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市場調查報告書
商品編碼
2046664
二手電動車電池市場-全球產業規模、佔有率、趨勢、機會、預測:按車輛類型、按類型、按應用、按地區和競爭對手分類,2021-2031年Used Electric Vehicle Battery Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Vehicle Type, By Type, By Application, By Region & Competition, 2021-2031F |
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全球二手電動車電池市場預計將從 2025 年的 13.1 億美元大幅成長至 2031 年的 57.1 億美元,複合年成長率達 27.81%。
該市場專注於將廢棄鋰離子汽車電池重新用於儲能應用或回收其原料。其成長主要受嚴格的環境法規(強制推行循環經濟實踐)以及確保關鍵礦物自給自足供應鏈的迫切工業需求的驅動。到2025年,電池護照試點計畫將涵蓋全球電動車電池市場80%以上的佔有率,並已建立起必要的可追溯性基礎設施,用於管理這些資產的整個生命週期。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 13.1億美元 |
| 市場規模:2031年 | 57.1億美元 |
| 複合年成長率:2026-2031年 | 27.81% |
| 成長最快的細分市場 | 摩托車 |
| 最大的市場 | 北美洲 |
確保關鍵原料供應鏈的策略需求是推動全球廢棄電動車電池市場發展的主要動力,其目標是減少對波動性較大的海外礦產的依賴。透過將廢棄電池視為“城市礦山”,相關人員可以高效回收鋰、鈷、鎳等貴金屬,從而穩定新型儲能解決方案的生產成本,並保護製造商免受地緣政治供應衝擊的影響。寧德時代旗下子公司布倫普回收公司計畫在2025年10月實現鎳、鈷、錳99.6%的回收率。同時,全球廢棄電動車電池數量的快速成長正促使相關產業迅速擴張,以管理這種危險但極具價值的原料。隨著早期電動車逐漸達到使用壽命終點,廢棄電池組的流入量不斷增加,回收企業正從試點階段邁向商業性大規模生產,廢棄物管理也正在轉型為一種盈利的原料籌資策略。例如,Redwood Materials公司在2024年回收了20吉瓦時的鋰離子電池,證明了大規模國內回收基礎設施的可行性。此外,美國能源局於2025年8月宣布了一項10億美元的資助舉措,旨在擴大關鍵礦物生產和電池回收規模,也為此提供了進一步的支持。
全球二手電動車電池市場擴張的一大障礙是缺乏用於評估廢棄電池剩餘性能的標準化診斷協議。由於缺乏普遍認可的調查方法,操作員只能依賴分散且專有的評估方法,導致電池安全性、剩餘容量和化學穩定性等方面存在顯著的技術不確定性。這種複雜性阻礙了對電池進行準確的資產估值和二次利用認證。缺乏可靠且統一的標準,相關設施無法實施對經濟可行性至關重要的自動化、高通量分類系統,阻礙了從先導計畫向工業規模運作的過渡。這些低效因素在逆向供應鏈中造成了嚴重的瓶頸,增加了營運成本,並降低了二手電池相對於新電池的價格競爭力。儘管預計到2024年全球對電動車電池的需求將超過750吉瓦時,但有限的市場流動性凸顯了高效且統一的健康檢驗機制對於防止庫存積壓的迫切需求。
兩大關鍵趨勢正在推動市場快速產業化。首先,對資料中心和可再生能源微電網等高能耗基礎設施的需求,促使人們將二手電池整合到固定式能源儲存系統中,使其成為製造全新儲能設備的可行替代方案。重複利用廢棄電動車電池組可以創建分散式電力儲備,最大限度地效用關鍵礦物直至最終回收,同時減輕電網負荷。這種營運模式的轉變表明,在需求旺盛的商業應用中利用鋰離子電池的剩餘容量在技術上是可行的,並正從試點階段邁向商業部署。 2025年6月,Redwood Materials公司推出了一個新的業務部門,利用可重複使用的模組和一個63兆瓦時的微型電網計畫。其次,電池即服務(BaaS)和租賃模式的擴展,透過消除金融壁壘,正在改變逆向供應鏈的經濟結構。為了克服與二手資產相關的高昂初始投資成本和技術風險,市場參與者正在推出結構化金融產品,將資產所有權與營運使用權分開。這種發展趨勢使得將分散式儲能專案整合為可投資的投資組合成為可能,從而吸引大規模擴張所需的機構資本。 B2U Storage Solutions 正是順應了這一趨勢,於 2025 年 12 月推出了一項結構性融資基金,目標是投資一個 150 兆瓦時的併網二次利用儲能項目組合。
The Global Used Electric Vehicle Battery Market is projected to grow substantially from USD 1.31 billion in 2025 to USD 5.71 billion by 2031, reflecting a robust 27.81% CAGR. This market focuses on repurposing retired lithium-ion automotive batteries for second-life energy storage or recovering raw materials. Its growth is primarily driven by stringent environmental regulations mandating circular economy practices and the urgent industrial need to secure independent supply chains for critical minerals. By 2025, pilot battery passport programs covered over 80% of the global EV battery market, establishing essential traceability infrastructure for managing these assets throughout their lifecycle.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 1.31 Billion |
| Market Size 2031 | USD 5.71 Billion |
| CAGR 2026-2031 | 27.81% |
| Fastest Growing Segment | Two-Wheeler |
| Largest Market | North America |
Market Driver
The strategic necessity to secure critical raw material supply chains is the principal catalyst propelling the Global Used Electric Vehicle Battery Market, aiming to reduce reliance on volatile foreign mining operations. By treating retired units as "urban mines," stakeholders can efficiently recover valuable metals like lithium, cobalt, and nickel, stabilizing production costs for new energy storage solutions and insulating manufacturers from geopolitical supply shocks; CATL subsidiary Brunp Recycling achieved a 99.6% recovery rate for nickel, cobalt, and manganese in October 2025. Concurrently, the surging global volume of retired electric vehicle batteries is forcing rapid industrial expansion to manage this hazardous yet valuable feedstock. As early-generation EV fleets reach end-of-life, the influx of spent packs scales recycling operations from pilot phases to commercial mass production, turning waste management into a profitable material sourcing strategy. Redwood Materials, for instance, recycled 20 GWh of lithium-ion batteries in 2024, validating large-scale domestic recycling infrastructure, further supported by a $1 billion US Department of Energy funding initiative announced in August 2025 to expand critical minerals production and battery recycling.
Market Challenge
A significant impediment to the Global Used Electric Vehicle Battery Market's expansion is the lack of standardized diagnostic protocols for assessing the residual health of retired units. The absence of universally accepted testing methodologies compels operators to rely on fragmented, proprietary evaluation methods, generating substantial technical uncertainty regarding battery safety, remaining capacity, and chemical stability. This complexity hinders accurate asset valuation and certification for second-life applications. Without a reliable, uniform standard, facilities cannot implement the automated, high-throughput grading systems essential for economic viability, thus stalling the transition from pilot projects to industrial-scale operations. These inefficiencies create a severe bottleneck in the reverse supply chain, increasing operational costs and eroding the price competitiveness of used batteries compared to new ones, restricting market liquidity despite global demand for EV batteries surpassing 750 GWh in 2024, highlighting the critical need for streamlined, uniform health verification to prevent stranded inventory.
Market Trends
Two key trends are rapidly industrializing the market. First, the integration of second-life batteries into stationary energy storage systems is evolving into a viable alternative to new storage manufacturing, driven by the need to support energy-intensive infrastructure such as data centers and renewable microgrids. Repurposing retired EV packs creates decentralized power reserves, mitigating grid strain while maximizing the utility of critical minerals before final recycling. This operational shift validates the technical feasibility of using residual lithium-ion capacity for high-demand commercial applications, moving beyond pilot phases into commercial deployment; Redwood Materials launched a division and a 63 MWh microgrid project using repurposed modules in June 2025. Second, the expansion of Battery-as-a-Service (BaaS) and leasing models is transforming the economic landscape of the reverse supply chain by addressing financial barriers. To overcome high upfront capital costs and technical risks associated with used assets, market players are introducing structured financial products that separate asset ownership from operational usage. This evolution allows for aggregating decentralized storage projects into investable portfolios, unlocking the institutional capital necessary for large-scale expansion; B2U Storage Solutions exemplified this trend in December 2025 by launching a structured finance fund for a 150 MWh portfolio of grid-connected second-life projects.
Report Scope
In this report, the Global Used Electric Vehicle Battery 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 Used Electric Vehicle Battery Market.
Global Used Electric Vehicle 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: