欧洲可重构电池系统 (RBS) 市场应用、类型和国家分析及预测（2025-2035 年）

预计到 2024 年欧洲可重构电池系统市值将达 8.97 亿美元。

预计到 2035 年，市场规模将达到 35.684 亿美元，2025 年至 2035 年的复合年增长率为 13.61%。电网稳定、可再生能源整合和电动车等产业对灵活、可扩展能源储存的需求不断增长，这推动了欧洲 RBS 产业的发展。由于电池化学、灵活的系统拓扑以及与欧洲智慧电网平台的顺畅相互作用的发展，RBS 的能力正在增强。由于欧盟雄心勃勃的气候目标和从国家绿色能源补贴到「地平线欧洲」研究津贴等广泛的资助计划，采用率正在加速成长。电力公司、OEM和科技新兴企业之间的合作正在推动下一代化学和二次电池再利用的创新。可重构系统能够为推动循环、在地采购电池价值链的当局抓住新机会，确保弹性、成本效益和长期竞争力。

市场介绍

可重构电池系统 (RBS) 市场预计将在欧洲能源转型中发挥关键作用，该系统融合了模组化、扩充性和增强型管理功能，以满足不断变化的电网需求。可重构电池系统由可互换电池单元或模组化组件组成，并透过电力电子设备和先进的电池管理系统 (BMS) 连接，可让营运商即时更改容量、性能和功能。 RBS 的多功能性使其成为各种需要快速部署和调整的应用的理想选择，包括商业抑低尖峰负载、远端控制微电网、大规模可再生能源併网和辅助电网服务。

由于积极的脱碳目标、有利的欧盟政策框架以及不断增加的国内电池生产投资，欧洲RBS市场正在迅速扩张。对电动车二次电池以及磷酸锂铁(LFP) 和固态原型等新兴化学材料的探索，拓展了更具成本效益的选择，而《净零工业法案》和《关键原材料法案》则加快了审批速度，鼓励本地生产，并确保了永续的采购和回收利用。随着公用事业公司和独立电力生产商寻求稳健且面向未来的储能解决方案，RBS 服务正越来越多地与数位平台和再生能源来源相结合，以实现预测性维护以及优化发电和配电。

未来，标准化倡议、国际计划以及租赁和能源即服务等金融结构的变化将进一步加速其应用。为了建构脱碳、可靠且循环的能源生态系统，可重构系统将助力欧洲实现2030年高达90%的电池供应链本地化的目标。

市场区隔

细分一：按应用

• 电动车
• 电网储存系统
• 其他的

细分2：按类型

• 模组化电池组
• 智慧电池管理系统
• 可更换电池模组
• 可重构混合能源储存
• 其他的

细分3：按地区

• 欧洲德国、法国、英国等

欧洲可重构电池系统 (RBS) 市场趋势、驱动因素与挑战

市场趋势

• 再生能源来源（太阳能、风能）的日益普及将推动对灵活、模组化储存解决方案的需求
• 电池管理系统 (BMS) 和即时监控软体的进步提高了功能性、安全性和可重构性
• 欧盟的目标是到 2030 年在欧洲生产大部分电池，重点是国内电池生产

关键驱动因素

• 监管支持和资金：《净零产业法案》和《关键材料法案》等政策简化了许可证并规定了在地采购/回收配额。
• 电网弹性和配套服务：频率调节、抑低尖峰负载和黑启动服务的机会使模组化 RBS 对于公用事业公司和独立电力供应商而言具有成本效益
• 分散式和离网应用：模组化适用于农村、偏远地区和微电网设施，在这些地方扩展传统电网是不切实际的
• 技术创新：可互通模组和可扩展架构的研发降低了客製化和未来升级的门槛。

市场挑战

• 初始投资高：先进的 BMS、基础设施和研发所需的大量前期投资可能会阻碍小型参与企业。
• 监管分散，缺乏标准：各成员国之间规则不同，缺乏统一的技术标准，阻碍了跨境采用
• 与传统储存竞争：抽水蓄能和铅酸电池等成熟解决方案受益于成熟的效能、低资本成本和现有的基础设施。
• 供应链和回收瓶颈：对进口锂、钴和镍的依赖，加上回收能力不足，使生产商面临材料短缺和价格波动的风险。
• 授权和并联型延迟：冗长的许可流程、土地使用限制和当地反对可能会增加计划前置作业时间。

产品/创新策略：本部门研究电动车、电网储存系统等应用领域的各种类型的可更换电池系统 (RBS)。市场正在见证模组化电池组、智慧电池管理系统 (BMS)、可更换电池模组和可重构氢能能源储存等各种类型的快速技术创新。这些进步对于使能源储存解决方案在电动车 (EV)、电网储存系统以及不断电系统(UPS) 和家用电器等多种应用领域中更具可扩展性、效率和扩充性至关重要。例如，模组化电池组具有显着的灵活性优势，因为它们可以根据特定的能源需求轻鬆扩大或缩小规模，使其成为能源需求波动的电动车和电网储存系统的理想解决方案。

成长/行销策略：欧洲可重构电池系统 (RBS) 市场为现有参与者和新进业者提供了巨大的机会。关键成长策略包括併购、策略联盟、新产品推出和地理扩张。各公司正优先开发智慧电池管理系统和创新生产技术，以获得竞争优势。减少碳排放和与全球能源永续性目标保持一致的关注，进一步推动了市场扩张。

竞争策略：本报告概述了欧洲可重构电池系统 (RBS) 市场的主要参与企业，包括技术供应商和整合商。详细的竞争格局分析涵盖策略伙伴关係、协议和技术合作，有助于相关人员识别尚未开发的商机。此分析有助于市场参与企业透过技术创新、策略联盟和对永续性的关注来提升其地位。

本报告研究了欧洲可重构电池系统 (RBS) 市场，并概述了市场以及按应用、类型和国家分類的趋势，以及参与市场的公司概况。

目录

执行摘要

第一章市场：产业展望

• 趋势：现况与未来影响评估
  • 电动车销量成长
  • 电池技术的进步
• 供应链概览
  • 价值链分析
  • 价格预测
• 研发评审
  • 专利申请趋势（按国家和公司）
  • 主要倡议
  • 研究机构和现有研究论文的回顾
• 当前市场状况
  • 电池市场概览
  • 目前的电池技术与挑战
  • 未来的电池管理系统
  • RBS 竞争优势与扩充性
  • 与其他电池管理系统的比较分析
  • 目前用例
• RBS电路设计分析
  • 电池系统重构管理原则
• 市场动态：概述
  • 市场驱动因素
  • 市场限制
  • 市场机会

第二章 区域

• 区域摘要
• 欧洲
  • 区域概况
  • 市场成长动力
  • 成长抑制因素
  • 目的
  • 产品
  • 欧洲（按国家/地区）

第三章 市场竞争基准化分析与公司概况

• 地理评估
• 策略倡议
  • VARTA AG
  • sonnen
• 其他的

第四章调查方法

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Introduction to Europe Reconfigurable Battery Systems (RBS) Market

The Europe reconfigurable battery systems market was valued at $897.0 million in 2024 and is expected to reach $3,568.4 million by 2035, with a CAGR of 13.61% from 2025 to 2035. The increasing demand for flexible, scalable energy storage across industries like grid stabilisation, renewable energy integration, and electric mobility is driving the European RBS industry. RBS capabilities are growing thanks to developments in cell chemistry, flexible system topologies, and smooth interaction with Europe's smart-grid platforms. Deployment is being accelerated by ambitious EU climate targets and funding programs, which range from national green-energy subsidies to Horizon Europe research grants. Utility, OEM, and tech startup collaborations are propelling innovation in next-generation chemistries and second-life battery reuse. Reconfigurable systems are in a great position to seize new opportunities as authorities drive for a circular, locally sourced battery value chain, guaranteeing resilience, cost-effectiveness, and long-term competitiveness.

Market Introduction

The market for reconfigurable battery systems (RBS), which combine modularity, scalability, and enhanced management to meet changing grid demands, is becoming a crucial part of Europe's energy transformation. Operators can modify capacity, performance, and functionality in real time with reconfigurable battery systems, which are made up of interchangeable cell or module parts connected by power electronics and sophisticated battery management systems (BMS). Because of its versatility, RBS is perfect for a variety of applications where quick deployment and adaptation are crucial, such as commercial peak shaving, remote microgrids, large-scale renewable integration, and auxiliary grid services.

The European RBS market is expanding rapidly with to aggressive decarbonisation goals, advantageous EU policy frameworks, and rising investment in domestic battery production. While research into second-life EV batteries and emerging chemistries-like lithium iron phosphate (LFP) and solid-state prototypes-is expanding cost-effective options, the Net-Zero Industry Act and Critical Raw Materials Act are expediting approvals, encouraging local production, and guaranteeing sustainable sourcing and recycling. RBS services are becoming more and more linked with digital platforms and renewable energy sources for predictive maintenance and optimised dispatch as utilities and independent power producers look for robust, future-proof storage solutions.

In the future, adoption will be further accelerated by standardisation initiatives, international projects, and changing finance structures like leasing and energy-as-a-service. In order to facilitate a decarbonised, dependable, and circular energy ecosystem, reconfigurable systems are in a prime position to help Europe achieve its goal of localising up to 90% of its battery supply chain by 2030.

Market Segmentation

Segmentation 1: by Application

• Electric Vehicle
• Grid Storage Systems
• Others

Segmentation 2: by Type

• Modular Battery Pack
• Smart Battery Management System
• Swappable Battery Modules
• Reconfigurable Hybrid Energy Storage
• Others

Segmentation 3: by Region

• Europe: Germany, France, U.K., and Rest-of-Europe

Europe Reconfigurable Battery Systems (RBS) Market Trends, Drivers and Challenges

Market Trends

• Rising deployment of renewable energy sources (solar, wind) boosting demand for flexible, modular storage solutions
• Advances in battery management systems (BMS) and real-time monitoring software enhancing functionality, safety, and reconfiguration capability
• Emphasis on domestic battery production with EU targets aiming for the majority of batteries manufactured within Europe by 2030

Key Drivers

• Regulatory Support & Funding: Policies like the Net-Zero Industry Act and Critical Raw Materials Act streamline approvals and mandate local sourcing/recycling quotas
• Grid Resilience & Ancillary Services: Opportunities in frequency regulation, peak shaving, and black-start services making modular RBS cost-effective for utilities and independent power providers
• Decentralized & Off-Grid Applications: Modularity suited to rural, remote, and microgrid installations where extending the conventional grid is impractical
• Technological Innovation: R&D into cross-compatible modules and scalable architectures lowering barriers to customization and future upgrades

Market Challenges

• High Initial Investment: Significant upfront capital required for advanced BMS, infrastructure, and R&D can deter smaller players
• Regulatory Fragmentation & Lack of Standards: Divergent rules across member states and absence of unified technical standards slowing cross-border deployments
• Competition from Legacy Storage: Established solutions like pumped hydro and lead-acid batteries benefit from proven performance, lower capital costs, and existing infrastructure
• Supply Chain & Recycling Bottlenecks: Reliance on imported lithium, cobalt, and nickel-and under-developed recycling capacity-exposes producers to material shortages and price volatility
• Permitting & Grid Connection Delays: Lengthy approval processes, land-use constraints, and local opposition can extend project lead times

How can this report add value to an organization?

Product/Innovation Strategy: This segment explores the diverse types of RBS across applications, including electric vehicles, grid storage systems, and others. The market has been experiencing rapid innovation across various types, including modular battery packs, smart battery management systems (BMS), swappable battery modules, and reconfigurable hydrogen energy storage. These advancements are pivotal in enhancing energy storage solutions' scalability, efficiency, and adaptability across multiple applications such as electric vehicles (EVs), grid storage systems, and other sectors such as uninterruptible power supplies (UPS) and consumer electronics. The modular battery pack, for example, offers significant advantages in flexibility, allowing for easy expansion or reduction based on specific energy demands, making it an ideal solution for EVs and grid storage systems, where energy needs fluctuate.

Growth/Marketing Strategy: The Europe reconfigurable battery systems (RBS) market offers substantial opportunities for established players and new entrants. Key growth strategies include mergers and acquisitions, strategic collaborations, new product launches, and geographic expansion. Companies have prioritized developing smart battery management systems and innovative production technologies to gain a competitive advantage. The focus on reducing carbon footprints and aligning with global energy sustainability goals has been further accelerating market expansion.

Competitive Strategy: The report profiles major players in the Europe reconfigurable battery systems (RBS) market, including technology providers and integrators. A detailed competitive landscape analysis covering strategic partnerships, agreements, and technological collaborations is provided to help stakeholders identify untapped revenue opportunities. This analysis supports market participants in enhancing their position through innovation, strategic alliances, and a focus on sustainability.

Key Market Players and Competition Synopsis

The companies that are profiled in the Europe reconfigurable battery systems (RBS) market have been selected based on inputs gathered from primary experts, who have analyzed company coverage, product portfolio, and market penetration.

Some of the prominent names in the market are:

• VARTA AG
• sonnen

Table of Contents

Executive Summary

Scope and Definition

1 Market: Industry Outlook

• 1.1 Trends: Current and Future Impact Assessment
  • 1.1.1 Rise in the Sales of Electric Vehicles
  • 1.1.2 Advancements in Battery Technology
• 1.2 Supply Chain Overview
  • 1.2.1 Value Chain Analysis
  • 1.2.2 Pricing Forecast
• 1.3 R&D Review
  • 1.3.1 Patent Filing Trend (by Country, by Company)
  • 1.3.2 Key Initiatives
  • 1.3.3 Research Institutions and Review of Existing Research Papers
• 1.4 Current Market Scenario
  • 1.4.1 Battery Market Overview
    • 1.4.1.1 Total Addressable Market
    • 1.4.1.2 Stakeholder Analysis
      • 1.4.1.2.1 Key Stakeholders
        • 1.4.1.2.1.1 Battery Manufacturers
        • 1.4.1.2.1.2 End Users
  • 1.4.2 Current Battery Technologies and Challenges
  • 1.4.3 Upcoming Battery Management Systems
  • 1.4.4 Competitive Advantages of RBS and Scalability
  • 1.4.5 Comparative Analysis with Other Battery Management Systems
  • 1.4.6 Current Use Cases
• 1.5 Analysis of RBS Circuit Design
  • 1.5.1 Management Principles of Battery System Reconfiguration
• 1.6 Market Dynamics: Overview
  • 1.6.1 Market Drivers
    • 1.6.1.1 Rising Demand for Renewable Energy Integration
    • 1.6.1.2 Increase in Waste Management Initiatives
  • 1.6.2 Market Restraints
    • 1.6.2.1 Competition from Conventional Energy Storage
  • 1.6.3 Market Opportunities
    • 1.6.3.1 Remote and Off-Grid Energy Solutions
    • 1.6.3.2 Government Support and Incentives

2 Region

• 2.1 Regional Summary
• 2.2 Europe
  • 2.2.1 Regional Overview
  • 2.2.2 Driving Factors for Market Growth
  • 2.2.3 Factors Challenging the Market
  • 2.2.4 Application
  • 2.2.5 Product
  • 2.2.6 Europe (by Country)
    • 2.2.6.1 Germany
      • 2.2.6.1.1 EV Battery Supply and Demand Analysis
      • 2.2.6.1.2 Grid Storage Capacity
      • 2.2.6.1.3 Application
      • 2.2.6.1.4 Product
    • 2.2.6.2 France
      • 2.2.6.2.1 EV Battery Supply and Demand Analysis
      • 2.2.6.2.2 Grid Storage Capacity
      • 2.2.6.2.3 Application
      • 2.2.6.2.4 Product
    • 2.2.6.3 U.K.
      • 2.2.6.3.1 EV Battery Supply and Demand Analysis
      • 2.2.6.3.2 Grid Storage Capacity
      • 2.2.6.3.3 Application
      • 2.2.6.3.4 Product
    • 2.2.6.4 Rest-of-Europe
      • 2.2.6.4.1 EV Battery Supply and Demand Analysis
      • 2.2.6.4.2 Grid Storage Capacity
      • 2.2.6.4.3 Application
      • 2.2.6.4.4 Product

3 Markets - Competitive Benchmarking and Company Profiles

• 3.1 Geographic Assessment
• 3.2 Strategic Initiatives
  • 3.2.1 VARTA AG
    • 3.2.1.1 Overview
    • 3.2.1.2 Top Products/Product Portfolio
    • 3.2.1.3 Top Competitors
    • 3.2.1.4 Target Customers/End Users
    • 3.2.1.5 Key Personnel
    • 3.2.1.6 Analyst View
  • 3.2.2 sonnen
    • 3.2.2.1 Overview
    • 3.2.2.2 Top Products/Product Portfolio
    • 3.2.2.3 Top Competitors
    • 3.2.2.4 Target Customers/End Users
    • 3.2.2.5 Key Personnel
    • 3.2.2.6 Analyst View
• 3.3 Other Key Players

4 Research Methodology

• 4.1 Data Sources
  • 4.1.1 Primary Data Sources
  • 4.1.2 Secondary Data Sources
  • 4.1.3 Data Triangulation
• 4.2 Market Estimation and Forecast

List of Figures

• Figure 1: Europe Reconfigurable Battery Systems Market (by Scenario), $Billion, 2024, 2030, and 2035
• Figure 2: Reconfigurable Battery Systems Market (by Region), $Million, 2024, 2030, 2035
• Figure 3: Europe Reconfigurable Battery Systems Market (by Application), $Million, 2024, 2030, 2035
• Figure 4: Europe Reconfigurable Battery Systems Market (by Type), $Million, 2024, 2030, 2035
• Figure 5: Key Events
• Figure 6: Supply Chain
• Figure 7: Value Chain Analysis
• Figure 8: Patent Analysis (by Patent Office), January 2022-March 2025
• Figure 9: Patent Analysis (by Company), January 2022-March 2025
• Figure 10: Battery Energy Storage Market, GW, 2023-2030 (Net Zero Scenario)
• Figure 11: Battery Manufacturers in the Reconfigurable Battery Systems (RBS) Market
• Figure 12: End User in the Reconfigurable Battery Systems (RBS) Market
• Figure 13: Impact Analysis of Market Navigating Factors, 2024-2035
• Figure 14: Electric Car Registrations and Sales Share in %, Europe, 2020-2023
• Figure 15: Germany Reconfigurable Battery Systems (RBS) Market, $Million, 2024-2035
• Figure 16: Sales Share of Electric Vehicles (EVs), Germany, 2022 vs. 2023
• Figure 17: Battery Storage Capacities in GWh, Germany, 2022
• Figure 18: France Total Energy Production and Consumption in GWh, 2020-2023
• Figure 19: France Reconfigurable Battery Systems (RBS) Market, $Million, 2024-2035
• Figure 20: Europe Battery Electric Vehicle Volume, 2024
• Figure 21: U.K. Reconfigurable Battery Systems (RBS) Market, $Million, 2024-2035
• Figure 22: U.K. Sales and Forecasted Sales of Electric Vehicles in Million, 2025, 2030, and 2040
• Figure 23: Rest-of-Europe Reconfigurable Battery Systems (RBS) Market, $Million, 2024-2035
• Figure 24: Strategic Initiatives, January 2022-December 2024
• Figure 25: Data Triangulation
• Figure 26: Top-Down and Bottom-Up Approach
• Figure 27: Assumptions and Limitations

List of Tables

• Table 1: Market Snapshot
• Table 2: Opportunities across Regions
• Table 3: Competitive Landscape Snapshot
• Table 4: Trends in Reconfigurable Battery Systems (RBS) Market
• Table 5: Key Initiatives in the Reconfigurable Battery Systems (RBS) Market
• Table 6: Challenges in the Current Battery Technologies
• Table 7: Comparative Analysis of Reconfigurable Battery Systems (RBS) with Other Battery Management Systems
• Table 8: Reconfigurable Battery Systems (RBS) Market (by Region), $Million, 2024-2035
• Table 9: Europe Reconfigurable Battery Systems (RBS) Market (by Application), $Million, 2024-2035
• Table 10: Europe Reconfigurable Battery Systems (RBS) Market (by Type), $Million, 2024-2035
• Table 11: Germany Reconfigurable Battery Systems (RBS) Market (by Application), $Million, 2024-2035
• Table 12: Germany Reconfigurable Battery Systems (RBS) Market (by Type), $Million, 2024-2035
• Table 13: France Reconfigurable Battery Systems (RBS) Market (by Application), $Million, 2024-2035
• Table 14: France Reconfigurable Battery Systems (RBS) Market (by Type), $Million, 2024-2035
• Table 15: U.K. Reconfigurable Battery Systems (RBS) Market (by Application), $Million, 2024-2035
• Table 16: U.K. Reconfigurable Battery Systems (RBS) Market (by Type), $Million, 2024-2035
• Table 17: Rest-of-Europe Reconfigurable Battery Systems (RBS) Market (by Application), $Million, 2024-2035
• Table 18: Rest-of-Europe Reconfigurable Battery Systems (RBS) Market (by Type), $Million, 2024-2035