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市場調查報告書
商品編碼
2048433
充電電池市場-全球產業規模、佔有率、趨勢、機會與預測:按技術、應用、地區和競爭格局分類,2021-2031年Secondary Battery Market - Global Industry Size, Share, Trends, Opportunity, and Forecast Segmented By Technology, By Application, By Region & Competition, 2021-2031F |
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全球可充電電池市場預計將從 2025 年的 1,151.6 億美元成長到 2031 年的 2,330.9 億美元,複合年成長率為 12.47%。
二次電池是指能夠重複儲存和釋放能量的可充電電化學裝置,是現代電力基礎設施的重要組成部分。該市場的強勁成長主要得益於全球向電動出行的轉型以及對固定式能源儲存系統以促進可再生能源併網的迫切需求。根據鈷業協會2024年的數據,全球鈷需求量將超過20萬噸,其中電動車(EV)產業將佔43%,凸顯了汽車電氣化在推動工業成長方面發揮的關鍵作用。
| 市場概覽 | |
|---|---|
| 預測期: | 2027-2031 |
| 市場規模:2025年 | 1151.6億美元 |
| 市場規模:2031年 | 2330.9億美元 |
| 複合年成長率:2026-2031年 | 12.47% |
| 成長最快的細分市場 | 鋰離子電池 |
| 最大的市場 | 亞太地區 |
阻礙市場發展的一大主要障礙是關鍵礦物提煉和電池製造能力集中在特定地區。這種結構性依賴性導致供應鏈嚴重脆弱,使整個產業極易受到地緣政治變化的影響,進而擾亂生產計畫。這種波動性有可能減緩儲能技術的普及,並對全球市場的整體成長動能產生負面影響。
電動車在全球的快速普及是推動二次電池產業發展的主要動力,促使汽車製造商提高產量以實現脫碳目標。這項轉型需要高容量鋰離子電池來克服續航里程限制,並為更重的汽車平臺提供動力,從而有效地將製造業的重心轉移到汽車產品上。根據國際能源總署(IEA)發布的《2024年全球電動車展望》,2023年全球電動車銷量將達到約1,400萬輛,較去年同期成長35%。這一電氣化熱潮,加上驅動電池產量的激增,推動全球電池製造投資在2023年達到1,150億美元,以滿足汽車主導的需求。
第二個主要驅動力是可再生能源儲存系統的日益普及,以應對風能和太陽能發電的波動性。二次電池正被應用於大規模商業電力項目和住宅儲能裝置中,用於平衡電網並確保尖峰時段的電力供應。這種能力無需依賴石化燃料即可實現能源的時間轉移和頻率調節,對於電網基礎設施的現代化至關重要。 2024年5月,國際能源總署(IEA)報告稱,2023年電力產業的電池儲能部署量增加了一倍以上,達到全球整體42吉瓦。這凸顯了電池技術在向綠色能源轉型過程中將發揮的關鍵作用,並表明其需求與汽車產業一樣巨大。
全球二次電池市場面臨的主要障礙之一是關鍵礦物提煉和製造能力集中在少數重要地區。這種結構性依賴性導致供應鏈嚴重脆弱,因為該行業嚴重依賴有限地區的原料和電池生產。因此,市場極易受到地緣政治不穩定和貿易政策變化的影響,這些因素會擾亂生產計劃並推高成本。這種不確定性使投資者和製造商猶豫不決,進而減緩儲能解決方案的普及,並阻礙全球電動交通基礎設施的擴張。
近期數據顯示,主要製造地的產量龐大,凸顯了這種地域不平衡的嚴重性。根據中國汽車電池創新聯盟預測,到2025年1月,中國動力電池及其他電池的總產量將達到107.8GWh。如此龐大的產量凸顯了市場供應高度依賴單一地區的嚴峻情況。因此,該地區物流中斷或監管政策變化勢必會波及整個全球價值鏈,限制產品供應,並抑制整體市場成長潛力。
全固態電池技術的商業化進程正在加速,這代表著一場變革性的演進,與傳統的液態電解質系統截然不同,它擁有更高的能量密度和更佳的安全性。推動這一趨勢的因素是各方為完善固體電解質製造技術而展開的激烈競爭,其目標是生產出能夠克服現有熱性能和續航里程限制的車規級電池。各大廠商正積極檢驗這些先進設計,以期在高階電動車市場獲得戰略優勢。例如,三星SDI於2024年3月宣布,其目標是在2027年實現能量密度達到900 Wh/L的全固態電池的量產,這標誌著電池技術的發展方向已從漸進式改進轉向突破性創新。
同時,電池回收和閉合迴路供應鏈的擴張正在重塑產業價值鏈,其核心在於優先考慮材料回收而非從礦場開採。各公司正建立先進的濕式冶金設施,從廢棄電池組中回收鋰、鎳、鈷等關鍵金屬,從而保障生產免受供應波動的影響。這項策略將廢棄物轉化為可靠的原料。例如,梅賽德斯-奔馳集團股份公司於2024年10月開設了一座機械和濕式冶金回收工廠,年處理能力達2500噸,回收率超過96%,確保了永續的材料供應,從而緩解了原料短缺問題。
The Global Secondary Battery Market is projected to rise from USD 115.16 billion in 2025 to USD 233.09 billion by 2031, reflecting a CAGR of 12.47%. Secondary batteries, defined as rechargeable electrochemical units capable of repeated energy storage and discharge, are essential components of modern power infrastructure. The market's robust expansion is primarily fueled by the worldwide transition toward electric mobility and the critical necessity for stationary energy storage systems to facilitate renewable power integration. Data from the Cobalt Institute in 2024 reveals that global cobalt demand surpassed 200,000 tonnes, with the electric vehicle sector accounting for 43 percent of this consumption, underscoring the pivotal role of automotive electrification in driving industry growth.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 115.16 Billion |
| Market Size 2031 | USD 233.09 Billion |
| CAGR 2026-2031 | 12.47% |
| Fastest Growing Segment | Lithium-ion Batteries |
| Largest Market | Asia Pacific |
One major hurdle that threatens to slow market development is the high concentration of critical mineral refining and battery manufacturing capabilities within specific geographic regions. This structural reliance creates deep supply chain fragilities and leaves the industry susceptible to geopolitical shifts that can interrupt production timelines. Such volatility presents a risk of delaying the implementation of energy storage technologies and negatively affecting the overall growth momentum of the global market.
Market Driver
The rapid global uptake of electric vehicles serves as the primary engine for the secondary battery industry, prompting automakers to increase output to achieve decarbonization goals. This transition requires high-capacity lithium-ion cells to resolve range limitations and power heavier vehicle platforms, effectively reorienting manufacturing focus toward automotive-grade products. The International Energy Agency's 'Global EV Outlook 2024' noted that global electric car sales reached approximately 14 million in 2023, a 35 percent rise from the prior year. This electrification boom correlates with a surge in traction battery production, driving global investment in battery manufacturing to USD 115 billion in 2023 to meet this automotive-led demand.
A second key driver is the increasing deployment of renewable energy storage systems, which address the variable nature of wind and solar power generation. Both utility-scale projects and residential installations are turning to secondary batteries to balance grids and guarantee reliable power during peak usage times. This capability is vital for modernizing grid infrastructure, enabling energy time-shifting and frequency regulation without fossil fuels. In May 2024, the International Energy Agency reported that battery storage deployment in the power sector more than doubled in 2023 to hit 42 GW globally, highlighting the essential role of battery technology in the green energy transition and creating significant demand alongside the automotive sector.
Market Challenge
A critical obstacle hampering the Global Secondary Battery Market is the intense concentration of essential mineral refining and manufacturing capacity within a few dominant regions. This structural dependency generates severe supply chain vulnerabilities, as the industry relies heavily on limited territories for raw materials and cell production. Consequently, the market is highly susceptible to geopolitical instability and trade policy changes, which can disrupt production schedules and drive up costs. This unpredictability creates hesitation among investors and manufacturers, thereby decelerating the deployment of energy storage solutions and hindering the worldwide expansion of electric mobility infrastructure.
The severity of this geographical imbalance is evidenced by recent data illustrating the massive output from the primary manufacturing hub. According to the China Automotive Battery Innovation Alliance, the total production of power and other batteries in China hit 107.8 GWh in January 2025. This significant volume highlights the market's critical reliance on a single jurisdiction for the bulk of its supply. As a result, any logistical disruptions or regulatory shifts in this region inevitably ripple through the global value chain, restricting product availability and dampening the overall growth potential of the market.
Market Trends
The accelerating commercialization of solid-state battery technology marks a transformative evolution toward superior energy density and improved safety profiles, differing significantly from conventional liquid-electrolyte systems. This trend is driven by fierce competition to perfect solid electrolyte manufacturing, with the goal of producing automotive-grade cells that overcome existing thermal and range constraints. Leading manufacturers are actively validating these advanced designs to gain a strategic advantage in the premium EV market. For instance, Samsung SDI announced in March 2024 that it aims to mass-produce all-solid-state batteries with an energy density of 900 Wh/L by 2027, signaling a shift from incremental improvements to breakthrough innovations.
Simultaneously, the expansion of battery recycling and closed-loop supply chains is reshaping the industry's value stream by prioritizing material recovery over mining-based sourcing. Companies are increasingly establishing sophisticated hydrometallurgical facilities to reclaim critical metals like lithium, nickel, and cobalt from used packs, protecting production from supply volatility. This strategy turns end-of-life waste into a reliable raw material source. Demonstrating this shift, Mercedes-Benz Group AG opened a mechanical-hydrometallurgical recycling plant in October 2024 with an annual capacity of 2,500 tonnes and a recovery rate exceeding 96 percent, securing a sustainable material flow to mitigate raw material scarcity.
Report Scope
In this report, the Global Secondary 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 Secondary Battery Market.
Global Secondary 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: