Shen Zhen Shang Bao·2025-10-20 22:36Core Insights - The competition among internet giants in the smart car sector is intensifying, with companies adopting different strategies for entering the automotive market [2][3] - JD.com has announced a collaboration with GAC and CATL to launch the "National Good Car," indicating a shift from manufacturing to selling cars, positioning itself as a unique 4S store [3][4] - The current landscape of internet companies in the automotive industry can be categorized into three approaches: direct manufacturing like Xiaomi, providing solutions like Huawei, and offering algorithm support like Alibaba [3][6] JD.com's Strategy - JD.com's entry into the automotive market is a culmination of a decade-long strategy, having previously invested in NIO and established an automotive division [4][5] - The company aims to leverage its extensive user data from 1 billion users to enhance its automotive offerings, viewing smart cars as a new data entry point [5][6] - JD.com has developed a comprehensive service model covering the entire car lifecycle, including purchasing, usage, and maintenance, supported by nearly 3,000 service locations [6][7] Industry Dynamics - The competition in the smart car sector is shifting from technology to ecosystem battles, focusing on the entire service chain from buying to using and replacing cars [6][8] - The automotive industry is seen as the next "super entry point" for capturing consumer attention and building ecosystem connections, following the smartphone era [7][8] - Challenges for internet companies in the automotive space include brand commitment risks, the need for a sustainable business model, and the crowded landscape of smart technology development [7][8]