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市場調查報告書
商品編碼
1796403
全球二手電動車電池市場:應用、電動車銷售動態、電動車電池需求和潛在轉換率、價值鏈、生態系統和經營模式分析、區域 - 預測(至 2030 年)Second Life EV Battery Market by Application (Utility Scale, Commercial/Industrial, Residential), EV Sales Dynamics, EV Battery Demand & Potential Conversion Rate, Value Chain, Ecosystem & Business Model Analysis, and Region - Forecast to 2030 |
2025年全球二手電動車電池市場規模估計為25-30 GWH,預計2030年將達到330-350 GWH,預測期內複合年成長率約為65%。
市場快速成長主要得益於積極主動且支持性的法規結構、產業策略以及促進循環經濟原則和能源安全的技術資金。歐盟電池指令和「地平線歐洲」等資助計畫旨在加強歐洲的電池轉移基礎設施,並制定明確的報廢標準。聯邦政府的激勵措施,例如《通膨削減法案》下的稅額扣抵和美國能源部資助的先導計畫,以及亞洲國家日益壯大的官民合作關係關係(包括補貼和雄心勃勃的電池回收再利用目標),正在支持能源轉型目標,同時加速對電動車二次電池的需求。
工業領域是二次電動汽車電池的第二大應用領域。
由於對備用電源、需求費用減少、電動車充電站、行動模組化儲存以及倉庫和資料中心的太陽能最佳化的需求不斷成長,預計工業應用領域將為二手電動車電池帶來發展動力。電動車充電站是這一領域很有前景的用例。電動車電池的剩餘容量為 70-80%,可滿足不斷電系統(UPS) 和微電網穩定的中等週期需求(每年 50-150 次循環),支援其用於備用電源和尖峰負載管理。日產、雷諾、特斯拉、Connected Energy(英國)和 Enel X(義大利)等主要企業正在與公用事業和技術合作夥伴合作,在 C&I 領域部署二手電池。例如,Connected Energy 已在英國的電動車充電中心安裝了系統,而 Enel X 正在義大利機場試行能源儲存解決方案。其他計劃,例如戴姆勒的15兆瓦工業儲能系統,以及亞馬遜在其物流中心部署的二手電動車電池,將有助於企業實現永續性目標。此外,將這些電池與現場太陽能和風能發電結合,將減少對電網的依賴,並每年將碳足跡減少10-20%,從而提高永續性和成本效益。從策略上講,企業可以透過將儲能和再利用設施設在需求旺盛的地區,從而最佳化能源管理並節省成本,從而實現經濟效益最大化。
歐洲將佔據電動車二次電池的最大佔有率。
歐洲是電動車二次電池的主要市場之一,該地區非常重視循環經濟並具有支持性的法規環境。該地區是全球汽車原始設備製造商和電動汽車電池可再生公司的所在地。該國實現近 42%可再生能源發電的目標正在推動對公用電網規模電池儲存和工業備用的需求。為此,雷諾於 2018 年啟動了其先進電池儲存計劃,將新舊電動車電池結合二手。 60 兆瓦時的電池系統安裝在法國和德國各地,用於儲存再生能源來源產生的電力。日產、寶馬和奧迪等其他原始設備製造商的類似計劃符合歐洲到 2030 年實現淨零排放的目標。
本報告研究了全球二手電動車電池市場,並提供了有關市場生態系統、技術藍圖、價值鏈、各種經營模式及其收益來源的資訊。
The second life EV battery market is estimated at ~25-30 GWH in 2025 and is projected to reach ~330-350 GWH in 2030 at a CAGR of ~65% during the forecast period. The rapid growth of the second life EV battery market is significantly driven by proactive, supportive regulatory frameworks, industrial strategies, and technology funding to promote circular economy principles and energy security. Initiatives like the EU Battery Directive and funding programs like Horizon Europe are aimed at boosting battery repurposing infrastructure and setting clear end-of-life standards in Europe. Federal incentives, including tax credits under the Inflation Reduction Act and DOE-funded pilot projects (US) and scaling public-private partnerships, with subsidies and ambitious battery recycling & reuse targets in Asian countries, support energy transition targets while accelerating the second life EV battery market demand.
The commercial & industrial segment is the second prominent application of second Life EV batteries.
The commercial & industrial application segment is expected to gain momentum for second life EV battery usage with the growing demand for backup power, demand charge reduction, EV charging stations, mobile & modular storage, and solar energy optimization in warehouses or data centers. Among these, EV charging stations represent this segment's promising use case. EV batteries are left with 70-80% residual capacity and adaptability to medium-cycle demands, such as 50-150 cycles annually for uninterruptible power supply (UPS) and microgrid stabilization, which support their usage for backup power and peak load management. Leading companies like Nissan, Renault, Tesla, Connected Energy (UK), and Enel X (Italy) are advancing second-life battery deployments in the C&I sector, often collaborating with utilities and technology partners. For example, Connected Energy has implemented systems at UK EV charging hubs, while Enel X pilots energy storage solutions at Italian airports. Other projects like Daimler's 15 MW industrial storage system and Amazon's deployment of second life EV batteries into logistics centers will contribute to the commitment toward their corporate sustainability goals. Furthermore, integrating these batteries with on-site solar or wind generation improves sustainability and cost-effectiveness by reducing reliance on grid power and minimizing the carbon footprint by 10-20% annually. Strategically, businesses can maximize economic benefits by co-locating storage and reuse facilities at high-power demand sites, enabling optimized energy management and cost savings.
Europe accounts for a significant market share of second life EV batteries.
Europe is one of the prominent markets for second-life EV batteries with a strong focus on the circular economy and a supportive regulatory environment. The region is home to global automotive OEMs and repurposing companies for EV batteries. Regional efforts such as integration of advanced renewable energy with a target to generate nearly 42% of electricity from these sources will drive demand for utility & grid-scale storage and industrial backups. In line with this, Renault launched an "advanced battery storage program" in 2018 using a combination of new and used EV batteries. It has an energy of 60 MWh battery and is installed in various parts across France and Germany, and is equipped to store electricity generated from renewable sources. Similar projects from other OEMs like Nissan, BMW, and Audi are aligned with Europe's net-zero target by 2030. In addition, some of the promising European EV battery repurposers include Connected Energy (UK), Allye Energy (UK), Zenobe (UK), Voltfang (Germany), BeePlanet Factory (Spain), Libattion (Switzerland), and The Mobility House (Germany). These players are responsible for developing large-scale stationary storage using batteries from passenger cars, trucks & buses, and commercial fleets. Government support, such as USD 1.97 billion allocated through Horizon Europe for battery innovation, combined with corporate initiatives like Volkswagen's plan to reuse 40 GWh of second-life batteries, is helping reduce entry barriers. Additionally, the region's well-established recycling ecosystem, spearheaded by companies like Northvolt, contributes to the scalability of the market. In line with the strong pipeline of new entrants in the repurposed arena and the high-end project activity in Europe, this regional leadership is expected to remain instrumental in the long run.
The report provides an in-depth analysis of the second-life EV battery market, focusing on the market ecosystem, technology roadmap, value chain analysis, various business model & their revenue streams, and potential installation demand by application (utility-scale grid services, commercial & industrial, and residential) and region (Asia Pacific, Europe, and North America). It examines EV sales trends (passenger cars & commercial vehicles), current & futuristic EV battery demand (lithium-ion, nickel-metal hydride, solid-state, and other battery chemistries), and performance/cost matrix by different battery chemistries, and EV market penetration to second life conversion rates.
Additionally, the report assesses the effects of the rising EV stocks and presents a future outlook based on industry-wise consumption patterns. It includes detailed information about the significant factors boosting the global demand and key growth impetuses. A thorough analysis of key industry players provides insights into their business overviews, product offerings, key strategies, contracts, partnerships, agreements, product launches, mergers, and acquisitions.
The report provides valuable information for current vs. projected second-life EV battery installation capabilities across key global markets. It will assist stakeholders in understanding the competitive landscape, positioning their businesses more effectively, and planning appropriate go-to-market strategies. Additionally, the report will offer insights into the current market conditions and highlight different ownership models & their revenue profit streams within the industry.