JD.com enters the automotive sector, and physical 4S stores face challenges

2025-10-16 10:21
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JD.com announced a partnership with CATL and GAC Group to launch the "National Good Car" program. While JD.com does not directly manufacture vehicles, it leverages its big data and online retail advantages to offer exclusive sales and ecosystem services. This initiative poses a threat to brick-and-mortar 4S stores, as JD.com's model simplifies the car-buying process, reduces costs, and provides comprehensive after-sales service. However, JD.com's model still has shortcomings in certain areas, such as offline test drives and complex repair services.