点 击 蓝 字 关 注 我 们 本文全文共 2221 字，阅读全文约需 7 分钟 中国汽车流通协会乘用车市场信息联席分会(简称乘联分会)联合上海安路勤企业管理咨询有限公司(简称 安路勤)联合发布的乘用车智能化指数，旨在定期监控国产乘用车市场的智能化发展进程，并通过历史数据比 对，判断未来发展趋势。 2025年12月乘用车智能化指数为38.7。其中智能座舱指数为41.0；智能驾驶指数为41.5；舱外智能指数为 目前，乘用车智能化指数有三个分项指数，分别为 智能座舱指数、智能驾驶指数 和 舱外智能指数 。 2025年12月，智能座舱指数41.0，环比增长1个单位，创年内新高。 24.4。 2025年12月，智能驾驶指数41.5，环比增长了0.3个单位，创年内新高。 通过追溯2025年1月起的乘用车智能化指数数据，可以清晰观察12个月以来的乘用车智能化指数走势变 化。 2025年12月，舱外智能指数24.4，环比增长了2.9个单位，创年内新高。 2025年12月全国乘用车市场零售销量为226.1万辆，同比下降14.0%，环比增长1.6%，其中新能源车市场 零售133.7万辆，同比增长2.6%，环比增长1.2%。 2 ...

Domestic News - The first mandatory national standard for automotive driving assistance systems has been officially released, set to be implemented on January 1, 2028. This standard mandates that automatic emergency braking systems (AEB) become standard equipment in light vehicles, with a projected AEB system installation rate exceeding 60% for new passenger cars by 2025 [3] - During the "14th Five-Year Plan" period, the manufacturing and sales revenue of new energy vehicles is expected to grow at an annual rate of 49.5%. In 2025, the manufacturing of new energy vehicles is projected to increase by 14.3%, while the clean energy power generation sector is expected to see a 17.3% revenue growth, accounting for 38.5% of total electricity production revenue, an increase of 6.9 percentage points from 2021 [4] - Xi'an has opened applications for a vehicle replacement subsidy for 2026, offering a maximum subsidy of 15,000 yuan for eligible consumers replacing old vehicles with new energy or fuel vehicles. The subsidy is set at 8% of the new vehicle sales price for new energy vehicles and 6% for fuel vehicles, with a cap of 15,000 yuan and 13,000 yuan respectively [5] - Lantu has announced its product plan for 2026, which includes four new models, all equipped with L3 autonomous driving capabilities. The first model, Lantu Taishan Ultra, is expected to be delivered in March 2026 [6][7] - BYD has launched the 5.0 version of its "Tianshen Eye" driving assistance system, featuring advanced reinforcement learning capabilities. By the end of last year, BYD had over 2.56 million vehicles equipped with this system, generating over 160 million kilometers of data daily [8] - Dongfeng's overseas version of the Nano 06 has been launched in Costa Rica, with 270 orders received during the launch event [9] - NIO has officially pushed the new version of its World Model (NWM), which includes a new urban navigation battery swap feature, supporting over 2,000 battery swap stations nationwide [10] - Alipay has partnered with Xiaomi to introduce a smart parking payment feature in Xiaomi's smart glasses, allowing users to pay for parking with voice commands or by scanning a parking code [11][12] International News - Malaysia has announced a vehicle scrappage subsidy program for cars older than 20 years, allowing owners to receive up to 8,000 ringgit in total for purchasing new vehicles after scrapping their old ones [13] - Thailand's automotive sales reached a two-year high in 2025, with total sales of 621,166 vehicles, an 8.5% increase from 2024. Electric vehicle sales accounted for 276,697 units, representing 45% of total sales [14] - Uber has established the AVLabs team to leverage its extensive real-world data from ride-hailing services to support the development of autonomous driving technology [15] - Volvo Financial Services has extended its partnership with Bank of America until 2030 to continue providing financing and leasing services to Volvo customers and dealers in the U.S. [16] Commercial Vehicles - The largest new energy heavy truck supercharging station in Hainan has been put into operation, with a total installed capacity of 8,000 kilowatts, enhancing the reliability and efficiency of the new energy heavy truck charging network in the province [18] - DAF has launched the XG Electric and XG+ Electric models, targeting the high-end transport market with spacious cabins designed for long-haul operations [19] - SANY Heavy Truck has partnered with Longxin Technology to create a comprehensive energy ecosystem for heavy trucks, aiming to alleviate long-distance charging anxiety [20] - BYD's T4 electric truck has surpassed 1,000 units in cumulative sales, gaining popularity in various urban distribution markets due to its low energy consumption and high reliability [21]

Core Viewpoint - The article provides an analysis of the December 2025 automotive market, highlighting price changes and discount trends across different vehicle segments, indicating a general upward trend in market prices and discounts. Overall Market Price Changes - The overall market price change index for December is 4.84, with an average transaction price of 166,200 yuan, reflecting an increase of 8,277 yuan or 5.24% month-on-month [4] - All market segments experienced price increases, with the sedan market showing the largest growth at 8.05% [4] Sedan Market Analysis - The sedan market price change index is -0.76, with an average transaction price of 132,500 yuan [3] - The overall transaction price for sedans increased by 9,872 yuan, or 8.05% month-on-month [5] - The A00 segment saw the largest price increase at 8.65%, while the B and C segments experienced declines of 1.52% and 2.29% respectively [5] SUV Market Analysis - The SUV market price change index is 8.13, with an average transaction price of 186,100 yuan, reflecting a month-on-month increase of 2,574 yuan or 1.4% [10] - The B segment within SUVs showed significant price growth, while the A0 segment experienced a decline of 1.43% [10] MPV Market Analysis - The MPV market price change index is -1.79, with an average transaction price of 269,100 yuan, which increased by 8,805 yuan or 3.38% month-on-month [10] - The market saw a notable increase in sales share for models priced above 200,000 yuan [10] Overall Market Discount Changes - The overall market discount change index for December is 0.45, with an average discount of 28,500 yuan, which increased by 2,775 yuan or 10.8% month-on-month [4] - Discounts increased across all segments, with the MPV market showing the largest growth at 21.7% [4] New Energy Market Overview - The overall new energy market price change index is 7.68, with an average transaction price of 175,500 yuan, reflecting an increase of 13,863 yuan or 8.58% month-on-month [10] - The new energy sedan market saw a price increase of 11,325 yuan, or 10.58%, with the A00 segment experiencing a significant rise of 8.7% [12] New Energy Market Discounts - The overall new energy market discount change index is 0.81, with an average discount of 11,300 yuan, which increased by 1,531 yuan or 15.74% month-on-month [12] - Discounts in the MPV segment increased significantly by 35.4% [12]

Domestic News - The National Bureau of Statistics projects that profits in the high-tech manufacturing sector will grow by 13.3% in 2025 compared to the previous year, surpassing the overall industrial growth rate of 12.7% [7] - The Ministry of Transport emphasizes the implementation of a policy to waive tolls for small passenger vehicles during the Spring Festival, while also addressing the charging needs for new energy vehicles [8] - Dongguan plans to allocate 80 million yuan for new car purchase subsidies, with a maximum subsidy of 5,000 yuan per vehicle, as part of a broader 1.5 billion yuan consumer promotion initiative [9] - BYD and ExxonMobil have signed a strategic cooperation memorandum to enhance collaboration in the field of new energy hybrid technology [10] - Changan Automobile aims to achieve mass production of humanoid robots by 2028, as part of its transformation into a smart low-carbon mobility technology company [11] - NIO has surpassed 99 million battery swap operations, with a total of 8,595 energy swap stations, including 3,708 dedicated swap stations [13] - CATL has signed a comprehensive strategic cooperation agreement with the Yunnan provincial government to promote green low-carbon development and enhance cooperation in the fields of new energy batteries and green transportation [14] - Pony.ai and Aitb have reached a business cooperation agreement to build a fully autonomous driving service fleet [15] International News - India has agreed to open a car quota to the EU, allowing up to 250,000 European-made cars to enter the Indian market at reduced tariffs, significantly higher than the 37,000 quota for the UK [16] - South Africa's electric vehicle sales are projected to decline by 17% in 2025, with only 1,018 units sold, while overall new car sales are expected to reach 596,818 units, a 15.7% increase [17] - Tesla is partnering with Pilot Travel Centers to build high-power charging stations for electric trucks along major highways, with the first stations expected to be operational by late summer [18] - VinFast has partnered with Autobrains to develop autonomous driving technology, focusing on enhancing the driving assistance systems of its upcoming electric vehicles [19] Commercial Vehicles - Dongfeng Liuzhou Automobile and Yadea Technology Group have signed a strategic cooperation agreement to advance the development and application of new energy smart logistics equipment [20] - DeepWay has completed a Pre-IPO financing round, raising 1.177 billion yuan to strengthen its position in the smart new energy heavy truck sector [21] - Chery's Rely brand has launched the R08 EV, its first pure electric pickup truck, priced between 127,800 and 158,800 yuan, marking its entry into the new energy pickup market [22] - The White Rhino has begun testing a 24-cubic-meter unmanned vehicle in Shenzhen, aiming to expand its commercial scale and capture strategic opportunities in urban logistics [23]

Domestic News - The Ministry of Commerce aims to cultivate new growth points in service consumption, focusing on transportation services, housekeeping services, automotive aftermarket services, and more to meet the evolving demands of consumers [4] - In 2025, the number of vehicle transfer registrations is expected to reach 41.11 million, with 38.41 million being automotive transfers, marking a continuous six-year trend of second-hand vehicle transactions surpassing new car registrations [5] - Guangdong province plans to strengthen emerging industries such as new energy, smart connected vehicles, intelligent robotics, and aerospace, aiming to build a more robust modern industrial system [6] - Nanjing is promoting a recycling program for key categories like home appliances and automobiles to support green product consumption [7] - Li Xiang, CEO of Li Auto, predicts that Level 4 autonomous driving will be realized by 2028 at the latest, emphasizing the urgency for companies to adopt AI technologies [9] - NIO has opened its first national dealership in Hungary, marking a significant step in its expansion into the Central European market [10] - XPeng has launched 1,000 mobile charging stations for its X9 model, strategically placed along major highways to assist drivers during peak travel seasons [11] - Lantu has surpassed 100 smart charging stations within a year, providing access to over 1.5 million charging resources nationwide [12] International News - In 2025, European electric vehicle sales are projected to exceed 2.885 million units, a 32.6% increase year-on-year, with a penetration rate of 29.0%, reflecting a significant shift in the automotive market [13] - Toyota has launched its first electric SUV specifically for the Indian market, named Urban Cruiser Ebella, as part of its long-term electrification strategy [14] - Jaguar plans to release its first mass-produced electric vehicle, the Type 00, in the first quarter of 2026, marking a pivotal moment in its transition away from fuel-powered vehicles [15] - Hyundai has no current plans to establish a new manufacturing plant in Canada but is exploring potential collaborations in the hydrogen sector [16] Commercial Vehicles - A new innovation center for power control systems in new energy commercial vehicles has been approved in Jiangsu province, aiming to enhance technological capabilities and international competitiveness [17] - The Zero Mi light truck will be launched in Shandong province, targeting individual entrepreneurs and small logistics companies for urban distribution [18] - The Ministry of Transport has implemented new regulations for online freight platforms, encouraging the use of advanced technologies to optimize transportation efficiency [19] - Hunan province is promoting the application of electric and hydrogen-powered heavy-duty trucks to support low-carbon transportation initiatives [20]

皮卡产销： 2025年12月份皮卡市场销售5.2万辆，同比增长8.8%，处于近5年的高位水平。2025年1-12月 份皮卡市场销售58.9万辆，同比增长11.8%。2025年12月份皮卡生产为4.8万辆，同比增长5.2%，处于近5年的 中高位水平。2025年1-12月份皮卡市场生产57.5万辆，同比增长14%。 长城汽车持续保持强势皮卡领军地位，国内外表现均较平稳。受出口持续同比增长促进，长城汽车、长 安汽车、上汽大通、江淮汽车、郑州日产表现较强。在国内皮卡零售市场，长城汽车、江铃汽车、郑州日产、 雷达汽车、江西五十铃等表现较好，国内"皮卡一超多强"格局继续保持。皮卡市场的主力区域在西南、西北为 主，西部地区的皮卡需求较大。2025年12月西南、西北地区的皮卡需求占到总体需求的46%，成为两大核心市 场，京津山河四省的皮卡表现较弱。随着新能源皮卡高增速放缓，新能源助力皮卡市场弱于物流类电动车走 势。 皮卡出口： 2025年12月全国皮卡出口2.8万辆，同比增长12%，环比下降13%，行业出口占比继续保持高 位。1-12月皮卡出口30万辆，同比增长21%。2024年皮卡出口占比皮卡总销量的45%，2025年12 ...

Foreign Investment - In 2025, the actual use of foreign capital in China amounted to 747.69 billion RMB, a year-on-year decrease of 9.5% [8] - A total of 70,392 new foreign-invested enterprises were established, representing a year-on-year increase of 19.1% [8] - The manufacturing sector attracted 185.51 billion RMB, while the service sector attracted 545.12 billion RMB [8] - High-tech industries saw significant foreign investment growth, with e-commerce services up by 75%, medical instruments by 42.1%, and aerospace manufacturing by 22.9% [8] - Investment from Switzerland, UAE, and the UK increased by 66.8%, 27.3%, and 15.9% respectively [8] E-commerce Development - In 2025, China's e-commerce sector continued to lead globally, contributing to consumption and industrial transformation [10] - The online retail sales of physical goods grew by 5.2%, contributing 36.2% to the total retail sales of consumer goods [10] - Digital products like smartphones and smart robots saw online sales growth of 20.5% and 18% respectively [10] - Online service consumption increased by 22%, with significant growth in online ticketing for sports events (63.3%), tourism products (40.6%), and dining (23.7%) [10] Industrial Profit Growth - In 2025, profits of large-scale industrial enterprises totaled 7,398.2 billion RMB, a year-on-year increase of 0.6% [19] - State-owned enterprises saw a profit decline of 3.9%, while foreign and Hong Kong/Macau/Taiwan enterprises experienced a profit increase of 4.2% [19] - The mining sector's profits dropped by 26.2%, while manufacturing profits grew by 5% [19] - Notable profit increases were observed in black metal smelting (300%), non-ferrous metal smelting (22.6%), and computer/electronic equipment manufacturing (19.5%) [20] Electricity Market - The total electricity market transaction volume reached 6.6 trillion kWh in 2025, marking a year-on-year growth of 7.4% [14] - By December 2025, the transaction volume was 608 billion kWh, with a 6.6% increase from the previous year [15] - Intra-provincial transactions accounted for 46.41% of the total, while inter-provincial transactions grew by 11.3% [15] - Green electricity transactions increased by 32.3%, reaching 31.7 billion kWh [15]

Industry Information - The National Bureau of Statistics projects that by 2025, the production of new energy vehicles (NEVs) will increase by 25.1%, driving a 41.7% growth in lithium-ion power batteries [8][9] - The China Association of Automobile Manufacturers aims to develop high-level group standards for vehicles and key components within 1-2 years [9][11] - Shanghai's 14th Five-Year Plan emphasizes the development of smart connected NEVs through soft and hard collaboration and digital intelligence [11] - By the end of 2025, the total number of electric vehicle charging infrastructure in China is expected to exceed 20 million, marking the largest electric vehicle charging network globally [12][13] - The Ministry of Finance has introduced a loan interest subsidy policy focusing on 14 key industries, including new energy and automotive sectors [14] - By 2025, Guangxi Nanning plans to establish 30,199 public charging piles for NEVs [12] - The Ministry of Commerce anticipates that by the end of 2025, 60% of passenger cars sold will be NEVs [12] Corporate Information - Xpeng Motors reported that 57.2% of X9 Super Range owners are born in the 1990s, with a total of 5,424 units delivered by December 2025, marking a 289.1% year-on-year increase [40] - The Wuling Bingo Pro offers two battery options with a maximum range of 403 kilometers [40] - Ideal Auto's subsidiary has increased its registered capital to 300 million RMB, a 67% increase [11] - NIO has doubled its battery investment, with over 7,309 new batteries added, achieving over 90% progress in battery doubling [40] - The first sample of Hongqi's all-solid-state battery has successfully rolled off the production line [40]

点 击 蓝 字 关 注 我 们 本文全文共 2312 字，阅读全文约需 7 分钟 乘 势向上聚庐州， 联 合向新话未来。 日前，中国汽车流通协会乘用车市场信息联席分会2026年汽车市场研讨年会在合肥顺利召开。来自全国 汽车整车企业代表踊跃参会。 秘书处崔东树秘书长做了乘联分会2025年工作总结。在流通协会及会长单位的支持下，乘联分会作为行 业信息交流平台，围绕行业发展大局，以提升服务质量为核心，以推动行业创新为动力，不忘初心深耕会员服 务。乘联分会注重提升数据质量，积极为企业发声，拓展办会思路，提高会员满意度，并持续推进合规工作。 中国人民大学经济学院副院长于泽先生做了《"十五五"开局中宏观经济新机遇》的报告，他认为我国处 在新旧动能转换的过渡期，经济发展正在呈现诸多新机遇。2026年以内需为主导，建设强大国内市场作为首要 任务，汽车消费是国内消费的压舱石，预计全年经济增速在5%左右。 国家信息中心正高级经济师徐长明先生做了《汽车市场分析与合资自主关系研判》的报告，他认为由于 政策的促进作用，2025年汽车市场内需销量实现超过正常趋势值的增长，但行业整体效益不尽理想。下半年加 大治理内卷的力度，价格竞争所有好 ...

Policy and Regulation - The Ministry of Industry and Information Technology (MIIT) and five other departments have jointly issued a temporary management method for the recycling and comprehensive utilization of used power batteries from new energy vehicles, aiming to strengthen the entire chain of supervision and establish a safe and efficient recycling system [10][24]. - The core management approach includes a "three-full" regulatory system, which encompasses full-channel management, full-chain responsibility, and full-lifecycle traceability [11][19]. - The new regulations emphasize legal responsibilities and safety management, prohibiting the use of recycled batteries in prohibited areas such as electric bicycles [11][25]. Market Insights - The policy framework for power battery recycling is evolving from "recycling supervision" to a "circular economy and standard system," indicating a shift towards comprehensive governance [16][19]. - The industry is entering a new phase of comprehensive standardization and deep collaboration, where compliance is essential for survival and competition [27][28]. Company Monitoring - Shaanxi Automobile's sales target for 2026 is set at 38,000 units, with a goal to exceed 50,000 units by the end of the 14th Five-Year Plan, alongside the launch of three strategic new products [31][33]. - Ruichi Automobile aims to invest over 2 billion in electric commercial vehicle R&D over three years and has launched the Ruichi C9 flagship light truck [33][34]. - Jiangling Motors has introduced two new heavy-duty light trucks, the Jiangling Blue Whale and Jiangling E Road Max, marking a new phase in the collaborative development of fuel and new energy vehicles [36][37].