Core Viewpoint - The article discusses the challenges and transformations faced by GAC Group and its high-end electric vehicle brand, Hyper Haobo, amidst declining sales and a competitive market landscape. The company is undergoing significant reforms to redefine its brand identity and product development processes, particularly through the adoption of Huawei's Integrated Product Development (IPD) methodology [5][6][16]. Group 1: Market Challenges - GAC's sales from January to September 2023 reached 1.1837 million units, a year-on-year decline of 11.34% [5]. - The company reported a net loss of 2.538 billion yuan in the first half of 2023, marking its first semi-annual loss in a decade [5][6]. - The sales of Hyper Haobo's high-end models have been disappointing, with only 2,095 units sold in September, compared to 19,600 units for a competing model from Xiaomi [5][6]. Group 2: Brand Transformation - Hyper Haobo was officially established as a standalone brand in January 2025, aiming to position itself alongside GAC's other brands, Aion and Trumpchi [9][16]. - The brand's strategy includes a shift from focusing solely on electric vehicles to incorporating range-extended electric vehicles (REEVs) with the introduction of the "Star Source Range Extension Technology" [17][20]. - The company is attempting to redefine its brand image through innovative design and technology, such as the new "Mountain-Sea Architecture" for its vehicles [6][16]. Group 3: Product Development and Strategy - GAC is implementing the IPD methodology to enhance its product development process, focusing on user needs and cross-department collaboration [29][31]. - The introduction of the Hyper Haobo HL model is part of GAC's broader strategy to revitalize its product lineup and improve market competitiveness [6][30]. - The company is also exploring unique design features, such as special door mechanisms, to create a distinctive brand identity, although this has received mixed consumer feedback [15][44]. Group 4: Competitive Landscape - The article highlights the intense competition in the high-end electric vehicle market, where new entrants have advantages in brand recognition and product focus [13][14]. - Hyper Haobo's initial foray into the high-end market has been challenging, with its first model, the Hyper SSR, achieving only 15 units sold in 2023, compared to competitors like the Geely's Yuanguang U8, which sold over 3,000 units [13][14]. - The market for range-extended electric vehicles is growing, with sales reaching 642,000 units in 2023, a year-on-year increase of 181%, indicating a potential opportunity for GAC to capitalize on this segment [18][20].

事实上，京东汽车近年来持续构建覆盖"买、配、养、用、换"的一站式服务平台，不仅在线上渠道提供 丰富的汽车用品和配件，还通过近3000家京东养车门店和超4万家合作门店，以及京东汽车改装大店、 自营贴膜工厂等，为用户打造全生命周期的服务体验。此次合作被视为其在汽车消费生态布局上的进一 步拓展。 一位行业分析师对《证券日报》记者表示，京东、宁德时代与广汽的此次合作，旨在通过三方优势互 补，实现"1+1+1>3"的协同效应。据悉，新车的研发将紧密围绕用户实际需求，核心聚焦于性能安全、 造型设计、续航能力与亲民价格四大方面，力求在各项指标间取得最佳平衡，目标是打造一款能满足 90%以上日常通勤场景的"国民好车"。 业内人士认为，此次协作反映了汽车行业在产销模式与生态合作方面的探索正在进一步深化。三方意图 通过打通从生产制造到销售服务的各个环节，推动汽车消费流程的简化和体验升级。 10月14日，在京东"11.11"惊喜开放日上，京东集团股份有限公司（以下简称"京东"）旗下京东汽车宣布 将联合宁德时代新能源科技股份有限公司（以下简称"宁德时代"）旗下的时代电服科技有限公司和广州 汽车集团股份有限公司（以下简称"广汽集团"） ...

Core Viewpoint - JD.com has announced a collaboration with GAC Group and CATL to launch the "National Good Car," sparking speculation about JD.com's entry into car manufacturing, which the company quickly clarified it is not directly involved in manufacturing but focuses on consumer insights and exclusive sales [1][3]. Group 1: Collaboration Overview - The partnership is seen as a culmination of JD.com's ten-year strategy in the automotive sector, reflecting the ambition of internet platforms to reshape the traditional automotive industry [3]. - The collaboration involves three major players: JD.com (e-commerce), GAC Group (vehicle manufacturing), and CATL (battery technology), forming a notable "iron triangle" [4]. Group 2: Roles and Responsibilities - GAC Group is responsible for vehicle manufacturing, ensuring compliance with safety standards and providing a dedicated electric vehicle platform [5]. - CATL focuses on addressing "range anxiety" by supplying battery technology and supporting the battery swapping ecosystem [6]. - JD.com positions itself as an "ecosystem integrator," concentrating on user demand insights and sales channel operations, aiming to connect the entire production to service chain [6]. Group 3: Strategic Background - JD.com's interest in the automotive sector dates back to 2015 when founder Liu Qiangdong invested in NIO, leading to a systematic approach in the automotive industry, including launching a vehicle trading platform and establishing an independent automotive division [8]. - The company aims to redefine what consumers want in vehicles, leveraging user research to influence vehicle design and features [10]. Group 4: Advantages and Challenges - JD.com's strengths include vast consumer data and a comprehensive online sales network, with nearly 3,000 car service stores and over 40,000 partner stores nationwide [15]. - However, challenges exist in areas such as vehicle maintenance, test drive management, and after-sales service, where JD.com lacks experience [17][18]. Group 5: Business Model Comparison - JD.com adopts a different approach compared to other tech companies like Xiaomi and Huawei, focusing on an "ecosystem integration" model rather than direct manufacturing [20]. - This asset-light model may seem less risky but poses challenges in quality control and technological adaptation [21]. Group 6: Future Implications - The success of this collaboration will depend on various factors, including JD.com's ability to create a "car consumption ecosystem" that encompasses the entire customer journey from selection to after-sales service [23][24]. - If successful, JD.com could redefine the sales and service model in the automotive industry, making car buying as convenient as purchasing a smartphone [27].

2025年7月，中国汽车论坛，车圈大佬齐聚，奇瑞汽车董事长尹同跃的半脱稿发言活跃了现场氛围，但紧接上场的广汽董事长冯兴亚，一句话却如平地惊 雷："广汽已全面进入'战时状态'，全力打响关于未来的'三大战役'。" 退无可退，广汽和昊铂到达决战时刻。 激烈用词的背后是严峻的现实。今年1-9月，广汽累计销量为118.37万辆，同比下降11.34%。2025年中期报告显示，广汽同期净亏损25.38亿元，这是广汽集 团近10年来首次出现半年度亏损。昊铂作为广汽高端新能源品牌，销量更是惨淡。9月，昊铂全品牌售出2095辆——而小米一款SU7就售出1.96万辆。 "大象转身"的艰难在一连串疲软数据中表现得淋漓尽致。 作为一名入职广汽14年的"老兵"，身处"战时状态"的邱俊杰，也见证过广汽过往的黄金年代。时针拨回新能源浪潮刚刚兴起的那几年，他眼看着埃安作为广 汽先锋，销量蹭蹭上涨，1万、4万、12万再到40万辆，"过程令人振奋"，邱俊杰说。 昊铂HL增程版，是广汽"战时状态"下打出的"第一颗子弹"。这款车不仅首发搭载了"星源增程平台"，还确立了全新的设计语言："山海架构"，希望增强昊铂 品牌的辨识度。"我们企图通过昊铂HL对昊 ...

本文字数：2393，阅读时长大约4分钟 作者 | 第一财经 陆涵之 10月14日，在京东双11发布会上，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 款汽车。据了解，官方将在10月底陆续开启内测版、大众版试驾活动。 同时，该车将在京东双11期间 正式发布，并在京东进行独家销售。 这一消息官宣后，引发了外界对于京东造车的猜测。对此，京东表示这款新车是三方联合推出，京东主 要提供独家销售，不直接涉及制造环节。 值得一提的是，售车也成为京东在大促期间吸引关注的重要手段。今年双11，除了推出新车，京东汽车 表示"震骨价"补贴活动也同步加码，在政府补贴加持下实现补上加补，买车最高优惠力度或达5折。而 在今年618期间，京东曾推出"汽车1元起拍"活动。 2025.10. 14 据官方资料，京东汽车是一站式整车选购、车品销售、养护服务及新能源解决方案平台，涵盖汽车整 车、摩托车整车及装备、二轮电动车整车及装备、汽车用品配件及服务、京东养车连锁服务门店及三方 服务网络、维修改装、汽车贴膜及其他汽车创新业务。截至目前，京东养车门店接近3000家。 微信编辑 | 小羊 第 一 财 经 持 续 追 踪 财 经 热 点 ...

Core Insights - The traditional car sales model is undergoing a transformation with the introduction of the "National Good Car" by JD.com in collaboration with GAC Group and CATL, aiming to make car buying as convenient as purchasing a smartphone [1][4] Group 1: Collaboration and Product Offering - The new vehicle is a result of a partnership where GAC Group handles intelligent manufacturing, CATL provides battery technology and battery swap ecosystem support, and JD.com leverages its online and offline sales channels [4] - The vehicle will be sold through an "online customization + offline quick pickup" model, offering various packages such as "custom car cover version" and "maintenance enhancement version" [4] - JD.com has established a comprehensive automotive service covering purchasing, customization, maintenance, and usage, with nearly 3,000 service stores and over 40,000 partner locations [4] Group 2: Battery Swap Technology - The new vehicle will feature battery swap technology supported by CATL's subsidiary, which aims to provide efficient energy operation services [5] - GAC Group is the first automaker to collaborate with CATL on the battery swap ecosystem, with previous agreements to develop battery swap models and provide after-sales services [5] Group 3: Market Trends and Consumer Behavior - Economic experts suggest that the collaboration will help GAC Group overcome limitations in customer acquisition due to its regional sales and service channels [5] - Despite the innovative online sales approach, many consumers still prefer traditional test drives before making a purchase, indicating a challenge for online channels in after-sales service quality [6] - The future of automotive retail is expected to blend online and offline models, with e-commerce platforms driving customer acquisition while physical locations provide experiential services [6]

10月14日，京东微博宣布，联合广汽、宁德时代将推出一款汽车，官方将在10月底陆续开启内测版、大众版试驾活动，11月9日新车正式官宣发布。 来源：中国新闻社综合京东微博、中国新闻周刊、智通财经、科创板日报 编辑：王丹 校对：郭艳峰 审核：朱稳坦 不少媒体据此解读为京东正式进军汽车业，下场造车并将推出京东品牌的汽车。 据此，京东方面独家回应《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。 ...

京东有大消息！ 10月14日，京东微博宣布，联合广汽、宁德时代将推出一款汽车，官方将在10月底陆续开启内测版、大众版试驾活动，11月9日新车正式官宣发布。 随后，今年新成立的汽车央企长安集团发文：长安万里，京彩纷呈！期待与未来出行新伙伴@京东的惊喜合作！ 今日京东"双11"开放日上，《每日经济新闻》记者现场注意到，京东汽车宣布联合宁德时代旗下时代电服和广汽集团共同推出一款"国民好车"。 该车将在安全性、电池与补能、用车配套服务、价格等方面实现突破。 该车将于京东"双11"期间正式发布，并在京东进行独家销售。即日起，用户可在京东App搜索"国民好车"提前预约试驾。 据了解，时代电服作为宁德时代的全资子公司，主攻换电业务，此前已推出了巧克力换电整体解决方案。其官方公众号今年4月曾发文披露了与广汽的合 作，该文彼时称"广汽集团旗下埃安UT、埃安RT、埃安V霸王龙与一款即将上市的A级SUV，将全面推出巧克力换电车型"，并透露广汽集团作为首家与巧 克力换电全生态合作的车企，将在更多旗下车型引入巧克力标准等。 值得注意的是，京东在汽车行业的布局已延续多年。 早在2015年，刘强东就通过个人身份投资了蔚来汽车。当时，章泽天 ...

10月14日，京东微博宣布，联合广汽、宁德时代将推出一款汽车，官方将在10月底陆续开启内测版、大众版试驾活动，11月新车正式官宣发布。 三方将鼎力协作，通过优势互补让该款新车"1+1+1大于3"，让用户开得开心、用得放心。该车还将打破常规"裸车"消费模式，除标准版外，可灵活选 购"车衣定制版、车品配装版、养护加持版"等多种套餐，让买车迎来"一站配齐"的消费新体验。 综合自：京东官方微博、观察者网 据介绍，该项目将通过整合京东在用户洞察和买车、养车等方面的优势资源，以及广汽整车制造能力和宁德时代的电池技术及换电生态，在安全性、电池 与补能、用车配套服务、价格等方面实现突破。 （文章来源：证券时报） ...

今年国庆中秋假期刚结束，各大平台便迅速开启"双11"战幕引发关注，如今首份成绩单已经披露。 据介绍，京东、宁德时代与广汽集团此次联合，将围绕用户真实痛点展开研发与设计，重点聚焦性能安全、外形时尚、续航能力、价格亲民四大方面，力求实现最优平衡，推出一款大家能够买得 此前的9月29日，京东宣布，今年京东11.11将于10月9日晚8点现货开卖。据介绍，今年京东11.11在促销玩法上更为简化，主打"官方直降低至1折"。这一大促时间点的安排较去年提前5天， 中信证券研报显示，本届"双11"大促，京东、抖音电商的正式销售期均有明显提前，而天猫则拖长结束周期，"双11"促销前后绵延超过1个月，一方面体现出平台对于促销的渴求与加码，另一 伴随着"百亿补贴"等"天天低价"栏目成为消费者线上购物的常态化体验，大促在折扣深度方面所提供的消费脉冲效应预计将边际减弱。在此背景下，该机构认为"双11"大促的全周期销售数据实 10月14日，在京东11.11惊喜开放日上，京东发布大促首份成绩单。数据显示，自10月9日京东11.11全面开启以来，在现货开卖、官方直降等举措下，消费者的购物热情持续高涨。央视市场研 京东方面披露，今年京东11.1 ...