英国汽车贸易报告2023-英-41页_4mb

报告摘要

UK Automotive Trade Report 2023

Key Insights Summary

The UK automotive sector generated £94 billion in trade in 2022, aiming to reach £100 billion+ by end-2023. The EU remains the largest trading partner, accounting for 60% of car exports and 71% of car imports to the UK. Electrified vehicle (EV) trade is growing—exports of BEVs and hybrids have increased, but risks like high tariffs and EU origin rules threaten progress.

Areas Addressed

Trade Overview: UK automotive trade nears pre-pandemic levels; supply chain issues and inflation have posed challenges but the sector is resilient.
EV Trade: EVs represent a critical growth area. Stricter EU origin rules for batteries could impose a £4.3 billion tariff bill by 2024. A three-year delay on strict rules is requested to protect regional trade.
Global Strategy: The UK must modernize FTAs for EVs, secure supply chains for critical minerals, and address regulatory challenges like carbon border taxes and sustainability directives.
Supply Chain Resilience: Investment in UK battery manufacturing is seen as essential to meet FTAs, while recycling and circular economy measures are encouraged to reduce reliance on imports.

Recommendations

Evolve Trade Agreements details Extend FTA modernization to align with EV development and battery supply needs, intra-EV tariffs in FTAs, especially with India, South Korea, Canada, Mexico, and Gulf countries.
Delay Battery Origin Rules: Push for a three-year extension to mitigate risks from heavy potential tariffs.
Boost UK Domestic Manufacturing Invest in gigafactories and critical mineral partnerships as part of UK Government’s commitment to zero-emission vehicles.
Streamline Recycled Trade Advocate for clearer circular economy measures while supporting remanufacturers through tariff suspension.
Engage Key Trading Partners Negotiate new deals with countries like India and the Gulf to improve market access, especially for SMEs and lower-volume creators.
Enhance Cooperation on EV Rules and Sustainability: Collaborate on CBAMs and corporate sustainability to support the UK automotive sector.

These actions aim to preserve global opportunities, meet zero-emission goals, and maintain the UK as a major trade power in automotive.

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