Core Insights - JD.com has officially announced a collaboration with CATL's Times Electric and GAC Group to launch a new vehicle called "National Good Car" during the JD 11.11 shopping festival, which will be exclusively sold on JD's platform [1] - The collaboration leverages GAC's strengths in smart manufacturing and safety technology, CATL's battery systems and battery swap technology, while JD.com focuses on consumer insights and sales [1][2] - JD.com has established a comprehensive automotive ecosystem that includes sales, maintenance, and service, transitioning from merely selling cars to participating in their manufacturing [1][2] Company Strategy - JD.com's approach to vehicle manufacturing mirrors Huawei's strategy in the automotive sector, where both companies avoid heavy asset manufacturing but engage deeply in user experience and technology integration [2][3] - JD.com aims to redefine the automotive industry by utilizing its 600 million active users and extensive supply chain to drive vehicle development based on consumer data and insights [2][3] - The company emphasizes a retail-driven model that integrates data from the consumer end to inform vehicle design, pricing, and service delivery [2][3] Industry Impact - Both JD.com and Huawei are reshaping the traditional automotive industry's division of labor, with JD.com focusing on channel and user empowerment in manufacturing, while Huawei emphasizes technological empowerment for automakers [3] - The distinction lies in their core competencies: Huawei focuses on making vehicles smarter through technology, while JD.com aims to simplify the car buying and ownership experience through retail and service innovation [3]