3 6 Ke·2025-10-22 02:23Core Viewpoint - JD.com is set to launch a "National Good Car" in collaboration with GAC and CATL during this year's "Double Eleven" shopping festival, focusing on sales and user insights rather than manufacturing the vehicle itself [1][11]. Group 1: Product Details - The "National Good Car" emphasizes safety features, including a weight capacity of over 7 tons, an 18% increase in body impact resistance, semi-hidden safety door handles, and performance in the moose test at speeds above 75 km/h [2][4]. - The vehicle is speculated to be the Aion UT battery-swappable version, leveraging existing designs rather than creating a new product [5][9]. - The Aion UT battery-swappable version is expected to have a range of 500 km, with a battery capacity of 54.036 kWh, and is projected to be priced around 120,000 yuan for the high-end version [9]. Group 2: Market Positioning - The Aion UT competes in a highly popular segment of electric vehicles priced around 100,000 yuan, but its sales have lagged behind competitors, with only 5,337 units sold in September [9][10]. - The collaboration with JD.com aims to leverage its vast user base and traffic to enhance visibility and sales for the Aion UT, addressing the challenges of the underdeveloped battery-swapping market [10][18]. Group 3: Sales Strategy - JD.com possesses significant advantages, including a large user base of over 500 million and a comprehensive automotive ecosystem that supports the entire car buying process [14][15]. - Despite the potential for initial sales boosts during the "Double Eleven" event, long-term success will depend on building brand trust and providing offline experiences, as online car sales face inherent challenges [12][18].