Core Viewpoint - The article discusses the latest trends in the Chinese passenger car market's intelligence index, highlighting a slight decline in the overall index and its components, while also indicating future growth potential driven by the expansion of new energy vehicle sales [3][11]. Group 1: Passenger Car Intelligence Index - The passenger car intelligence index for October 2025 is reported at 35.9, reflecting a month-on-month decrease of 0.2 units [11]. - The index consists of three sub-indices: intelligent cockpit index at 38.2, intelligent driving index at 39.6, and external intelligence index at 19.4 [3][7]. - The intelligent cockpit index saw a minor decline of 0.3 units, while the intelligent driving index decreased by 0.5 units, indicating a slowdown in growth [7][9]. Group 2: Market Performance - In October 2025, the retail sales of passenger cars reached 2.25 million units, showing a year-on-year decline of 0.5% but a month-on-month increase of 0.3% [11]. - The new energy vehicle market accounted for 1.282 million units sold, marking a year-on-year growth of 7.3% but a month-on-month decline of 1.3% [11]. - Tesla's sales in October experienced a significant month-on-month drop of 64%, which negatively impacted the overall intelligence index [11]. Group 3: Future Outlook - Despite a slowdown in market growth and diminishing policy support, the end-of-year tax exemption for new energy vehicles is expected to stimulate sales, potentially leading to an increase in the intelligence index [11]. - The article suggests that as new energy vehicles, which are central to intelligent configurations, gain market share, the passenger car intelligence index is likely to continue its upward trend [11].
【联合发布】2025年10月乘用车智能化指数为35.9
乘联分会·2025-11-28 08:42