消息面上，10月14日，京东通过微博官宣，将联合广汽集团、宁德时代（300750）共同推出一款汽车产 品。据悉，官方将在10月底陆续开启内测版、大众版试驾活动，11月9日新车将正式发布。据科创板日 报，广汽集团投资者关系部门表示，该款新车采用的是宁德时代的巧克力换电，会在京东平台售卖，具 体车型目前不方便透露。广汽表示，"京东目前没有参与研发环节，各方暂时也没有成立合资公司的打 算。京东负责的主要是销售环节以及售后服务等，可以理解成在电商平台像卖手机一样卖汽车。" 广汽集团（601238）(02238)涨超6%，截至发稿，涨6.67%，报3.36港元，成交额8019.05万港元。 ...

Core Viewpoint - The A-share automotive sector experienced an initial surge, with notable gains in several companies, indicating positive market sentiment in the industry [1] Company Performance - Haima Automobile reached the daily limit up, reflecting strong investor interest [1] - GAC Group saw an increase of over 4%, suggesting robust performance and market confidence [1] - Jinlong Automobile, Hanma Technology, Dongfeng Motor, and CIMC Vehicles also experienced upward movement, indicating a broader positive trend in the sector [1]

据京东官方微博10月14日消息，2025京东11.11期间，京东联合广汽、宁德时代将正式推出一款神秘国民好车，官方 将在10月底将陆续开启内测版、大众版试驾活动，11月9日新车正式官宣发布。 会议详情： 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：快科技 针对"京东下场造成"的"美丽误会"，京东方面回应称： 这款新车是三方联合推出，京东主要提供用户消费洞察和独家 销售，不直接涉及制造环节。 END 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 会议咨询： 13248122922(微信同） ...

Core Viewpoint - JD.com is not merely entering the car manufacturing space but is strategically positioning itself to redefine the automotive consumption model by leveraging its platform capabilities and user insights [1][22]. Group 1: Reasons for JD.com's Involvement - JD.com is addressing a growth bottleneck in its core business, particularly in high-margin categories like 3C, which are experiencing slowing growth [2]. - The user demographic is aging, and consumer behavior is shifting towards platforms like Douyin, making the automotive sector, especially electric vehicles, a suitable fit for JD.com's user base [3]. - The evolution of platform logic is shifting from merely selling products to influencing supply and demand dynamics [4]. Group 2: Strategic Objectives - JD.com aims to define what consumers want in a vehicle, thus gaining a degree of control over vehicle specifications through user research and preferences [5]. - The traditional car purchasing model is being transformed into a one-stop service approach, allowing consumers to customize their vehicle experience [5][11]. - JD.com is establishing a comprehensive automotive consumption ecosystem that covers the entire lifecycle of vehicle ownership, from purchase to maintenance [5]. Group 3: Collaborative Dynamics - The partnership involves a complex interplay of roles among JD.com, GAC Group, and CATL, each with distinct objectives and competitive interests [8]. - JD.com seeks to control user entry points and consumer discourse without directly manufacturing vehicles, positioning itself as a digital hub in the automotive supply chain [9][10]. - GAC Group aims to leverage JD.com's online presence to rejuvenate its brand while maintaining control over manufacturing and delivery processes [11]. Group 4: CATL's Role - CATL is focusing on establishing a battery-as-a-service model, utilizing JD.com's user base to promote its battery technology and services [12][13]. - The collaboration with JD.com allows CATL to transition from a supplier role to a more integrated energy solutions provider [13]. Group 5: Challenges and Risks - JD.com faces the challenge of brand perception, as consumers may attribute any issues with the vehicle directly to JD.com, despite its non-manufacturing role [15][16]. - The complexity of automotive services requires a robust operational framework, which JD.com must develop to ensure effective service delivery [17]. - The ambiguity in control and responsibility among the three parties could lead to conflicts and accountability issues in the future [18]. Group 6: Long-term Vision - The ultimate goal for JD.com is not just to sell a vehicle but to create a sustainable ecosystem that retains users and integrates various automotive services [19][20]. - The collaboration represents a new paradigm in automotive manufacturing, where platforms can influence vehicle design and consumer engagement without direct production involvement [22][23].

" 广汽借力京东，探索销售新渠道。 " 作者丨韦艳娇 编辑丨田哲 10月14日，京东宣布联合广汽集团、宁德时代旗下时代电服推出"国民好车"，新车将于11月9日正式发 布。 据介绍，新车定位为高性价比新能源车型，用户可通过京东平台参与定制化选项，获得"买车-保养-配件- 能源"一站式服务套餐。 从此次的合作模式来看，该款新车或由广汽集团主导生产制造，宁德时代负责动力电池研发，京东则主要 负责销服板块，三方分工明确。京东回应《科创板日报》称：这款新车是三方联合推出，京东主要提供用 户消费洞察和独家销售，不直接涉及制造环节。 此次合作，是京东在汽车生态链的延伸，从另一角度来看，这也是广汽在销售渠道又一次转型探索。 作为传统车企巨头，广汽的核心优势在于整车研发、设计、制造和供应链管理。而它需要突破的瓶颈是传 统的、沉重的经销商体系和直面更年轻化用户的能力。 早期，广汽集团的主要销售模式为传统的经销商经营。 随着蔚小理等新势力带来直营模式，2021年7月，广汽埃安全球首家品牌直营体验中心开业，开启 "直营 + 经销" 双轨创新模式，品牌独立后创新布局 "线上 + 线下""车城 + 商超""经销 + 直营" 营销服务生态 ...

Group 1 - Ele.me is piloting the cancellation of overtime deductions for delivery riders, replacing it with a new service points system to enhance rider experience and operational capacity [1] - The pilot program is currently being tested in cities such as Nantong, Changzhou, Jieyang, and Jingdezhen, with plans for broader implementation in October [1] Group 2 - J&T Express reported a total parcel volume of 7.68 billion for Q3 2025, marking a year-on-year increase of 23.1% [2] - The Southeast Asian market saw a significant growth of 78.7%, while the Chinese market grew by 10.4%, indicating a strong performance in both regions [2] - The management highlighted that the increasing sensitivity of e-commerce platforms to fulfillment costs is driving market changes, with smaller logistics providers likely to exit [2] Group 3 - AliExpress announced the schedule for its overseas "Double 11" and "Black Friday" events, starting from November 8 and running until December 3 [3] - The platform aims to focus on commission incentives, overseas hosting, and brand expansion, offering up to 7% commission for quality third-party sellers [3] - This strategy is a response to competitive pressures from TikTok Shop and Temu, emphasizing supply chain and operational advantages [3] Group 4 - JD.com is collaborating with CATL and GAC Group to launch a "National Good Car" during the Double 11 shopping festival, focusing on user insights and exclusive sales [4] - The partnership delineates roles clearly: GAC for manufacturing, CATL for battery technology, and JD.com for sales and consumer insights [4] - The effectiveness of this online exclusive sales model remains uncertain due to the complexity of automotive purchasing decisions and competitive industry dynamics [4]

Core Insights - JD.com, in collaboration with CATL and GAC Group, is launching a new vehicle aimed at addressing consumer pain points in safety, battery life, and affordability during the JD 11.11 shopping festival [1][2] - The vehicle will feature a one-stop shopping experience, allowing customers to choose from various packages beyond the standard model, enhancing the car buying experience [2] Group 1 - The new vehicle, referred to as the "National Good Car," will focus on performance safety, stylish design, long-range capabilities, and affordability, aiming to meet over 90% of daily commuting needs [1] - JD.com will leverage its strengths in user insights and omnichannel retail to enhance the car buying and service experience [1] - GAC Group aims to create value in mobile living while ensuring safety and functionality to meet core user demands [1] Group 2 - CATL's subsidiary, Times Electric, will provide a comprehensive battery swapping solution to support new energy vehicle operations [1] - The collaboration between the three companies is designed to create a synergistic effect, enhancing user satisfaction and convenience [2] - During the JD 11.11 event, additional subsidies will be available, allowing customers to enjoy discounts of up to 50% on purchasing, maintaining, and using the vehicle [2]

| 2025年10月15日星期三 | NO.1 11月起，国产小客车新车上牌不用再跑车管所 据新华社10月14日报道，11月1日起，公安部将在全国全面推行国产小客车新车上牌"一件事"服务，推 动车辆销售发票、购置税、保险等信息共享核查，实现国产小客车新车上牌全业务数字化办理，群众免 予提交纸质材料。同时，在"交管12123"App开发应用新车上牌模块，网上集成选车、购险链接和选 号、上牌等服务，实现新车信息联网共享，群众购置新车后不需要再到车管所验车，足不出户网办登记 上牌。值得注意的是，纯进口小客车因产地在国外，目前暂时无法提供新车上牌"一件事"服务。 点评：公安部推行国产小客车新车上牌"一件事"服务，简化购车流程，提升了消费者的购车便利性，预 计将对汽车制造商和销售渠道产生积极影响。综合来看，此次改革从多维度增强了消费者信心，助力汽 车行业迈向更高水平的发展。 NO.2 前三季度我国汽车产销量双超2400万辆 据央视新闻10月14日报道，记者从中国汽车工业协会获悉，今年前9个月，我国汽车工业多项经济指标 实现两位数增长。最新数据显示，1至9月份，汽车产销量分别完成2433.3万辆和2436.3万辆，同比分 ...

点评：今年前9个月，汽车产销量实现两位数增长，特别是新能源汽车产销量的爆发，表明市场正经历 一场转型风暴。这一趋势不仅会进一步加强相关汽车制造商的盈利能力，还将提升汽车产业链的整体活 力，对股市形成积极支撑，彰显出国家政策对行业发展的引导和促进作用。 NO.3 广汽、宁德时代、京东将联合推换电新车 每经记者｜董天意 实习生 张艺彤 每经编辑｜余婷婷 | 2025年10月15日 星期三 | NO.1 11月起，国产小客车新车上牌不用再跑车管所 据新华社10月14日报道，11月1日起，公安部将在全国全面推行国产小客车新车上牌"一件事"服务，推 动车辆销售发票、购置税、保险等信息共享核查，实现国产小客车新车上牌全业务数字化办理，群众免 予提交纸质材料。同时，在"交管12123"App开发应用新车上牌模块，网上集成选车、购险链接和选 号、上牌等服务，实现新车信息联网共享，群众购置新车后不需要再到车管所验车，足不出户网办登记 上牌。值得注意的是，纯进口小客车因产地在国外，目前暂时无法提供新车上牌"一件事"服务。 点评：公安部推行国产小客车新车上牌"一件事"服务，简化购车流程，提升了消费者的购车便利性，预 计将对汽车制造 ...

【DT新材料】 获悉，10月14日，在2025京东11.11惊喜开放日上， 京东汽车 宣布联合 宁德时代 旗下的时代电服和 广汽集团 共同推出一款"国民好 车"。该车计划于京东"双11"期间正式发布，并在京东平台开启独家销售。 对于有媒体解读京东下场造车并将推出京东品牌的汽车，10月14日，京东方面回应称： 这款新车是三方联合推出，京东主要提供用户消费洞察和独家销 售，不直接涉及制造环节。 广汽集团有关负责人介绍，新车将在广汽埃安的新能源汽车灯塔工厂生产。 同时，三方还将推动汽车产品从生产到服务的全链条智能化升级。根据规划， 该车将于"双11"期间在"宁德时代巧克力京东自营旗舰店"进行独家销 售。 为让用户深度参与新车共创，广大消费者可在京东App搜索"国民好车"，参与新车全民互动活动，向新车提出宝贵建议，一起"智造"好车。 除产品本身外，本次合作还创新推出"一站配齐"的消费新模式。 用户不仅可选择标准版车型，还可灵活选配涵盖车衣定制、车品装配、养护服务等在 内的多种套餐，实现从购车到用车的全周期覆盖。 广汽集团有关人士还介绍，通过整合京东在供应链与数字化生态方面的资源，以及宁德时代在动力电池和换电生态领域的 ...