Zhong Zheng Wang·2025-12-03 06:21Core Viewpoint - The recent launch of the "National Good Car" Aion UT Super by GAC Group, CATL, and JD.com has faced order cancellations due to various customer complaints regarding configuration discrepancies and limitations on mileage and invoicing cities [1][2] Group 1: Customer Complaints - A significant issue raised by customers is the absence of a sunroof, which was initially advertised but later omitted from the final configuration details [1] - Customers expressed dissatisfaction with the battery rental plan, which has a mileage cap of 3,000 kilometers per month, leading to additional charges for exceeding this limit [1] - The invoicing city restriction has prevented customers from claiming local vehicle scrapping subsidies, increasing the overall cost of purchasing the vehicle [2] Group 2: Company Responses and Policies - A user meeting was held on December 1 to address the concerns and propose solutions, with GAC Group's Aion BU apologizing for the sunroof issue due to a content review error [1] - Refund policies were established, allowing customers who paid deposits between November 9 and 23 to receive unconditional refunds, while those who ordered after November 24 have a 48-hour "cooling-off period" [2] - JD.com's automotive marketing head stated efforts are underway to expand the list of invoicing cities to alleviate the subsidy issue [2] Group 3: Industry Context - GAC Group has been struggling with strategic inconsistencies, scattered R&D investments, management instability, and a lag in the transition of joint venture brands to new energy vehicles, leading to a decline in its self-owned brand's profitability [2] - Recent financial data indicates that GAC Group reported a net loss of 4.3 billion yuan in the third quarter of 2025, with a year-to-date sales drop of 11% and a 21% decline in Aion's sales during the same period [2]