牽引電池市場－全球產業規模、佔有率、趨勢、機會、預測：按產品類型、容量、應用、地區和競爭格局分類，2021-2031年

全球牽引電池市場預計將從 2025 年的 417 億美元成長到 2031 年的 989.6 億美元，複合年成長率達到 15.49%。

這些高容量可充電能源儲存系統對於電動車和工業機械中的電動馬達至關重要。市場成長的主要驅動力是各國政府嚴格的排放氣體法規和大力推行電動車的財政誘因，迫使汽車製造商轉型為電動動力傳動系統。隨著各國努力實現脫碳目標，這些監管壓力確保了對儲能解決方案的持續需求。例如，根據中國汽車動力電池產業創新獎勵的報告，預計到2024年，中國動力電池累積裝置容量將達到548.4吉瓦時，年增41.5%。

然而，儘管成長勢頭強勁，但由於電池生產所需關鍵原料的短缺和價格波動，該行業仍面臨嚴峻挑戰。鋰、鈷和鎳等關鍵礦物的供應鏈往往集中在特定的地緣政治區域，造成供應鏈瓶頸，擾亂生產進度並推高成本。在全球電動車需求快速成長的情況下，製造商難以取得穩定且價格合理的原料，而這種供需失衡威脅著市場擴張。

市場促進因素

電動車 (EV) 市場的快速成長是全球動力電池產業的主要驅動力。隨著消費者偏好轉向更清潔的交通途徑，汽車製造商面臨著擴大產能以滿足電池式電動車(PHEV) 激增需求的壓力。這一趨勢直接轉化為對更大容量儲能單元的更大需求，以支援新型車輛設計。國際能源總署 (IEA) 發布的《2024 年全球電動車展望》也印證了這一成長勢頭，該報告指出，2023 年全球將新增註冊電動車約 1,400 萬輛，較去年同期成長 35%。

同時，汽車製造商（OEM）的一系列策略投資正在改變製造業格局。傳統汽車製造商正積極尋求合資企業和電池生產的垂直整合，以確保供應鏈穩定並降低對外部供應商的依賴。這項資本投資對於建立能夠支持長期電氣化目標的韌性供應鏈至關重要。例如，本田汽車公司於2024年4月宣布計劃投資約150億加元，在加拿大建造一條完整的電動車價值鏈。這些私營部門的努力得到了公共資金的支持，例如美國能源局於2024年宣布撥款超過30億加元，用於支持先進電池和材料的國內生產。

市場挑戰

不穩定的供應狀況和關鍵原料短缺是全球動力電池市場擴張的主要障礙。隨著電動車需求的加速成長，上游供應鏈往往無法提供足夠的鋰、鈷和鎳，造成嚴重的供需缺口。這種供不應求推高了原料成本，迫使製造商在降低利潤率或將成本轉嫁給消費者之間做出選擇，這削弱了它們與內燃機汽車競爭的價格能力。此外，加工能力集中在特定地區，使得全球供應鏈脆弱，極易受到局部地緣政治不穩定的影響。

這種對集中供應來源的依賴使市場極為脆弱，並阻礙了供應鏈多元化的努力。根據汽車創新聯盟2024年的數據，中國控制全球約85%的鋰離子電池生產和65%的鋰精煉。這種高度集中意味著，中國以外的製造商將持續面臨供應穩定性和價格波動的風險。因此，汽車製造商可能被迫推遲其電氣化計劃，這可能會減緩驅動電池產業的持續成長。

市場趨勢

在標準續航里程的電動車領域，隨著製造商將成本效益和熱穩定性置於最大能量密度之上，磷酸鋰鐵（LFP）電池的顯著普及正在重塑市場格局。這一趨勢的驅動力在於迫切需要減少對波動性較大的鈷和鎳供應鏈的依賴，而LFP正逐漸成為入門級和中檔電動車的首選電池材料。由於其抗熱失控性能和優異的循環壽命，LFP的應用範圍正從商用車擴展到乘用車。根據中國汽車動力電池產業創新聯盟預測，2024年全年，中國LFP電池累計裝置容量將達到409.0 GWh，佔總裝置容量的74.6%。

同時，固態電池技術正從實驗室研究走向具體的預生產計劃，以滿足產業對更高能量密度和更佳安全性的需求。這些新一代電池以固體組件取代液態電解質，消除了易燃風險，同時實現了更快的充電速度和更長的續航里程。領先的開發商正在製定具體的商業化計劃，初期目標市場是豪華車領域，以抵消高昂的製造成本。例如，三星SDI於2024年3月宣布了藍圖，計劃在2027年開始量產全固態電池，目標是實現業界領先的900瓦時/公升的能量密度。

目錄

第1章概述

第2章：調查方法

第3章執行摘要

第4章：客戶心聲

第5章：全球牽引電池市場展望

• 市場規模及預測
  • 按金額
• 市佔率及預測
  • 產品種類（鉛基電池、鎳基電池、鋰離子電池、其他）
  • 容量（小於 100 安培、100-200 安培小時、200-300 安培、300-400 安培時、400 安培小時或以上）
  • 按應用領域（電動車、工業、機車、其他）
  • 按地區
  • 按公司（2025 年）
• 市場地圖

第6章：北美牽引電池市場展望

• 市場規模及預測
• 市佔率及預測
• 北美洲：國別分析
  • 美國
  • 加拿大
  • 墨西哥

第7章：歐洲牽引電池市場展望

• 市場規模及預測
• 市佔率及預測
• 歐洲：國別分析
  • 德國
  • 法國
  • 英國
  • 義大利
  • 西班牙

第8章：亞太地區牽引電池市場展望

• 市場規模及預測
• 市佔率及預測
• 亞太地區：國別分析
  • 中國
  • 印度
  • 日本
  • 韓國
  • 澳洲

第9章：中東和非洲牽引電池市場展望

• 市場規模及預測
• 市佔率及預測
• 中東與非洲：國別分析
  • 沙烏地阿拉伯
  • 阿拉伯聯合大公國
  • 南非

第10章：南美洲牽引電池市場展望

• 市場規模及預測
• 市佔率及預測
• 南美洲：國別分析
  • 巴西
  • 哥倫比亞
  • 阿根廷

第11章 市場動態

• 促進因素
• 任務

第12章 市場趨勢與發展

• 併購
• 產品發布
• 近期趨勢

第13章：全球牽引電池市場：SWOT分析

第14章：波特五力分析

• 產業競爭
• 新進入者的潛力
• 供應商的議價能力
• 顧客權力
• 替代品的威脅

第15章 競爭格局

• Contemporary Amperex Technology Co., Ltd.
• LG Energy Solution
• Panasonic Corporation
• BYD Co., Ltd.
• Samsung SDI Co., Ltd.
• SK Innovation Co., Ltd.
• Guoxuan High-Tech Power Energy Co., Ltd.
• Sunwoda Electronic Co., Ltd.
• Automotive Energy Supply Corporation
• Primearth EV Energy

第16章 策略建議

第17章：關於研究公司及免責聲明

The Global Traction Battery Market is projected to expand from USD 41.70 Billion in 2025 to USD 98.96 Billion by 2031, achieving a CAGR of 15.49%. These high-capacity rechargeable energy storage systems are essential for powering the electric motors found in electric vehicles and industrial machinery. The market's growth is primarily driven by strict government emissions standards and significant financial incentives designed to encourage e-mobility, forcing automotive manufacturers to shift towards electrified powertrains. Such regulatory pressures ensure a continuous demand for energy storage solutions as nations work towards decarbonization goals. For example, the China Automotive Power Battery Industry Innovation Alliance reported that cumulative power battery installations in China reached 548.4 GWh in 2024, marking a 41.5% increase compared to the previous year.

However, despite this strong growth trajectory, the sector faces major hurdles due to the scarcity and volatility of critical raw materials needed for cell production. Supply chains for essential minerals like lithium, cobalt, and nickel are often concentrated in specific geopolitical areas, leading to bottlenecks that disrupt manufacturing timelines and drive up costs. This imbalance between supply and demand threatens market expansion, as manufacturers struggle to obtain consistent and affordable materials to satisfy the rapidly increasing global need for vehicle electrification.

Market Driver

The swift growth of the electric vehicle (EV) market acts as the main engine driving the global traction battery sector. As consumer preferences shift towards cleaner transportation, automakers are under pressure to ramp up production to meet the surging demand for battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs). This trend directly requires larger volumes of high-capacity energy storage units to support new vehicle designs. Highlighting this momentum, the International Energy Agency's 'Global EV Outlook 2024' noted that nearly 14 million new electric cars were registered worldwide in 2023, a 35% increase year-on-year.

Concurrently, a wave of strategic investments by automotive Original Equipment Manufacturers (OEMs) is transforming the manufacturing landscape. Legacy automakers are actively forming joint ventures and vertically integrating battery production to secure supply lines and reduce dependence on external vendors. This capital injection is vital for building a resilient supply chain capable of supporting long-term electrification targets. For instance, Honda Motor Co., Ltd. announced in April 2024 a plan to invest approximately CAD 15 billion to establish a comprehensive EV value chain in Canada. This private sector effort is bolstered by public funding, such as the over $3 billion announced by the U.S. Department of Energy in 2024 to support domestic production of advanced batteries and materials.

Market Challenge

The instability and shortage of critical raw materials present a significant barrier to the Global Traction Battery Market's expansion. As the demand for electric vehicles accelerates, the upstream supply chain often fails to provide adequate quantities of lithium, cobalt, and nickel, resulting in a severe supply-demand gap. This scarcity inflates material costs, forcing manufacturers to either accept reduced margins or pass the costs to consumers, which hinders the ability to achieve price parity with internal combustion engines. Additionally, the concentration of processing capabilities in specific regions creates a fragile global supply chain that is susceptible to localized geopolitical disruptions.

Reliance on these concentrated supply sources leaves the market highly vulnerable and complicates diversification efforts. Data from the Alliance for Automotive Innovation in 2024 indicates that China controls roughly 85 percent of global lithium-ion battery cell production and 65 percent of lithium refining. This heavy centralization means that manufacturers outside this region face persistent risks regarding supply security and price fluctuation. Consequently, automotive companies may be compelled to delay their electrification schedules, directly slowing the sustained growth of the traction battery industry.

Market Trends

A significant shift toward Lithium Iron Phosphate (LFP) chemistries is redefining the market as manufacturers prioritize cost-effectiveness and thermal stability over maximum energy density for standard-range vehicles. This trend is driven by the urgent need to reduce reliance on volatile cobalt and nickel supply chains, establishing LFP as the preferred option for entry-level and mid-market electric vehicles. Due to its resistance to thermal runaway and superior cycle life, LFP adoption has expanded beyond commercial fleets into mainstream passenger vehicles. According to the China Automotive Power Battery Industry Innovation Alliance, cumulative LFP battery installations in China hit 409.0 GWh for the full year of 2024, representing 74.6% of the total installed capacity.

At the same time, Solid-State Battery technology is moving from laboratory research to concrete pre-production plans, addressing the industry's need for higher energy densities and enhanced safety. These next-generation cells replace liquid electrolytes with solid components, eliminating flammability risks while enabling faster charging and longer driving ranges. Leading developers are now setting specific timelines for commercialization, initially targeting premium automotive segments to offset higher production costs. For example, Samsung SDI unveiled its roadmap in March 2024 to begin mass production of all-solid-state batteries by 2027, aiming for an industry-leading energy density of 900 watt-hours per liter.

Key Market Players

• Contemporary Amperex Technology Co., Ltd.
• LG Energy Solution
• Panasonic Corporation
• BYD Co., Ltd.
• Samsung SDI Co., Ltd.
• SK Innovation Co., Ltd.
• Guoxuan High-Tech Power Energy Co., Ltd.
• Sunwoda Electronic Co., Ltd.
• Automotive Energy Supply Corporation
• Primearth EV Energy

Report Scope

In this report, the Global Traction Battery Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Traction Battery Market, By Product Type

• Lead Acid Based
• Nickel Based
• Lithium-Ion Based
• Others

Traction Battery Market, By Capacity

• Less than 100 Ah
• 100-200 Ah
• 200-300 Ah
• 300-400 Ah
• 400 Ah & Above

Traction Battery Market, By Application

• Electric Vehicle (EV)
• Industrial
• Locomotives
• Others

Traction Battery Market, By Region

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • France
  • United Kingdom
  • Italy
  • Germany
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • Australia
  • South Korea
• South America
  • Brazil
  • Argentina
  • Colombia
• Middle East & Africa
  • South Africa
  • Saudi Arabia
  • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Traction Battery Market.

Available Customizations:

Global Traction Battery 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:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Traction Battery Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Product Type (Lead Acid Based, Nickel Based, Lithium-Ion Based, Others)
  • 5.2.2. By Capacity (Less than 100 Ah, 100-200 Ah, 200-300 Ah, 300-400 Ah, 400 Ah & Above)
  • 5.2.3. By Application (Electric Vehicle (EV), Industrial, Locomotives, Others)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Traction Battery Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Product Type
  • 6.2.2. By Capacity
  • 6.2.3. By Application
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Traction Battery Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Product Type
      • 6.3.1.2.2. By Capacity
      • 6.3.1.2.3. By Application
  • 6.3.2. Canada Traction Battery Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Product Type
      • 6.3.2.2.2. By Capacity
      • 6.3.2.2.3. By Application
  • 6.3.3. Mexico Traction Battery Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Product Type
      • 6.3.3.2.2. By Capacity
      • 6.3.3.2.3. By Application

7. Europe Traction Battery Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Product Type
  • 7.2.2. By Capacity
  • 7.2.3. By Application
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Traction Battery Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Product Type
      • 7.3.1.2.2. By Capacity
      • 7.3.1.2.3. By Application
  • 7.3.2. France Traction Battery Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Product Type
      • 7.3.2.2.2. By Capacity
      • 7.3.2.2.3. By Application
  • 7.3.3. United Kingdom Traction Battery Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Product Type
      • 7.3.3.2.2. By Capacity
      • 7.3.3.2.3. By Application
  • 7.3.4. Italy Traction Battery Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Product Type
      • 7.3.4.2.2. By Capacity
      • 7.3.4.2.3. By Application
  • 7.3.5. Spain Traction Battery Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Product Type
      • 7.3.5.2.2. By Capacity
      • 7.3.5.2.3. By Application

8. Asia Pacific Traction Battery Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Product Type
  • 8.2.2. By Capacity
  • 8.2.3. By Application
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Traction Battery Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Product Type
      • 8.3.1.2.2. By Capacity
      • 8.3.1.2.3. By Application
  • 8.3.2. India Traction Battery Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Product Type
      • 8.3.2.2.2. By Capacity
      • 8.3.2.2.3. By Application
  • 8.3.3. Japan Traction Battery Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Product Type
      • 8.3.3.2.2. By Capacity
      • 8.3.3.2.3. By Application
  • 8.3.4. South Korea Traction Battery Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Product Type
      • 8.3.4.2.2. By Capacity
      • 8.3.4.2.3. By Application
  • 8.3.5. Australia Traction Battery Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Product Type
      • 8.3.5.2.2. By Capacity
      • 8.3.5.2.3. By Application

9. Middle East & Africa Traction Battery Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Product Type
  • 9.2.2. By Capacity
  • 9.2.3. By Application
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Traction Battery Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Product Type
      • 9.3.1.2.2. By Capacity
      • 9.3.1.2.3. By Application
  • 9.3.2. UAE Traction Battery Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Product Type
      • 9.3.2.2.2. By Capacity
      • 9.3.2.2.3. By Application
  • 9.3.3. South Africa Traction Battery Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Product Type
      • 9.3.3.2.2. By Capacity
      • 9.3.3.2.3. By Application

10. South America Traction Battery Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Product Type
  • 10.2.2. By Capacity
  • 10.2.3. By Application
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Traction Battery Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Product Type
      • 10.3.1.2.2. By Capacity
      • 10.3.1.2.3. By Application
  • 10.3.2. Colombia Traction Battery Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Product Type
      • 10.3.2.2.2. By Capacity
      • 10.3.2.2.3. By Application
  • 10.3.3. Argentina Traction Battery Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Product Type
      • 10.3.3.2.2. By Capacity
      • 10.3.3.2.3. By Application

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Traction Battery Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. Contemporary Amperex Technology Co., Ltd.
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. LG Energy Solution
• 15.3. Panasonic Corporation
• 15.4. BYD Co., Ltd.
• 15.5. Samsung SDI Co., Ltd.
• 15.6. SK Innovation Co., Ltd.
• 15.7. Guoxuan High-Tech Power Energy Co., Ltd.
• 15.8. Sunwoda Electronic Co., Ltd.
• 15.9. Automotive Energy Supply Corporation
• 15.10. Primearth EV Energy

16. Strategic Recommendations

17. About Us & Disclaimer