智通财经网·2025-10-16 09:11Core Insights - JD Group and CATL have signed a strategic cooperation agreement to promote green low-carbon and digital transformation in the supply chain [1] - The collaboration aims to leverage JD's strengths in digital supply chain and omnichannel services alongside CATL's expertise in battery technology and green energy solutions [1][4] - The partnership will focus on sustainable development and cost efficiency in supply chain operations, enhancing procurement capabilities and expanding cooperation in overseas markets [1][5] Group 1: Strategic Cooperation - JD Industrial and CATL have been closely collaborating since 2022, evolving their cooperation model and expanding the scale of their partnership [3] - The collaboration has shifted from MRO procurement to BOM auxiliary materials, achieving significant cost reductions for CATL while ensuring stable supply [3] - Both companies are driving supply chain efficiency through technological innovation, implementing an "AR+AI" remote quality management system to enhance quality control processes [3][4] Group 2: Industry Positioning - CATL is recognized as a leading global player in the new energy sector, focusing on replacing fossil fuels and innovating in materials and manufacturing processes [4] - JD Industrial is a top provider of industrial supply chain technology and solutions in China, with a strong presence in the MRO market [4] - The new energy battery industry is characterized by global resource control, centralized manufacturing, and diversified applications, with Chinese companies holding advantages in the midstream sector [4] Group 3: Cost Reduction Initiatives - JD Industrial has launched the "Smart Empowerment of Thousands of Industries, Trillion Cost Reduction" initiative, targeting the energy battery sector with tailored solutions [5] - The solutions focus on real-time response, precise collaboration, and dynamic optimization to achieve optimal cost and efficiency [5] - JD Industrial provides comprehensive compliance assurance from suppliers to fulfillment, enhancing procurement management efficiency and reducing supply chain risks for energy battery companies [5][6]