周四，富时100指数收于8666点，跌幅约0.3%，与大多数地区同行一致，因为交易员关注特朗普的汽车关税。美国总统唐纳德·特朗普周三从下周开始对所有汽车进口征收25%的关税，汽车零部件将于2025年5月3日前征收。他还证实，将于4月2日征收互惠关税，但澄清说这些关税将“非常宽松”，同时还强调了即将对药品和木材征收的关税。与此同时，英国财政大臣雷切尔·里夫斯在春季声明后在加的夫向媒体发表讲话，称美英贸易谈判是一个“微妙的时刻”，但强调英国没有报复计划。在企业方面，富时250指数上市的阿斯顿·马丁在关税消息传出后下跌了6%以上。在主要指数中，M&G、施罗德、Taylor Wimpey和Melrose Industries领跌，因为它们今天除息。时尚零售商Next在年度业绩公布后上调了指导价，股价飙升10.5%。

The FTSE 100 closed about 0.3% down at 8,666 on Thursday, in line with most regional peers, as traders focused on Trump’s car tariffs. US President Donald Trump on Wednesday slapped a 25% tariff on all auto imports starting next week, with auto parts to follow by 3 May 2025. He also confirmed that reciprocal tariffs will be imposed on April 2 but clarified they would be "very lenient," while also highlighting upcoming tariffs on pharmaceuticals and lumber. Meanwhile, Chancellor Rachel Reeves addressed the media in Cardiff following the spring statement, calling US-UK trade talks a "delicate moment" but stressing that the UK has no plans for retaliation. On the corporate front, FTSE 250-listed Aston Martin dropped over 6%, following tariff news. In the main index, M&G, Schroders, Taylor Wimpey, and Melrose Industries led the losses as they went ex-dividend today. Fashion retailer Next surged 10.5% as it raised its guidance following annual results.

2025年2月，受国内外需求疲软、车型转换和工厂重组的影响，英国汽车产量同比下降11.6%，至82178辆。国内产量暴跌22.3%，至18401辆，而出口下降8%，至63777辆。欧盟仍然是英国汽车出口的最大目的地（53.5%），其次是美国（19.7%）和中国（6.3%）。纯电动、插电式混合动力和混合动力汽车的产量下降5.6%，至27398辆，但其市场份额从一年前的36.3%略微上升至37.1%。汽车制造商和贸易商协会强调，迫切需要采取措施提高英国的竞争力，刺激消费者需求，特别是在电动汽车行业。

UK car production dropped 11.6% year-on-year to 82,178 units in February 2025, impacted by weak domestic and overseas demand, model changeovers, and plant restructuring. Domestic output plunged 22.3% to 18,401 units, while exports declined 8% to 63,777 units. The EU remained the top destination for UK car exports (53.5%), followed by the US (19.7%) and China (6.3%). Production of battery electric, plug-in hybrid, and hybrid vehicles fell 5.6% to 27,398 units but slightly increased their market share to 37.1% from 36.3% a year ago. The Society of Motor Manufacturers and Traders emphasized the urgent need for measures to enhance the UK’s competitiveness and stimulate consumer demand, particularly in the EV sector.

英国通胀降温超过预期，英镑下跌。周三，英国通胀报告公布后，英镑走低。在欧洲市场，英镑/美元交易价格为1.2897，下跌0.36%。

UK Inflation Cools More Than Expected, Pound Loses Ground.The British pound is lower on Wednesday following the UK inflation report. In the European session, GBP/USD is trading at 1.2897, down 0.36%.

英国通货膨胀使英镑降温。英国消费者通胀低于预期。年价格涨幅从3.0%放缓至2.8%。

UK Inflation Cools Down Pound.UK consumer inflation was weaker than expected. The annual rate of price increases slowed to 2.8% from 3.0%.