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市場調查報告書
商品編碼
2046697
汽車用鋼市場-全球產業規模、佔有率、趨勢、機會與預測:按製程、產品、車輛類型、地區和競爭格局分類,2021-2031年Automotive Steel Market - Global Industry Size, Share, Trends Opportunity, and Forecast, Segmented By Process, By Product, By Vehicle Type, By Region & Competition, 2021-2031F |
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全球汽車用鋼市場預計將從 2025 年的 1,425.9 億美元成長到 2031 年的 2,148.3 億美元,複合年成長率為 7.07%。
該領域涵蓋各種高性能鐵碳合金,特別是先進高抗張強度鋼(AHSS),這些鋼材對於製造汽車關鍵零件(例如動力傳動系統、車身結構和底盤)至關重要。市場成長的主要驅動力是政府對排放氣體和燃油消耗的嚴格監管。這些監管迫使汽車製造商(OEM)採用輕質材料,以在不影響結構完整性或碰撞安全性的前提下減輕車輛重量。此外,電動車(EV)產量的不斷成長也帶來了對特殊鋼材的穩定需求,這些鋼材能夠保護重型電池組並支援新型動力傳動系統設計。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 1425.9億美元 |
| 市場規模:2031年 | 2148.3億美元 |
| 複合年成長率:2026-2031年 | 7.07% |
| 成長最快的細分市場 | 電弧爐 |
| 最大的市場 | 亞太地區 |
然而,宏觀經濟不穩定和工業生產波動可能抑制製造業活動,市場面臨嚴峻挑戰。其中一個主要障礙是全球耐久財需求的波動,這直接影響汽車製造商的原料訂單。例如,世界鋼鐵協會在2024年報告中預測,汽車和製造業持續放緩將導致全球鋼鐵需求下降0.9%。這一萎縮凸顯了市場對更廣泛的經濟逆風和供應鏈中斷的脆弱性,這些因素限制了汽車用鋼採購的擴張。
快速的電氣化正在從根本上改變汽車行業的材料需求,推動了對電工鋼和電池鋼需求的激增。隨著汽車產業從內燃機轉向電動動力傳動系統,用於高效牽引馬達的非晶取向電工鋼板和用於加固重型電池組的先進高抗張強度鋼的消耗量正在迅速成長。這種技術變革要求鋼鐵製造商創新合金成分,以在不顯著增加重量的前提下,提供卓越的磁性和結構剛度。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年電動車銷量將達到近1,400萬輛,這將為特種高附加價值鋼材的採購奠定永續成長的基礎。
全球汽車生產和銷售的成長是整體市場成長的主要驅動力,直接影響底盤和車身生產所需的鍍鋅鋼和碳鋼的需求。隨著主要經濟體供應鏈的穩定和消費需求的復甦,汽車製造商正在加快生產步伐,從而增加了原料採購量。根據國際汽車製造商協會(OICA)2024年3月的數據,全球汽車產量增加了10%,達到9,350萬輛。新興地區的創紀錄表現進一步推動了這一成長趨勢。例如,印度汽車製造商協會(SIAM)報告稱,2024年4月乘用車銷量創下421萬輛的歷史新高,凸顯了新興市場的強勁需求。
全球耐用消費品需求的波動對全球汽車鋼材市場的擴張構成重大阻礙。這種不穩定性通常由高利率和通膨壓力等宏觀經濟因素造成,這些因素降低了消費者對汽車等高價商品的購買力。因此,汽車製造商被迫調整生產計劃並降低庫存水準以降低財務風險。這些調整導致關鍵原料採購模式的不穩定,破壞了鋼材製造商必須確保的供應鏈穩定性,而供應鏈穩定性對於維持現代動力傳動系統和底盤部件所需的高性能特種合金的穩定生產至關重要。
近期反映全球趨勢的區域製造業數據顯示,工業萎縮的直接影響顯而易見。歐洲鋼鐵協會預測,到2024年,經濟成長放緩和工業持續低迷將導致歐盟汽車產量下降3.0%。汽車產量的下降將直接導致汽車用鋼需求減少,阻礙供應商最佳化運轉率。這種不確定性成為市場成長的瓶頸,製造商面臨訂單量有限和收入來源不確定的困境,因此不願擴大資本密集鋼鐵生產設施。
市場關鍵趨勢之一是轉向石化燃料,製造商正積極推動供應鏈脫碳。此舉不僅限於減輕重量,更著眼於材料本身固有的碳足跡,並透過採用電弧爐 (EAF) 和氫基直接還原鐵 (DRI) 工藝,徹底消除煉鋼過程中的煤炭使用。歐洲原始設備製造商 (OEM) 和一級供應商正積極簽訂這些低排放材料的長期契約,以在法規收緊之前滿足嚴格的範圍 3排放目標。例如,2024 年 1 月,H2 Green Steel 宣布與 Kirchhoff Automotive 簽署了一份價值 1.3 億歐元、為期七年的契約,從 2027 年起為汽車車身本體應用供應無石化燃料鋼材。
同時,熱壓硬化鋼(PHS)的應用市場也不斷拓展,尤其是在製造複雜的車輛安全艙和底盤零件方面。與傳統的冷壓製程不同,熱壓硬化(或熱沖壓)製程能夠生產出具有複雜形狀的超高強度零件,這些零件具有極強的抗回彈性能,從而在不顯著增加重量的情況下,為電動車架構提供卓越的碰撞能量吸收性能。這項技術在重量不斷增加的電動平台上變得日益重要,可用於保護電池外殼和乘員艙。根據Gestamp公司於2024年2月發布的《2023年度報告》,該公司銷售額成長14.4%,達到123億歐元,而這一成長據稱直接歸功於對專用熱沖壓白車身部件和電池盒結構的需求不斷成長。
The Global Automotive Steel Market is projected to expand from USD 142.59 Billion in 2025 to USD 214.83 Billion by 2031, reflecting a compound annual growth rate of 7.07%. This sector encompasses a variety of high-performance iron-carbon alloys, specifically Advanced High-Strength Steel (AHSS), which are essential for fabricating critical vehicle components like the powertrain, body structures, and chassis. Market growth is primarily propelled by rigorous government mandates regarding emissions and fuel efficiency, which compel Original Equipment Manufacturers to utilize lightweight materials that decrease vehicle mass without sacrificing structural integrity or crash safety. Additionally, the increasing production of Electric Vehicles generates steady demand for specialized steel grades capable of protecting heavy battery packs and supporting alternative powertrain designs.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 142.59 Billion |
| Market Size 2031 | USD 214.83 Billion |
| CAGR 2026-2031 | 7.07% |
| Fastest Growing Segment | Electric Arc Furnace |
| Largest Market | Asia Pacific |
However, the market faces significant hurdles due to macroeconomic instability and fluctuating industrial output, which can suppress manufacturing activities. A major obstacle is the volatility in global demand for durable goods, which directly influences raw material orders from vehicle manufacturers. For instance, the 'World Steel Association' reported in '2024' that global steel demand was expected to decline by 0.9 percent due to a persistent slowdown in the automotive and manufacturing sectors. This contraction underscores the market's susceptibility to broader economic headwinds and supply chain disruptions that restrict the expansion of automotive steel procurement.
Market Driver
Rapid electrification is fundamentally reshaping the material needs of the automotive sector, driving a surge in demand for electrical and battery-grade steels. As the industry transitions from internal combustion engines to electric powertrains, there is an immediate increase in the consumption of non-grain oriented electrical steel for efficient traction motors and advanced high-strength steel to reinforce heavy battery packs. This technological shift requires steelmakers to innovate alloy compositions that provide superior magnetic properties and structural rigidity without adding excessive weight. According to the International Energy Agency's 'Global EV Outlook 2024' released in April 2024, electric car sales reached nearly 14 million units in 2023, establishing a sustained trajectory for specialized value-added steel procurement.
The expansion of global automotive manufacturing and sales volumes serves as the primary catalyst for overall market growth, directly dictating the tonnage of galvanized and flat carbon steel required for chassis and body production. As supply chains stabilize and consumer demand recovers in major economic zones, Original Equipment Manufacturers are ramping up assembly rates, thereby increasing their intake of raw materials. Data from the International Organization of Motor Vehicle Manufacturers in March 2024 indicated that global motor vehicle production increased by 10 percent to 93.5 million vehicles. This upward trend is further supported by record-breaking performance in developing regions, such as the historic peak of 4.21 million passenger vehicle sales reported by the Society of Indian Automobile Manufacturers in April 2024, highlighting robust demand in emerging markets.
Market Challenge
The volatility in global demand for durable goods acts as a significant barrier to the expansion of the Global Automotive Steel Market. This instability, often driven by macroeconomic factors like high interest rates and inflationary pressures, diminishes consumer purchasing power for high-ticket items such as vehicles. Consequently, Original Equipment Manufacturers are forced to adjust production schedules and reduce inventory levels to mitigate financial risk. These adjustments lead to erratic procurement patterns for essential raw materials, disrupting the supply chain stability that steelmakers need to maintain the consistent production of specialized high-performance alloys required for modern powertrain and chassis components.
The direct impact of this industrial contraction is evident in recent regional manufacturing data that reflects broader global trends. The 'European Steel Association' forecast in '2024' that automotive output in the European Union would drop by 3.0 percent due to subdued economic growth and ongoing industrial weakness. Such a decline in vehicle manufacturing directly translates to reduced consumption of automotive steel grades, preventing suppliers from optimizing capacity utilization. This unpredictability creates a bottleneck for market growth, as manufacturers face restricted volume orders and uncertain revenue streams that discourage the capital-intensive expansion of steel production facilities.
Market Trends
A defining trend in the market is the shift toward fossil-free and hydrogen-based green steel production as manufacturers aggressively target supply chain decarbonization. This movement goes beyond simple lightweighting to address the embedded carbon footprint of the material itself, utilizing electric arc furnace (EAF) and hydrogen-based direct reduced iron (DRI) processes to eliminate coal from smelting. European OEMs and Tier-1 suppliers are actively securing long-term contracts for these low-emission materials to meet stringent Scope 3 emission targets before regulations tighten. For example, H2 Green Steel announced in January 2024 that Kirchhoff Automotive had signed a seven-year agreement worth €130 million to supply fossil-free steel for automotive body-in-white applications starting in 2027.
Simultaneously, the market is witnessing the expansion of press hardening steel (PHS) applications, particularly for constructing complex vehicle safety cells and chassis components. Unlike conventional cold stamping, the press hardening (or hot stamping) process allows for the fabrication of ultra-high-strength components with complex geometries that resist springback, offering superior crash energy absorption for electric vehicle architectures without adding significant weight. This technology is increasingly critical for protecting battery enclosures and passenger compartments in heavier electrified platforms. According to Gestamp's 'Annual Report 2023' from February 2024, the company reported a revenue increase of 14.4 percent to €12.3 billion, directly attributing this growth to the rising demand for specialized hot-stamped body-in-white parts and battery box structures.
Report Scope
In this report, the Global Automotive Steel 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 Automotive Steel Market.
Global Automotive Steel 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: