中国汽车流通协会：1月份我国汽车消费指数为31.1 2月或呈现季节性回落

Core Insights - The automotive consumption index for January 2026 is reported at 31.1, with expectations of a decline in February sales due to the Spring Festival, indicating a seasonal adjustment in the market [1]. Group 1: Automotive Consumption Index - The automotive consumption index for January 2026 stands at 31.1, with a forecasted decrease in February sales compared to January due to the Spring Festival [1]. - The demand sub-index for January 2026 is recorded at 34.4, which is lower than the previous month but better than the same period in 2024 [9]. Group 2: Consumer Behavior - The in-store visit sub-index for January 2026 is 27.1, indicating a decline in consumer willingness to visit dealerships due to the Spring Festival and reduced effective sales days [4]. - The purchasing sub-index for January 2026 is 26.2, reflecting cautious consumer purchasing intentions influenced by the Spring Festival and uncertainties regarding subsidy applications [7]. - In early February, there is potential for a release of pent-up demand from essential buyers, but overall purchasing demand is expected to significantly decline compared to January due to prior demand exhaustion and policy changes [9][11]. Group 3: Market Environment - The implementation of the 2026 automotive trade-in subsidy guidelines is expected to stimulate consumer demand, although the Spring Festival has slowed production and logistics, leading to fewer effective sales days [11]. - Consumer sentiment in early February shows a clear intention to purchase among essential buyers, but many are adopting a wait-and-see approach regarding post-festival promotions and new product launches [11].