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市場調查報告書
商品編碼
1905008
全球行動儲能系統市場:按容量、分類、電池類型、系統、應用和地區劃分-市場規模、產業趨勢、機會分析和預測(2026-2035 年)Global Mobile Energy Storage System Market: By Capacity, Classification, Battery Type, System, Application, Region - Market Size, Industry Dynamics, Opportunity Analysis and Forecast for 2026-2035 |
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預計到 2025 年,行動儲能系統市場規模將達到 75.7 億美元,展現出巨大的成長潛力。展望未來,該市場預計將快速擴張,到 2035 年將達到令人矚目的 340.3 億美元。這項預測意味著 2026 年至 2035 年的複合年增長率 (CAGR) 為 16.22%,反映了多個行業強勁且持續的需求。預計的成長證實了行動儲能系統在滿足不斷變化的能源需求以及支援全球向更清潔、更靈活的電力解決方案轉型方面日益增長的重要性。
推動這一市場強勁擴張的關鍵因素有很多。其中一個關鍵驅動因素是對再生能源併網需求的不斷增長。隨著太陽能和風能等再生能源的日益普及,可靠的儲能解決方案對於應對其間歇性和波動性帶來的挑戰至關重要。行動儲能系統提供了一種靈活的再生能源儲存和分配方式,能夠穩定電網並確保能源供應的持續性,即使在偏遠和無電網地區也能如此。這種能力對於促進再生能源的更廣泛應用和實現全球永續發展目標至關重要。
行動儲能系統市場目前正經歷顯著的整合,少數幾家主要廠商主導著市場收入結構。包括特斯拉、LG電子、寧德時代(CATL)、CALB USA、Power Edison、卡特彼勒和Alfen NV在內的前七家公司佔了超過59%的市場總收入。這種集中度反映了競爭激烈的市場環境,主要廠商利用其技術專長、製造能力和廣泛的分銷網絡來獲取顯著的市場佔有率。
領先企業近期推出的產品創新凸顯了他們對更安全、更高容量和更通用的行動儲能解決方案的持續承諾。例如,三星SDI推出了一款基於NCA的新型貨櫃式電池儲能系統(BESS),最大容量為6.14兆瓦時。同時,該公司也發布了基於磷酸鐵鋰(LFP)的SBB 2.0系統,該系統由兩個專為大型專案設計的20英尺貨櫃組成。這兩個系統均採用了先進的安全功能,包括 "增強型直接噴射" 滅火技術,以最大限度地降低火災風險,這對於大規模電池部署至關重要。
除了這些進展之外,Sunwoda Energy在2025年4月發布了全球首款10公尺級行動儲能系統車輛-Sunwoda MESS 2000,引起了廣泛關注。該系統擁有高達2兆瓦時的儲能容量。這種創新的車載解決方案體現了將移動性和大容量儲存相結合的市場趨勢,提供了一種靈活的電源解決方案,可快速部署到各種應用場景中。
關鍵成長因素
全球再生能源加速併入電網是行動儲能系統市場成長的關鍵驅動因素。隨著各國和各產業加速向太陽能和風能等清潔能源轉型,對高效儲能解決方案的需求對於確保電網的穩定性和可靠性至關重要。再生能源發電本身俱有可變性和間歇性,其輸出會隨天氣狀況和時間而波動。這種可變性為電網供需平衡帶來了挑戰,因此儲能系統對於平滑這些波動和維持穩定的電力供應至關重要。
新興機會
電池技術的進步為加速行動儲能系統市場的成長提供了重要的新興機會。隨著研發工作的不斷突破,電池儲能容量的提升日益顯著。更高的能量密度使得在相同甚至更小的實體空間內儲存更多電能成為可能,從而使便攜式儲能系統能夠運作更長時間,滿足更高的能源需求,同時又不犧牲便攜性。這項進步對於需要在偏遠和離網環境中持續供電的應用至關重要,它提高了便攜式儲能裝置的實用性和效率,並促進了其在更廣泛行業的應用。
優化障礙
財務不確定性仍然是行動儲能系統市場成長面臨的一項重大且持續的威脅。開發和擴展行動儲能裝置需要大量的資本投入,包括研發、製造、採購先進電池技術以及行動裝置的部署物流。對於該行業的公司而言,有效管理這些高昂的前期成本對於維持財務健康和確保永續成長至關重要。未能平衡資本支出與預期收入的公司將面臨嚴重的財務壓力,最終危及其市場地位,甚至破產。
The mobile energy storage system market presents substantial growth opportunities, with its valuation estimated at US$ 7.57 billion in 2025. Looking ahead, the market is projected to expand rapidly, reaching an impressive valuation of US$ 34.03 billion by 2035. This forecast corresponds to a compound annual growth rate (CAGR) of 16.22% over the period from 2026 to 2035, reflecting strong and sustained demand across multiple sectors. The anticipated growth underscores the increasing importance of mobile energy storage systems in addressing evolving energy needs and supporting the global transition towards cleaner, more flexible power solutions.
Several key factors are driving this robust market expansion. One of the primary catalysts is the growing demand for renewable energy integration. As renewable sources such as solar and wind become more prevalent, the challenges associated with their intermittency and variability necessitate reliable energy storage solutions. Mobile energy storage systems provide a flexible means to store and distribute renewable power, stabilizing grids and ensuring a consistent energy supply even in remote or off-grid locations. This capability is critical to facilitating wider adoption of renewables and achieving sustainability targets on a global scale.
The mobile energy storage system market is currently undergoing significant consolidation, with a handful of leading companies dominating the revenue landscape. The top seven players-including Tesla, Inc., LG Electronics, CATL (Contemporary Amperex Technology Co. Limited), CALB USA Inc., Power Edison, Caterpillar Inc., and Alfen NV-together account for over 59% of the total market revenue. This concentration reflects a competitive environment where major corporations leverage their technological expertise, manufacturing capabilities, and extensive distribution networks to capture substantial market share.
Recent product innovations from key companies highlight the ongoing push towards safer, higher-capacity, and more versatile mobile energy storage solutions. Samsung SDI, for example, has introduced a new NCA-based containerized Battery Energy Storage System (BESS) with a capacity of up to 6.14 MWh. Alongside this, they unveiled their LFP-based SBB 2.0 system, which utilizes dual 20-foot containers designed specifically for utility-scale projects. Both systems incorporate advanced safety features, including an "Enhanced Direct Injection" fire suppression technology aimed at minimizing fire risks-a critical consideration in large-scale battery deployments.
In addition to these advancements, Sunwoda Energy made headlines in April 2025 with the launch of the Sunwoda MESS 2000, the world's first 10-metre-class mobile energy storage system vehicle boasting an impressive 2 MWh energy storage capacity. This innovative vehicle-based solution exemplifies the market's trend towards integrating mobility and high-capacity storage, offering flexible power solutions that can be rapidly deployed across various applications.
Core Growth Drivers
The increasing integration of renewable energy sources into power grids worldwide is a major factor driving growth in the mobile energy storage system market. As countries and industries accelerate their transition towards cleaner energy alternatives such as solar and wind, the need for effective energy storage solutions has become critical to ensure grid stability and reliability. Renewable energy generation is inherently variable and intermittent, with output fluctuating based on weather conditions and time of day. This variability creates challenges in balancing supply and demand on the grid, making energy storage systems essential to smooth out these fluctuations and maintain a consistent power supply.
Emerging Opportunity Trends
Advancements in battery technology represent a significant emerging opportunity that is poised to accelerate growth within the mobile energy storage system market. As research and development efforts continue to yield breakthroughs, improvements in battery storage capacity are becoming increasingly pronounced. Enhanced energy density allows batteries to store more power within the same or even smaller physical footprint, enabling mobile energy storage systems to deliver longer operational times and meet higher energy demands without compromising portability. This evolution is crucial for applications that require sustained power in remote or off-grid locations, as it extends the usability and efficiency of mobile storage units, making them more attractive to a broader range of industries.
Barriers to Optimization
Financial instability continues to pose a significant and persistent threat to the growth of the mobile energy storage system market. The development and expansion of mobile energy storage fleets involve substantial capital investment, encompassing costs related to research and development, manufacturing, procurement of advanced battery technologies, and the logistics of deploying mobile units. For companies operating in this sector, managing these high upfront expenditures effectively is critical to maintaining financial health and ensuring sustainable growth. Firms that fail to balance their capital outlays with projected revenue streams risk facing severe financial strain, which can ultimately jeopardize their market position or even lead to business failure.
Based on capacity, the capacities below 3,000 kWh account for over 39.31% of the total market share. This particular capacity range has garnered significant favor within the industry due to its ability to strike an optimal balance between energy density and logistical practicality. Systems with capacities under 3,000 kWh are large enough to deliver substantial power, meeting the needs of a wide array of applications, yet remain compact and manageable enough to be transported and deployed efficiently.
Based on classification, the below towable system segment holds a commanding market share of over 55.61%. This segment's dominance is rooted in its practical design and operational advantages, making it highly attractive for a wide range of applications that require mobility, flexibility, and ease of deployment. The below towable systems below are designed to be easily hitched to standard vehicles, allowing for seamless transportation without the need for specialized heavy-haulage equipment or logistics. This "hitch-and-go" capability significantly simplifies the movement of energy storage units, reducing operational costs and logistical complexities for users.
Based on battery type, Lithium-ion batteries currently dominate the mobile energy storage system market, holding a commanding share of 74.69%. This overwhelming market presence highlights the widespread adoption and preference for lithium-ion technology in a variety of mobile energy storage applications. The segment's dominance is not only a reflection of its current market penetration but also indicative of its promising growth potential, as it is projected to expand at the highest compound annual growth rate (CAGR) of 16.75% over the coming years. This robust growth forecast underscores lithium-ion batteries' pivotal role in shaping the future of mobile energy storage solutions.
Based on system, Off-grid mobile energy storage systems currently hold a position of strong prominence in the market, commanding an impressive market share of over 61.50%. This dominance reflects a significant shift in energy consumption patterns and infrastructure development, driven largely by increasing regulatory pressure and evolving sustainability goals across various industries. As governments and regulatory bodies worldwide prioritize environmental responsibility and reduce carbon emissions, there is a concerted effort to phase out traditional, polluting energy sources such as diesel generators. This shift is creating a substantial demand for cleaner and more efficient alternatives, with off-grid mobile energy storage systems emerging as a leading solution.
By Capacity
By Classification
By System
By Application
By Region
Geography Breakdown