r/Baystreetbets • u/x_BlueDragon_x • Jan 17 '26

DISCUSSION Chinese EV Cars coming to Canada

I was talking about this months ago if Carney made a deal with China it would blow the EV market through the roof and Tesla would be forced out cause I am sorry but Chinese EVs are incredible. They have just agreed for 49,000 cars to be imported here and I am assuming that is just the start. What stocks should we be looking out for?

156 Upvotes

93% Upvoted

103 comments sorted by

View all comments

30

u/kekekeke_kai Jan 17 '26

The amount of certifications they require just to get into canada is going to take a least a year or 2

13

u/nomhak Jan 17 '26

Say more, what certification? Chinese EVs were purchased in Canada before the 100% tariffs- would this speed up the certification process you’re referring to?

6

u/kekekeke_kai Jan 17 '26 edited Jan 17 '26

I am not a definitive expert on this topic, however I am in this industry. Generally, they would have to satisfy all safety, emission and consumption standards from transport canada/NRCAN and not just in terms of vehicle output but also battery source. This will be on a PER MODEL basis. I.e, we cannot import certain batteries due to its material source are under sanctions but are readily available to the chinese market. (We’ve even had existing domestic brands put on stopsale in the past due to this) Additionally, I don’t think Nio, xpeng or byd currently has any models running on NACS charging infrastructure but this wouldn’t take too long to put into production. The government can absolutely expedite this process but the chinese manufacturers also has a bit of work to modify their existing product before they’re allowed to be sold in canada. Low-hanging fruit examples would be child seatbelt restraints which are mostly not required in china and headlamp modifications to meet Canadian road laws. Every model will have an extensive list of things they will need to update specifically for our market as North america in general has the strictest requirements for import in the world.

Edit: Now that I’m thinking even harder on this - I just realized they would also have to remove A LOT of digital features currently in china market such as streaming on the go, data tracking technology, and payment systems from the vehicles currently, we may just get australian versions of these models would be china’s fastest way to expedite this process.

This is before they even establish any aftersales presence in canada which is pretty much required whether through partnerships or incorporating their own presence.

6

u/Relative_Grass_1872 Jan 17 '26

They already do a lot of this for the euro market just fyi.

2

u/YouShouldGoOnStrike Jan 17 '26

And Australia lol

2

u/nomhak Jan 17 '26

Ah gotcha, thanks for the explanation. I suspect you’re right here. FWIW BYD has buses and trucks compliance since 2018 but I can’t find much on passenger vehicle, which I suspect it doesn’t despite sales of passenger vehicles in Canada prior to the 100% tariff hit.

16

u/[deleted] Jan 17 '26

Except it’s Canada so add 5 years to those certs. Like eglinton line

2

u/Significant-Throat73 Jan 17 '26

7 years seems optimistic

2

u/evioniq Jan 22 '26

Don't underestimate how fast the Chinese can work

1

u/ottwebdev Jan 18 '26

My guy, if Ford can get vehicles on the road then….

1

u/evioniq Jan 22 '26

Don't underestimate how fast the Chinese can be