Core Insights - JD.com, GAC Group, and CATL launched the "National Good Car" Aion UT super, with a battery rental price of 49,900 yuan and a full vehicle price of 89,900 yuan, significantly lower than market predictions [1][2] - The collaboration offers various subsidies and cashback incentives for early adopters, including government and brand-specific subsidies, reducing the effective price for battery rental to as low as 45,400 yuan and for full vehicle purchase to approximately 85,900 yuan [1][2] - The Aion UT super features a battery rental model, allowing consumers to own high-quality CATL batteries easily, with a focus on user-friendly experiences such as 99-second battery swaps and a range of 500 kilometers [2][12] Sales and Marketing Strategy - The partnership includes a "180-day price guarantee," ensuring that customers can receive tenfold compensation if prices drop within 180 days of purchase [2] - JD.com leverages its supply chain advantages to simplify the car buying process, making it as easy as purchasing electronics, addressing consumer pain points like high prices and service gaps [4] - The vehicle is available for online booking and includes various value-added services, enhancing the overall customer experience [7] Product Features - The Aion UT super is designed with a focus on user needs, featuring a spacious interior, advanced safety measures, and smart technology powered by Huawei [5][8] - The vehicle is manufactured using advanced techniques, including AI machine vision and high-strength materials, ensuring durability and safety [8][10] - It supports both battery swapping and traditional charging methods, providing flexibility for users [13] After-Sales Service - After-sales support is a collaborative effort among the three companies, with GAC responsible for vehicle warranty and CATL handling battery-related services [11] - The vehicle's battery health is monitored through a comprehensive cloud-based system, ensuring long-term maintenance and support for users [13] Future Developments - The companies plan to introduce more models featuring the battery rental system, enhancing the convenience and accessibility of electric vehicles [12] - CATL aims to expand its battery swapping network significantly, with plans to establish over 2,500 swapping stations by 2026 [13]

Core Viewpoint - JD.com officially launched its first "National Good Car," the Aion UT Super, on November 5, showcasing its design, manufacturing process, battery technology, and battery swapping details [2][4]. Group 1: Product Launch and Features - The Aion UT Super will officially be released on November 9, with pre-sales and test drives starting on the same day. Customers can now reserve the vehicle on JD.com and enjoy benefits such as E-card subsidies and free car washes [4]. - The vehicle features a high-strength steel-aluminum hybrid body, with 28% of the body made from 1500MPa submarine-grade hot-formed steel, and utilizes a hot-formed door ring process similar to that of Tesla's Cybertruck [6]. - The Aion UT Super is equipped with a 500 km range and a 2750 mm wheelbase, and it is the first vehicle globally to feature the "GAC Huawei Cloud Car Machine" [9]. Group 2: Manufacturing and Sales Strategy - The Aion UT Super is produced at GAC Aion's intelligent ecological factory in Changsha, which meets top global manufacturing standards and excels in smart, digital, and environmentally friendly capabilities [4][6]. - JD.com leverages its extensive consumer insights from over 700 million users and targeted surveys to capture consumer demands, ensuring a one-stop shopping experience with high-standard configurations [10]. - The vehicle adopts a battery rental model, allowing consumers to enjoy rapid battery swapping in 99 seconds and a long range of 500 km, making it accessible to the mainstream market [10].

Group 1 - JD launched the auction for the "National Good Car" with a starting price of 1 yuan, attracting over 270,000 viewers and more than 20,000 bids, with the final auction price exceeding 78.19 million yuan [1] - The auction required users to pay a 100 yuan deposit, which would be forfeited if they canceled their order after payment [1] - The "National Good Car" is a compact electric vehicle with a range of 401-600 km, featuring a battery-swapping technology that allows for a swap time of just 99 seconds [4] Group 2 - JD has signed strategic cooperation agreements with CATL and Changan Automobile to enhance battery aftermarket services and develop a comprehensive marketing strategy for Changan's vehicles [6] - JD Logistics has deepened its strategic cooperation with Xpeng Motors, launching a parts warehouse in the Middle East [6] - The company is actively hiring for various positions in the automotive sector, with salaries reaching up to 1.23 million yuan for certain roles [6] Group 3 - JD has been expanding its automotive business since 2018, establishing a complete automotive ecosystem that includes vehicle sales, parts, maintenance, and lifecycle services [7] - The automotive division was officially independent in 2023, focusing on a full lifecycle service model for car owners [7]