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市場調查報告書
商品編碼
1887026
電動商用車市場規模、佔有率、成長及全球產業分析:依類型、應用和地區劃分的洞察,以及2024-2032年預測Electric Commercial Vehicle Market Size, Share, Growth and Global Industry Analysis By Type & Application, Regional Insights and Forecast to 2024-2032 |
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隨著各國政府、各產業和物流公司向更清潔、更有效率的交通運輸技術轉型,全球電動商用車市場正快速擴張。 2024年,該市場規模達到592.3億美元,主要受可持續出行需求激增、電子商務活動日益活躍以及電池技術顯著進步的推動。預計到2025年,該市場規模將達到806.9億美元,到2032年將飆升至4,749.6億美元,預測期內複合年增長率高達28.8%。
2024年,亞太地區在全球市場佔主導地位,佔全球營收的57.69%。政府大力推動電氣化、大規模電動車生產以及電動公車、卡車和貨車的高普及率都為此提供了有力支撐。
市場推動因素
電池成本下降加速商用車車隊電氣化
鋰離子電池價格的持續下降仍然是推動市場成長的最強勁動力之一。 2008年至2023年間,電池組價格下降了約90%,從1,415美元/度降至139美元/度。預計到2026年,價格將進一步降至80美元/千瓦時,電動商用車在成本上將與柴油動力車輛競爭。電池成本的下降直接降低了車輛的購買價格,並有助於長期節省營運成本。
2025年2月,印度政府取消了鋰離子電池材料和電動車製造設備的進口關稅,進一步促進了電動商用車的普及。
電子商務的蓬勃發展推動了最後一公里配送的需求
電子商務、依需零售和快遞服務的興起正在推動對電動貨車和卡車的需求。這些車輛不僅降低了燃料和維修成本,還能滿足嚴格的城市排放法規。亞馬遜、DHL、UPS 和 FedEx 等公司正在迅速將其車隊轉型為零排放電動貨車,以提高永續性。
市場限制因子
充電基礎設施不足
儘管成長預測強勁,但許多地區仍然缺乏足夠的公共和私人充電基礎設施。車隊營運商仍然擔心續航里程限制和充電停機時間。這一差距尤其影響長途運輸車隊,並減緩了新興市場對電動商用車 (ECV) 的採用。
市場機會
對清潔 "最後一公里" 運輸的需求日益增長
世界各地的城市正在實施低排放區,這催生了對電動送貨車的需求。 2024年6月,本田發布了N-VAN e:,這是一款專為配送業務和中小企業設計的緊湊型商用電動貨車,凸顯了對城市商用電動車解決方案日益增長的投資。
市場趨勢
將自動駕駛技術整合到電動車中
自動駕駛技術與電動動力系統的結合正成為一大趨勢。 2025年1月,亞歷山大·丹尼斯公司為劍橋連接線計畫完成了首輛自動駕駛電動巴士,展示了未來無人駕駛、零排放公共交通的發展方向。
細分市場亮點
依車款劃分
2024年,廂型車佔市場主導地位,這主要得益於最後一公里配送的需求。
電動卡車是成長最快的車型類別,這主要得益於物流業者向電動車的轉型。 2024年8月,沃爾沃和DSV宣布訂購300輛電動重型卡車,這是歐洲最大的訂單之一。
依動力類型劃分
2024年,純電動車(BEV)佔最大的市場佔有率,這主要得益於比亞迪、福特和沃爾沃等主要製造商大力推廣純電動車型。
在充電基礎設施有限的地區,插電式混合動力汽車(PHEV)的需求持續成長。
依功率輸出劃分
2024年,功率低於150kW的車輛將佔主導地位,這主要得益於小型貨車和小型送貨卡車的受歡迎程度。
同時,功率超過250kW的車輛在長途和重型運輸領域正逐漸獲得發展動力。
以續航里程劃分
預計到2024年,續航里程在150-300英里(約240-480公里)的車型將佔最大的市場佔有率,這主要得益於電池成本、路線效率和城市配送需求之間的平衡。
亞太地區 - 市場領導者(2024年市場規模:341.7億美元)
亞太地區是關鍵市場,這得益於其龐大的製造業基地、政府補貼以及中國、日本和韓國對電動巴士和卡車的快速普及。
歐洲 - 預計強勁成長
歐洲市場受益於嚴格的排放法規、歐洲綠色協議以及完善的電動車充電基礎設施。
北美 - 電動車隊普及率不斷提高
在美國和加拿大,在企業永續發展措施、稅收抵免和蓬勃發展的電子商務產業的推動下,電動商用車 (ECV) 的普及速度正在加快。
其他地區
中東、非洲和南美等地區目前仍處於電動車普及的早期階段,但由於城市化進程加快和燃料成本上漲,預計這些地區的電動車普及率將迅速提高。
The global electric commercial vehicle (ECV) market is accelerating rapidly as governments, industries, and logistics companies shift toward cleaner, more efficient transportation technologies. In 2024, the market was valued at USD 59.23 billion, driven by soaring demand for sustainable mobility, expanding e-commerce activity, and significant advancements in battery technologies. By 2025, the market is projected to reach USD 80.69 billion, and by 2032, it is expected to surge to USD 474.96 billion, representing an impressive CAGR of 28.8% during the forecast period.
Asia Pacific dominated the global market in 2024, accounting for 57.69% of global revenue, supported by strong government policies for electrification, large-scale EV production, and high adoption of electric buses, trucks, and vans.
Market Drivers
Declining Battery Costs Accelerate Commercial Fleet Electrification
The continuous decline in lithium-ion battery prices remains one of the strongest growth drivers. Between 2008 and 2023, battery pack prices dropped by around 90%, falling from USD 1,415/kWh to USD 139/kWh. With further reductions expected to reach USD 80/kWh by 2026, electric commercial vehicles are becoming cost-competitive with diesel fleets. Lower battery costs directly reduce vehicle purchase prices and support long-term operational savings.
In February 2025, the Indian government abolished import duties on lithium-ion battery materials and EV manufacturing machinery, further accelerating the affordability of electric commercial vehicles.
E-Commerce Expansion Fuels Last-Mile Delivery Demand
The rise of e-commerce, on-demand retail, and rapid delivery services is boosting the demand for electric vans and trucks. These vehicles reduce fuel expenses, lower maintenance costs, and comply with strict urban emission norms. Companies such as Amazon, DHL, UPS, and FedEx are rapidly transitioning their fleets toward zero-emission electric vans to enhance sustainability.
Market Restraints
Insufficient Charging Infrastructure
Despite strong growth projections, many regions still lack adequate public and private charging infrastructure. Fleet operators remain concerned about range limitations and downtime during charging. This gap particularly affects long-haul vehicles and slows ECV penetration in emerging markets.
Market Opportunities
Rising Demand for Clean Last-Mile Transportation
Cities worldwide are adopting low-emission zones, which is creating demand for electric delivery vans. In June 2024, Honda introduced the N-VAN e:, a compact commercial electric van tailored for delivery businesses and small enterprises, highlighting rising investments in urban commercial EV solutions.
Market Trends
Integration of Autonomous Technology in ECVs
The combination of autonomous driving technology with electric powertrains is emerging as a major trend. In January 2025, Alexander Dennis completed its first autonomous electric bus for the Cambridge Connector Project, showcasing the future of driverless, emission-free public transport.
Segmentation Highlights
By Vehicle Type
Vans dominated the market in 2024, driven by last-mile delivery needs.
Electric trucks are the fastest-growing category, backed by logistics players shifting to electrified fleets. In August 2024, Volvo and DSV announced one of Europe's largest orders for 300 electric heavy trucks.
By Propulsion
Battery Electric Vehicles (BEVs) accounted for the largest share in 2024, supported by major manufacturers such as BYD, Ford, and Volvo pushing all-electric models.
PHEVs continue to grow where charging infrastructure remains limited.
By Power Output
Vehicles below 150 kW dominated 2024 due to widespread adoption of light-duty vans and smaller delivery trucks.
Vehicles above 250 kW gained momentum for long-haul freight and heavy-duty transport.
By Range
The 150-300 mile range segment held the largest market share in 2024 due to the balance between battery cost, route efficiency, and urban delivery requirements.
Asia Pacific - Market Leader (2024 Value: USD 34.17 Billion)
Asia Pacific is the dominant market due to large-scale manufacturing, government subsidies, and the rapid adoption of electric buses and trucks across China, Japan, and South Korea.
Europe - Strong Growth Ahead
Europe's market is supported by strict emission laws, the European Green Deal, and a well-developed EV charging ecosystem.
North America - Rising Adoption of Electric Fleets
The U.S. and Canada show strong ECV adoption driven by corporate sustainability commitments, tax credits, and a booming e-commerce sector.
Rest of the World
Regions such as the Middle East, Africa, and South America are in early adoption stages but are expected to accelerate with rising urbanization and fuel cost pressures.
Conclusion
With the electric commercial vehicle market rising from USD 59.23 billion in 2024 to USD 474.96 billion by 2032, the industry is on a rapid growth trajectory. Strong government support, falling battery prices, and the global shift toward sustainable freight and passenger transport will continue to drive the sector forward.
Segmentation By Vehicle Type
By Propulsion Type
By Power Output
By Range
By Region