2025年4月，英国新车注册量同比下降10.4%，至120331辆，比去年同期减少13943辆，比2019年4月的水平低25.3%。这是七个月来的第六次下降，反映出消费者信心疲软和经济脆弱。4月通常是3月板块变动后较为平静的月份，但今年它进一步受到复活节晚落的影响，减少了工作日的数量。自4月1日起，车辆消费税（VED）的变化，包括对昂贵的电动汽车（EV）征收新税，也导致许多买家在3月初购买。所有销售类型都出现了下降：私人（-7.9%）、车队（-11.9%）和商业（-10.9%）。汽油车和柴油车的注册量分别大幅下降了22.0%和26.2%，而混合动力车（HEV）的注册量下降了2.9%。相比之下，插电式汽车则有所增长——插电式混合动力汽车上涨34.1%，纯电动汽车上涨8.1%，达到24558辆，占市场份额的20.4%。

New car registrations in the UK fell by 10.4% year-on-year in April 2025 to 120,331 units—13,943 fewer than the same month last year and 25.3% below April 2019 levels. This marks the sixth decline in seven months, reflecting weak consumer confidence and a fragile economy. April is usually a quieter month after the March plate change, but this year it was further affected by Easter falling late, reducing the number of working days. Changes to Vehicle Excise Duty (VED) from 1 April, including new taxes on expensive electric vehicles (EVs), also led many buyers to purchase earlier in March. All sales types saw declines: private (-7.9%), fleet (-11.9%), and business (-10.9%). Petrol and diesel car registrations fell sharply by 22.0% and 26.2% respectively, while hybrids (HEVs) dipped 2.9%. In contrast, plug-in vehicles saw gains—PHEVs rose 34.1% and BEVs climbed 8.1% to 24,558 units, accounting for 20.4% of the market.

富时100指数在长周末后周二小幅上涨，旨在延续其有史以来最长的连胜纪录。英国石油公司股价上涨超过1.5%，有报道称壳牌正在探索潜在的收购。据说，壳牌与顾问合作，在决定是否继续前进之前，正在监测英国石油公司的股票和油价，尽管壳牌股价在消息传出后下跌了约1.2%。AB Foods也上涨了1%以上，此前该公司确认了将旗下拥有Kingsmill的Allied Bakeries部门出售给私募股权公司Endless的谈判。与此同时，Deliveroo同意被美国食品配送巨头DoorDash收购，该交易对该公司的估值为29亿英镑。另一方面，英美资源集团股价下跌约3.5%，此前该矿业公司表示，由于对皮博迪收购该矿商煤炭资产的持续担忧，将继续与皮博迪合作。

The FTSE 100 edged higher on Tuesday after the long weekend, aiming to extend its longest winning streak on record. BP shares rose over 1.5% on reports that Shell is exploring a potential takeover. Shell, working with advisers, is said to be monitoring BP’s stock and oil prices before deciding whether to move forward, though Shell shares dipped around 1.2% on the news. AB Foods also rose over 1% after confirming talks to sell its Allied Bakeries unit, which owns Kingsmill, to private equity firm Endless. Meanwhile, Deliveroo agreed to be acquired by US food delivery giant DoorDash in a deal valuing the company at £2.9 billion. On the other hand, Anglo American dropped by around 3.5% after the mining company said it is continuing to work with Peabody over ongoing concerns about the latter’s purchase of the miner’s coal assets.

英镑/日元价格分析：英镑在技术形势喜忧参半的情况下稳定在191.00附近。周一，英镑/日元汇率出现小幅波动，在欧洲交易日后保持在191.00附近。价格走势在窄幅内保持平稳，反映出方向的不确定性，因为动量指标传递出相互矛盾的信号。

GBP/JPY Price Analysis: Pound holds steady near 191.00 amid mixed technical landscape.The GBP/JPY pair showed marginal movement on Monday, holding near the 191.00 zone following the European session. Price action remained flat within a narrow range, reflecting uncertainty in direction as momentum indicators deliver conflicting signals.

英镑徘徊在1.33美元附近，市场等待英格兰银行即将出台的政策决定，普遍预计将降息25个基点至4.25%。投资者也在关注央行最新的经济预测，这可能预示着是否有可能进一步降息。一些分析人士认为，英国央行可能倾向于采取更激进的宽松政策，以应对全球风险，尤其是与特朗普总统的新关税有关的风险，这加剧了人们对全球经济放缓的担忧。然而，与中国或欧盟等地区相比，英国被认为相对不受美国关税的影响，因为2024年美国对英国的商品顺差为120亿美元。与此同时，预计美联储将在周三保持利率稳定。在贸易方面，美中关系仍存在不确定性。特朗普表示，中国可能希望达成协议，但没有给出时间表，而北京表示，如果美国首先取消关税，愿意进行谈判。

The British pound hovered near $1.33 as markets awaited the Bank of England's upcoming policy decision, with a 25 basis point rate cut to 4.25% widely anticipated. Investors are also watching for the Bank's updated economic forecasts, which could signal whether further cuts are likely. Some analysts believe the BoE may lean toward a more aggressive easing path in response to global risks, especially those linked to President Trump's new tariffs, which have heightened fears of a global slowdown. Nevertheless, the UK is seen as relatively shielded from US tariffs compared to regions like China or the EU, as the US ran a $12 billion goods surplus with Britain in 2024. Meanwhile, the Federal Reserve is expected to hold rates steady on Wednesday. On the trade front, uncertainty persists around US-China relations. Trump said China may want a deal but gave no timeline, while Beijing indicated willingness to talk if the US removes tariffs first.