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1776777

2032 年電動車電池租賃市場預測：按化學成分、電池、車輛類型、經營模式、應用和地區進行的全球分析

EV Battery Leasing Market Forecasts to 2032 - Global Analysis By Chemistry (Lead Acid, FlowBattery and Sodium Sulfur), Battery, Vehicle, Business Model, Application, and By Geography
出版日期: | 出版商: Stratistics Market Research Consulting | 英文 200+ Pages | 商品交期: 2-3個工作天內

價格

根據 Stratistics MRC 的數據，全球電動車電池租賃市場預計在 2025 年達到 59 億美元，到 2032 年將達到 278 億美元，預測期內的複合年成長率為 24.6%。

電動汽車電池租賃是一種服務模式，其中電動汽車電池不隨車輛出售，而是以租賃的方式單獨提供。這使得用戶可以定期支付電池使用費用，同時可以靈活地更換或升級電池。車輛和電池被視為獨立資產，電池的所有權和責任轉移給供應商。這將電動車的資本支出和營運成本區分開來。

電動車的普及

隨著電動車普及率的飆升，全球向電動車轉型的勢頭強勁，這極大地推動了對電池租賃解決方案的需求。為了降低前期購置成本，電池租賃已成為一種可行的財務模式，將電池所有權與車輛成本分開。該模式對於商用車隊和出行即服務營運商的擴充性，正在推動其在各個地區廣泛採用。在電池能量密度不斷提升和電池即服務(BaaS) 平台不斷進步的支持下，租賃已成為永續的電動車賦能者。

電池租賃基礎設施有限

儘管市場成長潛力巨大，但有限的電池租賃基礎設施仍然是一大限制因素，尤其是在新興市場。由於缺乏標準化的租賃政策和服務網路分散，電池租賃的普及面臨物流方面的挑戰。在某些地區，由於缺乏官民合作關係關係，包括服務站、診斷系統和數位平台在內的必要租賃生態系統仍然低度開發。鑑於這些差距，電動車製造商和政府需要共同努力，建立一個可擴展且相容的租賃框架。

創新電池回收解決方案

人們對永續性和循環經濟模式的日益重視，為電池回收與租賃項目相結合創造了豐厚的機會。受能源儲存系統中二次電池應用興起的推動，租賃電池可以創造超越出行領域的更廣泛價值。在租賃商和回收商夥伴關係的推動下，閉合迴路系統正在部署，以最佳化材料回收。在環境法規和生產者責任指令的推動下，電池收集、回收和再加工的技術創新正在加速。

與傳統電動車購買的競爭

電動車直接所有權日益成長的吸引力，並持續挑戰電池租賃模式的廣泛應用。在家用充電解決方案和先進電池保固的廣泛應用的支持下，某些細分市場對外部租賃服務的需求正在下降。受原始設備製造OEM）對直接擁有汽車的獎勵的驅動，製造商通常優先考慮捆綁電池服務，而不是非捆綁電池服務。在這種市場行為的驅動下，電池租賃業者必須提高其服務的透明度、殘值保證和可近性，才能保持競爭力。

COVID-19的影響：

新冠疫情改變了電動車的格局，並以獨特的方式影響了電池租賃的普及。受經濟不確定性和可用資金減少的刺激，許多消費者將偏好轉向靈活的所有權模式，包括電池租賃。由於封鎖期間車輛使用率下降，租賃模式提供了營運成本優勢，並最大限度地減少了長期承諾。受疫情後永續復甦的驅動，各國政府開始探索與租賃和能源共用解決方案相關的新獎勵。

預計預測期內鋰離子電池領域將成為最大的市場。

鋰離子 (Li-ion) 電池預計將在預測期內佔據最大的市場佔有率，這得益於其作為電動車首選化學材料的主導地位。鋰離子電池卓越的性能和可靠性使其成為租賃專案的首選電池。鋰離子技術的擴充性使其能夠為各種類型的電動車提供靈活的租賃模式。快速充電和輕量化鋰離子電池的進步使租賃更具吸引力。配備鋰離子電池的電動車產量不斷成長，推動了對租賃解決方案的需求。鋰離子電池成熟的基礎設施和成本優勢進一步鞏固了其市場主導。

付費模式部分預計將在預測期內實現最高的複合年成長率。

預計按使用付費模式細分市場將在預測期內實現最高成長率，這主要得益於對靈活且以用戶為中心的電池使用解決方案的需求。此模式允許使用者根據行駛距離或時間支付電池使用費用，從而降低前期成本。按使用付費模式與共用出行的興起以及電動車在都市區的普及相契合。電池監控和數位支付系統的技術進步正在支持該模式的擴展。按使用付費租賃的便利性正在吸引那些注重成本、尋求靈活電動車解決方案的消費者。

佔比最大的地區：

預計亞太地區將在預測期內佔據最大市場佔有率，這得益於快速的交通電氣化和政府對電池租賃框架的廣泛支持。中國積極推動電動車普及和電池租賃計劃，正在推動該地區的主導地位。政府的獎勵和對電池技術的投資進一步鞏固了市場。主要電動汽車製造商和租賃供應商的存在正在推動成長。不斷成長的可支配收入和日益增強的環保意識將進一步增強該地區的領導地位。

複合年成長率最高的地區：

預計北美地區在預測期內的複合年成長率最高。美國在電池租賃和更換技術方面投入巨大，處於領先地位。消費者對電動車的高需求以及經濟高效的租賃模式正在推動快速成長。政府推動清潔能源和電動車普及的政策正在推動市場擴張。該地區強大的金融生態系統將支持租賃項目的發展。訂閱式租賃模式的日益普及將進一步推動成長。

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目錄

第1章執行摘要

第2章 前言

  • 概述
  • 相關利益者
  • 調查範圍
  • 調查方法
    • 資料探勘
    • 數據分析
    • 數據檢驗
    • 研究途徑
  • 研究材料
    • 主要研究資料
    • 次級研究資訊來源
    • 先決條件

第3章市場走勢分析

  • 驅動程式
  • 抑制因素
  • 機會
  • 威脅
  • 應用分析
  • 新興市場
  • COVID-19的影響

第4章 波特五力分析

  • 供應商的議價能力
  • 買家的議價能力
  • 替代品的威脅
  • 新進入者的威脅
  • 競爭對手之間的競爭

5. 全球電動車電池租賃市場（依化學成分）

  • 鉛酸電池
  • 液流電池
  • 硫鈉

第6章 全球電動車電池租賃市場（以電池類型）

  • 鋰離子（Li-ion）
  • 鎳金屬混合物（NiMh）

第7章全球電動車電池租賃市場（按車型）

  • 搭乘用車
  • 商用車
  • 二輪車/三輪車

第8章全球電動車電池租賃市場（依經營模式）

  • 訂閱服務
  • 計量收費模式

第9章 全球電動車電池租賃市場（按應用）

  • 電動車
  • 能源儲存系統（ESS）
  • 工業設備
  • 家電
  • 無人機和無人駕駛飛行器
  • 其他用途

第 10 章全球電動車電池租賃市場（按地區）

  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 歐洲
    • 德國
    • 英國
    • 義大利
    • 法國
    • 西班牙
    • 其他歐洲國家
  • 亞太地區
    • 日本
    • 中國
    • 印度
    • 澳洲
    • 紐西蘭
    • 韓國
    • 其他亞太地區
  • 南美洲
    • 阿根廷
    • 巴西
    • 智利
    • 南美洲其他地區
  • 中東和非洲
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 卡達
    • 南非
    • 其他中東和非洲地區

第11章 重大進展

  • 協議、夥伴關係、合作和合資企業
  • 收購與合併
  • 新產品發布
  • 業務擴展
  • 其他關鍵策略

第12章：企業概況

  • Easymile
  • BlueSG
  • Mahindra Electric
  • Ampere Vehicles
  • Ather Energy
  • Hero Electric
  • Bollore Group
  • HOP Energy
  • Eneco eMobility
  • Go Electric
  • NIO Inc.
  • Tesla Inc.
  • BYD Company Limited
  • Hyundai Motor Company
  • LG Energy Solution Ltd.
  • SK Innovation Co., Ltd.
  • Panasonic Holdings Corporation
  • BMW AG
  • Daimler Truck AG
  • Volkswagen Group
Product Code: SMRC30108

According to Stratistics MRC, the Global EV Battery Leasing Market is accounted for $5.9 billion in 2025 and is expected to reach $27.8 billion by 2032 growing at a CAGR of 24.6% during the forecast period. EV Battery Leasing is a service model where the electric vehicle's battery is not sold with the vehicle but is provided separately on a lease basis. This structure allows users to pay a recurring fee for battery use while retaining flexibility around battery replacement and upgrades. The vehicle and the battery are treated as distinct assets, shifting the ownership and responsibility of the battery to the provider. It separates capital expenditure from operating cost in electric vehicle usage.

Market Dynamics:

Driver:

Rising adoption of electric vehicles

The rising global transition toward electric mobility is significantly driving demand for battery leasing solutions as EV adoption surges. Spurred by the need to reduce upfront purchase costs, battery leasing has emerged as a viable financial model that separates battery ownership from vehicle cost. Motivated by the scalability of this model for commercial fleets and mobility-as-a-service operators, adoption is widening across regions. Backed by rising energy density in batteries and advancements in battery-as-a-service (BaaS) platforms, leasing is positioned as a sustainable EV enabler.

Restraint:

Limited battery leasing infrastructure

Despite the market's growth potential, limited battery leasing infrastructure poses a major restraint, especially in emerging markets. Driven by a lack of standardized leasing policies and fragmented service networks, adoption faces logistical challenges. Backed by inadequate public-private partnerships in some regions, the required ecosystem for leasing-including service stations, diagnostics, and digital platforms-remains underdeveloped. Fueled by these gaps, EV manufacturers and governments must collaborate to establish scalable, cross-compatible leasing frameworks.

Opportunity:

Innovative battery recycling solutions

The growing emphasis on sustainability and circular economy models is creating lucrative opportunities in battery recycling integrated with leasing programs. Backed by the rise of second-life battery applications in energy storage systems, leased batteries can generate extended value beyond mobility. Fueled by partnerships between leasing providers and recycling firms, closed-loop systems are being deployed to optimize material recovery. Motivated by environmental regulations and producer responsibility directives, innovation in battery collection, refurbishing, and reprocessing is accelerating.

Threat:

Competition from traditional EV purchasing

The growing appeal of outright EV ownership continues to challenge the widespread adoption of battery leasing models. Backed by the proliferation of home-charging solutions and advanced battery warranties, the need for external leasing services diminishes in some segments. Guided by OEM-led incentives on full vehicle ownership, manufacturers often prioritize bundled offerings over unbundled battery services. Motivated by these market behaviors, battery leasing providers must enhance service transparency, residual value assurance, and ease of access to stay competitive.

Covid-19 Impact:

The COVID-19 pandemic reshaped the EV landscape, influencing battery leasing uptake in unique ways. Spurred by economic uncertainty and reduced capital availability, many consumers shifted their preference toward flexible ownership models, including battery leasing. Driven by lower vehicle utilization during lockdowns, leasing models offered operational cost advantages and minimized long-term commitments. Motivated by the post-pandemic focus on sustainable recovery, governments began exploring new incentives tied to leasing and energy-sharing solutions.

The lithium-ion (Li-ion) segment is expected to be the largest during the forecast period

The lithium-ion (Li-ion) segment is expected to account for the largest market share during the forecast period, propelled by its dominance as the preferred chemistry in EVs. Their superior performance and reliability make them the preferred choice for leasing programs. The scalability of lithium-ion technology allows for flexible leasing models across various EV types. Advances in fast-charging and lightweight lithium-ion batteries enhance leasing appeal. The growing production of EVs with lithium-ion batteries drives demand for leasing solutions. Their established infrastructure and cost advantages further solidify market leadership.

The pay-per-use model segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the pay-per-use model segment is predicted to witness the highest growth rate, influenced by demand for flexible and user-centric battery access solutions. This model allows users to pay for battery usage based on mileage or time, reducing upfront costs. Pay-per-use models align with the rise of shared mobility and urban EV adoption. Technological advancements in battery monitoring and digital payment systems support this model's expansion. The convenience of pay-per-use leasing attracts cost-conscious consumers seeking flexible EV solutions.

Region with largest share:

During the forecast period, the Asia Pacific region is expected to hold the largest market share, fuelled by, rapid electrification of transport and widespread government support for battery leasing frameworks. China's aggressive push for EV adoption and battery leasing programs drives regional dominance. Government incentives and investments in battery technology further strengthen the market. The presence of major EV manufacturers and leasing providers enhances growth. Rising disposable incomes and environmental awareness fuel the region's leadership.

Region with highest CAGR:

Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, driven by a growing focus on energy resilience and modular EV ownership. The U.S. leads with significant investments in battery leasing and swapping technologies. High consumer demand for EVs and cost-effective leasing models drive rapid growth. Government policies promoting clean energy and EV adoption accelerate market expansion. The region's strong financial ecosystem supports leasing program development. Increasing adoption of subscription-based leasing models further boosts growth.

Key players in the market

Some of the key players in EV Battery Leasing Market include Easymile, BlueSG, Mahindra Electric, Ampere Vehicles, Ather Energy, Hero Electric, Bollore Group, HOP Energy, Eneco eMobility, Go Electric, NIO Inc., Tesla Inc., BYD Company Limited, Hyundai Motor Company, LG Energy Solution Ltd., SK Innovation Co., Ltd., Panasonic Holdings Corporation, BMW AG, Daimler Truck AG, and Volkswagen Group.

Key Developments:

In June 2025, Easymile introduced a battery leasing program for its autonomous shuttles. It reduces upfront costs for urban mobility solutions, offering flexible payment plans and maintenance services to enhance affordability and accessibility.

In April 2025, Mahindra Electric introduced a battery leasing model for its electric SUVs. It offers flexible payment plans for fleet operators, reducing ownership costs and promoting EV adoption in commercial transportation sectors.

In March 2025, Ampere Vehicles unveiled a battery leasing program for its electric two-wheelers. Targeting cost-conscious consumers in India, it offers affordable battery subscriptions with maintenance, boosting EV accessibility and sustainability.

Chemistries Covered:

  • Lead Acid
  • Flow Battery
  • Sodium Sulfur

Batteries Covered:

  • Lithium-ion (Li-ion)
  • Nickel Metal Hybrid (NiMh)

Vehicles Covered:

  • Passenger Vehicle
  • Commercial Vehicle
  • Two/Three-Wheelers

Business Models Covered:

  • Subscription Service
  • Pay-Per-Use Model

Applications Covered:

  • Electric Vehicles
  • Energy Storage Systems (ESS)
  • Industrial Equipment
  • Consumer Electronics
  • Drones & UAVs
  • Other Applications

Regions Covered:

  • North America
    • US
    • Canada
    • Mexico
  • Europe
    • Germany
    • UK
    • Italy
    • France
    • Spain
    • Rest of Europe
  • Asia Pacific
    • Japan
    • China
    • India
    • Australia
    • New Zealand
    • South Korea
    • Rest of Asia Pacific
  • South America
    • Argentina
    • Brazil
    • Chile
    • Rest of South America
  • Middle East & Africa
    • Saudi Arabia
    • UAE
    • Qatar
    • South Africa
    • Rest of Middle East & Africa

What our report offers:

  • Market share assessments for the regional and country-level segments
  • Strategic recommendations for the new entrants
  • Covers Market data for the years 2024, 2025, 2026, 2028, and 2032
  • Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
  • Strategic recommendations in key business segments based on the market estimations
  • Competitive landscaping mapping the key common trends
  • Company profiling with detailed strategies, financials, and recent developments
  • Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

  • Company Profiling
    • Comprehensive profiling of additional market players (up to 3)
    • SWOT Analysis of key players (up to 3)
  • Regional Segmentation
    • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
  • Competitive Benchmarking
    • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

  • 2.1 Abstract
  • 2.2 Stake Holders
  • 2.3 Research Scope
  • 2.4 Research Methodology
    • 2.4.1 Data Mining
    • 2.4.2 Data Analysis
    • 2.4.3 Data Validation
    • 2.4.4 Research Approach
  • 2.5 Research Sources
    • 2.5.1 Primary Research Sources
    • 2.5.2 Secondary Research Sources
    • 2.5.3 Assumptions

3 Market Trend Analysis

  • 3.1 Introduction
  • 3.2 Drivers
  • 3.3 Restraints
  • 3.4 Opportunities
  • 3.5 Threats
  • 3.6 Application Analysis
  • 3.7 Emerging Markets
  • 3.8 Impact of Covid-19

4 Porters Five Force Analysis

  • 4.1 Bargaining power of suppliers
  • 4.2 Bargaining power of buyers
  • 4.3 Threat of substitutes
  • 4.4 Threat of new entrants
  • 4.5 Competitive rivalry

5 Global EV Battery Leasing Market, By Chemistry

  • 5.1 Introduction
  • 5.2 Lead Acid
  • 5.3 Flow Battery
  • 5.4 Sodium Sulfur

6 Global EV Battery Leasing Market, By Battery

  • 6.1 Introduction
  • 6.2 Lithium-ion (Li-ion)
  • 6.3 Nickel Metal Hybrid (NiMh)

7 Global EV Battery Leasing Market, By Vehicle

  • 7.1 Introduction
  • 7.2 Passenger Vehicle
  • 7.3 Commercial Vehicle
  • 7.4 Two/Three-Wheelers

8 Global EV Battery Leasing Market, By Business Model

  • 8.1 Introduction
  • 8.2 Subscription Service
  • 8.3 Pay-Per-Use Model

9 Global EV Battery Leasing Market, By Application

  • 9.1 Introduction
  • 9.2 Electric Vehicles
  • 9.3 Energy Storage Systems (ESS)
  • 9.4 Industrial Equipment
  • 9.5 Consumer Electronics
  • 9.6 Drones & UAVs
  • 9.7 Other Applications

10 Global EV Battery Leasing Market, By Geography

  • 10.1 Introduction
  • 10.2 North America
    • 10.2.1 US
    • 10.2.2 Canada
    • 10.2.3 Mexico
  • 10.3 Europe
    • 10.3.1 Germany
    • 10.3.2 UK
    • 10.3.3 Italy
    • 10.3.4 France
    • 10.3.5 Spain
    • 10.3.6 Rest of Europe
  • 10.4 Asia Pacific
    • 10.4.1 Japan
    • 10.4.2 China
    • 10.4.3 India
    • 10.4.4 Australia
    • 10.4.5 New Zealand
    • 10.4.6 South Korea
    • 10.4.7 Rest of Asia Pacific
  • 10.5 South America
    • 10.5.1 Argentina
    • 10.5.2 Brazil
    • 10.5.3 Chile
    • 10.5.4 Rest of South America
  • 10.6 Middle East & Africa
    • 10.6.1 Saudi Arabia
    • 10.6.2 UAE
    • 10.6.3 Qatar
    • 10.6.4 South Africa
    • 10.6.5 Rest of Middle East & Africa

11 Key Developments

  • 11.1 Agreements, Partnerships, Collaborations and Joint Ventures
  • 11.2 Acquisitions & Mergers
  • 11.3 New Product Launch
  • 11.4 Expansions
  • 11.5 Other Key Strategies

12 Company Profiling

  • 12.1 Easymile
  • 12.2 BlueSG
  • 12.3 Mahindra Electric
  • 12.4 Ampere Vehicles
  • 12.5 Ather Energy
  • 12.6 Hero Electric
  • 12.7 Bollore Group
  • 12.8 HOP Energy
  • 12.9 Eneco eMobility
  • 12.10 Go Electric
  • 12.11 NIO Inc.
  • 12.12 Tesla Inc.
  • 12.13 BYD Company Limited
  • 12.14 Hyundai Motor Company
  • 12.15 LG Energy Solution Ltd.
  • 12.16 SK Innovation Co., Ltd.
  • 12.17 Panasonic Holdings Corporation
  • 12.18 BMW AG
  • 12.19 Daimler Truck AG
  • 12.20 Volkswagen Group

List of Tables

  • Table 1 Global EV Battery Leasing Market Outlook, By Region (2024-2032) ($MN)
  • Table 2 Global EV Battery Leasing Market Outlook, By Chemistry (2024-2032) ($MN)
  • Table 3 Global EV Battery Leasing Market Outlook, By Li-ion (2024-2032) ($MN)
  • Table 4 Global EV Battery Leasing Market Outlook, By Flow Battery (2024-2032) ($MN)
  • Table 5 Global EV Battery Leasing Market Outlook, By Sodium Sulfur (2024-2032) ($MN)
  • Table 6 Global EV Battery Leasing Market Outlook, By Battery (2024-2032) ($MN)
  • Table 7 Global EV Battery Leasing Market Outlook, By Lithium-ion (Li-ion) (2024-2032) ($MN)
  • Table 8 Global EV Battery Leasing Market Outlook, By Nickel Metal Hybrid (NiMh) (2024-2032) ($MN)
  • Table 9 Global EV Battery Leasing Market Outlook, By Vehicle (2024-2032) ($MN)
  • Table 10 Global EV Battery Leasing Market Outlook, By Passenger Vehicle (2024-2032) ($MN)
  • Table 11 Global EV Battery Leasing Market Outlook, By Commercial Vehicle (2024-2032) ($MN)
  • Table 12 Global EV Battery Leasing Market Outlook, By Two/Three-Wheelers (2024-2032) ($MN)
  • Table 13 Global EV Battery Leasing Market Outlook, By Business Model (2024-2032) ($MN)
  • Table 14 Global EV Battery Leasing Market Outlook, By Subscription Service (2024-2032) ($MN)
  • Table 15 Global EV Battery Leasing Market Outlook, By Pay-Per-Use Model (2024-2032) ($MN)
  • Table 16 Global EV Battery Leasing Market Outlook, By Application (2024-2032) ($MN)
  • Table 17 Global EV Battery Leasing Market Outlook, By Electric Vehicles (2024-2032) ($MN)
  • Table 18 Global EV Battery Leasing Market Outlook, By Energy Storage Systems (ESS) (2024-2032) ($MN)
  • Table 19 Global EV Battery Leasing Market Outlook, By Industrial Equipment (2024-2032) ($MN)
  • Table 20 Global EV Battery Leasing Market Outlook, By Consumer Electronics (2024-2032) ($MN)
  • Table 21 Global EV Battery Leasing Market Outlook, By Drones & UAVs (2024-2032) ($MN)
  • Table 22 Global EV Battery Leasing Market Outlook, By Other Applications (2024-2032) ($MN)

Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.