Core Viewpoint - The demand for "disassembled batteries" from retired electric vehicle batteries is rising due to their lower prices and higher performance compared to original batteries, despite regulatory restrictions on their use in electric bicycles [1][4]. Group 1: Market Dynamics - Disassembled batteries, which are refurbished from retired electric vehicle batteries, can provide significantly better range for electric bicycles, with some offering up to 80 kilometers in winter conditions compared to the original 40 kilometers [1]. - The price of disassembled batteries is notably lower, with a customized battery costing around 3000 yuan, which is approximately 500 yuan cheaper than new batteries of the same specifications [2]. - The market for disassembled batteries is primarily driven by demand from delivery riders and couriers seeking cost-effective solutions for longer battery life [1]. Group 2: Regulatory Environment - The Ministry of Industry and Information Technology has issued a new regulation prohibiting the use of retired batteries in electric bicycles, effective from April 1, 2026 [1][5]. - The concept of "cascade utilization" for retired batteries has been eliminated from regulations, which may limit the avenues for repurposing these batteries [5]. - The new regulations emphasize the "vehicle-battery integration" principle, mandating that electric vehicles must be scrapped with their batteries intact to ensure proper recycling [5]. Group 3: Industry Challenges - A significant portion of retired batteries, estimated at 80%, is reportedly missing from vehicles before they reach authorized recycling facilities, often being sold through informal channels [4]. - The current recycling capacity of authorized battery recycling companies is underutilized, with estimates suggesting that less than 25% of their capacity is being used [4]. - The rapid growth of the electric vehicle market has led to an urgent need for a robust battery recycling infrastructure to handle the increasing volume of retired batteries [6]. Group 4: Future Projections - The domestic battery recycling volume is projected to exceed 300,000 tons by 2024, with the number of retired lithium batteries expected to reach 981,600 tons by 2026 [6][7]. - The market for recycled materials from lithium batteries is anticipated to grow significantly, with sales expected to reach 856,100 tons by 2025 and 1,204,500 tons by 2026 [7].
报废拆解的新能源汽车，约有80%没了电池！小作坊拆解转卖利润几千上万元，“这行有规定，不太方便讲”，记者一线调查→
Mei Ri Jing Ji Xin Wen·2026-01-21 09:22