乘联分会：5月乘用车智能化指数环比增长1.9个点 重拾上涨通道

Core Insights - The passenger car intelligence index for May 2025 is reported at 33.8, indicating a recovery in the upward trend of the index [8] - The smart cockpit index stands at 36.6, showing a month-on-month increase of 2.2, reflecting positive growth [3] - The smart driving index is at 36.5, with a month-on-month increase of 2.0, indicating a return to an upward trajectory [6] - The external smart index is recorded at 17.8, with a slight increase of 0.8, showing a moderate upward trend [9] Market Performance - In May 2025, the retail sales of passenger cars reached 1.938 million units, representing a year-on-year growth of 13.7% and a month-on-month growth of 10.0% [8] - The retail sales of new energy vehicles in May 2025 amounted to 1.027 million units, with a year-on-year increase of 28.9% and a month-on-month increase of 12.7% [8] - The increase in the intelligence index is attributed to the rapid sales growth of newly launched high-intelligence models, such as the AITO M8, AITO M9, Galaxy Star 8, and Zeekr 007, along with a significant recovery in sales of Tesla's main models [8] Future Outlook - The overall market performance in May indicates a rebound in the passenger car intelligence index, signaling a restart of the upward trend [10] - Based on current market dynamics, the passenger car market is expected to continue the recovery trend observed in May, with the intelligence index likely to maintain steady growth [10]