捷豹路虎复工提振英国制造业

Group 1 - The core point of the article highlights that Jaguar Land Rover's resumption of operations has significantly boosted the UK's manufacturing sector, leading to the highest manufacturing Purchasing Managers' Index (PMI) in nearly a year at 49.7 in October, up from 46.2 in September [1] - The recovery in manufacturing output is primarily driven by the production of intermediate goods, reflecting the positive impact of Jaguar Land Rover's phased production recovery on its supply chain [1] - Following a cyberattack in August 2025, Jaguar Land Rover's three UK factories were fully shut down, causing a drop in UK car production to the lowest level in 73 years in September; the gradual resumption of production is revitalizing thousands of related enterprises in the supply chain [1] Group 2 - Despite the improvement in October, the manufacturing PMI has been in contraction territory since October 2024, and the recovery is seen as a one-time rebound dependent on Jaguar Land Rover's reopening, with ongoing weak domestic and international market demand [2] - Manufacturers are closely monitoring the upcoming budget announcement by the UK Chancellor on November 26, amid concerns over potential tax risks and the impact of U.S. tariff policies [2] - In October, the number of jobs in the UK manufacturing sector continued to decline, but the decrease was the smallest in 12 months; input cost growth has also slowed to the lowest level of the year, providing a positive signal for the Bank of England regarding potential interest rate cuts [2]