Before the 100% tariff that Canada imposed, almost all Tesla vehicles sold in Canada were manufactured in China, so Tesla was the brand most impacted. I believe that the new deal for 49,000 will end up allowing a lot of Tesla vehicles, and a few EVs that other existing brands make over in Chinese factories, and we're not going to see so many BYD vehicles, as I don't think it's worth setting up dealerships, etc. I suppose BYD might create a partnership with another brand for a few years and use those dealerships. In exchange for the EV deal, China agreed to lower tariffs on canola exports from Canada, which was a big deal for farmers in western Canada.
If China wants larger numbers of EVs, then I suspect the Canadian government will require that BYD or whoever setup a manufacturing plant in Canada as a stipulation. That's similar to Japanese manufacturers.
As a Canadian I'd prefer we avoid too many "deals" with China, but the fact is that the North American free trade agreement is probably not going to get renewed this year (even though Canada is the largest buyer of American-made cars and trucks by far), and we need to rapidly expand our trade with countries other than the US because the US has made it clear that they're going to use trade as leverage to exploit any country that trades with them. That's they're choice, but it means countries are incentivized to diversify away from buying American.
"Gort, klaatu nikto barada." -- The Day the Earth Stood Still