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China's state broadcaster, China Central Television (CCTV), reported on the reality of used drive batteries from electric vehicles (EVs) in China being disassembled, reprocessed, and circulated in the market as batteries for electric motorcycles. Battery images were created by AI.
China's state broadcaster, China Central Television (CCTV), reported on the reality of used drive batteries from electric vehicles (EVs) in China being disassembled, reprocessed, and circulated in the market as batteries for electric motorcycles. According to investigations by CCTV's news program "Caijing Diaocha" (Financial Investigation), several famous battery swapping stations such as "Xiaoha Huandian" and "Tailing," as well as some retailers and service shops for riders, were renting out non-standard lithium batteries, such as 60V and 72V, and were not handling compliant batteries of 48V or less, which is the national standard. While using these high-voltage batteries in electric motorcycles requires vehicle modification, service centers for "Xiaoha Huandian" were providing modification services for 20 yuan (approx. 470 yen), and the work was said to be completed in a few minutes. According to industry insiders, cases were confirmed where non-standard batteries were supplied to swapping stations in pursuit of profit, and where businesses actively encouraged users to modify their vehicles for market expansion. Furthermore, some companies were independently manufacturing and selling non-standard, high-voltage batteries. According to an insider at Guangxi Hongsheng New Energy Co., Ltd., the company assembles battery cells sourced externally, and manufactures lithium batteries with voltages exceeding the national standard's upper limit. These products are provided to individuals through online sales, and are also supplied to some battery swapping service providers. The reality that used drive batteries from New Energy Vehicles (NEVs) are flowing into the electric motorcycle market after being disassembled and reprocessed has also become clear. In January 2024, Shanghai Huirong Renewable Energy Co., Ltd. was certified by China's Ministry of Industry and Information Technology as a compliant enterprise for the comprehensive utilization of used NEV batteries. Chinese regulations prohibit the use of reutilized used NEV batteries in electric bicycles and similar vehicles. However, at the company's factory in Jiangnan District, Nanning City, numerous workers were assembling batteries, and a sales representative explained that "the collection and reutilization of used NEV batteries is one of our main businesses." The factory manager stated that "the majority of used cells removed from EVs are reprocessed and used as batteries for electric motorcycles." Furthermore, there are companies like Shenzhen Zhongtou New Energy Co., Ltd. that sell only cells removed from NEVs. The company's manager explained that "these cells can be used in two-wheeled and three-wheeled electric vehicles," and reportedly added that "it is important to evade crackdowns by supervisory authorities in this business." The report also presented an example of a dismantling factory established in a mountainous area to evade supervision. The exterior of the factory was covered with tents, but large quantities of used batteries were stored inside. These were said to have gone through processes such as dismantling and processing, and circulated in the market as raw materials for non-standard lithium batteries. According to statistics, approximately 33% of electric motorcycle fires are attributed to illegally modified batteries. Furthermore, approximately 80% of the cells used in fires caused by modified batteries originated from used NEV batteries. Relevant Chinese laws stipulate that no organization or individual shall directly or after processing use used batteries in fields where their use is prohibited by laws, administrative regulations, or mandatory standards, such as electric bicycles.