Mei Ri Jing Ji Xin Wen·2025-10-16 07:45Core Viewpoint - JD Group is expanding its automotive business through strategic partnerships with leading companies like CATL and Changan Automobile, focusing on electric vehicle (EV) solutions and a comprehensive automotive consumption model [1][3][4]. Partnership with CATL - JD Group and CATL will collaborate to enhance the EV charging ecosystem and develop a battery aftermarket channel network, leveraging JD's nationwide service network for battery-related services [3][7]. - A new vehicle featuring the "chocolate battery swap" model is set to be launched, with an estimated price range of 100,000 to 120,000 yuan [7][4]. - The partnership aims to promote a vehicle-battery separation model and establish a direct sales channel for battery swaps [3][7]. Partnership with Changan Automobile - The collaboration with Changan will focus on the full-channel marketing of passenger cars, motorcycles, and vehicle ecosystem products, assisting in the digital transformation of Changan's marketing management [9][10]. - This partnership builds on previous collaborations, including the development of AI customer service solutions for Changan's brands [9][10]. Expansion of Automotive Business - JD Group's automotive business has been evolving since 2018, with plans to enhance online and offline vehicle sales and focus on the EV aftermarket [11][12]. - The company is establishing experience centers in various cities to facilitate vehicle display, test drives, and retail services [12]. - JD is not directly involved in manufacturing but provides consumer insights and sales resources, while partners handle production and technology [12][13]. Recruitment and Talent Acquisition - JD Group is actively hiring for various automotive-related positions, with salaries for key roles exceeding 1 million yuan annually [14][18]. - The recruitment focus includes algorithm, marketing, and supply chain management roles, indicating a strategic push to strengthen its automotive capabilities [14][18]. Market Reactions - Following the announcements, stock prices for JD Group and CATL saw slight declines, while Changan Automobile's stock increased [18][19].