![]() |
市场调查报告书
商品编码
1905008
全球行动储能系统市场:按容量、分类、电池类型、系统、应用和地区划分-市场规模、产业趋势、机会分析和预测(2026-2035 年)Global Mobile Energy Storage System Market: By Capacity, Classification, Battery Type, System, Application, Region - Market Size, Industry Dynamics, Opportunity Analysis and Forecast for 2026-2035 |
||||||
预计到 2025 年,行动储能系统市场规模将达到 75.7 亿美元,展现出巨大的成长潜力。展望未来,该市场预计将快速扩张,到 2035 年将达到令人瞩目的 340.3 亿美元。这项预测意味着 2026 年至 2035 年的复合年增长率 (CAGR) 为 16.22%,反映了多个行业强劲且持续的需求。预计的成长证实了行动储能系统在满足不断变化的能源需求以及支援全球向更清洁、更灵活的电力解决方案转型方面日益增长的重要性。
推动这一市场强劲扩张的关键因素有很多。其中一个关键驱动因素是对再生能源併网需求的不断增长。随着太阳能和风能等再生能源的日益普及,可靠的储能解决方案对于应对其间歇性和波动性带来的挑战至关重要。行动储能系统提供了一种灵活的再生能源储存和分配方式,能够稳定电网并确保能源供应的持续性,即使在偏远和无电网地区也能如此。这种能力对于促进再生能源的更广泛应用和实现全球永续发展目标至关重要。
行动储能系统市场目前正经历显着的整合,少数几家主要厂商主导着市场收入结构。包括特斯拉、LG电子、宁德时代(CATL)、CALB USA、Power Edison、卡特彼勒和Alfen NV在内的前七家公司占了超过59%的市场总收入。这种集中度反映了竞争激烈的市场环境,主要厂商利用其技术专长、製造能力和广泛的分销网络来获取显着的市场占有率。
领先企业近期推出的产品创新凸显了他们对更安全、更高容量和更通用的行动储能解决方案的持续承诺。例如,三星SDI推出了一款基于NCA的新型货柜式电池储能系统(BESS),最大容量为6.14兆瓦时。同时,该公司也发布了基于磷酸铁锂(LFP)的SBB 2.0系统,该系统由两个专为大型专案设计的20英尺货柜组成。这两个系统均采用了先进的安全功能,包括 "增强型直接喷射" 灭火技术,以最大限度地降低火灾风险,这对于大规模电池部署至关重要。
除了这些进展之外,Sunwoda Energy在2025年4月发布了全球首款10公尺级行动储能系统车辆-Sunwoda MESS 2000,引起了广泛关注。该系统拥有高达2兆瓦时的储能容量。这种创新的车载解决方案体现了将移动性和大容量储存相结合的市场趋势,提供了一种灵活的电源解决方案,可快速部署到各种应用场景中。
关键成长因素
全球再生能源加速併入电网是行动储能系统市场成长的关键驱动因素。随着各国和各产业加速向太阳能和风能等清洁能源转型,对高效储能解决方案的需求对于确保电网的稳定性和可靠性至关重要。再生能源发电本身俱有可变性和间歇性,其输出会随天气状况和时间而波动。这种可变性为电网供需平衡带来了挑战,因此储能系统对于平滑这些波动和维持稳定的电力供应至关重要。
新兴机会
电池技术的进步为加速行动储能系统市场的成长提供了重要的新兴机会。随着研发工作的不断突破,电池储能容量的提升日益显着。更高的能量密度使得在相同甚至更小的实体空间内储存更多电能成为可能,从而使便携式储能系统能够运作更长时间,满足更高的能源需求,同时又不牺牲便携性。这项进步对于需要在偏远和离网环境中持续供电的应用至关重要,它提高了便携式储能装置的实用性和效率,并促进了其在更广泛行业的应用。
优化障碍
财务不确定性仍然是行动储能系统市场成长面临的一项重大且持续的威胁。开发和扩展行动储能装置需要大量的资本投入,包括研发、製造、采购先进电池技术以及行动装置的部署物流。对于该行业的公司而言,有效管理这些高昂的前期成本对于维持财务健康和确保永续成长至关重要。未能平衡资本支出与预期收入的公司将面临严重的财务压力,最终危及其市场地位,甚至破产。
The mobile energy storage system market presents substantial growth opportunities, with its valuation estimated at US$ 7.57 billion in 2025. Looking ahead, the market is projected to expand rapidly, reaching an impressive valuation of US$ 34.03 billion by 2035. This forecast corresponds to a compound annual growth rate (CAGR) of 16.22% over the period from 2026 to 2035, reflecting strong and sustained demand across multiple sectors. The anticipated growth underscores the increasing importance of mobile energy storage systems in addressing evolving energy needs and supporting the global transition towards cleaner, more flexible power solutions.
Several key factors are driving this robust market expansion. One of the primary catalysts is the growing demand for renewable energy integration. As renewable sources such as solar and wind become more prevalent, the challenges associated with their intermittency and variability necessitate reliable energy storage solutions. Mobile energy storage systems provide a flexible means to store and distribute renewable power, stabilizing grids and ensuring a consistent energy supply even in remote or off-grid locations. This capability is critical to facilitating wider adoption of renewables and achieving sustainability targets on a global scale.
The mobile energy storage system market is currently undergoing significant consolidation, with a handful of leading companies dominating the revenue landscape. The top seven players-including Tesla, Inc., LG Electronics, CATL (Contemporary Amperex Technology Co. Limited), CALB USA Inc., Power Edison, Caterpillar Inc., and Alfen NV-together account for over 59% of the total market revenue. This concentration reflects a competitive environment where major corporations leverage their technological expertise, manufacturing capabilities, and extensive distribution networks to capture substantial market share.
Recent product innovations from key companies highlight the ongoing push towards safer, higher-capacity, and more versatile mobile energy storage solutions. Samsung SDI, for example, has introduced a new NCA-based containerized Battery Energy Storage System (BESS) with a capacity of up to 6.14 MWh. Alongside this, they unveiled their LFP-based SBB 2.0 system, which utilizes dual 20-foot containers designed specifically for utility-scale projects. Both systems incorporate advanced safety features, including an "Enhanced Direct Injection" fire suppression technology aimed at minimizing fire risks-a critical consideration in large-scale battery deployments.
In addition to these advancements, Sunwoda Energy made headlines in April 2025 with the launch of the Sunwoda MESS 2000, the world's first 10-metre-class mobile energy storage system vehicle boasting an impressive 2 MWh energy storage capacity. This innovative vehicle-based solution exemplifies the market's trend towards integrating mobility and high-capacity storage, offering flexible power solutions that can be rapidly deployed across various applications.
Core Growth Drivers
The increasing integration of renewable energy sources into power grids worldwide is a major factor driving growth in the mobile energy storage system market. As countries and industries accelerate their transition towards cleaner energy alternatives such as solar and wind, the need for effective energy storage solutions has become critical to ensure grid stability and reliability. Renewable energy generation is inherently variable and intermittent, with output fluctuating based on weather conditions and time of day. This variability creates challenges in balancing supply and demand on the grid, making energy storage systems essential to smooth out these fluctuations and maintain a consistent power supply.
Emerging Opportunity Trends
Advancements in battery technology represent a significant emerging opportunity that is poised to accelerate growth within the mobile energy storage system market. As research and development efforts continue to yield breakthroughs, improvements in battery storage capacity are becoming increasingly pronounced. Enhanced energy density allows batteries to store more power within the same or even smaller physical footprint, enabling mobile energy storage systems to deliver longer operational times and meet higher energy demands without compromising portability. This evolution is crucial for applications that require sustained power in remote or off-grid locations, as it extends the usability and efficiency of mobile storage units, making them more attractive to a broader range of industries.
Barriers to Optimization
Financial instability continues to pose a significant and persistent threat to the growth of the mobile energy storage system market. The development and expansion of mobile energy storage fleets involve substantial capital investment, encompassing costs related to research and development, manufacturing, procurement of advanced battery technologies, and the logistics of deploying mobile units. For companies operating in this sector, managing these high upfront expenditures effectively is critical to maintaining financial health and ensuring sustainable growth. Firms that fail to balance their capital outlays with projected revenue streams risk facing severe financial strain, which can ultimately jeopardize their market position or even lead to business failure.
Based on capacity, the capacities below 3,000 kWh account for over 39.31% of the total market share. This particular capacity range has garnered significant favor within the industry due to its ability to strike an optimal balance between energy density and logistical practicality. Systems with capacities under 3,000 kWh are large enough to deliver substantial power, meeting the needs of a wide array of applications, yet remain compact and manageable enough to be transported and deployed efficiently.
Based on classification, the below towable system segment holds a commanding market share of over 55.61%. This segment's dominance is rooted in its practical design and operational advantages, making it highly attractive for a wide range of applications that require mobility, flexibility, and ease of deployment. The below towable systems below are designed to be easily hitched to standard vehicles, allowing for seamless transportation without the need for specialized heavy-haulage equipment or logistics. This "hitch-and-go" capability significantly simplifies the movement of energy storage units, reducing operational costs and logistical complexities for users.
Based on battery type, Lithium-ion batteries currently dominate the mobile energy storage system market, holding a commanding share of 74.69%. This overwhelming market presence highlights the widespread adoption and preference for lithium-ion technology in a variety of mobile energy storage applications. The segment's dominance is not only a reflection of its current market penetration but also indicative of its promising growth potential, as it is projected to expand at the highest compound annual growth rate (CAGR) of 16.75% over the coming years. This robust growth forecast underscores lithium-ion batteries' pivotal role in shaping the future of mobile energy storage solutions.
Based on system, Off-grid mobile energy storage systems currently hold a position of strong prominence in the market, commanding an impressive market share of over 61.50%. This dominance reflects a significant shift in energy consumption patterns and infrastructure development, driven largely by increasing regulatory pressure and evolving sustainability goals across various industries. As governments and regulatory bodies worldwide prioritize environmental responsibility and reduce carbon emissions, there is a concerted effort to phase out traditional, polluting energy sources such as diesel generators. This shift is creating a substantial demand for cleaner and more efficient alternatives, with off-grid mobile energy storage systems emerging as a leading solution.
By Capacity
By Classification
By System
By Application
By Region
Geography Breakdown