電動巴士電池組市場規模、佔有率和成長分析（按推進方式、類型、巴士類型、應用和地區分類）－2026-2033年產業預測

預計到 2024 年，全球電動巴士電池組市場規模將達到 358.5 億美元，到 2025 年將達到 428.4 億美元，到 2033 年將達到 1781.6 億美元，預測期（2026-2033 年）的複合年成長率為 19.5%。

全球電動巴士電池組市場正經歷顯著成長，其促進因素包括向永續交通途徑轉型、法規結構以及電池系統技術的創新。隨著規模經濟效應的顯現，電池成本下降，電動巴士的普及率不斷提高。各國政府和交通管理部門正加大對專用電動巴士線路和完善的充電基礎設施的投資，而這些都高度依賴高效的電池組。此外，大型運輸公司正在加速車隊的電氣化進程，從而推動了對能夠滿足嚴格營運需求的高性能電池的需求。同時，人工智慧、物聯網和區塊鏈等先進技術的整合正在提升電池管理和效能最佳化，確保永續性和營運效率；而擴增實境和虛擬實境技術則正在簡化維護流程，顯著提高服務效率。

全球電動巴士電池組市場促進因素

全球電動公車電池組市場的成長主要得益於各國政府為促進電動出行而不斷加大投入，旨在減少溫室氣體排放並改善都市區空氣品質。為此，許多政府為推廣電動公車提供了大量補貼和財政獎勵，同時也投資建造電動車有效普及所需的基礎設施。此外，稅收減免、低利率融資方案以及鼓勵國內電池製造的獎勵等扶持政策，也為電動公車電池技術的發展創造了有利環境。

限制全球電動巴士電池組市場的因素

全球電動巴士電池組市場面臨許多重大挑戰，阻礙了其成長。鋰、鈷、鎳等關鍵原料高成本，開採和加工成本也十分昂貴，導致價格波動難以預測，對市場造成顯著影響。此外，溫度控管系統、電池管理系統和電氣整合等輔助組件的整合也增加了整體成本負擔。雪上加霜的是，目前缺乏經濟實惠的替代電池組，這不僅阻礙了此類電池組的廣泛市場應用，也限制了蓬勃發展的電動車產業的潛在擴張。

全球電動巴士電池組市場趨勢

全球電動巴士電池組市場正呈現出顯著的趨勢，即擴大採用新一代電池化學技術，尤其是磷酸鋰鐵（LFP）電池。由於其優異的熱穩定性和長壽命，這些電池正逐漸成為電動巴士應用的可靠選擇。動態的電池化學格局推動著持續的創新，製造商正在探索不同的配方，以最佳化能量密度、提高充電速度並提升成本效益。這種實驗熱潮反映了推動電動出行發展的更廣泛努力，其最終目標是滿足日益成長的對永續、高效公共交通解決方案的需求。

目錄

介紹

• 調查目標
• 調查範圍
• 定義

調查方法

• 資訊收集
• 二手資料和一手資料方法
• 市場規模預測
• 市場假設與限制

執行摘要

• 全球市場展望
• 供需趨勢分析
• 細分市場機會分析

市場動態與展望

• 市場規模
• 市場動態
  • 促進因素和機遇
  • 限制與挑戰
• 波特分析

關鍵市場考察

• 關鍵成功因素
• 競爭程度
• 關鍵投資機會
• 市場生態系統
• 市場吸引力指數（2025）
• PESTEL 分析
• 總體經濟指標
• 價值鏈分析
• 定價分析
• 技術分析
• 案例研究
• 顧客購買行為分析

全球電動巴士電池組市場規模（按推進類型和複合年成長率分類）（2026-2033 年）

• 電池驅動的電動車
• 油電混合車

全球電動巴士電池組市場規模（按類型和複合年成長率分類）（2026-2033 年）

• 鋰離子
• 固態電池
• 其他

全球電動公車電池組市場規模（依公車類型分類）及複合年成長率（2026-2033 年）

• 標準型
• 鉸接式巴士
• 雙層巴士
• 其他

全球電動巴士電池組市場規模（按應用領域及複合年成長率分類）（2026-2033 年）

• 公共運輸
• 民用艦隊
• 其他

全球電動巴士電池組市場規模（按地區分類）及複合年成長率（2026-2033 年）

• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 德國
  • 西班牙
  • 法國
  • 英國
  • 義大利
  • 其他歐洲地區
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 亞太其他地區
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲地區
• 中東和非洲
  • 海灣合作理事會國家
  • 南非
  • 其他中東和非洲地區

競爭資訊

• 前五大公司對比
• 主要企業的市場定位（2025 年）
• 主要市場參與者所採取的策略
• 近期市場趨勢
• 公司市佔率分析（2025 年）
• 主要企業公司簡介
  • 公司詳情
  • 產品系列分析
  • 依業務板塊進行公司股票分析
  • 2023-2025年營收年比比較

主要企業簡介

• BYD Yutong Group
• Zhongtong Bus Holding Co., Ltd.
• CRRC Corporation Limited
• Alexander Dennis Limited
• New Flyer Industries Inc.
• Volvo Buses
• Daimler AG
• Van Hool NV
• Ebusco BV
• Nova Bus Corporation
• Daimler Truck AG
• Zhengzhou Yutong Bus Co., Ltd.
• TATA Motors Limited
• Hyundai Motor Company

結論與建議

Global Electric Bus Battery Pack Market size was valued at USD 35.85 Billion in 2024 and is poised to grow from USD 42.84 Billion in 2025 to USD 178.16 Billion by 2033, growing at a CAGR of 19.5% during the forecast period (2026-2033).

The global electric bus battery pack market is experiencing significant growth driven by a collective shift towards sustainable transportation, regulatory frameworks, and technological innovations in battery systems. With decreasing battery costs resulting from economies of scale, electric buses are becoming more prevalent. Government entities and transit authorities are investing in the development of dedicated electric bus corridors and comprehensive charging infrastructures, which rely heavily on efficient battery packs. Additionally, major transportation companies are increasingly electrifying their fleets, bolstering the demand for high-performance batteries capable of supporting demanding operational needs. Furthermore, the integration of advanced technologies like AI, IoT, and blockchain enhances battery management and performance optimization, ensuring sustainability and operational efficiency, while AR and VR streamline maintenance processes, significantly improving service efficacy.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Electric Bus Battery Pack market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Electric Bus Battery Pack Market Segments Analysis

Global Electric Bus Battery Pack Market is segmented by Propulsion Type, Type, Bus Type, Application and region. Based on Propulsion Type, the market is segmented into Battery Electric Vehicles and Hybrid Battery Electric Vehicles. Based on Type, the market is segmented into Lithium-ion, Solid-state and Others. Based on Bus Type, the market is segmented into Standard, Articulated, Double Decker and Others. Based on Application, the market is segmented into Public Transport, Private Fleet and Others. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Electric Bus Battery Pack Market

The global electric bus battery pack market is being significantly driven by the increasing emphasis from governments around the world on promoting electric mobility, aimed at mitigating greenhouse gas emissions and addressing urban air quality issues. In this context, many governments are providing substantial subsidies and financial incentives for the acquisition of electric buses, alongside making investments in the essential infrastructure necessary for the effective deployment of electric vehicles. Furthermore, supportive policies such as tax exemptions, low-interest financing options, and incentives aimed at boosting domestic battery manufacturing are helping cultivate a conducive environment for advancements in electric bus battery technology.

Restraints in the Global Electric Bus Battery Pack Market

The Global Electric Bus Battery Pack market faces several significant challenges that hinder its growth. High costs associated with essential raw materials such as lithium, cobalt, and nickel significantly impact the market, as their extraction and processing are also costly, leading to unpredictable pricing fluctuations. Furthermore, the integration of auxiliary components-such as thermal management systems, battery management systems, and electrical integration-adds to the overall financial burden. The absence of economical alternatives to these battery packs further complicates matters, making it difficult for the market to achieve widespread adoption and limiting its potential expansion in the growing electric vehicle sector.

Market Trends of the Global Electric Bus Battery Pack Market

The Global Electric Bus Battery Pack market is witnessing a significant trend towards next-generation battery chemistries, particularly the increasing adoption of lithium iron phosphate (LFP) batteries. These batteries are gaining preference due to their superior thermal stability and extended lifecycle, making them a reliable choice for electric bus applications. The dynamic landscape of battery chemistry is prompting ongoing innovation, with manufacturers exploring various formulations to optimize energy density, enhance charging speeds, and improve cost-effectiveness. This surge in experimentation reflects a broader commitment to advancing electric mobility, ultimately aiming to meet growing demands for sustainable and efficient public transportation solutions.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2025
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis
• Technology Analysis
• Case Studies
• Customer Buying Behavior Analysis

Global Electric Bus Battery Pack Market Size by Propulsion Type & CAGR (2026-2033)

• Market Overview
• Battery Electric Vehicles
• Hybrid Battery Electric Vehicles

Global Electric Bus Battery Pack Market Size by Battery Type & CAGR (2026-2033)

• Market Overview
• Lithium-ion
• Solid-state
• Others

Global Electric Bus Battery Pack Market Size by Bus Type & CAGR (2026-2033)

• Market Overview
• Standard
• Articulated
• Double Decker
• Others

Global Electric Bus Battery Pack Market Size by Application & CAGR (2026-2033)

• Market Overview
• Public Transport
• Private Fleet
• Others

Global Electric Bus Battery Pack Market Size & CAGR (2026-2033)

• North America (Propulsion Type, Battery Type, Bus Type, Application)
  • US
  • Canada
• Europe (Propulsion Type, Battery Type, Bus Type, Application)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Propulsion Type, Battery Type, Bus Type, Application)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Propulsion Type, Battery Type, Bus Type, Application)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Propulsion Type, Battery Type, Bus Type, Application)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2025
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2025
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2023-2025)

Key Company Profiles

• BYD Yutong Group
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Zhongtong Bus Holding Co., Ltd.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• CRRC Corporation Limited
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Alexander Dennis Limited
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• New Flyer Industries Inc.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Volvo Buses
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Daimler AG
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Van Hool NV
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Ebusco BV
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nova Bus Corporation
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Daimler Truck AG
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Zhengzhou Yutong Bus Co., Ltd.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• TATA Motors Limited
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Hyundai Motor Company
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations