DT新材料·2025-10-14 16:04Core Viewpoint - JD Auto, in collaboration with CATL's Times Electric and GAC Group, is set to launch a new vehicle named "National Good Car" during the Double 11 shopping festival, focusing on user insights and exclusive sales without direct involvement in manufacturing [2][4]. Group 1: Product Launch and Features - The "National Good Car" aims to balance stylish design, safety performance, battery life, and affordability, leveraging CATL's battery technology and GAC's manufacturing capabilities [4]. - The vehicle will be exclusively sold on JD's platform during the Double 11 event, with a focus on user participation in the car's development through the JD App [5][6]. Group 2: Consumer Engagement and New Business Model - Consumers can engage in the car's co-creation by providing feedback via the JD App, promoting a new consumption model that allows for customizable packages including car accessories and maintenance services [6]. - The collaboration aims to simplify the car buying process, making it as convenient as purchasing a smartphone, with options for standard and customizable models [6]. Group 3: Strategic Partnerships and Future Plans - A strategic partnership between Times Electric and JD Auto has been established to enhance battery subscription and swap services, creating a comprehensive maintenance and battery service station [7]. - The automotive after-market services for electric vehicle owners are expected to evolve, with a focus on establishing standardized and efficient service processes [7]. - According to PwC, by 2035, the penetration rate of battery swap models in light vehicles is projected to reach 30%, necessitating the establishment of 40,000 battery swap stations [7].