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1865432

全球下一代電動車冷卻液市場預測（至2032年）：按流體類型、性能特徵、應用、最終用戶和地區分類的分析

Next-Gen EV Cooling Fluids Market Forecasts to 2032 - Global Analysis By Fluid Type, Performance Attribute, Application, End User and By Geography.

出版日期: 2025年11月01日 | 出版商:

Stratistics Market Research Consulting | 英文 200+ Pages | 商品交期: 2-3個工作天內

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簡介目錄圖表

根據 Stratistics MRC 的一項研究，預計到 2025 年，全球新一代電動車冷卻液市場規模將達到 12 億美元，到 2032 年將達到 72 億美元，預測期內複合年成長率為 28.5%。

新一代電動車冷卻液是專門設計的溫度控管液體，旨在有效調節電動車電池組、電力電子設備和馬達的溫度。這些先進的介電冷卻液（包括浸沒式冷卻液）與傳統冷卻液相比，具有更優異的熱傳導性能和穩定性。其目標是防止過熱，延長高密度電動車電池系統的使用壽命，提高充電速度，並提升整體安全性和性能。

據美國汽車工程師協會 (SAE) 稱，這種新型介電冷卻劑設計用於與電池單元直接接觸，以控制超快速充電循環期間產生的高溫。

高效溫度控管的需求日益成長

高性能電動車需求的激增推動了對能夠維持電池和馬達最佳溫度的先進冷卻液的需求。隨著電動車結構變得更加緊湊和高功率密度更高，高效的散熱對於防止熱失控和確保性能穩定至關重要。在電動車快速普及和快速充電基礎設施不斷擴展的推動下，製造商正優先考慮實施下一代溫度控管解決方案。因此，提高能源效率和延長零件壽命的重點正在推動該領域的強勁成長。

與高級冷卻劑的兼容性有限

儘管技術不斷進步，但現代冷卻液與現有電動車材料的兼容性問題仍然是一大阻礙因素。一些先進配方會與密封件、墊片或電池外殼發生反應，導致洩漏和系統劣化。這限制了它們在傳統電動車平台上的廣泛應用，並延緩了它們融入主流生產的進程。此外，相容性測試會增加研發成本和開發時間。因此，確保材料的穩定性和跨平台適用性仍然是市場擴張的關鍵技術挑戰。

開發環保介電冷卻劑

日益成長的永續性意識為開發環保可生物分解介電冷卻劑創造了巨大機會。這些配方不僅能提高傳熱效率，還能降低導電風險，進而確保高壓系統的安全。在全球環境法規的推動下，製造商正加大對生物基無毒流體化學技術的投入。此外，奈米流體技術的進步在提升冷卻效率的同時，也最大限度地減少了對環境的影響。這種綠色創新趨勢使環保介電冷卻劑成為下一代電動車熱解決方案的基礎技術。

原物料供應鏈不穩定

原料供應的波動，尤其是特種化學品和合成基礎劑的供應波動，對市場穩定構成重大威脅。地緣政治緊張局勢、貿易限制和自然災害導致的供應中斷，將對生產成本和供應穩定性產生顯著影響。對少數全球供應商的依賴進一步加劇了採購風險。這些波動會導致原始設備製造商 (OEM) 的交貨延遲，並給整個價值鏈帶來價格上漲壓力。因此，籌資策略多元化和生產在地化已成為降低供應鏈不確定性的關鍵。

新冠疫情的感染疾病：

新冠疫情初期擾亂了電動車供應鏈，導致冷卻液生產和物流營運暫時中斷。然而，隨著生產的恢復，市場加速了對熱安全性和效率研發的投入。疫情過後，消費者對永續旅行和電動車的興趣日益濃厚，推動了流體技術的創新。遠距辦公的普及促進了線上產品協作和數位化原型製作。最終，疫情加速了整個產業的數位轉型，並增強了對高性能電動車冷卻解決方案的長期需求。

預計在預測期內，介電冷卻劑細分市場將佔據最大的市場佔有率。

由於其優異的絕緣性能和與電動動力系統的高度相容性，介電冷卻液預計將在預測期內佔據最大的市場佔有率。這類冷卻液能夠維持穩定的熱環境，同時最大限度地減少電磁干擾，以最佳化系統的安全性和效率。採用浸沒式冷卻技術的主要電動車製造商正在擴大採用介電冷卻液。此外，對高壓電池安全性的關注也進一步鞏固了其市場主導地位。介電冷卻液的可靠性和適應性是下一代電動車架構的關鍵因素。

預計在預測期內，導熱係數增強細分市場將呈現最高的複合年成長率。

預計在預測期內，導熱性能增強型產品細分市場將實現最高成長率，這主要得益於奈米流體和混合配方技術的進步。這些配方具有卓越的傳熱能力，能夠實現緊湊型設計，並在極端負載下提升性能。此外，市場對超快速充電系統的需求不斷成長，也進一步推動了這些技術的應用。原始設備製造商（OEM）也在最佳化流體穩定性和黏度，以提高效率。因此，該細分市場的快速複合年成長率反映了其在推動高性能電動車溫度控管發揮的關鍵作用。

佔比最大的地區：

由於亞太地區擁有強大的電動車生產生態系統和強力的政府政策支持，預計該地區將在預測期內佔據最大的市場佔有率。中國、日本和韓國在電動車電池及相關冷卻技術的供應方面主導。對本地研發和製造設施投資的不斷增加正在推動市場滲透。此外，汽車製造商與化學企業之間的合作也促進了產品創新。因此，亞太地區在產能和銷售量方面將繼續保持市場領先地位。

複合年成長率最高的地區：

在預測期內，北美預計將實現最高的複合年成長率，這主要得益於電動車基礎設施的不斷擴張以及汽車製造商積極的電氣化目標。美國和加拿大政府大力獎勵永續交通和先進電池研發。主要市場參與者正大力投資下一代冷卻液的創新和前導測試。此外，各大電動車品牌的進駐也加速了商業化進程。這種創新主導的環境使北美成為高成長、技術密集型冷卻液解決方案的中心。

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介紹
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
亞太地區
- 日本
- 中國
- 印度
- 澳洲
- 紐西蘭
- 韓國
- 亞太其他地區
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10章：重大進展

協議、夥伴關係、合作和合資企業
收購與併購
新產品上市
業務拓展
其他關鍵策略

第11章企業概況

Bosch
Shell
ExxonMobil
Castrol（BP）
DOW
BASF
Valvoline
TotalEnergies
Chemours
Clariant
Arteco
M&I Materials（Midel Immersion Fluid）
PETRONAS
ENEOS
Cognis
Lubrizol Corporation

簡介目錄圖表

Product Code: SMRC32158

According to Stratistics MRC, the Global Next-Gen EV Cooling Fluids Market is accounted for $1.2 billion in 2025 and is expected to reach $7.2 billion by 2032 growing at a CAGR of 28.5% during the forecast period. Next-Gen EV Cooling Fluids are specialized thermal management liquids engineered to efficiently regulate the temperature of battery packs, power electronics, and electric motors in electric vehicles. These advanced dielectric fluids, including immersion coolants, offer superior heat transfer capacity and stability compared to traditional coolants. Their purpose is to prevent overheating, which extends the lifespan, improves charging speeds, and enhances the overall safety and performance of high-density EV battery systems.

According to the Society of Automotive Engineers, new dielectric coolants are engineered for direct contact with battery cells to manage intense heat generated during ultra-fast charging cycles.

Market Dynamics:

Driver:

Rising demand for efficient thermal management

The surging demand for high-performance electric vehicles has intensified the need for advanced cooling fluids capable of maintaining optimal battery and motor temperatures. As EV architectures become more compact and power-dense, efficient heat dissipation is essential to prevent thermal runaway and ensure consistent performance. Fueled by rapid EV adoption and fast-charging infrastructure expansion, manufacturers are prioritizing next-generation thermal management solutions. Consequently, the focus on enhancing energy efficiency and extending component lifespan drives strong growth in this segment.

Restraint:

Limited compatibility of advanced fluids

Despite technological advancements, limited compatibility between modern cooling fluids and existing EV materials poses a substantial restraint. Some advanced formulations may react with seals, gaskets, or battery casings, leading to leakage or system degradation. This restricts their widespread adoption in legacy EV platforms and slows integration into mainstream production. Additionally, compatibility testing increases R&D costs and development timelines. Therefore, ensuring material stability and cross-platform usability remains a key technical hurdle for market scalability.

Opportunity:

Development of eco-friendly, dielectric cooling formulations

The growing emphasis on sustainability presents a major opportunity for developing eco-friendly, biodegradable, and dielectric cooling fluids. These formulations not only enhance thermal transfer but also reduce electrical conductivity risks, ensuring safety in high-voltage systems. Motivated by global environmental regulations, manufacturers are investing in bio-based and non-toxic fluid chemistries. Furthermore, advancements in nanofluid technology enable superior cooling efficiency with minimal environmental footprint. This green innovation trend positions eco-compatible dielectric coolants as a cornerstone of next-gen EV thermal solutions.

Threat:

Volatility in raw material supply chains

Fluctuating raw material availability, especially for specialty chemicals and synthetic bases, poses a considerable threat to market stability. Disruptions caused by geopolitical tensions, trade restrictions, or natural disasters can severely impact production costs and supply consistency. Dependence on limited global suppliers further intensifies procurement risks. Such volatility can delay deliveries to OEMs and increase pricing pressures across the value chain. Consequently, diversification of sourcing strategies and localized production are becoming critical to mitigating supply chain uncertainties.

Covid-19 Impact:

The COVID-19 pandemic initially disrupted the EV supply chain, causing temporary shutdowns in coolant manufacturing and logistics operations. However, as production resumed, the market witnessed accelerated R&D investments in thermal safety and efficiency. Post-pandemic consumer interest in sustainable mobility and electric vehicles surged, stimulating fluid innovation. Remote working patterns also boosted online product collaborations and digital prototyping. Ultimately, the pandemic catalyzed industry-wide digital transformation, reinforcing long-term demand for high-performance EV cooling solutions.

The dielectric coolants segment is expected to be the largest during the forecast period

The dielectric coolants segment is expected to account for the largest market share during the forecast period, resulting from their superior insulation properties and high compatibility with electric drivetrains. These fluids minimize electrical interference while maintaining stable thermal conditions, ensuring optimal system safety and efficiency. Their adoption is growing among leading EV manufacturers integrating immersion cooling techniques. Additionally, the focus on high-voltage battery safety reinforces market dominance. This segment's reliability and adaptability make it integral to next-gen EV architectures.

The thermal conductivity enhanced segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the thermal conductivity enhanced segment is predicted to witness the highest growth rate, propelled by technological advancements in nanofluids and hybrid compositions. These formulations exhibit superior heat transfer capabilities, allowing compact designs and improved performance under extreme load. Increasing demand for ultra-fast charging systems further accelerates adoption. Manufacturers are also optimizing fluid stability and viscosity for better efficiency. Consequently, this segment's rapid CAGR reflects its critical role in advancing high-performance EV thermal management.

Region with largest share:

During the forecast period, the Asia Pacific region is expected to hold the largest market share, attributed to the region's robust EV production ecosystem and strong governmental policy support. China, Japan, and South Korea dominate the supply of EV batteries and related cooling technologies. Rising investments in local R&D and manufacturing facilities enhance market penetration. Additionally, collaborations between automotive OEMs and chemical firms foster product innovation. Hence, Asia Pacific continues to lead the market in both capacity and volume.

Region with highest CAGR:

Over the forecast period, the North America region is anticipated to exhibit the highest CAGR associated with expanding EV infrastructure and aggressive electrification targets by automakers. The U.S. and Canada are witnessing strong government incentives for sustainable mobility and advanced battery research. Key market players are investing heavily in next-gen fluid innovation and pilot testing. Furthermore, the presence of major EV brands accelerates commercialization. This innovation-driven environment positions North America as a hub for high-growth, technology-intensive cooling fluid solutions.

Key players in the market

Some of the key players in Next-Gen EV Cooling Fluids Market include Bosch, Shell, ExxonMobil, Castrol (BP), DOW, BASF, Valvoline, TotalEnergies, Chemours, Clariant, Arteco, M&I Materials, PETRONAS, ENEOS, Cognis, and Lubrizol Corp.

Key Developments:

In August 2025, Shell launched its Shell E-Fluids UltraCool Series, designed for high-voltage EV platforms and fast-charging environments. The new fluids offer enhanced thermal conductivity and dielectric strength, supporting next-gen battery safety and performance.

In July 2025, ExxonMobil announced a joint research initiative with a leading EV OEM to co-develop low-viscosity thermal management fluids for ultra-fast charging systems. The partnership focuses on improving heat dissipation and extending battery life under extreme conditions.

In June 2025, Castrol expanded its ON e-thermal fluid portfolio with localized production in India and Brazil. The move supports regional EV growth and ensures supply chain resilience for OEMs adopting Castrol's advanced cooling technologies.

In May 2025, DOW introduced DOWFROST EVX, a next-gen glycol-based coolant with improved oxidation stability and low electrical conductivity. It's optimized for integrated battery and power electronics cooling in commercial EV fleets.

Fluid Types Covered:

Dielectric Coolants
Glycol-Based Coolants
Nanofluids & Enhanced Thermal Fluids
Phase-Change Cooling Media
Bio-Based & Sustainable Coolants
Recycled & Reclaimable Fluids

Performance Attributes Covered:

Thermal Conductivity Enhanced
Low Viscosity / High Flow
Dielectric Strength
Corrosion & Material Compatibility
Low Freezing / Wide Temp Range
Safety & Non-Flammability

Applications Covered:

Battery Thermal Management
Power Electronics Cooling
Motor & Inverter Cooling
On-Charger Cooling Systems
Integrated Thermal Management Systems
Cold-Climate Preconditioning

End Users Covered:

Automakers / OEMs
EV Fleet Operators
Component Manufacturers
Charging Station Operators
Research Institutes & Labs
MRO & Service Providers

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

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 End User Analysis
3.8 Emerging Markets
3.9 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 Next-Gen EV Cooling Fluids Market, By Fluid Type

5.1 Introduction
5.2 Dielectric Coolants
5.3 Glycol-Based Coolants
5.4 Nanofluids & Enhanced Thermal Fluids
5.5 Phase-Change Cooling Media
5.6 Bio-Based & Sustainable Coolants
5.7 Recycled & Reclaimable Fluids

6 Global Next-Gen EV Cooling Fluids Market, By Performance Attribute

6.1 Introduction
6.2 Thermal Conductivity Enhanced
6.3 Low Viscosity / High Flow
6.4 Dielectric Strength
6.5 Corrosion & Material Compatibility
6.6 Low Freezing / Wide Temp Range
6.7 Safety & Non-Flammability

7 Global Next-Gen EV Cooling Fluids Market, By Application

7.1 Introduction
7.2 Battery Thermal Management
7.3 Power Electronics Cooling
7.4 Motor & Inverter Cooling
7.5 On-Charger Cooling Systems
7.6 Integrated Thermal Management Systems
7.7 Cold-Climate Preconditioning

8 Global Next-Gen EV Cooling Fluids Market, By End User

8.1 Introduction
8.2 Automakers / OEMs
8.3 EV Fleet Operators
8.4 Component Manufacturers
8.5 Charging Station Operators
8.6 Research Institutes & Labs
8.7 MRO & Service Providers

9 Global Next-Gen EV Cooling Fluids Market, By Geography

9.1 Introduction
9.2 North America
- 9.2.1 US
- 9.2.2 Canada
- 9.2.3 Mexico
9.3 Europe
- 9.3.1 Germany
- 9.3.2 UK
- 9.3.3 Italy
- 9.3.4 France
- 9.3.5 Spain
- 9.3.6 Rest of Europe
9.4 Asia Pacific
- 9.4.1 Japan
- 9.4.2 China
- 9.4.3 India
- 9.4.4 Australia
- 9.4.5 New Zealand
- 9.4.6 South Korea
- 9.4.7 Rest of Asia Pacific
9.5 South America
- 9.5.1 Argentina
- 9.5.2 Brazil
- 9.5.3 Chile
- 9.5.4 Rest of South America
9.6 Middle East & Africa
- 9.6.1 Saudi Arabia
- 9.6.2 UAE
- 9.6.3 Qatar
- 9.6.4 South Africa
- 9.6.5 Rest of Middle East & Africa

10 Key Developments

10.1 Agreements, Partnerships, Collaborations and Joint Ventures
10.2 Acquisitions & Mergers
10.3 New Product Launch
10.4 Expansions
10.5 Other Key Strategies

11 Company Profiling

11.1 Bosch
11.2 Shell
11.3 ExxonMobil
11.4 Castrol (BP)
11.5 DOW
11.6 BASF
11.7 Valvoline
11.8 TotalEnergies
11.9 Chemours
11.10 Clariant
11.11 Arteco
11.12 M&I Materials (Midel Immersion Fluid)
11.13 PETRONAS
11.14 ENEOS
11.15 Cognis
11.16 Lubrizol Corporation

簡介目錄圖表

List of Tables

Table 1 Global Next-Gen EV Cooling Fluids Market Outlook, By Region (2024-2032) ($MN)
Table 2 Global Next-Gen EV Cooling Fluids Market Outlook, By Fluid Type (2024-2032) ($MN)
Table 3 Global Next-Gen EV Cooling Fluids Market Outlook, By Dielectric Coolants (2024-2032) ($MN)
Table 4 Global Next-Gen EV Cooling Fluids Market Outlook, By Glycol-Based Coolants (2024-2032) ($MN)
Table 5 Global Next-Gen EV Cooling Fluids Market Outlook, By Nanofluids & Enhanced Thermal Fluids (2024-2032) ($MN)
Table 6 Global Next-Gen EV Cooling Fluids Market Outlook, By Phase-Change Cooling Media (2024-2032) ($MN)
Table 7 Global Next-Gen EV Cooling Fluids Market Outlook, By Bio-Based & Sustainable Coolants (2024-2032) ($MN)
Table 8 Global Next-Gen EV Cooling Fluids Market Outlook, By Recycled & Reclaimable Fluids (2024-2032) ($MN)
Table 9 Global Next-Gen EV Cooling Fluids Market Outlook, By Performance Attribute (2024-2032) ($MN)
Table 10 Global Next-Gen EV Cooling Fluids Market Outlook, By Thermal Conductivity Enhanced (2024-2032) ($MN)
Table 11 Global Next-Gen EV Cooling Fluids Market Outlook, By Low Viscosity / High Flow (2024-2032) ($MN)
Table 12 Global Next-Gen EV Cooling Fluids Market Outlook, By Dielectric Strength (2024-2032) ($MN)
Table 13 Global Next-Gen EV Cooling Fluids Market Outlook, By Corrosion & Material Compatibility (2024-2032) ($MN)
Table 14 Global Next-Gen EV Cooling Fluids Market Outlook, By Low Freezing / Wide Temp Range (2024-2032) ($MN)
Table 15 Global Next-Gen EV Cooling Fluids Market Outlook, By Safety & Non-Flammability (2024-2032) ($MN)
Table 16 Global Next-Gen EV Cooling Fluids Market Outlook, By Application (2024-2032) ($MN)
Table 17 Global Next-Gen EV Cooling Fluids Market Outlook, By Battery Thermal Management (2024-2032) ($MN)
Table 18 Global Next-Gen EV Cooling Fluids Market Outlook, By Power Electronics Cooling (2024-2032) ($MN)
Table 19 Global Next-Gen EV Cooling Fluids Market Outlook, By Motor & Inverter Cooling (2024-2032) ($MN)
Table 20 Global Next-Gen EV Cooling Fluids Market Outlook, By On-Charger Cooling Systems (2024-2032) ($MN)
Table 21 Global Next-Gen EV Cooling Fluids Market Outlook, By Integrated Thermal Management Systems (2024-2032) ($MN)
Table 22 Global Next-Gen EV Cooling Fluids Market Outlook, By Cold-Climate Preconditioning (2024-2032) ($MN)
Table 23 Global Next-Gen EV Cooling Fluids Market Outlook, By End User (2024-2032) ($MN)
Table 24 Global Next-Gen EV Cooling Fluids Market Outlook, By Automakers / OEMs (2024-2032) ($MN)
Table 25 Global Next-Gen EV Cooling Fluids Market Outlook, By EV Fleet Operators (2024-2032) ($MN)
Table 26 Global Next-Gen EV Cooling Fluids Market Outlook, By Component Manufacturers (2024-2032) ($MN)
Table 27 Global Next-Gen EV Cooling Fluids Market Outlook, By Charging Station Operators (2024-2032) ($MN)
Table 28 Global Next-Gen EV Cooling Fluids Market Outlook, By Research Institutes & Labs (2024-2032) ($MN)
Table 29 Global Next-Gen EV Cooling Fluids Market Outlook, By MRO & Service Providers (2024-2032) ($MN)