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市场调查报告书
商品编码
1887026
电动商用车市场规模、占有率、成长及全球产业分析:依类型、应用和地区划分的洞察,以及2024-2032年预测Electric Commercial Vehicle Market Size, Share, Growth and Global Industry Analysis By Type & Application, Regional Insights and Forecast to 2024-2032 |
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随着各国政府、各产业和物流公司向更清洁、更有效率的交通运输技术转型,全球电动商用车市场正快速扩张。 2024年,该市场规模达到592.3亿美元,主要受可持续出行需求激增、电子商务活动日益活跃以及电池技术显着进步的推动。预计到2025年,该市场规模将达到806.9亿美元,到2032年将飙升至4,749.6亿美元,预测期内复合年增长率高达28.8%。
2024年,亚太地区在全球市场占主导地位,占全球营收的57.69%。政府大力推动电气化、大规模电动车生产以及电动公车、卡车和货车的高普及率都为此提供了有力支撑。
市场推动因素
电池成本下降加速商用车车队电气化
锂离子电池价格的持续下降仍然是推动市场成长的最强劲动力之一。 2008年至2023年间,电池组价格下降了约90%,从1,415美元/度降至139美元/度。预计到2026年,价格将进一步降至80美元/千瓦时,电动商用车在成本上将与柴油动力车辆竞争。电池成本的下降直接降低了车辆的购买价格,并有助于长期节省营运成本。
2025年2月,印度政府取消了锂离子电池材料和电动车製造设备的进口关税,进一步促进了电动商用车的普及。
电子商务的蓬勃发展推动了最后一公里配送的需求
电子商务、依需零售和快递服务的兴起正在推动对电动货车和卡车的需求。这些车辆不仅降低了燃料和维修成本,还能满足严格的城市排放法规。亚马逊、DHL、UPS 和 FedEx 等公司正在迅速将其车队转型为零排放电动货车,以提高永续性。
市场限制因子
充电基础设施不足
儘管成长预测强劲,但许多地区仍然缺乏足够的公共和私人充电基础设施。车队营运商仍然担心续航里程限制和充电停机时间。这一差距尤其影响长途运输车队,并减缓了新兴市场对电动商用车 (ECV) 的采用。
市场机会
对清洁 "最后一公里" 运输的需求日益增长
世界各地的城市正在实施低排放区,这催生了对电动送货车的需求。 2024年6月,本田发布了N-VAN e:,这是一款专为配送业务和中小企业设计的紧凑型商用电动货车,凸显了对城市商用电动车解决方案日益增长的投资。
市场趋势
将自动驾驶技术整合到电动车中
自动驾驶技术与电动动力系统的结合正成为一大趋势。 2025年1月,亚历山大·丹尼斯公司为剑桥连接线计画完成了首辆自动驾驶电动巴士,展示了未来无人驾驶、零排放公共交通的发展方向。
细分市场亮点
依车款划分
2024年,厢型车占市场主导地位,这主要得益于最后一公里配送的需求。
电动卡车是成长最快的车型类别,这主要得益于物流业者向电动车的转型。 2024年8月,沃尔沃和DSV宣布订购300辆电动重型卡车,这是欧洲最大的订单之一。
依动力类型划分
2024年,纯电动车(BEV)占最大的市场占有率,这主要得益于比亚迪、福特和沃尔沃等主要製造商大力推广纯电动车型。
在充电基础设施有限的地区,插电式混合动力汽车(PHEV)的需求持续成长。
依功率输出划分
2024年,功率低于150kW的车辆将占主导地位,这主要得益于小型货车和小型送货卡车的受欢迎程度。
同时,功率超过250kW的车辆在长途和重型运输领域正逐渐获得发展动力。
以续航里程划分
预计到2024年,续航里程在150-300英里(约240-480公里)的车型将占最大的市场占有率,这主要得益于电池成本、路线效率和城市配送需求之间的平衡。
亚太地区 - 市场领导者(2024年市场规模:341.7亿美元)
亚太地区是关键市场,这得益于其庞大的製造业基地、政府补贴以及中国、日本和韩国对电动巴士和卡车的快速普及。
欧洲 - 预计强劲成长
欧洲市场受益于严格的排放法规、欧洲绿色协议以及完善的电动车充电基础设施。
北美 - 电动车队普及率不断提高
在美国和加拿大,在企业永续发展措施、税收抵免和蓬勃发展的电子商务产业的推动下,电动商用车 (ECV) 的普及速度正在加快。
其他地区
中东、非洲和南美等地区目前仍处于电动车普及的早期阶段,但由于城市化进程加快和燃料成本上涨,预计这些地区的电动车普及率将迅速提高。
The global electric commercial vehicle (ECV) market is accelerating rapidly as governments, industries, and logistics companies shift toward cleaner, more efficient transportation technologies. In 2024, the market was valued at USD 59.23 billion, driven by soaring demand for sustainable mobility, expanding e-commerce activity, and significant advancements in battery technologies. By 2025, the market is projected to reach USD 80.69 billion, and by 2032, it is expected to surge to USD 474.96 billion, representing an impressive CAGR of 28.8% during the forecast period.
Asia Pacific dominated the global market in 2024, accounting for 57.69% of global revenue, supported by strong government policies for electrification, large-scale EV production, and high adoption of electric buses, trucks, and vans.
Market Drivers
Declining Battery Costs Accelerate Commercial Fleet Electrification
The continuous decline in lithium-ion battery prices remains one of the strongest growth drivers. Between 2008 and 2023, battery pack prices dropped by around 90%, falling from USD 1,415/kWh to USD 139/kWh. With further reductions expected to reach USD 80/kWh by 2026, electric commercial vehicles are becoming cost-competitive with diesel fleets. Lower battery costs directly reduce vehicle purchase prices and support long-term operational savings.
In February 2025, the Indian government abolished import duties on lithium-ion battery materials and EV manufacturing machinery, further accelerating the affordability of electric commercial vehicles.
E-Commerce Expansion Fuels Last-Mile Delivery Demand
The rise of e-commerce, on-demand retail, and rapid delivery services is boosting the demand for electric vans and trucks. These vehicles reduce fuel expenses, lower maintenance costs, and comply with strict urban emission norms. Companies such as Amazon, DHL, UPS, and FedEx are rapidly transitioning their fleets toward zero-emission electric vans to enhance sustainability.
Market Restraints
Insufficient Charging Infrastructure
Despite strong growth projections, many regions still lack adequate public and private charging infrastructure. Fleet operators remain concerned about range limitations and downtime during charging. This gap particularly affects long-haul vehicles and slows ECV penetration in emerging markets.
Market Opportunities
Rising Demand for Clean Last-Mile Transportation
Cities worldwide are adopting low-emission zones, which is creating demand for electric delivery vans. In June 2024, Honda introduced the N-VAN e:, a compact commercial electric van tailored for delivery businesses and small enterprises, highlighting rising investments in urban commercial EV solutions.
Market Trends
Integration of Autonomous Technology in ECVs
The combination of autonomous driving technology with electric powertrains is emerging as a major trend. In January 2025, Alexander Dennis completed its first autonomous electric bus for the Cambridge Connector Project, showcasing the future of driverless, emission-free public transport.
Segmentation Highlights
By Vehicle Type
Vans dominated the market in 2024, driven by last-mile delivery needs.
Electric trucks are the fastest-growing category, backed by logistics players shifting to electrified fleets. In August 2024, Volvo and DSV announced one of Europe's largest orders for 300 electric heavy trucks.
By Propulsion
Battery Electric Vehicles (BEVs) accounted for the largest share in 2024, supported by major manufacturers such as BYD, Ford, and Volvo pushing all-electric models.
PHEVs continue to grow where charging infrastructure remains limited.
By Power Output
Vehicles below 150 kW dominated 2024 due to widespread adoption of light-duty vans and smaller delivery trucks.
Vehicles above 250 kW gained momentum for long-haul freight and heavy-duty transport.
By Range
The 150-300 mile range segment held the largest market share in 2024 due to the balance between battery cost, route efficiency, and urban delivery requirements.
Asia Pacific - Market Leader (2024 Value: USD 34.17 Billion)
Asia Pacific is the dominant market due to large-scale manufacturing, government subsidies, and the rapid adoption of electric buses and trucks across China, Japan, and South Korea.
Europe - Strong Growth Ahead
Europe's market is supported by strict emission laws, the European Green Deal, and a well-developed EV charging ecosystem.
North America - Rising Adoption of Electric Fleets
The U.S. and Canada show strong ECV adoption driven by corporate sustainability commitments, tax credits, and a booming e-commerce sector.
Rest of the World
Regions such as the Middle East, Africa, and South America are in early adoption stages but are expected to accelerate with rising urbanization and fuel cost pressures.
Conclusion
With the electric commercial vehicle market rising from USD 59.23 billion in 2024 to USD 474.96 billion by 2032, the industry is on a rapid growth trajectory. Strong government support, falling battery prices, and the global shift toward sustainable freight and passenger transport will continue to drive the sector forward.
Segmentation By Vehicle Type
By Propulsion Type
By Power Output
By Range
By Region