智通财经APP获悉，福特汽车(F.US)宣布已与亚马逊(AMZN.US)达成合作，将在亚马逊电商平台上销售 其"Blue Advantage"认证二手车，成为继现代汽车之后第二家通过这一零售巨头触达消费者的大型车 企。 福特加入的是亚马逊的Autos购车门户，该平台允许用户像购买日用品一样，通过"加入购物车"完成二 手车选购、融资与支付流程。现代汽车去年已在该平台开卖新车，而福特本轮仅提供认证二手车。 福特 Blue Advantage 业务负责人 Wendy Lane 表示："几乎每个人都有亚马逊账户，消费者信任这个平 台，把我们的车辆放在这里销售，我们非常期待它的表现以及消费者的接受度。" Lane 表示，公司希望通过亚马逊为经销商的二手车业务引流，使消费者继续留在"福特生态体系"内， 包括未来的维修保养与再次购车。 价格透明、无议价 附带保修服务 在亚马逊平台销售的认证二手车均为"一口价"无议价车型，经过严格的多项检查，并可享受最长一年或 12,000英里保修。亚马逊的搜索工具也允许购车者查看车辆的保养记录和状况报告。 亚马逊Autos全球负责人Fan Jin表示："通过与注重客户服务的优秀福特经销商合 ...

Core Viewpoint - JD.com is intensifying its efforts in the automotive sector by collaborating with GAC Group and CATL to launch a new electric vehicle, the Aion UT Super, which features a battery swapping model aimed at addressing common concerns among electric vehicle users [4][5][8]. Group 1: New Vehicle Launch and Collaborations - JD.com officially announced the launch of the Aion UT Super, a battery-swapping version of an existing model, priced around 100,000 yuan, with a debut scheduled for November 9 [4][5]. - The collaboration involves GAC Group for vehicle manufacturing, CATL for battery technology, and JD.com as the exclusive sales channel [4]. - Following the announcement, stocks of the involved companies saw varying degrees of increase [4]. Group 2: Market Context and Strategic Moves - JD.com is facing growth challenges in its core e-commerce business, with a revenue increase of only 3.7% in 2023 and a decline in operating profit margin to 2.6% [14][15]. - The company has restructured its retail operations, separating the automotive business into a standalone division to enhance focus and investment [15]. - JD.com aims to replicate its success in home appliances by providing a comprehensive sales channel for automotive manufacturers [15]. Group 3: Historical Context and Previous Attempts - JD.com has been exploring the automotive market since 2015, investing in platforms like Yiche and NIO, and launching an online vehicle sales platform in 2018 [17][19]. - The company has developed a robust after-sales service network, with over 1,500 self-operated stores and more than 40,000 partner stores across China [20][21]. - JD.com has also engaged in various automotive-related initiatives, including a vehicle trade-in program and partnerships for digital marketing tools [22][23]. Group 4: Future Prospects and Industry Dynamics - The collaboration with GAC and CATL is seen as a strategic move to tap into the growing demand for electric vehicles and battery-swapping technology [29]. - JD.com's extensive logistics and supply chain capabilities position it well to address the challenges of online vehicle sales, which traditionally face significant operational hurdles [27]. - The partnership aims to create a comprehensive ecosystem for electric vehicle sales and services, potentially transforming the automotive retail landscape in China [29].

Core Viewpoint - JD.com is set to launch a "National Good Car" in collaboration with GAC and CATL during this year's "Double Eleven" shopping festival, focusing on sales and user insights rather than manufacturing the vehicle itself [1][11]. Group 1: Product Details - The "National Good Car" emphasizes safety features, including a weight capacity of over 7 tons, an 18% increase in body impact resistance, semi-hidden safety door handles, and performance in the moose test at speeds above 75 km/h [2][4]. - The vehicle is speculated to be the Aion UT battery-swappable version, leveraging existing designs rather than creating a new product [5][9]. - The Aion UT battery-swappable version is expected to have a range of 500 km, with a battery capacity of 54.036 kWh, and is projected to be priced around 120,000 yuan for the high-end version [9]. Group 2: Market Positioning - The Aion UT competes in a highly popular segment of electric vehicles priced around 100,000 yuan, but its sales have lagged behind competitors, with only 5,337 units sold in September [9][10]. - The collaboration with JD.com aims to leverage its vast user base and traffic to enhance visibility and sales for the Aion UT, addressing the challenges of the underdeveloped battery-swapping market [10][18]. Group 3: Sales Strategy - JD.com possesses significant advantages, including a large user base of over 500 million and a comprehensive automotive ecosystem that supports the entire car buying process [14][15]. - Despite the potential for initial sales boosts during the "Double Eleven" event, long-term success will depend on building brand trust and providing offline experiences, as online car sales face inherent challenges [12][18].