Shang Hai Zheng Quan Bao·2025-10-14 09:57Core Insights - JD Auto, in collaboration with CATL's Times Electric and GAC Group, is set to launch a new vehicle dubbed the "National Good Car" during the Double 11 shopping festival, with exclusive sales on JD's platform [1][3] - JD clarified that it is not directly involved in manufacturing but will provide consumer insights and exclusive sales channels [1][3] Group 1: Product Features and Strategy - The "National Good Car" aims to balance four key aspects: stylish design, safety performance, long battery life, and affordability, leveraging the strengths of all three partners [3][4] - The vehicle will be produced at GAC Aion's new energy vehicle lighthouse factory, ensuring high standards in manufacturing [1][4] - Consumers can participate in the vehicle's development through JD's app, providing feedback and suggestions [4] Group 2: Sales and Consumer Experience - The vehicle will be sold exclusively through the "Ningde Times Chocolate JD Self-operated Flagship Store" during the Double 11 event [4] - A new consumption model will be introduced, allowing users to choose from standard models or customize their vehicles with various packages, covering the entire lifecycle from purchase to usage [4][5] Group 3: Technological Integration and Future Plans - The collaboration aims to enhance the entire automotive value chain from production to service through intelligent upgrades, making car buying as convenient as purchasing a smartphone [5] - CATL plans to integrate its advanced battery technology and battery swapping ecosystem into future vehicle models, with a goal of having battery swapping, home charging, and public charging stations equally utilized by 2030 [5][7] Group 4: Market Trends and Projections - According to PwC, by 2035, the penetration rate of battery-swapping vehicles in light vehicles is expected to reach 30%, necessitating around 40,000 battery-swapping stations [8]