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環境趨勢

市場調查報告書

商品編碼

1766236

汽車循環經濟市場機會、成長動力、產業趨勢分析及2025-2034年預測

Automotive Circular Economy Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025 - 2034

出版日期: 2025年06月10日 | 出版商:

Global Market Insights Inc. | 英文 170 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄

2024年，全球汽車循環經濟市場規模達1,512億美元，預計2034年將以8.8%的複合年成長率成長，達到3,359億美元。推動這一成長的因素包括：報廢汽車（ELV）回收措施的增加、電動車（EV）電池再利用率的提高，以及旨在減少廢棄物和推動永續實踐的更嚴格的環境法規。隨著消費者環保意識的增強，對再製造汽車零件和低影響出行解決方案的需求也在增加。為了保持領先地位，汽車製造商正在採用閉迴路模式，旨在減少原料使用和碳排放，並透過循環框架確保合規性和長期營運可行性。

電動車的普及正在加速汽車產業的循環經濟，這主要得益於人們對電池再利用和再利用的日益重視。鋰離子電池是電動車的核心，其價值在首次使用後仍能保留。因此，這些電池被重新利用，用於二次利用儲能系統，從而最大限度地提高利用率並減少浪費。這一趨勢促使原始設備製造商 (OEM) 和回收商投資循環電池策略，這對於釋放產業環境和經濟效益至關重要。

市場範圍
起始年份	2024
預測年份	2025-2034
起始值	1512億美元
預測值	3359億美元
複合年成長率	8.8%

2024年，再製造零件佔比43.5%，預計到2034年將以7.6%的複合年成長率成長。隨著對資源最佳化、經濟性和減排的日益關注，對再製造汽車零件的需求不斷成長。這些零件經過嚴格的流程——拆卸、清潔、檢查和更換磨損零件——然後重新組裝，性能達到新零件的水平。隨著北美和歐洲等地區車輛使用年限的增加，注重成本的買家和車隊營運商擴大選擇這些永續的替代方案，而不是全新零件。

2024年，內燃機 (ICE) 汽車在循環汽車經濟市場中佔據58%的主導地位，預計到2034年，複合年成長率將達到8%。它們之所以能夠持續佔據主導地位，得益於其成熟的全球佈局以及圍繞零件回收和再利用的長期基礎設施。 ICE車型採用標準化的組件設計，易於拆卸，非常適合可擴展的循環項目。在發展中經濟體，由於價格承受能力、燃料供應和基礎設施缺口等原因，電動車的普及速度較慢，而ICE平台持續產生大量可回收材料，從而刺激了對再製造和材料回收的需求。

2024年，中國汽車循環經濟市場產值達340億美元。中國在監管方面的領導力以及對循環經濟措施的積極投資，促進了這一進程。中國的政策支持汽車回收計劃，鼓勵購買再製造產品，並向消費者和企業提供補貼。「以舊換新」等措施成功提高了回收率，並鼓勵了支持技術發展的產業群聚的形成。中國也強調電池回收透明度，並計劃建立符合全球透明度標準的電子電池護照和可追溯系統。

塑造全球汽車循環經濟市場的關鍵參與者包括豐田汽車、採埃孚、雷諾、寶馬、法雷奧、博世和LKQ公司。汽車循環經濟市場的領導者正專注於一系列策略性舉措，以提升其全球地位。其中一個重點領域是開發閉迴路供應鏈，可系統地回收、拆解和重新利用報廢車輛和零件。企業正在投資先進的電池回收技術和數位追蹤系統，以提高可追溯性和資源回收率。在汽車大宗市場附近擴建再製造設施也有助於降低物流成本並提高營運效率。

產業生態系統分析
- 供應商格局
- 利潤率
- 成本結構
- 每個階段的增值
- 影響價值鏈的因素
- 中斷
產業衝擊力
- 成長動力
  - 電動車的快速普及和電池的再利用
  - 全球嚴格的廢棄物減少法規
  - 再生汽車零件需求不斷成長
  - 報廢汽車和可回收物的廢品價值不斷上升
  - 消費者對永續汽車的意識和需求不斷提高
- 產業陷阱與挑戰
  - 回收技術和逆向物流的初始投資較高
  - 電動車電池拆解的技術複雜性
- 市場機會
  - 車輛即服務和租賃模式
  - 原始設備製造商與回收商之間的合作
  - 整合人工智慧以實現拆卸自動化
  - 不斷成長的儲能需求
成長潛力分析
監管格局
- 北美洲
- 歐洲
- 亞太地區
- 拉丁美洲
- 中東和非洲
波特的分析
PESTEL分析
技術和創新格局
- 當前的技術趨勢
- 新興技術
價格趨勢
- 按地區
- 按產品
成本細分分析
專利分析
永續性和環境方面
- 永續實踐
- 減少廢棄物的策略
- 生產中的能源效率
- 環保舉措
碳足跡考量

第4章：競爭格局

介紹
公司市佔率分析
- 北美洲
- 歐洲
- 亞太地區
- 拉丁美洲
- MEA
主要市場參與者的競爭分析
競爭定位矩陣
戰略展望矩陣
關鍵進展
- 併購
- 夥伴關係與合作
- 新產品發布
- 擴張計劃和資金

第5章：市場估計與預測：按組件，2021 - 2034 年

主要趨勢
再製造零件
- 引擎
- 變速箱
- 渦輪增壓器
- 交流發電機
再生材料
- 金屬
- 塑膠
- 玻璃
- 橡皮
重複使用的組件
- 輪胎
- 電池
- 電子產品

第6章：市場估計與預測：以推進方式，2021 - 2034 年

主要趨勢
冰
電的
混合

第7章：市場估計與預測：依車型，2021 - 2034 年

主要趨勢
搭乘用車
- 掀背車
- 轎車
- 越野車
- 多功能乘用車
商用車
- 輕型商用車（LCV）
- 中型商用車（MCV）
- 重型商用車（HCV）
二輪車

第8章：市場估計與預測：按應用，2021 - 2034 年

主要趨勢
原始設備製造商
售後市場

第9章：市場估計與預測：按配銷通路，2021 - 2034 年

主要趨勢
離線
線上

第10章：市場估計與預測：按地區，2021 - 2034 年

主要趨勢
北美洲
- 美國
- 加拿大
歐洲
- 英國
- 德國
- 法國
- 義大利
- 西班牙
- 俄羅斯
- 北歐人
亞太地區
- 中國
- 印度
- 日本
- 韓國
- 澳新銀行
- 東南亞
拉丁美洲
- 巴西
- 墨西哥
- 阿根廷
MEA
- 阿拉伯聯合大公國
- 沙烏地阿拉伯
- 南非

第 11 章：公司簡介

Aptiv
Aurubis
BMW
BorgWarner
Bosch
Copart
Exide Technologies
IAA Holdings
LKQ
Magna International
RB Global
Redwood Materials
Renault
Schnitzer Steel Industries
Sims Metal
Stellantis
Toyota Motor
Umicore
Valeo
ZF Friedrichshafen

簡介目錄

Product Code: 14114

The Global Automotive Circular Economy Market was valued at USD 151.2 billion in 2024 and is estimated to grow at a CAGR of 8.8% to reach USD 335.9 billion by 2034. This growth is being propelled by increasing initiatives around end-of-life vehicle (ELV) recycling, rising reuse of electric vehicle (EV) batteries, and stricter environmental regulations promoting waste minimization and sustainable practices. As consumers become more eco-aware, demand is growing for remanufactured auto parts and low-impact mobility solutions. To stay ahead, automotive manufacturers are adopting closed-loop models, aiming to cut down on raw material usage and reduce carbon emissions, ensuring compliance and long-term operational viability through circular frameworks.

Automotive Circular Economy Market - IMG1

The expanding adoption of EVs is accelerating the circular economy in the automotive sector, primarily due to the growing focus on battery reuse and repurposing. Lithium-ion batteries, which are central to electric mobility, retain value beyond their initial application. As a result, these batteries are being repurposed into second-life energy storage systems, maximizing utility and minimizing waste. This trend is motivating original equipment manufacturers (OEMs) and recyclers to invest in circular battery strategies, which are vital in unlocking both environmental and economic gains for the industry.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$151.2 Billion
Forecast Value	$335.9 billion
CAGR	8.8%

In 2024, remanufactured components represented a 43.5% share, with expectations of growing at a CAGR of 7.6% through 2034. The rising focus on resource optimization, affordability, and emission reduction is increasing demand for remanufactured automotive parts, which undergo rigorous processes-disassembly, cleaning, inspection, and replacement of worn components-before being reassembled to perform on par with new parts. As vehicle age increases across regions like North America and Europe, cost-conscious buyers and fleet operators are increasingly turning to these sustainable alternatives over brand-new components.

Internal combustion engine (ICE) vehicles maintained a commanding 58% share of the circular automotive economy market in 2024, with expected growth at a CAGR of 8% through 2034. Their continued dominance is due to their mature global presence and the long-standing infrastructure surrounding part recovery and reuse. ICE models offer standardized component designs and are easily disassembled, making them well-suited for scalable circular programs. In developing economies where EV adoption is slower due to affordability, fuel availability, and infrastructure gaps, ICE platforms continue to generate high volumes of recyclable materials, fueling demand for remanufacturing and material recovery.

China Automotive Circular Economy Market generated USD 34 billion in 2024. The country's regulatory leadership and proactive investment in circular initiatives have catalyzed this progress. China's policies favor vehicle take-back schemes, promote remanufactured product purchases, and offer subsidies to both consumers and businesses. Initiatives like "Swap the Old for Remanufacturing" have successfully improved collection rates and encouraged the formation of industrial clusters supporting technology development. The country is also emphasizing battery recycling transparency, with plans for digital battery passports and traceability systems that align with global transparency standards.

Key players shaping the Global Automotive Circular Economy Market Include Toyota Motor, ZF Friedrichshafen, Renault, BMW, Valeo, Bosch, and LKQ Corporation. Leading companies in the automotive circular economy market are focusing on a range of strategic initiatives to enhance their global position. A major area of focus is developing closed-loop supply chains, where end-of-life vehicles and components are systematically recovered, dismantled, and repurposed. Firms are investing in advanced battery recycling technologies and digital tracking systems to improve traceability and resource recovery. Expansion of remanufacturing facilities near high-volume vehicle markets is also helping reduce logistics costs and increase operational efficiency.

Chapter 1 Methodology

1.1 Market scope and definition
1.2 Research design
- 1.2.1 Research approach
- 1.2.2 Data collection methods
1.3 Data mining sources
- 1.3.1 Global
- 1.3.2 Regional/Country
1.4 Base estimates and calculations
- 1.4.1 Base year calculation
- 1.4.2 Key trends for market estimation
1.5 Primary research and validation
- 1.5.1 Primary sources
1.6 Forecast model
1.7 Research assumptions and limitations

Chapter 2 Executive Summary

2.1 Industry 360⁰ synopsis
2.2 Key market trends
- 2.2.1 Regional
- 2.2.2 Component
- 2.2.3 Propulsion
- 2.2.4 Vehicle
- 2.2.5 Application
- 2.2.6 Distribution channel
2.3 TAM Analysis, 2025-2034
2.4 CXO perspectives: Strategic imperatives
- 2.4.1 Key decision points for industry executives
- 2.4.2 Critical success factors for market players
2.5 Future outlook and strategic recommendations

Chapter 3 Industry Insights

3.1 Industry ecosystem analysis
- 3.1.1 Supplier landscape
- 3.1.2 Profit margin
- 3.1.3 Cost structure
- 3.1.4 Value addition at each stage
- 3.1.5 Factor affecting the value chain
- 3.1.6 Disruptions
3.2 Industry impact forces
- 3.2.1 Growth drivers
  - 3.2.1.1 Rapid EV adoption & battery repurposing
  - 3.2.1.2 Stringent global regulations on waste reduction
  - 3.2.1.3 Growing demand for recycled auto parts
  - 3.2.1.4 Rising scrap value of ELVs and recyclables
  - 3.2.1.5 Increasing consumer awareness and demand for sustainable cars
- 3.2.2 Industry pitfalls and challenges
  - 3.2.2.1 High initial investment in recycling tech and reverse logistics
  - 3.2.2.2 Technical complexity in EV battery dismantling
- 3.2.3 Market opportunities
  - 3.2.3.1 Vehicle-as-a-service & leasing models
  - 3.2.3.2 Partnerships between OEMs and recyclers
  - 3.2.3.3 Integration of AI for disassembly automation
  - 3.2.3.4 Growing energy storage demand
3.3 Growth potential analysis
3.4 Regulatory landscape
- 3.4.1 North America
- 3.4.2 Europe
- 3.4.3 Asia Pacific
- 3.4.4 Latin America
- 3.4.5 Middle East & Africa
3.5 Porter's analysis
3.6 PESTEL analysis
3.7 Technology and innovation landscape
- 3.7.1 Current technological trends
- 3.7.2 Emerging technologies
3.8 Price trends
- 3.8.1 By region
- 3.8.2 By product
3.9 Cost breakdown analysis
3.10 Patent analysis
3.11 Sustainability and environmental aspects
- 3.11.1 Sustainable practices
- 3.11.2 Waste reduction strategies
- 3.11.3 Energy efficiency in production
- 3.11.4 Eco-friendly initiatives
3.12 Carbon footprint considerations

Chapter 4 Competitive Landscape, 2024

4.1 Introduction
4.2 Company market share analysis
- 4.2.1 North America
- 4.2.2 Europe
- 4.2.3 Asia Pacific
- 4.2.4 LATAM
- 4.2.5 MEA
4.3 Competitive analysis of major market players
4.4 Competitive positioning matrix
4.5 Strategic outlook matrix
4.6 Key developments
- 4.6.1 Mergers & acquisitions
- 4.6.2 Partnerships & collaborations
- 4.6.3 New product launches
- 4.6.4 Expansion plans and funding

Chapter 5 Market Estimates & Forecast, By Component, 2021 - 2034 ($ Billion, units)

5.1 Key trends
5.2 Remanufactured parts
- 5.2.1 Engines
- 5.2.2 Transmissions
- 5.2.3 Turbochargers
- 5.2.4 Alternators
5.3 Recycled materials
- 5.3.1 Metals
- 5.3.2 Plastics
- 5.3.3 Glass
- 5.3.4 Rubber
5.4 Reused components
- 5.4.1 Tires
- 5.4.2 Batteries
- 5.4.3 Electronics

Chapter 6 Market Estimates & Forecast, By Propulsion, 2021 - 2034 ($ Billion, Units)

6.1 Key trends
6.2 ICE
6.3 Electric
6.4 Hybrid

Chapter 7 Market Estimates & Forecast, By Vehicle, 2021 - 2034 ($ Billion, Units)

7.1 Key trends
7.2 Passenger vehicles
- 7.2.1 Hatchbacks
- 7.2.2 Sedans
- 7.2.3 SUV
- 7.2.4 MPVs
7.3 Commercial vehicles
- 7.3.1 Light commercial vehicles (LCV)
- 7.3.2 Medium commercial vehicles (MCV)
- 7.3.3 Heavy commercial vehicles (HCV)
7.4 Two-Wheelers

Chapter 8 Market Estimates & Forecast, By Application, 2021 - 2034 ($ Billion, Units)

8.1 Key trends
8.2 OEMs
8.3 Aftermarket

Chapter 9 Market Estimates & Forecast, By Distribution Channel, 2021 - 2034 ($ Billion, Units)

9.1 Key trends
9.2 Offline
9.3 Online

Chapter 10 Market Estimates & Forecast, By Region, 2021 - 2034 (USD Million, Units)

10.1 Key trends
10.2 North America
- 10.2.1 U.S.
- 10.2.2 Canada
10.3 Europe
- 10.3.1 UK
- 10.3.2 Germany
- 10.3.3 France
- 10.3.4 Italy
- 10.3.5 Spain
- 10.3.6 Russia
- 10.3.7 Nordics
10.4 Asia Pacific
- 10.4.1 China
- 10.4.2 India
- 10.4.3 Japan
- 10.4.4 South Korea
- 10.4.5 ANZ
- 10.4.6 Southeast Asia
10.5 Latin America
- 10.5.1 Brazil
- 10.5.2 Mexico
- 10.5.3 Argentina
10.6 MEA
- 10.6.1 UAE
- 10.6.2 Saudi Arabia
- 10.6.3 South Africa