21世纪经济报道·2025-10-15 15:43Core Viewpoint - JD.com is expanding its automotive business by launching a new car model in collaboration with GAC Group and CATL, aiming to innovate the car sales model and enhance user experience in the automotive market [3][7][21]. Group 1: Recruitment and Job Opportunities - JD.com has released multiple job openings in its automotive division, with positions such as algorithm roles offering salaries up to 1.23 million yuan and automotive procurement roles exceeding 1.1 million yuan [1]. - The recruitment emphasizes the need for candidates with experience in the automotive industry, particularly in supply chain management and procurement processes [1]. Group 2: New Car Launch - JD.com, in partnership with GAC Group and CATL, announced the launch of the "National Good Car," which will be exclusively sold on JD.com starting November 9, with an estimated price range of 100,000 to 120,000 yuan [3][5]. - The new model features a rechargeable and swappable battery, highlighting the collaboration's focus on innovative automotive solutions [3]. Group 3: Strategic Partnerships - The collaboration between JD.com, GAC Group, and CATL builds on previous partnerships, including a strategic alliance with CATL's battery service arm to create integrated battery services [3][5]. - JD.com has also partnered with several other automotive manufacturers to introduce multiple new models, indicating a broader strategy to penetrate the automotive market [5]. Group 4: Sales Model Innovation - JD.com is positioning itself as a seller rather than a manufacturer, focusing on user insights and exclusive sales, which may lead to changes in the automotive sales model [7][20]. - The company aims to replicate its successful mobile phone sales strategy in the automotive sector, offering a comprehensive ecosystem that includes purchasing, customization, and after-sales services [20]. Group 5: GAC Group's Strategic Shift - GAC Group is undergoing a transformation towards a user-centric approach, incorporating user insights into product development and sales strategies [21][22]. - The partnership with JD.com is seen as a critical step in GAC's transition to a more user-focused business model, leveraging JD's e-commerce capabilities to enhance customer engagement and product offerings [22][23]. Group 6: Challenges Ahead - The collaboration faces challenges, including ensuring the quality and durability of vehicles as they are high-value consumer goods, and managing the supply chain effectively to meet potential demand for multiple vehicle models [24].