英国政府拒绝对中国汽车征收关税，但这一决定让该国汽车工业陷入两难之地。1欧盟对中国电动汽车征收最高45%的关税，并威胁若英国不采取类似措施，将对英国汽车出口设置贸易壁垒。1英国商务大臣乔纳森·雷诺兹表示，任何关税征收"可能会遭到报复"，损害英国制造商在中国的销售。1
英国汽车制造商面临的压力源于其对欧盟市场的高度依赖。1欧盟占英国汽车出口的58%，而中国仅占约4%。1与此同时，中国汽车品牌在英国市场快速扩张，比亚迪、欧莫达、捷途等企业在2026年前八个月的新车销售占比达到12%，较上年增长超过三倍。1日产欧洲主席马西米利亚诺·梅西纳警告称，"欧洲不能有特洛伊木马让中国通过英国淹没市场"。1
对中国汽车制造商而言，英国市场的开放性构成关键吸引力。1奇瑞英国副首席执行官维克多·张表示，"关税可能来来去去，但我们不会改变在英国的持续投资"。1英国新车注册市场表现强劲，截至9月的年度增长率达12%。1
Britain's automotive sector faces a stark strategic dilemma as the European Union threatens trade barriers unless the UK imposes tariffs on Chinese vehicles, while the government resists such duties to protect investment opportunities from Chinese manufacturers.1
The EU has imposed tariffs reaching 45 percent on Chinese electric vehicles, and officials have warned they will erect trade obstacles against British car exports if the UK does not follow suit.1 However, Commerce Secretary Jonathan Reynolds has stated that implementing any tariff "could invite retaliation," threatening British manufacturers' sales in China.1 This conflicting pressure puts the industry in an impossible position: the EU market accounts for 58 percent of UK car exports, while China represents only about 4 percent—yet Chinese investment in British manufacturing facilities is expanding rapidly.1
Chinese brands including BYD, Chery, and Jetour have captured 12 percent of new car sales in the first eight months of 2026, more than tripling their market share from the previous year.1 Meanwhile, UK new car registrations have grown 12 percent year-to-date through September, marking the strongest monthly growth since 2017.1 Nissan Europe's president, Massimiliano Messina, has expressed concern that "Europe cannot have a Trojan horse letting China flood the market through Britain,"1 while Chery's UK vice-chief executive, Victor Zhang, has countered that "tariffs may come and go, but we will not change our ongoing investment in the UK."1
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