![]() |
市場調查報告書
商品編碼
1967660
商用車熱管理系統市場-全球產業規模、佔有率、趨勢、機會與預測:按車輛類型、應用、推進系統、地區和競爭格局分類,2021-2031年Commercial Vehicle Thermal System Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Vehicle Type, By Application, By Propulsion, By Region & Competition, 2021-2031F |
||||||
全球商用車熱力系統市場預計將從 2025 年的 366.2 億美元成長到 2031 年的 590.5 億美元,複合年成長率為 8.29%。
這些系統包含對卡車、巴士和廂型車的動力傳動系統、駕駛室和電池組的溫度控制至關重要的整合技術。推動成長的關鍵因素是日益嚴格的排放氣體法規要求提高引擎效率,以及物流車輛的快速電氣化。隨著電氣化的發展,精確的溫度控管對於最佳化電池安全性和續航里程至關重要。歐洲汽車製造商協會 (ACEA) 的數據也印證了這項需求,2024 年歐盟新廂型車註冊量成長 8.3%,進一步凸顯了對這些組件的需求。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 366.2億美元 |
| 市場規模:2031年 | 590.5億美元 |
| 複合年成長率:2026-2031年 | 8.29% |
| 成長最快的細分市場 | 中號 |
| 最大的市場 | 亞太地區 |
然而,市場擴張面臨一個重大障礙:電動車先進熱設計架構的高研發成本。這些系統技術複雜,需要同時對電池組和電力電子設備溫度控管,這使得整合難度增加,並導致車輛價格上漲。因此,高成本可能會阻礙對成本敏感的車隊營運商採用此類技術。
電動和混合動力商用車的快速發展正在從根本上改變溫度控管的要求,因為這些平台需要複雜的架構來將電池溫度維持在最佳範圍內。與內燃機不同,電動動力傳動系統依靠精確控制來確保安全、延長續航里程並實現快速充電,這通常需要採用高性能液冷板和複雜的迴路隔離技術。對零排放重型車輛日益成長的需求進一步凸顯了這一趨勢。根據國際能源總署 (IEA) 於 2024 年 4 月發布的《2024 年全球電動車展望》,2023 年全球電動卡車銷量成長了 35%,超過 5 萬輛。此外,公共交通領域也在推動這項成長。根據歐洲汽車製造商協會 (ACEA) 於 2025 年 1 月發布的報告,2024 年歐盟新公車註冊量將增加 9.2%。
同時,全球低溫運輸物流和冷藏運輸的成長為動力傳動系統以外的先進溫控技術創造了獨特的機會。在消費者對生鮮食品需求不斷成長的推動下,運輸商正擴大採用具有卓越溫控性能和能源效率的運輸製冷機組 (TRU)。此外,該產業也正在向電動 TRU 轉型,以減少裝載作業期間的排放氣體,進一步整合推進系統和冷凍系統的熱需求。此優勢體現在財務業績;2024 年 10 月,特靈科技公佈其歐洲、中東和非洲業務板塊(包括運輸冷凍機組)第三季收入淨額年增 8%。
電動商用車的溫度控管架構需要大量的研發投入,這成為市場成長的主要障礙。隨著產業向電氣化轉型,電池組和電力電子設備的溫度管理技術要求日益複雜。這種複雜性迫使製造商在專用組件和整合方法上投入巨資,推高了整體生產成本。這些成本最終導致車輛價格上漲,對於那些優先考慮即時資本效益而非長期成本節約的物流公司而言,這構成了一道准入門檻。
這些財務限制直接減緩了車隊向電動平台的轉型,並減少了先進溫度控管系統的訂單。這些經濟壓力也反映在近期的產業數據中。根據歐洲汽車製造商協會(ACEA)的數據,2024年前九個月,可充電廂型車的新註冊量年減了12.8%。這項降幅凸顯了車輛成本高昂(主要源自於複雜的熱整合)限制了市場擴張的潛力。
在複雜的電動商用車領域,節省空間和減輕重量的需求正推動整合式溫度控管模組 (ITMM) 的整合趨勢。原始設備製造商 (OEM) 不再單獨採購泵浦、閥門和熱交換器,而是採用「一體化」解決方案,將這些組件整合到一個預先測試過的單元中。這簡化了組裝並減少了洩漏途徑。模組化帶來的效率提升也反映在主要供應商的財務表現中。根據馬勒公司於 2024 年 4 月發布的《2023 會計年度年度報告》,在強勁的整合技術需求推動下,溫度控管業務部門的銷售額達到 46 億歐元(年成長 4.1%)。
同時,歐盟對氟氯化碳(CFC)的限制以及美國的《國際運輸管理法案》(I'M Act)等日益嚴格的環境法規,正推動市場轉型為低全球暖化潛值(GWP)冷媒(液化石油氣)。業者正用二氧化碳和丙烷等永續的冷媒系統取代傳統的氫氟碳化合物(HFC)系統,這需要重新設計壓縮機和密封件,以承受更高的壓力和更高的易燃性。這種朝向符合法規要求的冷凍技術的轉變,正在刺激物流業的資本投資。根據開利全球公司於2024年10月發布的2024年第三季財報,貨櫃冷凍系統的銷量成長超過30%,這表明物流網路正在快速升級以滿足監管標準。
The Global Commercial Vehicle Thermal System Market is projected to expand from USD 36.62 Billion in 2025 to USD 59.05 Billion by 2031, reflecting a CAGR of 8.29%. These systems comprise integrated technologies essential for regulating temperatures within the powertrain, cabin, and battery packs of trucks, buses, and vans. Growth is largely propelled by strict emission standards that demand greater engine efficiency and the rapid electrification of logistics fleets, which necessitates precise thermal management for battery safety and range optimization. Data from the European Automobile Manufacturers' Association highlights this demand, noting an 8.3 percent rise in new EU van registrations in 2024, which fuels the need for such components.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 36.62 Billion |
| Market Size 2031 | USD 59.05 Billion |
| CAGR 2026-2031 | 8.29% |
| Fastest Growing Segment | Medium |
| Largest Market | Asia Pacific |
However, market expansion faces a significant hurdle due to the high development costs linked to advanced thermal architectures for electric vehicles. These systems are technically intricate, requiring simultaneous heat management for battery packs and power electronics, which complicates integration and raises vehicle prices. Consequently, these elevated costs may discourage adoption among cost-sensitive fleet operators.
Market Driver
The rapid shift toward electric and hybrid commercial vehicles is fundamentally transforming thermal management requirements, as these platforms demand sophisticated architectures to keep battery temperatures within optimal ranges. Unlike internal combustion engines, electric powertrains rely on precise regulation to ensure safety, extend range, and enable fast charging, often utilizing high-performance liquid cooling plates and complex loop separation. This trend is underscored by the rising demand for zero-emission heavy-duty vehicles; according to the International Energy Agency's "Global EV Outlook 2024" published in April 2024, global electric truck sales jumped by 35 percent in 2023, exceeding 50,000 units. Additionally, the public transport sector reinforces this growth, with the European Automobile Manufacturers' Association reporting in January 2025 that new EU bus registrations rose by 9.2 percent in 2024.
Concurrently, the growth of global cold chain logistics and refrigerated transport offers unique opportunities for advanced thermal regulation outside the powertrain. Rising consumer demand for perishables is prompting fleet operators to acquire transport refrigeration units (TRUs) that provide superior temperature control and energy efficiency. The industry is also moving toward electric TRUs to eliminate emissions during loading operations, further blending propulsion and refrigeration thermal needs. This sector's strength is evident in financial results; Trane Technologies reported in October 2024 that its Europe, Middle East, and Africa segment, which includes transport refrigeration, achieved an 8 percent year-over-year increase in net revenues in the third quarter.
Market Challenge
The significant development costs required for electric commercial vehicle thermal management architectures pose a major barrier to market growth. As the industry transitions to electrification, the technical demands for managing temperatures in battery packs and power electronics have become increasingly complex. This intricacy compels manufacturers to invest heavily in specialized components and integration methods, driving up overall production costs. These expenses ultimately increase the final vehicle price, making entry difficult for logistics companies that value immediate capital efficiency over long-term savings.
Such financial constraints directly slow the transition of fleets to electric platforms, reducing the volume of orders for advanced thermal systems. The effect of these economic pressures is reflected in recent industry data; according to the European Automobile Manufacturers' Association, new registrations of electrically chargeable vans fell by 12.8 percent in the first three quarters of 2024 compared to the prior year. This decline highlights how high vehicle costs, resulting in part from complex thermal integration, are limiting the market's expansion potential.
Market Trends
A prevailing trend is the consolidation into Integrated Thermal Management Modules, driven by the need to save space and reduce weight in complex electric commercial vehicles. OEMs are moving away from sourcing separate pumps, valves, and heat exchangers in favor of "one-box" solutions that combine these components into a single, pre-tested unit, which simplifies assembly and reduces leak paths. This shift toward modular efficiency is visible in the financial results of key suppliers; Mahle's April 2024 "Annual Report 2023" noted that sales in its Thermal Management business unit rose by 4.1 percent to 4.6 billion euros, fueled by strong demand for these integrated technologies.
Simultaneously, the market is shifting toward Low-Global Warming Potential Refrigerants due to stricter environmental rules like the EU F-Gas regulations and the U.S. AIM Act. Operators are replacing legacy hydrofluorocarbon systems with sustainable options such as carbon dioxide and propane, requiring re-engineered compressors and seals to manage higher pressures and flammability. This move toward compliant cooling technologies is driving capital turnover in logistics; Carrier Global Corporation reported in its "Third Quarter 2024 Results" in October 2024 that container refrigeration sales increased by over 30 percent, demonstrating the rapid pace at which the logistics network is upgrading to meet regulatory standards.
Report Scope
In this report, the Global Commercial Vehicle Thermal System Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Commercial Vehicle Thermal System Market.
Global Commercial Vehicle Thermal System Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: