英国与美国背离，向中国电动车巨头敞开大门。在英国，中国电动车仅面临10%的标准进口税，这是其中一个最大的海外主要市场，且没有额外的针对中国的关税。日本和挪威也没有这样的关税。
The U.K. broke with the U.S. by opening its doors to China's electric vehicle juggernaut. Chinese EVs face only a 10% standard import duty in Britain, one of the largest major overseas markets without additional China-specific tariffs. Japan and Norway also lack them.
这与美国形成鲜明对比，美国对中国电动车征收100%的关税，实际上将其挡在门外。而英国最大的贸易伙伴欧盟，对中国电动车征收高达35.3%的针对制造商的关税，此外还对所有进口汽车征收10%的标准进口税。
It's in contrast to the U.S., where a 100% tariff effectively shut Chinese EVs out. The European Union, the U.K.'s biggest trading partner, has manufacturer-specific duties on Chinese EVs of up to 35.3%, in addition to a standard 10% import duty on all foreign cars.
如今，英国面临艰难抉择，因为欧盟的提议可能会迫使其征收关税以匹配欧盟的做法。
Now, the U.K. faces a difficult choice, as EU proposals may force it to impose tariffs to match the bloc's.
周末，《星期日泰晤士报》报道称，英国商务部长乔纳森·里诺斯正在考虑匹配欧盟对中国电动车的关税，以避免所谓的"欧洲制造"提案带来的影响，这可能会伤害向欧盟出口的国内公司。
At the weekend, The Sunday Times reported that U.K. Business Minister Jonathan Reynolds is considering matching the EU's levy on Chinese EVs to avoid the pain of so-called "Made in Europe" proposals, which could hurt domestic companies selling into the EU.
英国政府发言人向CNBC重申称，该国尚未对中国电动车征收关税，但补充说："我们将继续与行业密切合作，以确保我们的政策符合该行业的利益和英国的国家利益。"《欧洲制造》立法是欧盟工业加速器法案的一部分，旨在通过优先考虑欧洲制造的商品来保护该集团的工业免受不公平的国际竞争。
A U.K. government spokesperson reiterated to CNBC that it had not imposed tariffs on Chinese EVs but added: "We continue to engage closely with industry so that our approach reflects the sector's and UK's national interests." The Made in Europe legislation, part of the EU's Industrial Accelerator Act, is designed to protect the bloc's industries from unfair international competition by prioritizing European-made goods.
一位欧盟官员在9月接受《金融时报》采访时表示，伦敦需要提高对中国电动车的关税，并更紧密地与欧盟贸易政策保持一致，以避免"欧洲制造"带来的障碍。
An EU official told the Financial Times in September that London would need to raise tariffs on Chinese EVs and align more closely with EU trade policy to avoid "Made in Europe" barriers.
鉴于首相安迪·伯恩汉姆希望重置与欧盟的关系（英国正式脱离欧盟是在2020年），以及中国可能会做出报复措施的可能性，此次决策相当艰难。
The decision is finely balanced, given Prime Minister Andy Burnham's desire to reset relations with the EU, which the U.K. formally left in 2020, and the likelihood of China responding with retaliatory measures.
中国驻伦敦大使馆发言人表示，已就潜可能对中国电动车征收关税的报道向英国表达了"严重关切"。
A spokesperson for the Chinese Embassy in London said it had expressed "serious concern" to Britain about the reports about potential tariffs.
中国外交部发言人周二表示："中国坚决反对任何对中国产品实施加息或限制措施的歧视性做法。"他们表示："我们将继续关注事态发展并做出相应回应。"中国汽车品牌已迅速占据英国市场份额。
"China is firmly opposed to any discriminatory practice involving tariff hikes or restrictive measures on Chinese products," a spokesperson said Tuesday. "We will continue to follow developments and respond accordingly," they said. Chinese car brands have swiftly captured market share in the U.K.
JATO Dynamics的分析显示，2025年1月初至8月末期间，中国汽企及原始设备制造商(OEMs)在纯电动和混合动力车型上的注册量达到519,424辆，使其总市场份额达到28.1%。这与2025年同期的12.9%相比有显著上升。
Analysis by JATO Dynamics found that registrations of Chinese automakers, or original equipment manufacturers (OEMs), across both battery-electric and hybrid powertrains, rose to 519,424 between the start of January and the end of August, lifting their total market share to 28.1%. That's up sharply from 12.9% in the same period in 2025.
混合动力车型贡献了更大的增长，增加了62,655辆注册量，远超纯电动车的32,565辆。
Hybrids accounted for the larger increase, adding 62,655 registrations versus 32,565 for battery-electric vehicles.
JATO Dynamics零售业务主管保罗·希尔顿(Paul Hilton)告诉CNBC："这对政策很重要。"希尔顿表示："仅针对中国制造的纯电动车辆征收关税可能会减缓部分扩张速度，但无法解决混合动力车的增长、非中国制造的车辆，以及成本、产品节奏和供应链方面的根本性优势。"
"That matters for policy," Paul Hilton, head of retail at JATO Dynamics, told CNBC by "Tariffs aimed only at Chinese-built battery EVs could slow one part of the expansion, but would not address hybrid growth, vehicles made outside China or the underlying advantages in cost, product cadence and supply chains," Hilton said.
希尔顿表示："持久的英国应对措施应将任何基于证据的贸易救济措施与对本地生产的激励措施相结合，包括具有竞争力的能源和电池成本、充电基础设施、人才培养以及与欧洲市场准入规则的协调。"去年英国上个月销量最好的车型并不是特斯拉或福特——而是来自中国的吉奥酷7。
"A durable UK response should pair any evidence-based trade remedy with incentives for local production, competitive energy and battery costs, charging infrastructure, skills and alignment with European market-access rules." The bestselling car in the U.K. last month was not a Tesla or a Ford — but the Jaecoo 7 from China.
这款中型SUV在英国的起售价约为29,000英镊(38,350美元)，而路虎发现运动版的价格约为45,500英镊。
The mid-size SUV, nicknamed the “Temu Range Rover,” starts at about £29,000 ($38,350) in the U.K., compared with roughly £45,500 for a Land Rover Discovery Sport.
据英国汽车制造商及经销商协会的数据，吉奥酷7在9月份的全国销量达到10,814辆，超过了特斯拉Model 3、福特Puma和起亚Sportage。
The Jaecoo 7's nationwide sales climbed to 10,814 in September, according to the Society of Motor Manufacturers and Traders, outpacing the Tesla Model 3, Ford Puma and Kia Sportage.
林姆表示，英国与欧盟之间的政策差距日益扩大，使得英国在保持与欧盟公平竞争环境方面，除了关税之外别无选择。
Rico Luman, senior sector economist for transport and logistics at ING, said the growing policy gap between Britain and the EU is leaving the U.K. with limited options, besides tariffs, if it wants to maintain a level playing field with the bloc.
他在接受CNBC的邮件采访中表示，退出《欧洲制造》倡议可能会对现有企业产生“重大影响”，使得英国与欧盟贸易政策更加紧密对齐变得难以避免。“令人惊讶的是，来自中国的电池竟然免受欧盟关税，”林姆说。
Speaking to CNBC by email, Luman said exclusion from the Made in Europe initiative could have “significant consequences” for existing businesses, making closer alignment with EU trade policy increasingly difficult to avoid. "It's generally quite remarkable that batteries from China are exempted from EU tariffs," Luman said.
“同时这也是合乎逻辑的，因为欧洲的生产尚未达到速度，欧洲缺乏稀土矿物和相应的炼厂能力，”他补充道。
"At the same time this is logical as production in Europe isn't up to speed and Europe lacks the rare earth minerals and refinery capacity behind it," he added.