直击新能源汽车废电池黑产链：“激光焊接 + 无证拼装”！小作坊拆解转卖利润超万元，两轮电动车主面临安全隐患

Core Viewpoint - The article discusses the rising demand for "disassembled batteries" sourced from retired electric vehicle batteries, highlighting the regulatory challenges and safety concerns associated with their use in electric bicycles and other applications [1][4][5]. Group 1: Market Demand and Supply - The demand for disassembled batteries is driven by their lower cost and higher performance compared to original batteries, particularly among delivery riders and couriers [1][2]. - Disassembled batteries are created from used electric vehicle batteries through disassembly and reassembly processes, making them appealing due to their affordability [1][2]. - A specific example includes a customized disassembled battery priced at under 3000 yuan, which is approximately 500 yuan cheaper than new batteries of the same specifications [2]. Group 2: Regulatory Environment - The Ministry of Industry and Information Technology has issued new regulations 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][6]. - The new regulations emphasize the importance of a "vehicle-battery integration" approach during the scrapping process of electric vehicles, ensuring that batteries are not removed before the vehicle is scrapped [5][6]. Group 3: Industry Challenges - A significant portion of retired batteries, estimated at 80%, is reportedly missing from vehicles before they reach scrapping facilities, often diverted to informal markets [4][6]. - The current battery recycling capacity in China is underutilized, with only about 25% of the capacity being effectively used by registered recycling companies [4][6]. - The rapid growth of the electric vehicle market has led to an urgent need for improved battery recycling systems to handle the increasing volume of retired batteries [6][7]. Group 4: Future Projections - The domestic battery recycling market is projected to exceed 30,000 tons by 2024, with estimates suggesting that the number of retired lithium batteries will reach 981,600 tons by 2026 [6][7]. - The demand for lithium batteries is expected to surge, leading to increased prices for raw materials such as battery-grade lithium carbonate, which is currently priced at approximately 159,500 yuan per ton [6].