越南電池市場：市場佔有率分析、產業趨勢與統計及成長預測（2026-2031年）

據 Mordor Intelligence 稱，越南電池市場規模在 2026 年估計為 11.3 億美元，預計到 2031 年將達到 18.3 億美元，在預測期（2026-2031 年）以 10.09% 的複合年成長率成長。

本報告按電池類型（一次電池、二次電池）、技術（鉛酸電池、鋰離子電池、鎳氫電池、鎳鎘電池、鈉硫電池、全固體、液流電池、新一代化學成分電池）和應用領域（汽車、工業、攜帶式設備、電動工具、SLI、其他）進行細分。市場規模和預測均以美元計價。

越南電池市場趨勢與洞察

鋰離子電池價格正在下降。

2023年，磷酸鋰鐵電池組的成本已降至每度電100美元以下，預計2030年，全球平均成本還將下降40%。由於材料成本佔電池成本的大部分，正極材料價格的下降將直接轉化為車輛和儲能系統價格的降低。在越南這個全球第四大電動機車市場，每度電80美元的電池組價格將使其與125cc汽油踏板車競爭，加速摩托車的更新換代。對於工業用戶而言，以鋰離子電池取代閥控式鉛酸電池可將投資回收期縮短至三年以內，加速不斷電系統（UPS）的更新換代。胡志明市計劃從2026年開始對40萬輛摩托車進行電動化改造，這將是一個檢驗電池價格下降能否從最初的設想轉化為大規模應用的試驗案例。

電動車和電動自行車的普及率迅速成長

預計到2025年，電動車將佔新乘用車銷量的約40%，這一比例在東南亞其他地區無人能及。這幾乎完全歸功於VinFast公司國內產能的提升。河內市將於2026年7月起禁止石化燃料摩托車在1號環城公路上行駛，這一舉措將推動二輪車的電氣化進程，儘管預算限制推遲了公共汽車的類似轉型。電動機車市場的競爭仍然激烈，雅迪等中國品牌與本地組裝在電池更換和插電式混合動力系統等技術架構上競爭。市場供應需求呈現兩極化，高階車型採用可更換的鋰離子電池組，而超低定價模式仍主要使用鉛酸電池。 876/QD-TTg號決定進一步規定，到2030年，城市交通的電氣化率需達到50%，將鞏固長期市場需求。

依靠抽水蓄能水力發電而不是建築能源管理系統（BESS）

越南修訂後的第八個電力發展規劃目標是到2030年安裝高達16.3吉瓦的電池儲能系統，但由於該國持續過度依賴抽水蓄能水電，鋰離子電池計畫被擱置。抽水蓄能水力發電因其放電時間長、資產壽命長達數十年而對規劃者俱有吸引力，而鋰離子電池的真正價值在於短期頻率調節。越南電力集團（EVN）於2024年啟動了一個50兆瓦/50兆瓦時的試點項目，但針對獨立運營商的標準化併網規則尚未公佈。由於缺乏批發輔助服務市場，開發商只能依靠分時電價套利，每千瓦時250-350美元的安裝成本使得克服投資障礙變得困難。因此，儘管棄風棄光率不斷上升，但在太陽能和風能發電比例較高的地區，電網級部署仍落後。

細分市場分析

到2025年，可充電電池將佔越南電池市場佔有率的84.9%，預計到2031年將以11.5%的複合年成長率成長，超過整體市場成長速度。這一成長反映了市場從鉛酸電池向鋰離子電池的轉變，而這一轉變的驅動力包括VinFast公司產能的提升、電動機車的普及以及5G基地台的升級。工業備用電源的採購者目前優先考慮3000次循環壽命和更低的維護成本，這正逐步取代通訊機櫃中的閥控式鉛酸電池。 T&T集團計劃建造的2吉瓦時儲能設施（未來計劃擴建至10吉瓦時）也顯示了市場對可充電電池需求的日益成長的信心。

預計到2025年，一次電池將維持15.1%的市場佔有率，需求主要集中在遠端感測器、醫療設備和低功耗消費品領域，這些領域更注重電池的保存期限而非循環成本。然而，USB-C充電技術的普及以及具備能源採集功能的物聯網節點的廣泛應用正在限制其成長。可充電電池的強勁發展勢頭表明，到2031年，市場需求將新增約8GWh，這迫使越南國內製造商確保正極材料的供應，儘管汽車製造是其主要應用領域。因此，如果越南能夠實現本地生產目標，到2031年，越南電池市場規模預計將超過15億美元。

其他好處：

• Excel格式的市場預測（ME）表
• 3個月的分析師支持

目錄

第1章：引言

• 研究假設和市場定義
• 調查範圍

第2章：調查方法

第3章執行摘要

第4章 市場狀況

• 市場概覽
• 市場促進因素
  • 鋰離子電池價格正在下降。
  • 電動車和電動自行車的快速普及
  • 政府對本地製造業的支持措施
  • 5G的普及和對資料中心備份日益成長的需求
  • 對 VinFast/VinES 垂直整合的投資
  • 供應鏈多元化
• 市場限制因素
  • 依靠抽水蓄能水力發電而不是建築能源管理系統（BESS）
  • 國內原料供應基礎有限。
  • 加強對危險廢棄物的監管
  • 大型儲能系統併網瓶頸問題
• 供應鏈分析
• 監理情勢
• 技術展望
• 波特五力模型
• PESTLE分析

第5章 市場規模與成長預測

• 依電池類型
  • 一次電池
  • 輔助電池
• 透過技術
  • 鉛酸
  • 鋰離子
  • 鎳氫化物
  • 鎳鎘
  • 硫鈉
  • 所有固體
  • 液流電池
  • 下一代化學成分
• 透過使用
  • 汽車（混合動力車、插電式混合動力車、電動車）
  • 工業用途（移動式、固定式（通訊、UPS、ESS 等））
  • 攜帶式（消費性電子設備等）
  • 電動工具
  • SLI
  • 其他

第6章 競爭情勢

• 市場集中度
• 策略趨勢（併購、聯盟、購電協議）
• 市場佔有率分析（主要公司的市場排名和市場佔有率）
• 公司簡介
  • GS Battery Vietnam Co. Ltd
  • PINACO
  • Vision Group
  • Leoch International Technology Ltd
  • Saite Power Source（Vietnam）Co. Ltd
  • Heng Li（Vietnam）Battery Technology Co. Ltd
  • Ritar Power（Vietnam）Co. Ltd
  • Tia Sang Battery JSC
  • Eni-Florence Vietnam Co. Ltd
  • Kung Long Batteries Industrial Co. Ltd
  • VinES Energy Solutions JSC
  • Panasonic Energy Vietnam
  • Samsung SDI
  • BYD Co. Ltd
  • CATL
  • Amara Raja Batteries
  • Power Plus Technologies Vietnam
  • EnerSys
  • Exide Industries
  • Furukawa Battery

第7章 市場機會與未來展望

According to Mordor Intelligence, the Vietnam battery market size is estimated at USD 1.13 billion in 2026, and is expected to reach USD 1.83 billion by 2031, at a CAGR of 10.09% during the forecast period (2026-2031).

This report is Segmented by Battery Type (Primary Batteries and Secondary Batteries), Technology (Lead-Acid, Li-Ion, Nickel-Metal Hydride, Nickel-Cadmium, Sodium-Sulfur, Solid-State, Flow Battery, and Emerging Chemistries), and Application (Automotive, Industrial, Portable, Power Tools, SLI, and Other Applications). The Market Sizes and Forecasts are Provided in Terms of Value (USD).

Vietnam Battery Market Trends and Insights

Declining Lithium-Ion Cell Prices

Pack costs for lithium-iron-phosphate systems slid under USD 100 per kWh in 2023, and global averages are poised to fall another 40% by 2030. Material expenses dominate cell economics, so cheaper cathodes quickly translate into lower vehicle and storage prices. Vietnam's e-motorcycle segment, already the world's fourth largest, becomes price-competitive with 125 cc gasoline scooters once packs hit USD 80 per kWh, accelerating two-wheeler replacement. Industrial users see payback periods drop below three years when swapping valve-regulated lead-acid for lithium-ion, spurring uninterruptible-power-supply upgrades. Ho Chi Minh City's plan to convert 400,000 motorcycles to electric propulsion starting in 2026 will test whether falling cell prices convert intent into mass adoption.

Surge in EV and E-Bike Adoption

Electric cars captured about 40% of new passenger-car sales in 2025, a level unrivaled in Southeast Asia and driven almost entirely by VinFast's domestic ramp-up. Hanoi's July 2026 ban on fossil-fuel motorcycles inside Ring Road 1 acts as a regulatory catalyst for two-wheeler electrification, while budget constraints postpone similar conversion in public bus fleets. Competition in e-motorcycles remains intense as Chinese brands such as Yadea battle local assemblers across battery-swap and plug-in architectures. Premium models deploy swappable lithium-ion packs, whereas ultra-low-cost options cling to lead-acid, bifurcating supply needs. Decision 876/QD-TTg further mandates 50% electrification of urban transport by 2030, solidifying long-term demand.

Reliance on Pumped-Hydro Over BESS

Vietnam's revised Power Development Plan VIII targets up to 16.3 GW of battery storage by 2030, yet historic preference for pumped-hydro keeps lithium-ion projects sidelined. Pumped-hydro's longer discharge and multi-decade asset life appeal to planners, while lithium-ion's sweet spot lies in short-duration frequency regulation. Electricity of Vietnam launched a 50 MW/50 MWh pilot in 2024 but has yet to publish standardized grid-connection codes for independent operators. Without a wholesale ancillary-services market, developers rely on time-of-use arbitrage alone, which seldom clears investment hurdles at USD 250-350 per kWh installed. Grid-scale deployment thus lags even as solar and wind curtailment rise in high-penetration provinces.

Other drivers and restraints analyzed in the detailed report include:

1. Government Incentives for Local Manufacturing
2. VinFast/VinES Vertical-Integration Investments
3. Limited Domestic Raw-Material Base

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Secondary rechargeable batteries held 84.9% of the Vietnam battery market share in 2025 and are expanding at an 11.5% CAGR through 2031, outstripping overall growth. The surge reflects VinFast's volume ramp, e-motorcycle proliferation, and 5G tower upgrades shifting from lead-acid to lithium-ion. Industrial power-backup buyers now value 3,000-cycle life and reduced maintenance, nudging valve-regulated lead-acid out of telecom cabinets. T&T Group's planned 2 GWh storage-products facility, scaling to 10 GWh, illustrates rising confidence in rechargeable demand.

Primary cells maintained a 15.1% foothold in 2025, concentrated in remote sensors, medical devices, and low-drain consumer goods, where shelf life trumps cycle costs. Yet the transition to USB-C charging and energy-harvesting IoT nodes caps growth. Rechargeable momentum implies incremental demand of nearly 8 GWh by 2031, pressuring domestic producers to secure cathode supply even as automotive volumes dominate. The Vietnam battery market size for rechargeables could therefore eclipse USD 1.5 billion by 2031 if localization targets hold.

Complete Report Scope:

• By Battery Type
  • Primary Batteries
  • Secondary Batteries
• By Technology
  • Lead-acid
  • Li-ion
  • Nickel-metal hydride
  • Nickel-cadmium
  • Sodium-sulfur
  • Solid-state
  • Flow Battery
  • Emerging chemistries
• By Application
  • Automotive (HEV, PHEV, and EV)
  • Industrial (Motive, Stationary (Telecom, UPS, ESS), etc.)
  • Portable (Consumer Electronics, etc.)
  • Power Tools
  • SLI
  • Other Applications

List of Companies Covered in this Report:

1. GS Battery Vietnam Co. Ltd
2. PINACO
3. Vision Group
4. Leoch International Technology Ltd
5. Saite Power Source (Vietnam) Co. Ltd
6. Heng Li (Vietnam) Battery Technology Co. Ltd
7. Ritar Power (Vietnam) Co. Ltd
8. Tia Sang Battery JSC
9. Eni-Florence Vietnam Co. Ltd
10. Kung Long Batteries Industrial Co. Ltd
11. VinES Energy Solutions JSC
12. Panasonic Energy Vietnam
13. Samsung SDI
14. BYD Co. Ltd
15. CATL
16. Amara Raja Batteries
17. Power Plus Technologies Vietnam
18. EnerSys
19. Exide Industries
20. Furukawa Battery

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Declining lithium-ion cell prices
  • 4.2.2 Surge in EV & e-bike adoption
  • 4.2.3 Government incentives for local manufacturing
  • 4.2.4 Expansion of 5G & data-center back-up demand
  • 4.2.5 VinFast/VinES vertical-integration investments
  • 4.2.6 Supply-chain diversification away from China
• 4.3 Market Restraints
  • 4.3.1 Reliance on pumped-hydro over BESS
  • 4.3.2 Limited domestic raw-material base
  • 4.3.3 Stricter hazardous-waste regulations
  • 4.3.4 Grid-connection bottlenecks for large ESS
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry
• 4.8 PESTLE Analysis

5 Market Size & Growth Forecasts

• 5.1 By Battery Type
  • 5.1.1 Primary Batteries
  • 5.1.2 Secondary Batteries
• 5.2 By Technology
  • 5.2.1 Lead-acid
  • 5.2.2 Li-ion
  • 5.2.3 Nickel-metal hydride
  • 5.2.4 Nickel-cadmium
  • 5.2.5 Sodium-sulfur
  • 5.2.6 Solid-state
  • 5.2.7 Flow Battery
  • 5.2.8 Emerging chemistries
• 5.3 By Application
  • 5.3.1 Automotive (HEV, PHEV, and EV)
  • 5.3.2 Industrial (Motive, Stationary (Telecom, UPS, ESS), etc.)
  • 5.3.3 Portable (Consumer Electronics, etc.)
  • 5.3.4 Power Tools
  • 5.3.5 SLI
  • 5.3.6 Other Applications

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, Partnerships, PPAs)
• 6.3 Market Share Analysis (Market Rank/Share for key companies)
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products & Services, and Recent Developments)
  • 6.4.1 GS Battery Vietnam Co. Ltd
  • 6.4.2 PINACO
  • 6.4.3 Vision Group
  • 6.4.4 Leoch International Technology Ltd
  • 6.4.5 Saite Power Source (Vietnam) Co. Ltd
  • 6.4.6 Heng Li (Vietnam) Battery Technology Co. Ltd
  • 6.4.7 Ritar Power (Vietnam) Co. Ltd
  • 6.4.8 Tia Sang Battery JSC
  • 6.4.9 Eni-Florence Vietnam Co. Ltd
  • 6.4.10 Kung Long Batteries Industrial Co. Ltd
  • 6.4.11 VinES Energy Solutions JSC
  • 6.4.12 Panasonic Energy Vietnam
  • 6.4.13 Samsung SDI
  • 6.4.14 BYD Co. Ltd
  • 6.4.15 CATL
  • 6.4.16 Amara Raja Batteries
  • 6.4.17 Power Plus Technologies Vietnam
  • 6.4.18 EnerSys
  • 6.4.19 Exide Industries
  • 6.4.20 Furukawa Battery

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment