Canada CITT Final Injury Finding — Truck Bodies from China (NQ-2025-009)

Mechanism

The CBSA initiated parallel dumping and subsidizing investigations (TB 2025 IN) on 24 October 2025 following a written complaint from Morgan Canada Corporation (Bolton, Ontario) and Morgan Transit Corporation (Laval, Québec), Canadian truck-body manufacturers, alleging injurious dumped and subsidized imports of truck bodies from China. Product scope: truck bodies 8.5–32 feet in exterior length, max. 103 inches width, assembled or unassembled (excludes bulk liquid/gas transporters, refuse-collection bodies, and hydraulic-tipping dump/flatbed tow bodies) — HS 8707.90.90.10/.39/.40/.90 and 8708.29.99.90. Investigation period: 1 July 2024 – 30 June 2025.

Timeline:

• 6 March 2026 — CBSA preliminary determination: provisional AD duty 137.1%

(Qingdao CIMC Reefer Trailer Co., Ltd., 52.4% of Chinese import volume during the POI and the only exporter providing a substantially complete response) / 345.9% (all other exporters); provisional CVD 12% (all other exporters; CIMC Reefer's provisional subsidy margin was already assessed as insignificant).

• 4 June 2026 — CBSA final determination: dumping confirmed at 119.4% (CIMC

Reefer) / 257.1% (all other exporters); the countervailing-duty investigation was terminated with respect to CIMC Reefer specifically (final subsidy margin 0.9%, below the 1% insignificance threshold for developed-country exporters).

• 3 July 2026 — CITT final injury finding (NQ-2025-009): dumping of Chinese truck

bodies has caused material injury to the domestic industry; CITT and CBSA statements indicate both anti-dumping and countervailing duties are now collected (the CVD applying to the non-cooperating "all other exporters" category, not to CIMC Reefer). Full CITT reasons are due 17 July 2026.

Downstream implications

• Qingdao CIMC Reefer Trailer Co., Ltd. (subsidiary of China International

Marine Containers (Group), SZSE: 000039 / HKEX: 2039) was the dominant Chinese exporter by volume (52.4% of Chinese imports in the POI) and the only cooperating respondent; even its "best case" 119.4% AD rate is functionally prohibitive for continued Canadian market access.

• All other Chinese exporters face a combined 257.1% AD (plus CVD) exposure —

a near-total exclusion from the Canadian truck-body market, reinforcing the domestic-sourcing position of Morgan Canada/Morgan Transit and other North American truck-body builders.

• Peer context: second Canadian SIMA/CITT case on the register targeting a

China-origin transport-equipment product in 2026, following the OCTG5 final injury finding (2026-04-21-canada-citt-octg5-antidumping-final) — confirms CITT's active 2026 caseload against Chinese manufactured-goods exporters running in parallel with the steel-sector wave (Case 688, Australia) and the broader Section 301/232 tariff-escalation environment.

Open questions

• Exact final countervailing-duty rate applied to the "all other exporters"

category (provisional was 12%; final CVD rate not yet confirmed via a primary-source figure at time of filing — watch the full CITT reasons due 17 July 2026 and any CBSA final-CVD Statement of Reasons).

• Whether CIMC Reefer or other Chinese exporters seek judicial review at the

Federal Court of Appeal (standard post-NQ litigation path).

• Duration: standard five-year SIMA duty cycle, subject to expiry review.