70年最低水平！英国汽车倒退半个多世纪

Core Viewpoint - The UK automotive industry faced its most challenging year in decades in 2025, with a significant decline in production and multiple factors contributing to this downturn [4][8][11]. Group 1: Production Decline - The total automotive production in the UK fell by 15.5% year-on-year to 764,715 vehicles, marking the lowest level in over 70 years [4]. - Passenger car production decreased by 8% to 717,371 units, a level not seen since 1956 [6]. - Commercial vehicle production plummeted by 62.3% to 47,344 units, the worst performance since 1952 [7]. Group 2: Factors Behind the Decline - The decline in production was attributed to multiple pressures, including export challenges, unexpected shocks, industry attrition, and policy uncertainties [11]. - Exports, particularly to the EU, US, and China, saw significant declines, with exports to the US dropping by 18% and to China by 12.5% [12]. - A major cyberattack on Jaguar Land Rover in August 2025 halted production entirely for a month, resulting in substantial losses and further exacerbating the decline [15][17]. Group 3: Industry Response and Future Outlook - The automotive supply chain is actively seeking diversification into other industries, such as defense, to survive and transform [22][23]. - The UK government is encouraging suppliers to leverage their manufacturing capabilities for defense equipment, aligning with increased defense spending [24][25]. - Despite the challenges, the production of electric and hybrid vehicles increased by 8.3% in 2025, reaching a record high of 298,813 units, which accounted for 41.7% of total production [33]. - The SMMT forecasts a recovery in production, predicting a growth of over 10% in 2026, potentially reaching around 790,000 vehicles [37].