乐道发布“电池翻倍计划”，蔚来秦力洪：有望加速纯电转化

Core Insights - The core viewpoint of the news is that LeDao Auto has announced a nationwide battery doubling plan for its battery swapping stations, aiming to enhance user experience and meet the growing demand for battery swapping services in the electric vehicle market [1][5]. Group 1: Battery Doubling Plan - LeDao Auto plans to invest over 8,000 new battery packs into its nationwide battery swapping network, including 4,500 units of 85kWh battery packs [1]. - The battery investment initiative began in November and is expected to be completed by mid-January 2026, resulting in more than double the number of batteries compared to previous plans [5]. - The strategy for battery resource allocation will prioritize northern regions based on user ownership and demand for battery swapping [5]. Group 2: Market Performance and Demand - The demand for battery swapping is driven by the rapid sales growth of LeDao's electric vehicles, with the L90 model achieving 40,000 deliveries since its launch on August 1, making it the top-selling large electric SUV [6]. - In November, LeDao's delivery volume reached 11,794 units, representing a year-on-year increase of 132.1% [6]. - The overall market for electric vehicles is showing significant growth, with pure electric vehicle sales in the first half of 2025 reaching 4.415 million units, a year-on-year increase of 46.24% [6]. Group 3: Industry Context - The battery doubling plan is a proactive response to the increasing user demand for battery swapping, which is essential for maintaining LeDao's competitive edge in the electric vehicle market [7]. - The initiative is expected to alleviate user anxiety during peak periods and enhance the experience for existing vehicle owners, thereby attracting more consumers to switch to electric mobility [7]. - The industry is approaching a "pure electric turning point," as indicated by the growing acceptance and reduced range anxiety among users, which is expected to accelerate the adoption of electric vehicles [5][7].