即日起，用户可通过京东APP搜索"国民好车"进行选配与付款。尾款支付支持全款或贷款两种方式，其中京东 PLUS会员还可额外获赠100张换电免服务费券，足够使用近三年。 目前，购买埃安UT super还可享受政府补贴和覆盖购车、保险、补能等全周期的专属用户权益。租电购车用户电 池月租金由499元/月限时降至399元/月，截至12月8日24点前，京东PLUS会员更可叠加享受最高2000元的换电服务 费减免；整车购买用户若加入巧克力换电网络，则可减免699元/年的电池管理服务费，并获赠价值299元的电池检 测服务。 此外，本次首轮交付在广州国际车展与京东养车北京综合服务中心两地同步举行，标志着京东"国民好车"交付中 心招募计划已进入落地阶段。该计划旨在联合全国范围内的优质4S店、交付中心/服务中心，构建集销售、交付、 11月25日，在2025广州国际车展上，由京东、广汽集团与宁德时代三方共同推出的"国民好车"埃安UT super举行 首批车主交付仪式，宣布新车开启尾款支付，并正式进入全面交付阶段。 值得关注的是，广汽埃安全国一级门店、京东养车北京综合服务中心也于同日开启首批车辆交付，标志着国民好 车交付中心服务网络 ...

对于部分用户关心的"售后责任归属"问题，广汽方面表示"所有售后问题由广汽负责"；关于"交车时间 与提车渠道"，广汽和京东方面详细介绍了其线上线下融合的"国民好车"交付网络，表示用户支付尾款 后2至4周内即可完成提车；广汽更强调，11月30日24点前下订的用户，如因生产、运输等其他因素导致 延期至2026年交付车辆而产生的购置税，广汽将全额补贴。 【#京东国民好车开启全面交付#】在2025广州国际车展上，由京东、广汽集团与宁德时代三方共同推出 的"国民好车"埃安UT super举行首批车主交付仪式，宣布新车开启尾款支付，并正式进入全面交付阶 段。值得关注的是，广汽埃安全国一级门店、京东养车北京综合服务中心也于同日开启首批车辆交付， 标志着国民好车交付中心服务网络正式落地启用。 CATL 宁德时代 G GAC GROUP C 京乐 ll 明安し 63 @新浪科技 而针对用户关心的换电网络建设，宁德时代表示2025年巧克力换电将在全国45个城市建成1000座换电 站，并规划2026年在140个城市累计建成2500座，同时开放加盟，用户可通过巧克力换电App或微信小 程序查看周边的巧克力换电站具体信息，下个月还将上线 ...

对于部分用户关心的"售后责任归属"问题，广汽方面明确表示"所有售后问题由广汽负责"；关于"交车 时间与提车渠道"，广汽和京东方面详细介绍了其线上线下融合的"国民好车"交付网络，表示用户支付 尾款后2至4周内即可完成提车。广汽强调，11月30日24点前下订的用户，如因生产、运输等其他因素导 致延期至2026年交付车辆而产生的购置税，广汽将全额补贴。 记者获悉，11月25日，由宁德时代、京东和广汽集团三方共同推出的"国民好车"埃安UT super，在2025 广州国际车展上举行首批车主交付仪式，现场宣布新车开启尾款支付，并正式进入全面交付阶段。同 日，广汽埃安全国一级门店、京东养车北京综合服务中心也开启首批车辆交付，标志着"国民好车"交付 中心服务网络正式落地启用。 根据此前发布的信息，埃安UT super整合了宁德时代的电池技术及换电生态，京东在用户洞察和卖车、 养车等方面的优势资源，以及广汽整车制造能力。而得益于巧克力换电解决方案，该车型电池租用购买 价仅4.99万元，具备500公里超长续航，支持99秒极速换电。 在首批车主交付仪式现场，互联网从业者、育儿家庭、单身青年等5位首批车主代表参与了交车仪式。 与此 ...

而针对用户关心的换电网络建设，宁德时代表示2025年巧克力换电将在全国45个城市建成1000座换电 站，并规划2026年在140个城市累计建成2500座，同时开放加盟，用户可通过巧克力换电App或微信小 程序查看周边的巧克力换电站具体信息，下个月还将上线新功能，支持用户实时查询"待开业"和"建设 中"站点的具体开业时间。 责任编辑：何俊熹 新浪科技讯 11月25日下午消息，在2025广州国际车展上，由京东、广汽集团与宁德时代三方共同推出 的"国民好车"埃安UT super举行首批车主交付仪式，宣布新车开启尾款支付，并正式进入全面交付阶 段。值得关注的是，广汽埃安全国一级门店、京东养车北京综合服务中心也于同日开启首批车辆交付， 标志着国民好车交付中心服务网络正式落地启用。 对于部分用户关心的"售后责任归属"问题，广汽方面表示"所有售后问题由广汽负责"；关于"交车时间 与提车渠道"，广汽和京东方面详细介绍了其线上线下融合的"国民好车"交付网络，表示用户支付尾款 后2至4周内即可完成提车；广汽更强调，11月30日24点前下订的用户，如因生产、运输等其他因素导致 延期至2026年交付车辆而产生的购置税，广汽将全额补贴 ...

宁德时代通过旗下基金投资了一个庞大的供应链网络，起点锂电经观察发现，宁德时代近期对三大领域有兴趣，在此进行了投资。 首先是硅碳负极材料领域。 宁德时代参投的基金 在本月 先后入股兰溪致德与天目先导 两家企业 ，两家公司均聚焦硅碳负极 赛道 ， 硅碳负极的能量密度已经得到了验 证，未来将会大规模搭载于固态电池以及下一代液态电池上，辅助电池性能达到新高度 。 从两家企业的布局情况来看， 天目先导 已进入 规模化生产 阶段 ，兰溪致德则 发力 固态电池高容量硅负极 赛道，且二者的布局与宁德时代 发展战略有着诸多互补之处，例如 天目先导 CVD 工艺 正好契合 宁德时代下一代电池技术路线，兰溪致德 则 可为 宁德时代 欧洲工厂提供 技术支撑 。 其次是布局绿氢装备领域。 宁德时代旗下的宁波梅山保税港区问鼎投资近日投资了上海氢鸾科技，这次投资 是 宁德时代首次涉足 制氢装备领域，氢鸾科技专注于阴离子 交换膜（ AEM ）水电解制氢技术 ，其 核心团队 主要来自 上海交大、佛山仙湖实验室、 中国科学院 大连化物所 ， 已实现从阴离子膜到系 统集成 全产业链 ，先后推出 多个 电解制氢系统。 值得注意的是，宁德时代在氢能领 ...

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [6] Core Insights - Current demand is weak, but the annual cumulative figures remain above expectations, with retail sales of passenger cars in early November showing a year-on-year decline of 19% but a cumulative growth of 7% for the year [1][20] - The report highlights the approaching commercialization of L3/L4 autonomous driving technologies, with significant advancements expected by 2026 and 2027 [2][29] - Solid-state battery technology and battery swapping systems are evolving, with strategic partnerships being formed to enhance market competitiveness [3][35] Summary by Sections 1. Weekly Market Review - The automotive sector experienced a decline of 2.11% in the past week, with most related sub-sectors also down [12] - The cumulative retail sales of passenger cars for the year reached 19.67 million units, reflecting a 7% year-on-year increase [20] 2. Data Tracking - From November 1-9, 2025, retail sales of passenger cars were 415,000 units, down 19% year-on-year, while wholesale sales were 468,000 units, down 22% year-on-year [20] - Cumulative retail sales of new energy vehicles reached 1.04 million units, a 21% increase year-on-year [20] 3. Industry News - Xiaomi is set to offer end-to-end assisted driving experiences in select stores, showcasing advancements in autonomous driving technology [27] - Huawei's plans for L3 and L4 commercial applications are expected to significantly impact the market by 2026 and 2027 [29] - The Ministry of Industry and Information Technology has set new requirements for the proportion of new energy vehicle credits for 2026 and 2027 [30][31] 4. Investment Recommendations - Focus on the nearing commercialization of L3/L4 technologies and the potential breakthroughs in solid-state battery technology [4]

Core Viewpoint - The recent share transfer by founder Huang Shilin, amounting to 1% of the shares valued at 18.4 billion, is not a sign of distress but rather a strategic move to inject capital into the company's energy storage business [1][3]. Group 1: Share Transfer Details - Huang Shilin's share transfer is conducted through an inquiry-based method, with all buyers being institutional investors and a lock-up period of six months, which mitigates the risk of a direct market impact [3]. - The capital raised from this transfer is likely to be reinvested into the energy storage sector, indicating a focus on future growth rather than a lack of confidence in the company [3]. Group 2: Company Strengths - Just prior to the share transfer announcement, the company revealed the mass production of its fifth-generation lithium iron phosphate battery, achieving breakthroughs in energy density and cycle life [4]. - The company reported a 41% increase in net profit for the third quarter and has cash reserves exceeding 360 billion, showcasing its financial health and operational strength [4]. Group 3: Implications for Long-term Investors - Long-term investors should not be alarmed by the share transfer, as it does not equate to a decline in company performance; notable figures like Elon Musk and Tencent's Ma Huateng have also reduced their holdings without negative implications for their companies [5]. - The company holds nearly 50,000 patents in solid-state and sodium-ion battery technologies, which underpins its long-term value [5]. - The company is expanding its ecosystem, with initiatives like the "chocolate battery swap" covering 45 cities and the establishment of zero-carbon industrial parks in Hainan and Fujian, indicating future growth opportunities [5].

Core Insights - GAC Group and CATL signed a comprehensive strategic cooperation agreement for a 10-year partnership, focusing on technology development, ecosystem building, and business expansion in the automotive industry [2][3] Group 1: Strategic Cooperation - The agreement aims to leverage the strengths of both companies in manufacturing, technology, resources, and market access, particularly in advanced areas like smart chassis and battery swapping [2] - The partnership will enhance the driving experience and safety standards of GAC's vehicles through the integration of CATL's advanced battery technologies [2][3] Group 2: Business Expansion - Beyond traditional battery supply, the collaboration will explore innovative business models such as battery leasing and joint station construction, promoting a "swap and go" energy service network [2][3] - This strategic move is expected to provide diverse mobility solutions for users, aligning with the growing demand for electric vehicles [2] Group 3: Industry Impact - The partnership is seen as a model for long-term cooperation in the industry, addressing challenges like technology innovation bottlenecks and supply chain stability [3][4] - The collaboration reflects the shift in the new energy sector from rapid expansion to a critical phase of transformation, emphasizing the need for upstream and downstream collaboration for higher quality development [4]

Core Insights - The launch of the first "Chocolate Battery Swap Station" by CATL in Nanjing marks a significant step towards a green transportation revolution, enabling electric vehicles to recharge in just 99 seconds, which is faster than brewing a cup of coffee [2][4][6] - The initiative is part of a broader strategy to develop a low-carbon service industry in Jiangsu, with Nanjing's Xuanwu District leading the charge by attracting high-profile projects and establishing a comprehensive battery swap ecosystem [4][6][8] Group 1 - The first batch of 100 battery swap electric taxis was officially delivered, indicating the start of a new era for electric vehicle infrastructure in Nanjing [6][8] - CATL's subsidiary, Times Electric, is responsible for expanding battery swap services in the Yangtze River Delta region, with plans to establish a total of 48 swap stations in Nanjing by the end of the year [6][8] - The battery swap model is designed to alleviate range anxiety and enhance operational efficiency for ride-hailing services, as highlighted by the CEO of Yunxiang Automobile [8] Group 2 - The battery swap stations will not only provide quick recharging but also conduct health checks on batteries, ensuring a safer and more reliable user experience [6] - The collaboration between CATL, the Xuanwu District government, and local enterprises aims to create a full-chain battery swap ecosystem, including vehicle rental and operational services [4][6] - The initiative is expected to transform the daily commuting experience for Nanjing residents, making "99-second battery swap" a common aspect of urban transportation [8]

Core Insights - JD Auto has launched a nationwide recruitment plan for "National Good Car" delivery centers, aiming to create a comprehensive service network that integrates sales, delivery, and after-sales services [1] - The "National Good Car" project is a collaboration between JD Auto, major manufacturers, and battery suppliers, focusing on high-quality vehicle offerings with JD primarily providing exclusive sales services [1][2] - JD Auto is also investing 1 billion yuan in a "One County, One Store" car maintenance partner recruitment plan, offering zero franchise fees and extensive support [2] Group 1 - JD Auto's "National Good Car" delivery centers will not operate as independent stores but will leverage JD's supply chain advantages and online-offline resources to establish a one-stop service network [1] - The initiative aims to help traditional 4S stores and dealers transition to multi-brand sales, enhancing profitability through cost reduction and efficiency improvements [1] - The new vehicle, expected to be priced between 100,000 to 120,000 yuan, will utilize CATL's "chocolate battery swap" model and is set to be officially launched on November 9 [2] Group 2 - JD has signed strategic cooperation agreements with CATL and Changan Automobile to promote battery swap models and enhance marketing channels for Changan's products [3] - The move signals an acceleration of e-commerce platforms entering the automotive transaction and energy service sectors, potentially leading to structural upgrades in the industry [3] - The success of these initiatives will depend on the expansion speed of the battery swap network, user experience, and collaboration among the three parties involved [3]