2025年7月，英国的新乘用车注册量比上月下降了5%，削减了比上月6.2%的增长，这是三个月来的首次下降。下降的原因是汽油车注册量急剧下降（-14.7%至66271辆），而混合动力电动汽车（-10%至18551辆）和柴油车（-7.9%对8018辆）的注册量则大幅下降。反过来，插电式混合动力汽车（33%至17489辆）和纯电动汽车（9.1%至28825辆）的销量持续增长。随着政府扩大有资格获得电动汽车税收补助的车型，电动汽车的销量将在未来几个月内回升。

New passenger car registrations in the UK fell by 5% from the previous month in July of 2025, trimming the 6.2% increase from the previous month to mark the first decline in three months. The decline was owed to a sharp decline in registrations of petrol vehicles (-14.7% to 66,271) while significant drops followed for hybrid electric (-10% to 18,551) and diesel vehicles (-7.9% vs 8,018). In turn, sales growth persisted for plug-in hybrid electric (33% to 17,489) and battery electric vehicles (9.1% to 28,825). Sales for electric vehicles were due to pick up in coming months as the government expanded the models that qualify for EV tax grants.

富时100指数周二上涨至9150点附近的历史高点，延续了周一的涨幅，因为强劲的企业盈利提振了市场情绪。施乐辉公司在超过上半年收入和利润预期并宣布5亿美元回购后，股价飙升超过10%。所有部门的增长都有所改善，分析师称赞利润率回升和前景清晰，尽管预计2025年关税将产生轻微影响。Fresnillo在上调黄金产量预测后上涨了9%。帝亚吉欧股价上涨超过6%，尽管盈利持平，首席执行官换届，投资者受到成本节约目标提高和下半年增长前景的鼓舞。这家饮料巨头表示，有机利润将以中个位数增长，预计到2025年底。英国石油公司在第二季度利润超过预期后上涨1%，这得益于炼油利润率和石油交易的强劲增长。该公司启动了7.5亿美元的回购计划，并表示随着其继续将重点转向化石燃料，第三季度上游产量将略有下降。

The FTSE 100 rose near record highs around 9,150 on Tuesday, extending Monday’s gains as strong corporate earnings boosted sentiment. Smith & Nephew surged over 10% after beating first-half revenue and profit estimates and announcing a $500 million buyback. Growth improved across all divisions, with analysts praising the margin recovery and outlook clarity, despite a minor tariff impact expected in 2025. Fresnillo jumped 9% after raising its gold production forecast. Diageo rose over 6% despite flat earnings and a CEO transition, with investors encouraged by raised cost-savings targets and a second-half growth outlook. The drinks giant said organic profit will rise mid-single digits, skewed to late 2025. BP climbed 1% after a Q2 profit beat, driven by stronger refining margins and oil trading. It launched a $750 million buyback and said upstream output would dip slightly in Q3 as it continues shifting focus back to fossil fuels.

在伦敦，富时100指数周一上涨了55点，涨幅为0.61%。涨幅最大的是劳埃德银行（8.40%）、伦敦证券交易所（3.23%）和国民西部银行（2.27%）。最大的损失来自Haleon（-2.27%）、Frasers Group（-1.92%）和能多洁（-1.91%）。

In London, the FTSE 100 Index went up by 55 points or 0.61 percent on Monday. Top gainers were Lloyds Banking (8.40%), London Stock Exchange (3.23%) and Natwest (2.27%). Biggest losses came from Haleon (-2.27%), Frasers Group (-1.92%) and Rentokil Initial (-1.91%).

富时100指数周一收盘上涨0.7%，受最高法院对汽车金融调查作出有利裁决后英国银行股大幅上涨的推动。劳埃德银行集团飙升超过8%，达到2015年以来的最高水平，而国民西敏寺银行上涨超过2%，巴克莱银行上涨1.5%。汇丰银行和渣打银行也上涨。该裁决推翻了下级法院的裁决，缓解了人们对与汽车融资不当销售相关的巨额赔偿金的担忧。英国金融行为监管局现在估计，潜在的补救措施为90亿英镑，远低于早些时候市场对高达300亿英镑的担忧。英国最大的汽车金融公司劳埃德银行（Lloyds）被加拿大皇家银行（RBC）上调评级，分析师称该裁决是一个“清算事件”，消除了该股的主要积压。英国石油公司在其收益报告发布前也上涨了近2%，因为投资者正在寻找其重返传统能源的最新进展。

The FTSE 100 closed up 0.7% on Monday, driven by sharp gains in UK banking stocks following a favorable Supreme Court ruling on the motor finance probe. Lloyds Banking Group surged over 8%, hitting its highest level since 2015, while NatWest rose more than 2% and Barclays gained 1.5%. HSBC and Standard Chartered also climbed. The ruling overturned a lower court’s decision, easing fears of massive compensation payouts tied to motor finance misselling. The Financial Conduct Authority now estimates potential redress at £9 billion—far below earlier market concerns of up to £30 billion. Lloyds, the largest player in UK motor finance, was upgraded by RBC, with analysts calling the ruling a “clearing event” that removes a major overhang on the stock. BP also rose nearly 2% ahead of its earnings report, as investors look for updates on its pivot back toward traditional energy sources.