加拿大将电动汽车销售目标推迟至2026年，理由是关税给汽车制造商带来压力。加拿大将推迟其要求汽车制造商在2026年前达到最低电动汽车销售目标的计划，此举旨在缓解受关税严重打击的行业的压力。

Canada postpones EV sales target to 2026, citing strain on automakers from tariffs.Canada will delay its plan to require automakers to meet minimum electric vehicle sales targets by 2026, in a move aimed at easing pressure on an industry hit hard by tariffs.

加拿大宣布计划为受美国部门关税影响的国内生产商提供财政援助，特别是在钢铁、铝和汽车领域。钢铁和铝面临50%的关税，而加拿大组装汽车则面临25%的关税。工业部长Melanie Joly表示：“我们真的在努力支持这些行业，未来还会有更多消息。”英国首相Mark Carney指出，与美国的谈判现在以这些行业为中心，并引用了深厚的供应链联系。贸易部长多米尼克·勒布朗在与美国商务部长霍华德·卢特尼克会谈后称关税是“巨大的经济困难”。加拿大仍然是美国最大的钢铁和铝供应国；然而，铝出口已连续四个月下降，达到2019年5月以来的最低水平。加拿大90%以上的汽车出口到美国，最近的数据显示，自3月以来，出货量下降了25%。

Canada announced plans to roll out financial aid for domestic producers impacted by U.S. sectoral tariffs, particularly in steel, aluminum, and automobiles. Steel and aluminum face a 50% tariff, while Canadian-assembled vehicles are hit with a 25% duty. Industry Minister Melanie Joly said, “We’re really working on supporting these sectors, and there’s more news to come.” Prime Minister Mark Carney noted that negotiations with the U.S. are now centered on these industries, citing deep supply-chain ties. Trade Minister Dominic LeBlanc called the tariffs “enormous economic hardship,” following talks with U.S. Commerce Secretary Howard Lutnick. Canada remains the top U.S. supplier of steel and aluminum; however, aluminum exports have fallen for four consecutive months, reaching their lowest level since May 2019. Over 90% of Canadian auto exports are sent to the U.S., with recent data indicating a 25% decline in shipments since March.

周四，标准普尔/多伦多证交所综合指数上涨0.6%，收于28916点的历史新高，连续第七年创下历史新高，科技、金融和矿业股领涨，而投资者正在等待加拿大和美国的关键就业报告。Shopify领涨3.8%，Brookfield上涨2.1%，主要矿业股普遍上涨。在宏观方面，加拿大7月份的贸易逆差为49亿加元，比6月份修订后的60亿加元缺口窄，但略高于47.5亿加元的共识，这是四个月来的最小缺口。与此同时，8月份私营部门综合采购经理人指数从7月份的48.7降至48.4，这是今年第二强劲的指数，但仍预示着连续第九个月出现收缩。

The S&P/TSX Composite rose 0.6% to close at a record high of 28,916 on Thursday, extending its streak toward a seventh consecutive all-time high as tech, financials, and miners drove gains while investors awaited key employment reports in Canada and the US. Shopify led advances with a 3.8% jump, Brookfield added 2.1%, and major miners traded broadly higher. On the macro front, Canada posted a July trade deficit of C$4.9 billion, narrower than June’s revised C$6.0 billion shortfall but slightly above the C$4.75 billion consensus, marking the smallest gap in four months. Meanwhile, the private-sector composite PMI eased to 48.4 in August from 48.7 in July, the second-strongest reading this year yet still signaling a ninth straight month of contraction.

标准普尔全球加拿大服务业PMI商业活动指数从7月份的49.3降至2025年8月的48.6，标志着连续第八个月收缩。需求疲软和关税的不确定性严重影响了服务业，由于全球客户推迟承诺，新出口销售额出现了自4月以来的最大跌幅。对前景的信心减弱，仍低于长期平均水平，尽管一些乐观情绪与降低利率的希望有关。公司仍然连续第四个月增加员工来管理工作量，有助于减少积压。在价格方面，关税和工资压力使成本居高不下，但通货膨胀率降至1月以来的最低水平。

The S&P Global Canada Services PMI Business Activity Index slipped to 48.6 in August 2025 from 49.3 in July, marking an eighth consecutive month of contraction. Weak demand and tariff uncertainty weighed heavily on services, with new export sales posting the steepest drop since April as global clients delayed commitments. Confidence in the outlook weakened, staying below its long-term average, though some optimism was tied to hopes of lower interest rates. Firms still added staff for a fourth month to manage workloads, helping reduce backlogs. On the price front, tariffs and wage pressures kept costs high, but inflation eased to its lowest since January.