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市場調查報告書
商品編碼
1865438
全球車隊電氣化市場:預測至 2032 年-按車輛類型、車隊類型、動力系統、充電基礎設施、最終用戶和地區進行分析Fleet Electrification Market Forecasts to 2032 - Global Analysis By Vehicle Type, Fleet Type, Propulsion Type, Charging Infrastructure, End User and By Geography |
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根據 Stratistics MRC 的數據,預計到 2025 年,全球車隊電氣化市場規模將達到 1,027.6 億美元,到 2032 年將達到 2028.1 億美元,預測期內複合年成長率為 10.2%。
車隊電氣化是指將商用、市政和企業車隊從傳統的燃油引擎車輛轉換為電動車 (EV)。這項轉型主要受減少溫室氣體排放、提高營運效率和實現全球永續性目標的日益重視所驅動。電動車電池、智慧充電網路和能源最佳化技術的進步,使得電動車的運作更加便捷高效且經濟實惠。車隊電氣化能夠實現更清潔的交通運輸,減少對石化燃料的依賴,並支持再生能源來源的整合。降低燃料和維護成本不僅能確保長期的經濟效益,還能顯著改善全球都市區的空氣品質和環境績效。
根據普華永道(2024)的報告,車隊電氣化是實現出行即服務(MaaS)產業脫碳的關鍵槓桿,預計到2030年,電動車將在主要大都市地區的MaaS車隊中佔比超過30%。該報告強調了政府獎勵和平衡總擁有成本(TCO)在加速普及應用方面的作用。
燃油成本上漲及其帶來的經濟效益
不斷上漲的燃油價格和對成本效益的追求是推動電動車隊普及的關鍵因素。電動車透過降低消費量和減少維護需求,顯著節省成本。由於電動車依賴穩定的電力成本而非波動的燃油市場,車隊營運商可以享受更低的長期營運費用。電動動力系統的耐用性和簡易性進一步減少了維修和維護需求,從而最佳化了成本管理。隨著全球傳統燃油成本的上漲,企業正在向電動車隊轉型,以確保財務可預測性、提高營運績效,並透過減少對傳統能源來源的依賴來實現永續的經濟成長。
高昂的初始投資成本
高昂的初始資本投入對車隊電氣化市場構成重大挑戰。向電動車隊轉型需要大量資金用於車輛購置、充電網路建設和配套基礎設施。雖然從長遠來看營運成本較低,但高昂的初始成本阻礙了電動化進程的廣泛應用,尤其是在預算有限的中小型車隊營運商中。升級電力供應和安裝設備的相關成本進一步增加了投資成本。此外,難以獲得經濟實惠的融資和租賃模式也加重了負擔。這些財務限制使得企業難以實現大規模電氣化,阻礙了市場成長,並減緩了全球向電動車的轉型。
加強企業永續發展和ESG舉措
企業對永續發展和環境、社會及公司治理 (ESG) 目標的日益重視,為車隊電氣化市場帶來了巨大的成長潛力。各組織正在加速將車隊向電動轉型,以實現排放目標並展現其環境責任。這項轉變不僅提升了企業的品牌形象,也有助於其遵守不斷變化的環境政策。採用電動旅遊解決方案的企業可以利用與永續發展掛鉤的資金籌措和排碳權額度。隨著相關人員將環保營運置於優先地位,電動車正成為實現可衡量的 ESG 成果的關鍵。綠色商業實踐的趨勢將繼續推動對車隊電氣化的投資,從而增強企業的競爭力並提升其環境管理水準。
供應鏈中斷和原料短缺
車隊電氣化市場面臨供應鏈不穩定和原料短缺(包括鋰、鎳和鈷)帶來的重大風險。這些元素是電池製造的關鍵要素,短缺或價格上漲都可能擾亂電動車的供應,並推高生產成本。政治不穩定、出口限制以及對特定地區礦產資源的過度依賴加劇了供應的脆弱性。此外,交通網路中斷和對全球進口的依賴也會給車隊開發商帶來延誤和不確定性。為了實現永續的電氣化,該行業必須透過加強材料來源多元化、採用電池回收方法以及建造區域供應基地來保障生產的穩定性和長期成長。
新冠疫情危機為車隊電氣化市場帶來了挑戰與機會。初期,生產停擺、物流中斷和商業活動放緩減緩了電動車的普及速度。然而,隨著經濟重啟,永續性發展成為復甦工作的重點。各國政府大力推廣綠色基礎設施和低排放量旅遊項目,鼓勵車隊營運商投資電動交通。企業也尋求透過採用電動車來提高營運可靠性並實現長期成本節約。此外,疫情封鎖期間線上零售和最後一公里物流的激增也增加了對電動配送車隊的需求,進一步凸顯了電氣化作為構建更清潔、更具韌性的交通系統的關鍵一步的重要性。
在預測期內,乘用車細分市場將佔據最大的市場佔有率。
由於乘用車在企業車隊、政府交通和出行服務領域的廣泛應用,預計在預測期內,乘用車細分市場將佔據最大的市場佔有率。這些車輛能耗適中、車型選擇豐富且充電方式便捷,因此非常適合電氣化。企業永續性措施的不斷推進以及電動車擁有成本優勢正在推動其進一步普及。此外,旨在推廣零排放車輛的獎勵和監管政策,以及電動計程車和汽車共享服務的快速成長,都進一步鞏固了該細分市場的主導地位。乘用車在車隊電氣化方面繼續保持主導地位,因為它們為實現清潔旅行提供了切實可行且擴充性的途徑。
在預測期內,物流和配送車隊細分市場將實現最高的複合年成長率。
預計在預測期內,物流配送車隊領域將實現最高成長率。電子商務和按需配送服務的快速擴張正在推動都市區和最後一公里物流向電動車轉型。電動車在降低營運成本、排放和滿足環保法規方面具有顯著優勢。車隊營運商正在採用電動貨車來實現永續性目標,同時最大限度地降低整體擁有成本。電池效率的提升、快速充電技術的進步以及智慧車隊監控工具的運用,正在提升車輛的可靠性和運作。隨著全球配送量的成長,電動物流車隊正成為車隊轉型中成長最快的領域。
由於歐洲擁有健全的法規結構、對永續性的重視以及強力的電動車推廣舉措,預計在整個預測期內,歐洲將保持最大的市場佔有率。歐洲各國政府正積極透過排放法規、稅收優惠和清潔交通補貼來推動車隊電氣化。英國、德國、法國和荷蘭等國在充電基礎建設和車隊電氣化計畫方面處於主導。汽車製造商、物流公司和能源公司之間日益密切的合作進一步促進了電動車的大規模普及。歐洲致力於實現碳中和,加之其完善的基礎設施和創新的出行策略,使其成為全球推進和擴大車隊電氣化的主導。
預計亞太地區在預測期內將實現最高的複合年成長率,這主要得益於城市化進程的加速、日益成長的環境問題以及政府對電動車普及的大力支持。中國、印度、日本和韓國等國家主導,大力投資充電基礎建設、電動車生產並推出扶持政策。電商和最後一公里配送的快速發展進一步加速了電動車隊的普及。此外,較低的製造成本、電池創新以及公私合營也促進了該地區電動車的普及。憑藉強大的產業生態系統和清晰的永續性策略,亞太地區有望成為全球車隊電氣化發展最快的地區。
According to Stratistics MRC, the Global Fleet Electrification Market is accounted for $102.76 billion in 2025 and is expected to reach $202.81 billion by 2032 growing at a CAGR of 10.2% during the forecast period. Fleet electrification involves converting commercial, municipal, and corporate vehicle fleets from conventional fuel-powered engines to electric vehicles (EVs). This shift is propelled by increasing efforts to minimize greenhouse gas emissions, enhance operational efficiency, and align with global sustainability objectives. Advances in EV batteries, smart charging networks, and energy optimization technologies have made electrified fleets more practical and cost-effective. Fleet electrification enables cleaner transportation, reduces dependence on fossil fuels, and supports the integration of renewable energy sources. By cutting fuel and maintenance expenses, it ensures long-term economic benefits while significantly improving urban air quality and environmental performance worldwide.
According to PwC (2024), Fleet electrification is a critical lever for decarbonizing the Mobility-as-a-Service (MaaS) sector, with electric vehicles expected to comprise over 30% of MaaS fleets in major urban centers by 2030. The report emphasizes the role of government incentives and total cost of ownership (TCO) parity in accelerating adoption.
Rising fuel costs and economic benefits
Escalating fuel prices and the quest for cost efficiency are major factors boosting the adoption of electric fleets. Electric vehicles deliver substantial savings through reduced energy consumption and minimal maintenance requirements. Fleet operators benefit from lower long-term operating expenses, as EVs rely on stable electricity costs instead of fluctuating fuel markets. The durability and simplicity of electric drivetrains further cut down repair and servicing needs, optimizing cost management. With conventional fuel expenses climbing worldwide, businesses are shifting toward EV fleets to secure financial predictability, enhance operational performance, and ensure sustainable economic growth through reduced dependence on traditional energy sources.
High initial investment costs
The significant initial capital requirement poses a major challenge to the Fleet Electrification Market. Transitioning to electric fleets demands substantial spending on vehicle acquisition, charging networks, and supporting infrastructure. Although operational costs are lower over time, the steep upfront expenses discourage widespread adoption, especially among smaller fleet operators with restricted budgets. Additional costs for power supply upgrades and equipment installation further elevate investment levels. Moreover, limited access to affordable financing or leasing models intensifies the burden. These financial constraints make it difficult for organizations to achieve large-scale electrification, thereby hindering the market's growth and slowing the global shift toward electric fleets.
Growing corporate sustainability and ESG commitments
Rising corporate focus on sustainability and ESG objectives creates significant growth potential for the Fleet Electrification Market. Organizations are increasingly transitioning their vehicle fleets to electric alternatives to achieve emission reduction goals and demonstrate environmental accountability. This shift not only strengthens brand image but also supports compliance with evolving environmental policies. Companies implementing electric mobility solutions can benefit from sustainability-linked funding and carbon credit opportunities. As stakeholders prioritize eco-conscious operations, electrified fleets are becoming essential for achieving measurable ESG outcomes. The trend toward greener business practices will continue to drive investments in fleet electrification, enhancing both competitiveness and environmental stewardship.
Supply chain disruptions and raw material shortages
The Fleet Electrification Market faces considerable risks from unstable supply chains and scarce raw materials like lithium, nickel, and cobalt. These elements are vital for battery manufacturing and any shortage or price surge can hinder EV availability and escalate production expenses. Political instability, export limits, and heavy reliance on select regions for mining amplify supply vulnerabilities. Moreover, disruptions in transportation networks and dependence on global imports create delays and uncertainty for fleet developers. To achieve sustainable electrification, the sector must strengthen material sourcing diversity, adopt battery recycling methods, and develop regional supply bases to safeguard production stability and long-term growth.
The COVID-19 crisis created both challenges and opportunities for the Fleet Electrification Market. In the early stages, production halts, disrupted logistics, and declining commercial activity slowed electric vehicle adoption. Yet, as economies reopened, sustainability emerged as a key focus for recovery efforts. Governments promoted green infrastructure and low-emission mobility programs, encouraging fleet operators to invest in electrified transport. Companies sought greater operational stability and lower long-term costs through EV adoption. Additionally, the boom in online retail and last-mile logistics during lockdowns increased demand for electric delivery fleets, reinforcing electrification as a crucial step toward cleaner, more resilient transportation systems.
The passenger cars segment is expected to be the largest during the forecast period
The passenger cars segment is expected to account for the largest market share during the forecast period, driven by its widespread application in company fleets, government transport, and mobility services. These vehicles are more suitable for electrification due to moderate energy requirements, wide model availability, and accessible charging options. Rising corporate commitments to sustainability and the cost advantages of EV ownership further enhance adoption. Moreover, incentives and regulatory measures promoting zero-emission vehicles, along with the rapid growth of electric taxis and car-sharing services, are reinforcing the segment's leadership. Passenger cars continue to dominate fleet electrification as they provide a practical and scalable pathway toward cleaner mobility.
The logistics & delivery fleets segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the logistics & delivery fleets segment is predicted to witness the highest growth rate. Rapid expansion of e-commerce and on-demand delivery services is fueling the shift toward electric vehicles for urban and last-mile logistics. EVs provide notable advantages in operational savings, lower emissions, and compliance with environmental regulations. Fleet operators are adopting electric delivery vans to achieve sustainability goals while minimizing total ownership costs. Enhanced battery efficiency, fast-charging technologies, and smart fleet monitoring tools are improving reliability and turnaround times. As delivery volumes raise worldwide, electrified logistics fleets are emerging as the fastest-expanding area of fleet transformation.
During the forecast period, the Europe region is expected to hold the largest market share due to its robust regulatory framework, sustainability focus, and strong EV adoption initiatives. Governments across the region actively promote fleet electrification through emission mandates, tax benefits, and clean transport subsidies. Countries such as the U.K., Germany, France, and the Netherlands are spearheading developments in charging infrastructure and fleet electrification programs. The growing collaboration among automotive manufacturers, logistics firms, and energy companies is further enhancing large-scale deployment. Europe's commitment to achieving carbon neutrality, coupled with well-established infrastructure and innovative mobility strategies, has positioned it as the leading region globally in advancing and scaling fleet electrification efforts.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by increasing urban development, environmental concerns, and robust governmental backing for EV adoption. Nations like China, India, Japan, and South Korea are leading large-scale investments in charging infrastructure, electric vehicle production, and supportive policy initiatives. The boom in online commerce and last-mile delivery is further accelerating electric fleet deployment. Moreover, affordable manufacturing, battery innovation, and public-private collaborations are strengthening regional adoption. With its strong industrial ecosystem and clear sustainability agenda, Asia-Pacific is poised to be the most rapidly expanding region for fleet electrification globally.
Key players in the market
Some of the key players in Fleet Electrification Market include BYD, Tesla, Volvo Group, Daimler Truck AG, Scania, MAN Truck & Bus, Ford Motor Company, General Motors, Rivian, Proterra, Yutong, Nikola Corporation, Ashok Leyland, Tata Motors and Iveco Group.
In October 2025, BYD and HONOR launch deep collaboration to integrate smartphone connectivity and vehicle intelligence, setting the stage for a new smart-mobility ecosystem. In a move that could reshape connected mobility, smartphone manufacturer HONOR and new-energy vehicle maker BYD have signed a strategic partnership to deliver AI-enabled intelligent vehicle experiences. The agreement brings together HONOR's vehicle connectivity platform and BYD's DiLink smart ecosystem to create solutions that merge phones, vehicles and lifestyles.
In July 2025, Volvo Group and Isuzu Motors have signed an expanded strategic alliance agreement that will see the companies jointly develop a common platform for medium heavy-duty trucks targeting Japan and other Asian markets over the next two decades. The new deal builds upon the original strategic partnership framework established between the companies in October 2020, extending their collaboration for a minimum of 20 years.
In July 2025, Ashok Leyland has entered into a vehicle financing partnership with West Bengal Gramin Bank. The agreement was formalised through a Memorandum of Understanding (MoU). Under the partnership, West Bengal Gramin Bank will provide vehicle loans to customers of Ashok Leyland, offering repayment plans aligned with borrower preferences.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.