Hua Er Jie Jian Wen·2025-10-15 06:18Core Viewpoint - JD.com is launching a new car model in collaboration with CATL and GAC Group, aiming to innovate the automotive sales model during the Double Eleven shopping festival [5][6] Group 1: Product Launch and Sales Model - The new car, referred to as the "National Good Car," will be officially launched on November 9 and will be exclusively sold on JD.com [5] - The sales model will utilize "online customization + offline quick pickup," allowing consumers to choose from various packages similar to purchasing a smartphone [6] - The car focuses on four key aspects: stylish design, safety performance, battery life, and affordability, targeting over 90% of daily commuting needs [5][6] Group 2: Industry Context and Challenges - The automotive dealership industry is facing significant challenges, with 52.6% of dealers reporting losses, marking the first time this figure has exceeded 50% [7] - A price war has led to a situation where 80% of main selling models are sold at a loss, with losses often exceeding 20% per vehicle [7] - The rapid pace of dealership closures is evident, with over 4,400 4S stores expected to shut down by 2024, equating to 12 stores disappearing daily [8] Group 3: JD.com's Competitive Advantages - JD.com has a substantial user base, with over 600 million annual active users, including more than 200 million car owners and over 10 million new energy vehicle owners [8] - The company has established a comprehensive online and offline service network, enhancing its ability to support automotive sales [8] - There is significant consumer interest in the new car model, with nearly 150,000 users engaging with the "National Good Car" initiative on the JD app by October 15 [8]