Guo Ji Jin Rong Bao·2025-11-10 15:29Core Insights - JD.com has launched its first joint venture vehicle, the Aion UTsuper, in collaboration with GAC Group and CATL after 13 years in the automotive accessories sector [1][2] - The vehicle is priced starting at 49,900 yuan for the battery rental version and 89,900 yuan for the full purchase version, utilizing a car-battery separation sales model [2][5] - The Aion UTsuper features a wheelbase of 2750mm and is equipped with Huawei's cloud vehicle system, marking its first application in a mass-produced vehicle [2][6] Pricing and Sales Model - The Aion UTsuper's pricing strategy includes a promotional price of 45,400 yuan during the Double Eleven shopping festival, with a monthly battery rental fee reduced to 399 yuan from 499 yuan [2][4] - The vehicle will be exclusively sold online through JD.com, with a focus on integrating user data and government subsidies into the purchasing process [6][7] Collaboration Structure - The partnership involves clear roles: GAC Group handles vehicle manufacturing, JD.com manages online sales and user data, and CATL provides battery technology [6][8] - JD.com plans to expand its vehicle offerings under the "National Good Car" standard, indicating future models will be introduced based on user diversity [6] After-Sales and Warranty - GAC Group is responsible for after-sales service and vehicle warranty, with lifetime warranty options for the battery depending on the purchase model [7][8] - JD.com has established over 3,000 offline service locations to support after-sales maintenance for the Aion UTsuper [7] Market Challenges - The Aion UTsuper's low pricing strategy faces competition from established models in the A0 electric vehicle market, where brands like BYD and Geely have strong sales [9][10] - The vehicle's unique selling point, the "99-second rapid battery swap," relies heavily on the development of a comprehensive battery swap network, which is still in progress [10] Sales Strategy and Market Position - GAC Group is adopting an aggressive pricing strategy to boost sales, having previously reduced prices on other models significantly [11] - The collaboration aims to leverage JD.com's platform to enhance market penetration and sales recovery amid declining overall sales for GAC Group [11]