CATL(SZ:300750) Yang Shi Wang·2025-10-15 13:31Core Insights - JD.com, together with CATL's subsidiary Times Electric and GAC Group, is launching a new vehicle aimed at addressing consumer needs in safety, battery technology, and affordability [1][3]. Group 1: Product Development and Features - The new vehicle, referred to as the "National Good Car," will focus on four key aspects: performance safety, stylish design, long-range capability, and affordability, aiming to meet over 90% of daily commuting needs [3]. - The collaboration will enable a full-chain intelligent upgrade from production to service, making the car-buying experience as convenient as purchasing a smartphone [3]. Group 2: Strategic Partnerships - JD.com will leverage its strengths in user insights and omnichannel automotive consumption and services, while GAC Group will utilize its advanced manufacturing capabilities and safety standards [3][4]. - CATL, recognized as a leading innovator in renewable energy technology, will provide battery solutions and a comprehensive battery swapping service to enhance convenience and safety for users [3]. Group 3: Consumer Experience - The new car will break away from traditional "bare car" purchasing models, offering customizable packages such as "custom car cover," "car accessories," and "maintenance enhancement," creating a one-stop shopping experience for consumers [4].