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，智能驾驶指数41.5，环比增长了0.3个单位，创年内新高。 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。 乘联分会联合上海安路勤企业管理咨询有限公司联合发布乘用车智能化指数：2025年12月，乘用车智能化指数为38.7，创年内新高。具体而言，智能座舱 指数达41.0，环比提升1.0个单位，增长幅度显著；智能驾驶指数攀升至41.5，环比上涨0.3个单位，延续稳健增长态势；舱外智能指数为24.4，环比大幅增 长2.9个单位，上行趋势持续凸显。三大核心分项指数同步刷新年内峰值，行业智能化发展动能充沛、势头强劲。 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。 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%。 ...

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 ...

在乘用车智能化领域实现全球性的关键一步。 佑驾创新在立足国内市场的同时，也在国际化布局上提前卡位 ——佑驾创新已积累欧盟GSR法规、 E-NCAP认证等合规经验，是国内首批帮助整车厂车型通过欧盟ADDW、DDAW认证的DMS解决方 案供应商之一，相关解决方案已成功搭载多款出口车型，覆盖欧盟、澳大利亚、墨西哥等多个海外市 场，并与国际Tier 1合作切入全球供应链体系，为更大规模的出海奠定基础。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，佑驾创新（2431.HK）于1月25日晚间发布公告，宣布新获某知名车企的项目定 点通知，将为该客户面向国内及海外市场的广泛车型开发并提供一系列先进的智能驾驶产品。 根据合作规划，该项目预计全生命周期订单总额超人民币13亿元，并计划于2026年中启动量产 。 这一重磅合作，再次验证了佑驾创新的技术实力与商业价值，也是其在乘用车智能化领域实现全球性 的关键一步。 当前，在智驾迈向规模普及的关键阶段，主机厂对供应商的选择标准发生变化：单点技术已难以满足 需求，是否具备软硬件一体化能力、车规级量产经验，以及面向全球市场 ...

Group 1: Passenger Vehicle Market Outlook - The overall expectation for the passenger vehicle market in 2026 is a decline of 3.5% in domestic demand due to the 5% new energy vehicle purchase tax [1][6] - As of October 22, 2025, over 10 million applications for vehicle trade-in have been submitted, with over 340 million scrapped and 660 million replaced, resulting in a total subsidy expenditure of 140 billion yuan [1][6] - The new energy vehicle purchase tax will be reinstated at a reduced rate of 5% from January 1, 2026, with a maximum tax exemption of 15,000 yuan per vehicle [1][6] Group 2: Smart Driving Technology - In 2026, the penetration rate of urban NOA (Navigation on Autopilot) in new energy vehicles is expected to rise to 40% [2][7] - The market share of chip suppliers is projected to change, with Nvidia's share decreasing to 45%, Tesla at 15%, Huawei at 25%, and other domestic suppliers at 15% [2][7] Group 3: Heavy Truck Market Forecast - The wholesale sales of heavy trucks are expected to reach 1.16 million units in a neutral scenario, reflecting a year-on-year increase of 1.5%, while domestic sales are projected to decline by 5.5% [3][8] - In an optimistic scenario, wholesale sales could reach 1.25 million units, with domestic sales increasing by 2.7% [3][8] Group 4: Heavy Truck Export Outlook - The export of heavy trucks is expected to accelerate in 2026 as the impact from Russia diminishes, with significant growth anticipated in Southeast Asia, Africa, and the Middle East driven by local infrastructure and mining demands [4][9] - The conservative estimate for exports in 2026 includes a year-on-year increase of 20% for Asia, 30% for Africa, and 40% for the Middle East [4][9] Group 5: Globalization Strategy for Passenger Vehicles - The selection of automotive companies for investment should focus on those with high export ratios and established overseas production capacity, particularly those like Chery, Great Wall, and BYD [10] - Companies with a dual strategy of BEV (Battery Electric Vehicle) and PHEV (Plug-in Hybrid Electric Vehicle) are better positioned for sustained market access and growth [10]

Group 1 - The core viewpoint of the article indicates that the passenger car intelligence index is projected to reach 37.7 by November 2025 [1] - The intelligent cockpit index is expected to be 40.0, reflecting advancements in in-car technology [1] - The intelligent driving index is forecasted to be 41.2, suggesting significant improvements in autonomous driving capabilities [1] - The external intelligent index is anticipated to be 21.5, indicating a lower level of development in external vehicle intelligence compared to other areas [1]

Core Viewpoint - The article discusses the significant growth in the intelligence index of China's passenger car market, highlighting the advancements in smart cockpit, smart driving, and external smart technologies, indicating a robust development trend in the industry [3][13]. Group 1: Smart Car Intelligence Index - The passenger car intelligence index for November 2025 is reported at 37.7, showing a substantial increase compared to the previous month [13]. - The smart cockpit index reached 40.0, with a month-on-month increase of 1.8 units, indicating a significant growth trend [8][13]. - The smart driving index stood at 41.2, reflecting a month-on-month increase of 1.6 units, showcasing a notable upward trajectory [10][13]. - The external smart index was recorded at 21.5, with a month-on-month increase of 2.1 units, continuing its previous upward trend [13]. Group 2: Market Performance - In November 2025, the retail sales of passenger cars in China totaled 2.225 million units, representing a year-on-year decline of 8.1% and a month-on-month decrease of 1.1% [13]. - The retail sales of new energy vehicles reached 1.32 million units, showing a year-on-year growth of 4.2% and a month-on-month increase of 3.0% [13]. Group 3: Index Composition and Methodology - The passenger car intelligence index consists of one primary index and three secondary indices: smart cockpit index, smart driving index, and external smart index, which reflect the market performance of vehicles meeting corresponding smart standards [15]. - The calculation method for the intelligence index incorporates weighted contributions from the smart cockpit, smart driving, and external smart indices, with respective weightings of 47.5%, 37.5%, and 15.0% [16][19][20].

Core Viewpoint - The article discusses the development of the passenger car market's intelligence index in China, highlighting the growth trends and future expectations for smart vehicles, driven by policy support and market demand [4][13]. Summary by Sections Smart Car Intelligence Index - The passenger car intelligence index for September 2025 is reported at 36.1, marking a month-on-month increase of 0.4 units, reaching a historical high [13]. - The index consists of three sub-indices: smart cockpit index (38.5), smart driving index (40.1), and external smart index (18.5) [8][10]. Market Performance - In September 2025, the retail sales of passenger cars reached 2.243 million units, showing a year-on-year growth of 6.4% and a month-on-month increase of 11.2% [13]. - The retail sales of new energy vehicles amounted to 1.299 million units, with a year-on-year increase of 15.7% and a month-on-month increase of 16.5% [13]. Factors Influencing Growth - The increase in the intelligence index is attributed to multiple factors, including policy incentives (such as trade-in programs and subsidies), market demand during the traditional peak season, and the launch of new models [13]. - The article anticipates that the intelligence index will continue to rise in the fourth quarter of 2025 due to the fading off-season, ongoing policy support, and accelerated technological iterations [13]. Index Calculation and Structure - The intelligence index is calculated using a weighted formula that incorporates the smart cockpit index, smart driving index, and external smart index [14]. - The smart cockpit index is weighted at 47.5%, the smart driving index at 37.5%, and the external smart index at 15.0%, reflecting their respective impacts on the industry [17][18][19]. Definitions and Evaluation Criteria - Smart cockpit evaluation focuses on hardware configuration, software ecosystem, user interaction, safety, comfort, and intelligence levels [16]. - Smart driving evaluation emphasizes hardware configuration, functionality, safety, comfort, and intelligence levels [16]. - External smart evaluation centers on vehicle interaction with external entities, enhancing safety and user experience [16].

Core Insights - The article discusses the Passenger Car Intelligence Index, which monitors the development of smart features in domestic passenger vehicles and predicts future trends based on historical data [4][12]. Group 1: Passenger Car Intelligence Index Overview - As of August 2025, the Passenger Car Intelligence Index stands at 35.7, with a month-on-month increase of 1.5 units, marking a historical high [12]. - The index comprises three sub-indices: Smart Cockpit Index (38.0), Smart Driving Index (39.9), and External Intelligence Index (18.3) [4][8][10]. - The Smart Driving Index reached a new high for the year, reflecting a month-on-month growth of 1.5 units [10]. Group 2: Market Performance and Trends - In August 2025, retail sales of passenger cars reached 2.018 million units, showing a year-on-year growth of 5.9% and a month-on-month increase of 9.5% [12]. - The retail sales of new energy vehicles amounted to 1.115 million units, with a year-on-year increase of 8.8% and a month-on-month rise of 13.0% [12]. - The increase in the intelligence index is attributed to several factors, including government policies, new model launches, and rising consumer demand [12]. Group 3: Future Expectations - The article anticipates a steady increase in the Passenger Car Intelligence Index from September to December 2025, driven by the end of the market off-season, ongoing policy support, and accelerated technological iterations [12]. - The index will be adjusted based on the characteristics of each sub-index to better reflect market dynamics [12]. Group 4: Index Composition and Calculation - The Passenger Car Intelligence Index is calculated using a weighted formula that includes the Smart Cockpit Index, Smart Driving Index, and External Intelligence Index [14]. - Each sub-index reflects the market performance of vehicles meeting specific smart criteria, with the Smart Cockpit and Smart Driving being the primary focus areas due to their direct impact on user experience [17][18]. Group 5: Weighting Factors - The Smart Cockpit has a weight of 47.5%, emphasizing its immediate influence on user experience [18]. - The Smart Driving holds a weight of 37.5%, indicating its long-term transformative potential for the automotive industry [18]. - The External Intelligence Index is weighted at 15.0%, representing its emerging role in enhancing vehicle interaction with the environment [19].

Group 1 - The core viewpoint indicates that the passenger car intelligence index for July 2025 is 34.2, with specific sub-indices for intelligent cockpit at 36.5, intelligent driving at 38.4, and external intelligence at 16.5 [1] - The intelligent driving index of 38.4 has decreased by 1.3 units month-on-month, showing a slight decline from the previous growth trend [1]

Core Viewpoint - The article discusses the development of the passenger car market's intelligence index in China, highlighting the growth trends and future expectations for smart vehicles, particularly focusing on the smart cockpit, smart driving, and external smart indices [3][12]. Summary by Sections Smart Car Intelligence Index - As of June 2025, the passenger car intelligence index reached 35.6, an increase of 1.8 units from the previous month, indicating a sustained upward trend [12]. - The smart cockpit index was 38.2, showing a stable growth of 1.6 units month-on-month [8]. - The smart driving index significantly increased by 3.2 units to 39.7, reflecting a strong growth momentum [9]. - The external smart index decreased slightly by 0.8 units to 17.0, indicating a minor pullback from previous growth [12]. Market Performance - In June 2025, the retail sales of passenger cars in China reached 2.085 million units, representing a year-on-year growth of 18.2% and a month-on-month increase of 7.6% [12]. - The retail sales of new energy vehicles amounted to 1.112 million units, with a year-on-year growth of 29.8% and a month-on-month increase of 8.2% [12]. Future Expectations - The article anticipates that the passenger car market will continue to experience growth in July 2025, with the intelligence index expected to maintain a steady upward trend [13]. - The intelligence index is designed to adapt and set mid-term development goals based on the characteristics of each sub-index, ensuring continuous improvement in monitoring market dynamics [13]. Index Composition and Calculation - The passenger car intelligence index consists of one primary index and three secondary indices: smart cockpit index, smart driving index, and external smart index [6][15]. - The calculation method for the intelligence index incorporates weighted contributions from the smart cockpit, smart driving, and external smart indices [16]. Weighting Factors - The smart cockpit has a weight of 47.5%, reflecting its immediate impact on user experience and purchase decisions [18]. - The smart driving index is weighted at 37.5%, indicating its long-term transformative potential for the automotive industry [19]. - The external smart index is assigned a weight of 15.0%, representing its emerging role in enhancing vehicle interaction with the environment [22].