【联合发布】2026年1月乘用车智能化指数为32.2

Core Viewpoint - The article discusses the Passenger Vehicle Intelligence Index, which monitors the development of intelligence in the domestic passenger vehicle market and predicts future trends based on historical data [4][5]. Summary by Sections Overall Index - As of January 2026, the Passenger Vehicle Intelligence Index is at 32.2, showing a significant month-on-month decline of 6.5 units, with all three core sub-indices experiencing notable year-on-year decreases [14]. Sub-indices - The Intelligent Cockpit Index stands at 34.1, down 6.9 units month-on-month but up 2.7 units year-on-year [8]. - The Intelligent Driving Index is at 35.0, reflecting a month-on-month decrease of 6.5 units and a year-on-year increase of 2.7 units [11]. - The External Intelligence Index is recorded at 19.5, with a month-on-month decline of 4.9 units and a year-on-year increase of 6.1 units [12]. Market Performance - In January 2026, the national retail sales of passenger vehicles reached 1.544 million units, representing a year-on-year decline of 13.9% and a month-on-month decline of 31.7%. The retail sales of new energy vehicles were 596,000 units, down 20.0% year-on-year and 55.4% month-on-month [14]. Influencing Factors - The decline in sales is attributed to multiple factors, including the expiration of purchase tax incentives, preemptive demand at the end of the year, and a gap in local subsidies. The impact is particularly pronounced in new energy vehicles, which are more sensitive to policy changes [14]. Future Outlook - The fluctuations in the intelligence index and vehicle sales are viewed as short-term adjustments rather than indicative of a long-term weakening trend in the industry. The article emphasizes the need for continuous monitoring and adjustment of the intelligence index to better reflect market dynamics [14].