英国重启新能源车补贴，旨在完善相关基础设施配套，惠及民生、就业

Investment Rating - The industry rating is "Outperform the Market," indicating an expectation that the overall performance of the industry will surpass the market in the next six months [13]. Core Insights - The UK government has restarted a £63 million subsidy for new energy vehicles (NEVs) to enhance infrastructure and support economic growth, contrasting with the US's recent cancellation of NEV tax credits [1]. - The subsidy plan aims to lower energy costs for households and businesses, improve charging infrastructure, and create thousands of green jobs as part of a broader transformation initiative [1][2]. - The UK has reached a tariff agreement with the US, allowing the export of 100,000 vehicles annually at a reduced tariff rate, which is expected to boost local automotive production [2]. - The UK is projected to see a significant increase in the registration of new energy vehicles, with pure electric vehicle sales expected to rise by 21.4% in 2024 [3]. - A £1 billion investment from the UK government to a Chinese battery company aims to enhance local battery production capacity significantly, supporting the domestic NEV industry [3][6]. Summary by Sections Government Initiatives - The UK government has allocated £63 million for NEV subsidies to improve infrastructure and reduce energy costs for various sectors [1]. - The initiative includes investments in charging infrastructure and support for households without private driveways [1]. Market Trends - In 2024, the UK is expected to register approximately 1.95 million new passenger cars, with a notable shift towards NEVs [3]. - Traditional fuel vehicle sales are declining, while sales of pure electric and hybrid vehicles are on the rise, indicating a market transition [3]. International Cooperation - The UK has secured a tariff agreement with the US, allowing for a significant export quota of vehicles, which is expected to encourage local manufacturing [2]. - The investment in battery production by a Chinese company highlights the growing collaboration between the UK and China in the NEV sector [3][6].