京东要造车了?不直接涉及制造环节,或推换电车型
Nei Meng Gu Ri Bao·2025-10-16 01:39

Core Viewpoint - JD Auto, in collaboration with CATL's Times Electric and GAC Group, is set to launch a new vehicle, with exclusive sales through JD during the Double 11 shopping festival, indicating a strategic move into the automotive sector [1][3] Group 1: Collaboration and Product Features - The partnership leverages GAC's strengths in smart manufacturing and global R&D, combined with JD's supply chain resources and CATL's advanced battery technology, aiming for a fully integrated smart upgrade from production to user experience [3] - The new vehicle is expected to adopt the "Chocolate Battery Swap" model, allowing for quick battery exchanges in about 100 seconds, enhancing user convenience [3] - The anticipated price range for the new vehicle is between 100,000 to 120,000 yuan [3] Group 2: Market Context and Sales Performance - GAC Group's sales have faced challenges, with a total of 1.1837 million units sold in the first nine months of the year, reflecting a year-on-year decline of 11.34% [3] - In September alone, GAC's sales were 173,200 units, down 5.17% year-on-year but up 27.6% month-on-month [3] - Specific brands under GAC, such as GAC Trumpchi and GAC Aion, have seen significant declines in sales, with year-on-year drops of 15.84% and 19.99% respectively [4]