由于限制混合动力汽车出口欧盟的协议对电池材料的需求前景造成了压力，中国碳酸锂期货价格暴跌。
Lithium futures in China slumped as the agreement to limit hybrid car exports to the European Union weighed on demand prospects for the battery material.
欧盟表示，中国已同意将对该集团的数百万辆混合动力汽车销售削减。尽管该协议将有助于避免一场贸易战，但这对上个月价格已经蒸发四分之一的锂行业来说是又一次打击。
The EU said China had agreed to slash millions of hybrid vehicle sales to the bloc. While the deal will help stave off a trade war, it’s another blow to a lithium industry that saw prices shed a quarter of their value last month.
该市场在周一再次暴跌，广州期货交易所主力合约收盘下跌10%，报每吨104,740元（合15,649美元）。最近几周，该行业一直受到来自电动汽车以及更大规模储能系统需求担忧的重创。高盛集团表示，该矿物的供需平衡正朝着利空的方向转变。
The market plunged again on Monday, with the most-active contract on the Guangzhou Futures Exchange closing 10% lower at 104,740 yuan ($15,649) a ton. The industry has been pummeled in recent weeks by concerns about demand from electric vehicles as well as larger-scale energy-storage systems. The mineral’s supply-demand balance is shifting in a bearish direction, according to Goldman Sachs Group Inc.
该银行上周预测，中国和全球市场都将在第四季度从短缺转向接近平衡，随后在未来两年出现过剩。该行将此归咎于电动汽车和储能系统行业底层增长放缓以及库存建设需求的减少。
The bank forecast last week that both the Chinese and global market will move from a deficit to nearly balanced in the fourth quarter, followed by surpluses in the next two years. It blamed softer underlying growth in the EV and ESS sectors and less need to build inventories.
中国对欧盟的混合动力汽车出口之所以增加，部分原因在于它们避开了布鲁塞尔于2024年对电动汽车征收的关税。8月份，中国品牌约占欧洲混合动力汽车销量的四分之一。
China’s hybrid car exports to the EU had risen in part because they escaped the tariffs imposed by Brussels on EVs in 2024. In August, Chinese brands accounted for about a quarter of European hybrid sales.