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2122612

電池電解：市佔率分析、產業趨勢與統計、成長預測（2026-2031）

Battery Electrolyte - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

據 Mordor Intelligence 稱，2025 年電池電解市值為 140.6 億美元，預計到 2031 年將達到 287.2 億美元，而 2026 年為 158.4 億美元，預測期（2026-2031 年）的複合年成長率為 12.63%。

電池電解液市場-IMG1

本報告按電池和電解類型（鉛酸電池、鋰離子電池、液流電池及其他化學體系）、最終用戶（電動車、儲能、家用電子電器、工業及特殊應用）以及地區（北美、歐洲、亞太、南美以及中東和非洲）進行細分。市場規模和預測均以美元計價。

全球電池電解市場趨勢及洞察

中國和歐洲電動車相關需求激增

預計到2024年，中國電動車產量將成長70%。在歐洲，由IPCEI支持的超級工廠計劃在2030年實現400GWh的年電池產能，這將使電解需求集中在這兩個地區。歐盟電池法規2023/1542中在地採購規則鼓勵歐洲電池製造商直接與區域電解供應商簽訂合約。例如，與Capchem簽訂了一份價值6.76億美元的多年期契約，該合約以短期成本增加為代價，確保了供應鏈的透明度。因此，雖然規模擴大可以提高成本效益，但如果貿易中斷影響前驅體的供應，地緣政治風險也會增加。

通膨控制法促進了美國本地供應鏈的發展。

該法案的國內採購標準已承諾從2024年起在電池價值鏈上投入超過1500億美元。宇部興產株式會社已在路易斯安那州啟動一座價值5億美元的工廠的建設。該廠預計到2026年每年將生產5萬噸碳酸酯溶劑，在北美面臨監管合規成本和人事費用不斷上漲的情況下，降低對亞洲進口的依賴。業務永續營運取決於稅收優惠政策能否在2032年後繼續實施，以及鋰加工企業（例如通用汽車-鋰業美洲公司）的粘土礦夥伴關係）的許可程序能否簡化。

使用 PFAS 的含氟溶劑的逐步淘汰法規

歐盟擬議的 PFAS 法規可能在 2026 年前禁用碳酸伸乙酯，這將迫使約 60% 的鋰離子電池所用電解進行重組。在美國環保署 (EPA) 的調查之後，業界正積極轉向使用無氟添加劑，但這些替代品會降低離子電導率，並使成本增加高達 30%。日本供應商正在投資研發其醚類混合物，但兩年的重新認證週期延緩了其全面市場推廣。

細分市場分析

到2025年，鋰離子電池電解液將佔電池電解市場81.74%的佔有率，這反映了超級工廠基礎設施的完善以及其在電動車領域的成功應用。高鎳正極材料需要添加劑來抑制鋁集電器的腐蝕並穩定高電壓，從而維持了對高品質溶劑的需求。同時，包括鈉離子電池和鋅空氣電池在內的「其他化學體系」預計到2031年將以22.1%的複合年成長率成長，這得益於原料易於獲取的優勢，使供應鏈免受鋰供應限制的影響。釩液流電解的目標應用是需要10小時或更長時間放電的電網儲能，中國一家實驗室已成功將電池堆功率密度提高到70千瓦，並將系統成本降低了40%。膠體電池作為室內鉛酸電池的替代方案，仍然佔據著重要的地位，其防漏性能和低初始成本仍然是決定性因素。

為了迎接未來單一化學體系主導的局面，製造商們正在拓展產品系列。固體鋰電池系統可望將能量密度提升30%，但其規模化生產面臨硫化物粉末處理和氧化物燒結良率方面的瓶頸。鈉離子電池原型將於2024年從研發實驗室走向商業生產線，試點電池組將用於微型電動車和住宅儲能櫃。在如此複雜的市場環境中，能夠靈活切換碳酸酯、醚類和離子液體系列的供應商正在鞏固其在電池電解液市場的長期地位。

區域分析

預計到2025年，亞太地區將佔全球銷售額的69.65%，年複合成長率達13.97%。這主要得益於其密集的供應鏈、政府獎勵以及與正極材料和隔膜生產基地的地理接近性。光是中國一國，透過天馳和凱普化學等公司，就控制著全球超過60%的電解產能，因此能夠以極具競爭力的價格向國際買家提供大量出口產品。日本和韓國專注於高階電池所需的高性能電解液，而印度則透過其生產連結獎勵計畫計劃（PLI）吸引注重成本的製造商。鈉離子電池和固態固態電池原型技術的領先地位仍然集中在東亞，這意味著即使其他大洲的生產逐漸本地化，該地區仍將繼續主導電池化學的發展藍圖。

在北美，《通膨控制法案》的通過加速了國內產能的擴張。投資計畫包括UBE公司在路易斯安那州建造一座年產5萬噸的工廠，以及在德克薩斯州和俄亥俄州擴大碳酸鹽和溶劑相關設施。加拿大作為新興的鋰精煉中心正在做出貢獻，而墨西哥作為組裝中心則為美國汽車製造商提供了便利，降低了物流成本。成功的關鍵在於縮小與現有亞洲公司之間的成本差距（目前為15-25%），同時滿足汽車產業嚴格的品質標準。美國能源局預測，到2035年，儲能系統的部署量將成長六倍，國內工廠需要做好準備，以滿足這項激增的需求。

歐洲正將永續性作為其策略的基石。歐盟電池法規2023/1542強制要求披露回收材料的使用情況和生命週期信息，迫使化學品製造商投資於利用可再生能源和低碳生產的閉合迴路工藝。由IPCEI支援的超級工廠預計到2030年電池年產能將達到400吉瓦時，這將產生數十萬噸規模的電解需求。BASF、索爾維和參與企業福斯-E-Lyte正在擴大其區域工廠的規模，專注於生產高價值的特種混合物，以確保在電力成本上漲的情況下仍能獲得高利潤。強制性的循環經濟實踐將推動實現2031年鋰回收率達到80%的宏偉電解回收目標，為垂直整合回收業務的化學品供應商開闢新的收入來源。

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
    • 中國和歐洲電動車相關需求激增
    • 《通膨控制法案》正在重振美國的區域供應鏈。
    • 向高壓固體和凝膠基化學技術過渡
    • 引進電網級電池儲能系統（BESS）
    • 鈉離子電池的研發；緩解原料短缺問題
    • 鋰離子電池電解液電解的獲利能力開始轉為正值。
  • 市場限制因素
    • 逐步淘汰含氟溶劑（PFAS）的法規
    • 碳酸鋰現貨價格波動劇烈。
    • 與熱失控事故相關的安全召回
    • 與下一代固體電解質相關的專利高度集中
  • 供應鏈分析
  • 監理情勢
  • 技術展望
  • 波特五力模型

第5章 市場規模與成長預測

  • 按電池類型和電解分類
    • 鉛酸
      • 液體
      • 凝膠
    • 鋰離子
      • 液體
      • 凝膠
      • 固體的
    • 液流電池
      • 釩
      • 溴化鋅
    • 其他化學體系（鈉離子體系、鋅空氣體係等）
  • 最終用戶
    • 電動車
    • 儲能（併網型、商業/工業型、住宅）
    • 家用電子產品
    • 工業和專業應用
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
      • 墨西哥
    • 歐洲
      • 德國
      • 英國
      • 法國
      • 義大利
      • 北歐國家
      • 俄羅斯
      • 其他歐洲國家
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 東南亞國協
      • 其他亞太國家
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美國家
    • 中東和非洲
      • 沙烏地阿拉伯
      • 阿拉伯聯合大公國
      • 南非
      • 埃及
      • 其他中東和非洲國家

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佔有率）
  • 公司簡介
    • 3M
    • Guangzhou Tinci Materials
    • Shenzhen Capchem Technology
    • Mitsubishi Chemical Group
    • Mitsui Chemicals
    • UBE Corporation
    • Targray
    • NEI Corporation
    • NOHMs Technologies（Orion Material）
    • Panasonic Energy
    • LG Chem
    • Samsung SDI
    • BYD Co. Ltd.
    • CATL
    • Gotion High-Tech
    • Solvay
    • BASF
    • Asahi Kasei
    • Arkema（Novolyte）
    • Enchem Co. Ltd.

第7章 市場機會與未來展望

簡介目錄
Product Code: 63512

According to Mordor Intelligence, the battery electrolyte market size was valued at USD 14.06 billion in 2025 and estimated to grow from USD 15.84 billion in 2026 to reach USD 28.72 billion by 2031, at a CAGR of 12.63% during the forecast period (2026-2031).

Battery Electrolyte - Market - IMG1

This report is Segmented by Battery & Electrolyte Type (Lead-Acid, Lithium-Ion, Flow Batteries, and Other Chemistries), End User (Electric Vehicles, Energy Storage, Consumer Electronics, and Industrial and Specialty), and Geography (North America, Europe, Asia-Pacific, South America, and Middle East and Africa). The Market Sizes and Forecasts are Provided in Terms of Value (USD).

Global Battery Electrolyte Market Trends and Insights

Surging EV-linked demand in China & Europe

China's EV output rose 70% in 2024, and Europe's IPCEI-backed gigafactories aim to target 400 GWh of annual cell capacity by 2030, concentrating electrolyte demand in two regions. Local sourcing rules under the EU Battery Regulation 2023/1542 motivate European cell makers to contract directly with regional electrolyte suppliers, such as Capchem's USD 676 million multi-year deal, which trades higher short-term costs for supply-chain visibility. The resulting scale creates cost efficiencies but also elevates geopolitical risk when trade disruptions affect precursor flows.

Inflation Reduction Act spurring U.S. local supply chains

The Act's domestic-content criteria have triggered more than USD 150 billion of battery-value-chain commitments since 2024. UBE Corporation broke ground on a USD 500 million Louisiana plant that will produce 50,000 t of annual carbonate solvents by 2026, reducing reliance on Asian imports while exposing producers to higher North American compliance and labor costs. Long-term viability depends on the continuation of tax incentives beyond 2032 and on streamlined permitting for lithium processing ventures such as GM-Lithium Americas' clay extraction partnership.

PFAS-phase-out regulations on fluorinated solvents

The EU's draft PFAS restriction could ban fluoroethylene carbonate by 2026, potentially forcing the reformulation of electrolytes used in approximately 60% of lithium-ion batteries.U.S. EPA investigations are driving pre-emptive transitions to fluorine-free additives; however, replacements reduce ionic conductivity and raise costs by up to 30%. Japanese suppliers invested in proprietary ether-based blends, yet requalification cycles stretch to two years, delaying full market rollout.

Other drivers and restraints analyzed in the detailed report include:

  1. Shift to high-voltage solid & gel chemistries
  2. Roll-out of grid-scale BESS
  3. Volatile lithium carbonate spot prices

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

Segment Analysis

Lithium-ion formulations controlled 81.74% of the battery electrolyte market in 2025, reflecting entrenched gigafactory infrastructure and proven performance in EVs. High-nickel cathodes demand additives that suppress aluminum collector corrosion and stabilize elevated voltages, sustaining premium-grade solvent demand. Meanwhile, the other-chemistry cohort-including sodium-ion and zinc-air-posts a 22.1% CAGR to 2031, propelled by material availability advantages that insulate supply chains from lithium constraints. Vanadium flow electrolytes target grid storage with discharge requirements of 10+ hours, and Chinese labs have increased stack power density by 70 kW, reducing system costs by 40%. Gel variants remain relevant for indoor lead-acid replacements, where spill-proof operation and low upfront costs remain decisive factors.

Manufacturers are broadening their portfolios to hedge against a future dominated by a single chemistry. Solid-state lithium systems promise 30% energy-density gains yet face scale bottlenecks around sulfide powder handling and oxide sintering yields. Sodium-ion prototypes moved from R&D labs to commercial lines in 2024, with pilot packs powering micro-EVs and residential storage cabinets. In this nuanced landscape, suppliers able to flexibly pivot between carbonate, ether, and ionic liquid families strengthen their long-term positioning within the battery electrolyte market.

Complete Report Scope:

  • By Battery & Electrolyte Type
    • Lead-acid
      • Liquid
      • Gel
    • Lithium-ion
      • Liquid
      • Gel
      • Solid
    • Flow Batteries
      • Vanadium
      • Zinc-bromide
    • Other Chemistries (Na-ion, Zn-air, etc.)
  • By End User
    • Electric Vehicles
    • Energy Storage (Grid, C&I, Residential)
    • Consumer Electronics
    • Industrial and Specialty
  • By Geography
    • North America
      • United States
      • Canada
      • Mexico
    • Europe
      • Germany
      • United Kingdom
      • France
      • Italy
      • NORDIC Countries
      • Russia
      • Rest of Europe
    • Asia-Pacific
      • China
      • India
      • Japan
      • South Korea
      • ASEAN Countries
      • Rest of Asia-Pacific
    • South America
      • Brazil
      • Argentina
      • Rest of South America
    • Middle East and Africa
      • Saudi Arabia
      • United Arab Emirates
      • South Africa
      • Egypt
      • Rest of Middle East and Africa

Geography Analysis

Asia-Pacific captured 69.65% of 2025 revenue and is growing at a 13.97% CAGR, supported by dense supply chains, state incentives, and proximity to cathode and separator plants. China alone controls more than 60% of global electrolyte capacity through firms such as Tinci and Capchem, enabling export strategies that flood international buyers with competitively priced products. Japan and South Korea focus on high-performance grades for premium batteries, while India courts cost-sensitive producers with Production-Linked Incentive schemes. Technology leadership in sodium-ion and solid-state prototypes remains concentrated in East Asia, indicating that the region will continue to set chemistry roadmaps even as other continents localize volumes.

North America is racing to build domestic capacity following the passage of the Inflation Reduction Act. Capital commitments include UBE's 50,000 t Louisiana plant and several carbonate-solvent expansions in Texas and Ohio. Canada contributes to emerging lithium refining hubs, and Mexico provides assembly proximity that reduces logistics costs for U.S. automakers. Success depends on narrowing cost gaps-currently 15-25%-with Asian incumbents, while meeting strict automotive quality metrics. The U.S. Department of Energy projects a six-fold increase in storage deployment by 2035, a demand wave that domestic plants must be prepared to supply.

Europe anchors its strategy in sustainability. The EU Battery Regulation 2023/1542 requires recycled-content quotas and life-cycle disclosures, prompting chemical manufacturers to invest in closed-loop processes and low-carbon production powered by renewable energy. IPCEI-backed gigafactories are expected to reach 400 GWh of annual cell capacity by 2030, which translates to a multi-hundred-kiloton electrolyte demand. BASF, Solvay, and newcomer FUCHS-E-Lyte are scaling regional plants with an eye on high-value specialty blends that can command margin premiums despite elevated utility costs. Circular-economy mandates facilitate aggressive electrolyte recycling targets-80% lithium recovery by 2031-opening ancillary revenue streams for chemistry suppliers that vertically integrate recycling operations.

  1. 3M
  2. Guangzhou Tinci Materials
  3. Shenzhen Capchem Technology
  4. Mitsubishi Chemical Group
  5. Mitsui Chemicals
  6. UBE Corporation
  7. Targray
  8. NEI Corporation
  9. NOHMs Technologies (Orion Material)
  10. Panasonic Energy
  11. LG Chem
  12. Samsung SDI
  13. BYD Co. Ltd.
  14. CATL
  15. Gotion High-Tech
  16. Solvay
  17. BASF
  18. Asahi Kasei
  19. Arkema (Novolyte)
  20. Enchem Co. Ltd.

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 Surging EV?linked demand in China & Europe
    • 4.2.2 Inflation Reduction Act spurring U.S. local supply chains
    • 4.2.3 Shift to high?voltage solid & gel chemistries
    • 4.2.4 Roll-out of grid-scale battery energy storage systems (BESS)
    • 4.2.5 Sodium-ion R&D lowering raw-material constraints
    • 4.2.6 Li-ion electrolyte recycling economics turning positive
  • 4.3 Market Restraints
    • 4.3.1 PFAS-phase-out regulations on fluorinated solvents
    • 4.3.2 Volatile lithium carbonate spot prices
    • 4.3.3 Safety recalls linked to thermal-runaway incidents
    • 4.3.4 Patent thickets around next-gen solid electrolytes
  • 4.4 Supply-Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitute Products & Services
    • 4.7.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts

  • 5.1 By Battery & Electrolyte Type
    • 5.1.1 Lead-acid
      • 5.1.1.1 Liquid
      • 5.1.1.2 Gel
    • 5.1.2 Lithium-ion
      • 5.1.2.1 Liquid
      • 5.1.2.2 Gel
      • 5.1.2.3 Solid
    • 5.1.3 Flow Batteries
      • 5.1.3.1 Vanadium
      • 5.1.3.2 Zinc-bromide
    • 5.1.4 Other Chemistries (Na-ion, Zn-air, etc.)
  • 5.2 By End User
    • 5.2.1 Electric Vehicles
    • 5.2.2 Energy Storage (Grid, C&I, Residential)
    • 5.2.3 Consumer Electronics
    • 5.2.4 Industrial and Specialty
  • 5.3 By Geography
    • 5.3.1 North America
      • 5.3.1.1 United States
      • 5.3.1.2 Canada
      • 5.3.1.3 Mexico
    • 5.3.2 Europe
      • 5.3.2.1 Germany
      • 5.3.2.2 United Kingdom
      • 5.3.2.3 France
      • 5.3.2.4 Italy
      • 5.3.2.5 NORDIC Countries
      • 5.3.2.6 Russia
      • 5.3.2.7 Rest of Europe
    • 5.3.3 Asia-Pacific
      • 5.3.3.1 China
      • 5.3.3.2 India
      • 5.3.3.3 Japan
      • 5.3.3.4 South Korea
      • 5.3.3.5 ASEAN Countries
      • 5.3.3.6 Rest of Asia-Pacific
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Rest of South America
    • 5.3.5 Middle East and Africa
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 United Arab Emirates
      • 5.3.5.3 South Africa
      • 5.3.5.4 Egypt
      • 5.3.5.5 Rest of Middle East and Africa

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 3M
    • 6.4.2 Guangzhou Tinci Materials
    • 6.4.3 Shenzhen Capchem Technology
    • 6.4.4 Mitsubishi Chemical Group
    • 6.4.5 Mitsui Chemicals
    • 6.4.6 UBE Corporation
    • 6.4.7 Targray
    • 6.4.8 NEI Corporation
    • 6.4.9 NOHMs Technologies (Orion Material)
    • 6.4.10 Panasonic Energy
    • 6.4.11 LG Chem
    • 6.4.12 Samsung SDI
    • 6.4.13 BYD Co. Ltd.
    • 6.4.14 CATL
    • 6.4.15 Gotion High-Tech
    • 6.4.16 Solvay
    • 6.4.17 BASF
    • 6.4.18 Asahi Kasei
    • 6.4.19 Arkema (Novolyte)
    • 6.4.20 Enchem Co. Ltd.

7 Market Opportunities & Future Outlook

  • 7.1 White-space & Unmet-need Assessment