On October 14, JD.com made a significant announcement: it will team up with GAC and CATL to introduce a 'National Good Car.' Internal beta and public test - drive sessions for this vehicle will kick off in late October. The car is set for an official launch on November 9, and it will be sold exclusively through JD.com.

Once the news hit the market, rumors about 'JD.com venturing into cross - border car manufacturing' quickly started circulating. On the same day, JD.com promptly issued a clarification: in this tripartite cooperation, the company is solely responsible for conducting user demand research and handling exclusive sales. It has no involvement in any manufacturing processes.

This statement was swiftly corroborated by GAC. In its response to investors, GAC further elaborated that JD.com has not taken part in the research and development phase. Moreover, at present, there are no plans for the parties involved to establish a joint venture. The new car will be produced at GAC Aion's New Energy Vehicle Lighthouse Factory.

The external speculations weren't entirely baseless. In recent years, JD.com has been actively making strides in the automotive sector. Trademark registration data reveals that its affiliated companies have successively filed applications for multiple trademarks. These include JD Car, JD AUTO, JD Car CAR.JD.COM, JOY INNER, JOYINSIDE, AIJOY, and Joyrobotaxi. The trademarks cover various categories such as transportation tools, autonomous driving, and autonomous driving taxis, with some already having been successfully registered.

The tripartite cooperation is characterized by a well - defined division of labor and complementary strengths. GAC brings its vehicle R&D and manufacturing prowess to the table and is in charge of vehicle production. CATL provides battery technology and battery swap support. JD.com, on the other hand, focuses on channels and services, offering insights into user consumption patterns and handling exclusive sales.

From a business layout perspective, JD.com has been steadily building its presence in the automotive services field. Starting from its investment in NIO in 2015, to signing a 500 - million - yuan cooperation deal with BYD in 2025 and establishing nearly 3,000 stores, JD.com has successfully connected multiple links in the automotive services chain.

As of now, over 30,000 individuals have taken part in the new car customization survey on the JD.com APP. The new car will be available for test drives in late October and will hit the market during the Double 11 shopping festival. JD.com has also announced subsidies that offer up to a 50% discount.

The penetration rate of new energy vehicles has remained above 50% for five consecutive months, indicating that the market has entered a crucial elimination phase. Competition in terms of price and technology has become increasingly fierce. JD.com's 'National Good Car' is designed to deeply penetrate lower - tier markets. It aims to leverage CATL's advanced battery technology and GAC's solid manufacturing foundation. While it is expected to break down the barriers between price and service, its success in breaking through still hinges on the continuous implementation of intelligent configurations and efficient delivery capabilities.