发了广泛关注。专家崔凡指出，加拿大此举似乎更多是为了配合美国推动制造业回流及“近岸外包”的战略，对保护加拿大本土产业的作用有限。
胡艺则进一步表示，加拿大加征关税的理由并不充分，所谓的“中国电动汽车产能过剩”以及“削弱加拿大电动汽车行业竞争力”的说法缺乏事实依据。她认为，这一举措对中国电动车企业的整体影响有限，并预测加拿大未来可能仿效欧盟，单独下调对特斯拉在中国生产的车辆的进口关税。
钢铝产品关税同样上涨
除了电动汽车关税外，加拿大还宣布，自2024年10月15日起，对从中国进口的钢铁和铝产品征收25%的附加税。胡艺认为，这可能只是加拿大对中国商品加征关税的开始，未来可能扩展至电池、半导体、光伏等关键产品。
她警告称，这些产品涉及的贸易规模更大，影响的中国企业更多，未来需要密切关注加拿大单方面发起的对华贸易摩擦是否会进一步升级。
Canada Imposes High Tariffs on Chinese Electric Vehicles and Steel-Aluminum Products
On August 26, 2024, the Canadian government announced plans to impose high tariffs on electric vehicles and steel-aluminum products imported from China.
Electric Vehicle Tariffs Double
According to Canadian Prime Minister Justin Trudeau, starting October 1, 2024, all electric vehicles imported from China will be subject to an additional 100% tariff. This rate is an additional charge on top of the existing 6.1% tariff and applies to electric and some hybrid passenger cars, trucks, buses, and multipurpose vehicles.
Trudeau stated, "China is not playing by the same rules, so we must take action." However, he did not clarify whether this new tariff would apply to multinational companies like Tesla, which manufactures electric vehicles in China. Following this announcement, Tesla's stock price fell by more than 3%.
Although the market share of Chinese electric vehicles in Canada is relatively small and primarily relies on vehicles produced by Tesla's Shanghai factory, this decision has garnered widespread attention. Expert Cui Fan noted that Canada’s move seems more aligned with supporting U.S. efforts to promote manufacturing reshoring and "nearshoring," with limited impact on protecting Canada’s domestic industry.
Hu Yi further commented that the reasons for Canada's tariff increase are insufficient, stating that the claims of "China's excess capacity in electric vehicles" and "weakening the competitiveness of Canada’s electric vehicle industry" lack factual basis. She believes this measure will have a limited impact on Chinese electric vehicle companies overall and predicts that Canada may follow the European Union’s example by reducing tariffs on Tesla vehicles produced in China.
Steel and Aluminum Tariffs Also Increase
In addition to the electric vehicle tariffs, Canada announced that starting October 15, 2024, it would impose a 25% tariff on steel and aluminum products imported from China. Hu Yi believes this may only be the beginning of Canada’s tariff increases on Chinese goods, potentially expanding to include batteries, semiconductors, photovoltaic products, and other key items.
She warned that these products involve larger trade volumes and affect more Chinese companies, necessitating close monitoring of whether Canada’s unilateral trade frictions with China might escalate further.
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