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市場調查報告書
商品編碼
1662596
電動車流體市場預測:依產品類型、車輛類型、推進類型、填充類型和地區的分析Electric Vehicle Fluids Market Forecasts to 2030 - Global Analysis By Product Type, Vehicle Type, Propulsion Type, Fill Type and By Geography |
根據 Stratistics MRC 的資料,全球電動車流體市場在2024年達到9.346億美元,預計到2030年達到44.491億美元,預測期內的年複合成長率為29.7%。
被稱為電動車流體的專用液體對於電動車(EV)的壽命和功能非常重要。電動車的冷卻和潤滑要求與內燃機不同。這些液體包括用於傳動系統中的齒輪和軸承以確保平穩運行的潤滑劑、用於液壓制動系統的煞車液、用於各種零件的特種潤滑脂以及用於電池和馬達的冷卻劑以控制電氣零件產生的熱量。為了確保電動車性能安全有效,這些液體通常需要特定的電氣性能和材料相容性。
據中國工業協會(CAAM)表示,中國繼續鞏固其作為世界領先汽車製造中心之一的地位。2022年7月電池式電動車(EV)產量與去年同期相比激增117.3%。這一大幅成長意味著當月產銷量約為 617,000 輛。
電動車日益普及
環境問題、政府激勵措施和電池技術的進步推動電動車(EV)的普及,產生對 EV 專用液體的需求。這些液體,例如電池冷卻液和變速箱油,對於最佳化電動車性能、確保溫度控管和延長車輛壽命非常重要。隨著全球範圍內,尤其是亞太和歐洲等地區電動車的生產和銷售不斷成長,對滿足電動車特定要求的高效耐用流體的需求持續成長,大幅促進了市場的發展。
電動車基礎設施有限
充電網路不足會使潛在買家望而卻步,減緩電動車的普及率,並最終減少對電動車液壓油的需求。這項挑戰在基礎設施不發達的開發中地區尤為明顯。此外,不同電動車車型對流體的要求並不統一,這使得生產和分銷變得複雜,進一步阻礙了市場的成長。
電動車型擴展
各種電動車車型在客車、商用車和二輪車等領域的擴展為電動車流體市場創造了巨大的機會。製造商不斷開發專用液體以滿足不同車型的特定要求。隨著汽車製造商推出新車型以滿足日益成長的消費者需求和政府對零排放汽車的要求,對先進的冷卻、潤滑和變速箱油的需求激增,預計這將推動市場成長。
電動車高成本
電動車的高初始成本仍然是市場面臨的一大威脅。儘管各國政府都在提供補貼和獎勵來鼓勵人們購買電動車,但價格問題仍然是許多消費者面臨的障礙。這限制了電動車在價格敏感市場的整體滲透率,並抑制了對電動車專用液體的需求。此外,經濟不確定性和通膨壓力可能會進一步抑制消費者向電動車的轉變,進而影響市場成長。
由於製造業務關閉和供應鏈中斷,COVID-19 疫情擾亂了電動車液壓油市場。停產期間汽車產量和銷量的下降影響了對電動車流體的需求。然而,疫情後的復甦努力見證了對永續旅行解決方案的投資復甦。各國政府對綠色復甦計畫的關注加速了電動車的普及,間接推動了對特殊輸液的需求。這場疫情凸顯了有韌性的供應鏈和流暢的技術創新對支持未來成長的重要性。
預測期內,電池冷卻劑市場預計將成長至最大
預計電池冷卻劑區隔將在預測期內佔據最大的市場佔有率,因為它在維持最佳電池溫度和確保電動車的溫度控管方面發揮關鍵作用。這些冷卻劑可防止過熱和凍結,提高電池效率,延長電池壽命並提高整體性能。該領域的成長主要得益於針對現代電動車高性能電池而客製化的冷卻液配方的進步。隨著電池技術不斷發展,能量密度越來越高,對先進冷卻解決方案的需求也日益增加。
預計預測期內商用車領域將以最高的年複合成長率成長。
由於嚴格的排放法規推動公車、卡車和送貨車的電氣化,商用車領域預計將在預測期內實現最高成長率。這些車輛的重型和長時間使用需要強大的溫度控管系統。專為高性能冷卻和潤滑而設計的專用流體對於確保效率和耐用性非常重要。物流公司擴大採用電動商用車,進一步推動了這一領域的成長。
在預測期內,預計亞太地區將佔據最大的市場佔有率,這得益於中國、日本和韓國等國家在電動車生產和銷售方面處於領先地位。政府透過補貼和投資充電基礎設施來推動電動車的發展,推動該地區的成長。主要汽車和流體製造商的存在進一步增強了亞太地區的主導地位。消費者對永續交通解決方案的認知不斷提高也為該地區的主導地位做出了巨大貢獻。
由於工業化的快速發展和電動車製造基礎設施投資的增加,預計亞太地區在預測期內將呈現最高的年複合成長率。印度等國家在政府優惠政策的支持下,不斷擴大國內製造能力,正逐漸成為主要參與企業。該地區不斷成長的中階人口將推動對經濟實惠的電動車解決方案的需求,促進各種車型的液體消費。電池技術的持續進步將進一步增強亞太地區的成長軌跡。
According to Stratistics MRC, the Global Electric Vehicle Fluids Market is accounted for $934.6 million in 2024 and is expected to reach $4449.1 million by 2030 growing at a CAGR of 29.7% during the forecast period. Specialized liquids known as electric vehicle fluids are essential to the longevity and functionality of electric vehicles (EVs). EVs have different cooling and lubrication requirements than internal combustion engines. These fluids include lubricants for gears and bearings in the drivetrain, which ensure smooth operation; brake fluids for hydraulic braking systems; specialized greases for different components; and coolants for batteries and motors, which control heat produced by electrical components. To guarantee safe and effective EV performance, these fluids frequently have particular electrical characteristics and material compatibility requirements.
According to the China Association of Automobile Manufacturers (CAAM), China continues to solidify its position as the world's leading automotive production hub. The production of battery-powered electric vehicles (EVs) in July 2022 surged by 117.3% compared to the same period in the previous year. This significant increase culminated in the production and sale of approximately 617,000 units within the month.
Growth in electric vehicle adoption
The increasing adoption of electric vehicles (EVs) due to environmental concerns, government incentives, and advancements in battery technology drives the demand for specialized EV fluids. These fluids, including battery coolants and e-transmission fluids, are essential for optimizing EV performance, ensuring thermal management, and extending vehicle lifespan. As EV production and sales rise globally, especially in regions like Asia Pacific and Europe, the need for efficient and durable fluids tailored to EV-specific requirements continues to grow, significantly boosting the market.
Limited EV infrastructure
Inadequate charging networks discourage potential buyers, slowing EV adoption rates and consequently reducing demand for EV fluids. This challenge is particularly pronounced in developing regions where infrastructure development lags. Additionally, the lack of standardized fluid requirements across various EV models complicates production and distribution, further hindering market growth.
Expansion of EV models
The expansion of diverse EV models across segments such as passenger cars, commercial vehicles, and two-wheelers presents significant opportunities for the electric vehicle fluids market. Manufacturers are increasingly developing specialized fluids to cater to the unique requirements of different vehicle types. With automakers launching new models to meet growing consumer demand and government mandates for zero-emission vehicles, the need for advanced cooling, lubrication, and transmission fluids is expected to surge, driving market growth.
High cost of electric vehicles
The high upfront cost of electric vehicles remains a major threat to the market. While governments provide subsidies and incentives to promote EV adoption, affordability remains a barrier for many consumers. This limits the overall penetration of EVs in price-sensitive markets, thereby constraining the demand for specialized EV fluids. Additionally, economic uncertainties and inflationary pressures can further deter consumers from transitioning to EVs, impacting market growth.
The COVID-19 pandemic disrupted the electric vehicle fluids market due to halted manufacturing operations and supply chain interruptions. Reduced vehicle production and sales during lockdowns impacted demand for EV fluids. However, post-pandemic recovery efforts saw renewed investments in sustainable mobility solutions. Governments' focus on green recovery initiatives accelerated EV adoption, indirectly boosting demand for specialized fluids. The pandemic highlighted the importance of resilient supply chains and innovation in fluid technologies to support future growth.
The battery coolants segment is expected to be the largest during the forecast period
The battery coolants segment is expected to account for the largest market share during the forecast period due to its critical role in maintaining optimal battery temperature and ensuring thermal management in electric vehicles. These coolants enhance battery efficiency by preventing overheating or freezing, thereby extending battery life and improving overall performance. The segment's growth is driven by advancements in coolant formulations tailored for high-performance batteries used in modern EVs. As battery technology evolves with higher energy densities, the demand for advanced cooling solutions continues to rise.
The commercial vehicles segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the commercial vehicles segment is predicted to witness the highest growth rate due to increasing electrification of buses, trucks, and delivery vans driven by stringent emission regulations. These vehicles require robust thermal management systems due to their heavy-duty operations and extended usage hours. Specialized fluids designed for high-performance cooling and lubrication are essential for ensuring efficiency and durability. The growing adoption of electric commercial fleets by logistics companies further accelerates this segment's growth.
During the forecast period, the Asia Pacific region is expected to hold the largest market share due to its leadership in EV production and sales, particularly in countries like China, Japan, and South Korea. Government initiatives promoting e-mobility through subsidies and investments in charging infrastructure drive regional growth. The presence of major automakers and fluid manufacturers further strengthens Asia Pacific's dominance. Rising consumer awareness about sustainable transportation solutions also contributes significantly to the region's leading position.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR due to rapid industrialization and increasing investments in EV manufacturing infrastructure. Countries like India are emerging as key players with growing domestic production capabilities supported by favorable government policies. The region's expanding middle-class population drives demand for affordable electric mobility solutions, boosting fluid consumption across various vehicle types. Continuous advancements in battery technology further enhance Asia Pacific's growth trajectory.
Key players in the market
Some of the key players in Electric Vehicle Fluids Market include ExxonMobil Corporation, Shell plc, TotalEnergies SE, BP plc, FUCHS Petrolub AG, Valvoline Inc., PETRONAS, ENEOS Corporation, Repsol S.A., PTT Public Company Limited, Castrol Limited, Aramco, Lubrizol Corporation, Afton Chemical Corporation, Gulf Oil Lubricants India Limited, 3M Company, Electrolube Limited and Kluber Lubrication Munchen GmbH & Co. KG.
In November 2024, bp opened its first Gigahub(TM) in the Southern Hemisphere, located at New Zealand's Christchurch Airport. New Zealand Prime Minister Christopher Luxon was on hand to officially open the hub, which has 12 fast EV charge points.
In October 2024, Aramco, a global integrated energy and chemicals company, and ENOWA, NEOM's energy and Water Company, have signed a joint development agreement to construct and establish a first-of-its-kind synthetic electro fuel (e-fuel) demonstration plant. It will be located in ENOWA's Hydrogen Innovation and Development Center (HIDC) and aims to demonstrate technical feasibility and commercial viability by producing 35 barrels per day of low-carbon, synthetic gasoline from renewable-based hydrogen and captured carbon dioxide (CO2).