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市场调查报告书
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1559500

印度电动两轮车 (e2W) 市场:2024-2030 年预测与成长机会

Indian Electric Two-Wheeler (e2W) Market, Forecast and Growth Opportunities, 2024-2030

出版日期: | 出版商: Frost & Sullivan | 英文 107 Pages | 商品交期: 最快1-2个工作天内

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简介目录

多种因素正在透过解决可负担性、基础设施和消费者意识方面的挑战来推动变革性成长。

印度的电动两轮车(e2W)市场在过去五年中取得了巨大的成长。政府的政策倡议,例如对e2W的补贴和税收优惠,刺激了购买意愿。然而,最近的政策变化导致市场放缓。然而,政府的目标是透过削减成本来减少对补贴的依赖并培育自我维持的电动车生态系统,这对于可以利用先进技术和不断增长的需求的投资者来说也是一个长期机会。

现有的两轮车OEM正在与新的 e2W参与企业竞争,创造一个充满活力的市场,提供更多的选择和更快的技术进步的潜力。

印度的电动车充电基础设施不断发展,政府和私人公司投资扩大充电网路。

本研究分析了印度 e2W 市场,并分析了吸引投资的主要参与者、主要经营模式、政府政策变化的影响、过去几年的市场占有率趋势及其原因、相关人员的策略、成长机会。等。

研究亮点

印度e2W市场销售预测

印度 e2W 市场具有巨大的成长潜力,重点关注市场相关人员的创新、负担能力和基础设施开拓。

建立强大的国内供应链和战略伙伴关係对于成功至关重要,减少潜在的干扰,同时保持敏捷性并响应不断变化的市场动态也是如此。

调查范围

  • 调查印度 e2W 市场。
  • 识别并分析印度领先的 e2W目标商标产品製造商 (OEM)。
  • 了解印度 e2W 市场的主要趋势。
  • 了解印度 e2W 市场吸引投资的主要参与者。
  • 按类型识别和分析OEM。
  • 我们确定了印度 e2W 市场的三个关键成长机会:
  • 了解印度的 e2W 投资、政府支持和Start-Ups场景。
  • 分析印度e2W市场的主要经营模式。
  • 我们分析了 e2W 电池交换技术、e2W马达製造、电池供应商和充电基础设施的关键参与者。
  • 预测2025年至2030年印度的e2W销售量。

调查范围

目标区域

印度

调查期间

2019-2030

基准年

2024财年

预测期

2025-2030财年

货币单位

美国

印度 e2W 分析细分重点与定义

电动轻型机踏车(eMoped)

  • eMoped 属于 L1e-B 车辆类别。
  • 这些e2W的马达功率小于4千瓦(kW),最高时速小于45公里/小时,相当于小于50立方公尺的2W内燃机(ICE)。

电动Scooter(e- Scooter)

  • 电动Scooter属于 L3e-A1 类。
  • e2W,马达输出功率为 4kW 至 11kW。

电动摩托车(e 摩托车)

  • 电动摩托车分为 L3e-A2 和 L3e-A3 类。
  • 这些 e2W 的马达功率超过 4kW。

印度e2W市场的主要竞争对手

  • Ola Electric Technologies Pvt Ltd
  • TVS Motor Company Ltd
  • Ather Energy Pvt Ltd
  • Bajaj Auto Ltd
  • Greaves Electric Mobility Pvt Ltd (Ampere)
  • Okinawa Autotech Pvt Ltd
  • Bgauss Auto Private Limited
  • Okaya Ev Pvt Ltd
  • Hero Electric Vehicles Pvt. Ltd
  • Hero Motocorp Ltd
  • Kinetic Green Energy & Power Solutions Ltd
  • Ultraviolette Automotive
  • Orxa Energies
  • Wardwizard Innovations & Mobility Limited
  • Lectrix Ev Pvt Ltd
  • Revolt Intellicorp Pvt Ltd
  • Pur Energy Pvt Ltd
  • Battre Electric Moblity Pvt Ltd
  • Klb Komaki Pvt Ltd
  • Quantum Energy Ltd.
  • Twenty-two Motors Pvt Ltd
  • Goreen E-mobility Pvt Ltd
  • Tork Motors Pvt Ltd
  • Ivoomi Innovation Pvt Ltd
  • Jitendra New Ev-tech Pvt. Ltd
  • Being India Energy And Technology Pvt Ltd
  • River EV
  • Simple Energy

印度e2W市场的成长动力

政府推动电动车政策修订

增加投资

发展充电基础设施

提供多种选择

智慧型手机的普及

所有权/租赁选项的可用性

成长抑制因素

对电动车续航里程的担忧

生产成本高

缺乏本土电池製造商

新参与企业的销售和代理商网路渗透率较低

农村地区认知度低且缺乏道路基础设施

主要问题

市场概况

印度e2W市场蓬勃发展,预计2024财年渗透率将超过5.3%。销量显示出令人难以置信的成长,显示消费者正在转向更清洁、更有效率和更强大的电动选择,其中以更快的电动Scooter为主导。

政府法规

印度政府正在透过 FAME-II 和电动车促进计画 (EMPS) 2024 等计画积极支持 e2W 的采用,这些计画为製造商和买家提供补贴和奖励。印度政府的目标是到2030年将e2W市场占有率提高到80%。

竞争环境

Hero MotoCorp、Bajaj 和 TVS 等现有参与者与 Ather Energy 和 Ola Electric 等新进入者一起,创造了一个提供多样化产品的充满活力的市场。这种竞争环境正在推动电池技术、范围和功能的创新,并增加消费者可用的 e2W 产品的类型。

充电基础设施

充电基础设施是 e2W 采用的主要障碍,尤其是在三层级和四层级城市。政府和 Sun Mobility、Battery Smart、Gogoro 和 Ather Grid 等私人公司正在投资扩大充电网路和电池即服务 (BaaS),以巩固 e2W 生态系统。

市场趋势

嵌入式远端资讯处理、可拆卸电池、快速充电和触控萤幕显示器是印度 e2W 市场发展最快的趋势之一。这些功能将共同提供更互联、便利和用户友好的 e2W 体验,加速 e2W 的采用,并为更永续的未来做出贡献。

印度 e2W 市场现有的电动车充电站

截至 2024 年 2 月,印度共有 12,146 个公共电动车 (EV) 充电站。

2024 年 e2W相关人员的策略重点领域

  • 以客户为中心的策略(目标受众策略)
  • 零售策略
  • e2W 市场相关人员的定价与奖励策略
  • 产品开发和差异化策略
  • 开拓新的收益来源

印度e2W相关人员经营模式

  • e2W销售/服务经营模式
  • 充电基础设施经营模式
  • e2W车队营运商经营模式

目录

变形

  • 为什么成长如此困难?
  • The Strategic Imperative 8(TM)
  • 三大策略重点对印度电动两轮车 (e2W) 产业的影响

生态系统

  • 分析范围
  • e2W 细分与定义
  • 主要竞争对手

成长要素

  • 成长指标
  • 预测假设
  • 调查方法
  • 生长促进因子
  • 成长抑制因素

成长环境

  • 印度e2W市场:要点
  • 印度 e2W 市场:简介
  • 印度e2W市场蓝图
  • 印度整体e2W市场的吸引力
  • 印度e2W市场前景
  • 印度e2W的关键参数与影响分析
  • 印度 e2W 市场的关键推动者
  • OEM:e2W 销售比较
  • 印度主要型号的客户相关 e2W 规格
  • 主要企业主要车型比较分析
  • 印度e2W市场排气量与航程比较
  • 基于 2024 年销售的顶级 e2W OEM:Benchmark
  • 主要国家e2W成长率
  • 主要e2W OEM及其投资计划
  • 主要 e2W OEM的成长与技术矩阵
  • 印度 e2W OEM和新兴企业的功能映射
  • 最近影响市场的伙伴关係
  • 印度e2W市场前景与挑战分析

印度的宏观经济概况与监管情景

  • 印度经济概况
  • 印度PESTLE分析及对e2W市场的影响
  • 印度投资吸引力
  • 印度电动车政策蓝图
  • 印度政府新的电动车政策
  • 主要政府法规:各州的 e2W奖励
  • 换电站 州政府主要倡议
  • 主要州电动车政策对比
  • 主要州电动车政策与消费者奖励比较
  • 主要州电动车政策比较 产业相关人员(供应商)奖励

印度e2W市场概况

  • 印度 e2W 市场:概述
  • 印度e2W技术趋势
  • 印度e2W市场的主要挑战
  • 印度e2W市场TCO e2W与ICE比较分析
  • 印度e2W市场过去的销售量
  • 印度 e2W 市场:过去的销售数字印度 e2W 市场:预测销售数字

竞争格局分析

  • 印度e2W市场竞争格局
  • e2W市占率趋势
  • 印度传统 2W 品牌的投资策略
  • 国外e2W品牌进入印度影响分析
  • 印度e2W市场OEM销售
  • 按OEM分類的印度 e2W市场占有率(2022 财年、2023 财年)
  • 价格影响分析:e2W 补贴减少
  • 主要参与新兴企业公司投资
  • 为印度 e2W 生态系统的关键新兴企业提供资金(2023-2024 年)

印度的e2W生态系统

  • e2W 市场经营模式画布
  • 印度 e2W 市场现有电动车充电站
  • 印度 e2W 市场电池更换解决方案的主要企业
  • 摘自印度 e2W 市场车队营运商
  • 印度 e2W 市场 e2W资金筹措参与者:摘录
  • 印度 e2W 市场 e2W 组件厂商:摘录
  • 印度 e2W 市场电池回收的主要参与者

2024 年 e2W相关人员的策略重点领域

  • 以客户为中心的策略
  • 零售策略
  • e2W 市场相关人员的定价与奖励策略
  • 产品开发和差异化策略
  • 开拓新的收益来源

印度e2W相关人员经营模式

  • e2W销售/服务经营模式
  • 充电基础设施经营模式
  • e2W车队营运商经营模式

成长机会宇宙

  • 成长机会一:电动车零件国产化
  • 成长机会2:多元化创造新的收益来源
  • 成长机会3:电池回收

最佳实践评估

FROST RADAR

下一步

简介目录
Product Code: PFK3-44

A Confluence of Factors Is Driving Transformational Growth by Addressing Challenges Related to Affordability, Infrastructure, and Consumer Awareness

The Indian electric two-wheeler (e2W) market has witnessed phenomenal growth over the past five years. Government policy initiatives including subsidies and tax breaks on e2Ws have incentivized purchases. However, with recent policy changes there has been a slowdown in the market, but the government aims to cultivate a self-sustaining EV ecosystem, with cost reductions leading to less reliance on subsidies, also creating a long-term opportunity for investors who can capitalize on advancements and growing demand.

Established two-wheeler OEMs have become competition for the new e2W entrants, creating a dynamic market with a wider range of choices and potentially faster technological advancements.

While Indian EV charging infrastructure continues to develop, the government and private players are investing in expansion of charging networks, with a focus on creating a robust ecosystem for E2Ws in the country.

This study analyzes the Indian e2W market, considering essential players attracting investments, the main business models, the impact of changes in government policies, shifts in market share over the past few years and the reasons behind them, stakeholder strategies, and growth opportunities.

Research Highlights

The Indian e2W Market: Forecast Sales in Volume

The Indian e2W market has tremendous growth potential with a focus on innovation, affordability, and infrastructure development by market stakeholders.

Building robust domestic supply chains or strategic partnerships will mitigate potential disruptions while staying agile and adaptive to evolving market dynamics will be vital to success.

 

Research Scope

  • To study the Indian e2W market.
  • To identify and analyze the leading e2W original equipment manufacturers (OEMs) in India.
  • To understand significant trends in the Indian e2W market.
  • To capture essential players attracting investments in India’s e2W market.
  • To identify and analyze OEMs by types.
  • To identify 3 primary growth opportunities in the Indian e2W market.
  • To understand the focus on investments, government support, and start-up scenarios of e2Ws in the country.
  • To analyze the main business models in the Indian e2W market.
  • To analyze essential players in e2W battery-swapping technology, e2W motor manufacturing, battery cell suppliers, and charging infrastructure.
  • To forecast Indian e2W unit sales from FY 2025 to FY 2030.

 

Scope

Geographic Coverage

India

Study Period

FY 2019 - FY 2030

Base Year

FY 2024

Forecast Period

FY 2025 - FY 2030

Monetary Unit

US Dollars

 

Indian e2W Analysis Segmentation Focus & Definitions

Electric Moped (eMoped)

  • The eMoped falls under the L1e-B vehicle category.
  • These e2Ws have a motor power output of <4 kilowatts (kW) with a top speed of <45 km per hour (kmph), equivalent to an internal combustion engine (ICE) 2W with <50 cubic capacity.

Electric Scooter (eScooter)

  • The eScooter falls under the L3e-A1 category.
  • These e2Ws have a motor power output between 4 kW and 11 kW.

Electric Motorcycle (eMotorcycle)

  • The eMotorcycle falls under the L3e-A2 and L3e-A3 categories.
  • These e2Ws have a motor power output of >4 kW.

 

Indian e2W Market Key Competitors

  • Ola Electric Technologies Pvt Ltd
  • TVS Motor Company Ltd
  • Ather Energy Pvt Ltd
  • Bajaj Auto Ltd
  • Greaves Electric Mobility Pvt Ltd (Ampere)
  • Okinawa Autotech Pvt Ltd
  • Bgauss Auto Private Limited
  • Okaya Ev Pvt Ltd
  • Hero Electric Vehicles Pvt. Ltd
  • Hero Motocorp Ltd
  • Kinetic Green Energy & Power Solutions Ltd
  • Ultraviolette Automotive
  • Orxa Energies
  • Wardwizard Innovations & Mobility Limited
  • Lectrix Ev Pvt Ltd
  • Revolt Intellicorp Pvt Ltd
  • Pur Energy Pvt Ltd
  • Battre Electric Moblity Pvt Ltd
  • Klb Komaki Pvt Ltd
  • Quantum Energy Ltd.
  • Twenty-two Motors Pvt Ltd
  • Goreen E-mobility Pvt Ltd
  • Tork Motors Pvt Ltd
  • Ivoomi Innovation Pvt Ltd
  • Jitendra New Ev-tech Pvt. Ltd
  • Being India Energy And Technology Pvt Ltd
  • River EV
  • Simple Energy

 

Indian e2W Market Growth Drivers

Government Push for Electric Vehicle (EV) Policy Revisions

Increasing Investments

Developing Charging Infrastructure

Availability of Varied Options

Increasing Smartphone Penetration

Availability of Ownership/Leasing Options

Indian e2W Market Growth Restraints

Perceived EV Range Anxiety

Higher Production Cost

Inadequate Local Battery Manufacturers

Lower Penetration of Dealer and Distributor Network for New Entrants

Absence of Rural Awareness and Lack of Road Infrastructure

 

Key Takeaways

MARKET SNAPSHOT

India's e2W market is experiencing a boom, with penetration reaching above 5.3% in FY 2024. Sales are experiencing phenomenal growth, with high-speed eScooters leading the charge and indicating a consumer shift toward cleaner, more efficient, and more powerful electric options.

GOVERNMENT REGULATIONS

The Indian government actively supports e2W adoption through schemes such as FAME-II and the Electric Mobility Promotion Scheme (EMPS) 2024 that provide subsidies and incentives to manufacturers and buyers. The Indian government aims for a massive 80% e2W market share by 2030.

COMPETITIVE ENVIRONMENT

Established players, such as Hero MotoCorp, Bajaj, and TVS, have joined new entrants, such as Ather Energy and Ola Electric, creating a dynamic market with diverse product offerings. This competitive environment is driving innovation in battery technology, range, and features, leading to a wider variety of e2Ws for consumers.

CHARGING INFRASTRUCTURE

Charging infrastructure remains a significant hurdle for e2W adoption, especially in Tier III and Tier IV cities. The government and private players, such as Sun Mobility, Battery Smart, Gogoro, and Ather Grid, are investing in expanding charging networks and Battery-as-a-Service (BaaS) to create a robust e2W ecosystem.

MARKET TRENDS

Embedded telematics, removable batteries, fast charging, and touchscreen displays are some of the most rapidly evolving trends in India’s e2W market. Together, these features create a more connected, convenient, and user-friendly e2W experience, accelerating e2W adoption and contributing to a more sustainable future.

 

Indian e2W Market: Existing EV Charging Stations

As of Feb 2024, India had 12,146 public electric vehicle (EV) charging stations.

 

Strategic Focus Areas for e2W Stakeholders in 2024

  • Customer Focus Strategies (Target Audience Strategies)
  • Retailing Strategies
  • Pricing and Incentive Strategies for e2W Market Stakeholders
  • Product Development and Differentiation Strategies
  • Exploring New Revenue Stream Strategies

India e2W Stakeholder: Business Models

  • e2W Sales and Service Business Models
  • Charging Infrastructure Business Models
  • e2W Fleet Operator Business Models

 

Table of Contents

Transformation

  • Why Is It Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top 3 Strategic Imperatives on the Indian Electric Two-Wheeler (e2W) Industry

Ecosystem

  • Scope of Analysis
  • e2W Segmentation and Definition
  • Key Competitors

Growth Generator

  • Growth Metrics
  • Forecast Assumptions
  • Forecasting Methodology
  • Growth Drivers
  • Growth Restraints

Growth Environment

  • The Indian e2W Market: Key Takeaways
  • The Indian e2W Market: Snapshot
  • Roadmap of the Indian e2W Market
  • Overall Market Attractiveness for e2Ws in India
  • Market Outlook for Indian e2Ws
  • Key Parameters and Impact Analysis for e2Ws in India
  • Key Enablers of the Indian e2W Market
  • OEMs: e2W Sales Comparison
  • Customer Relevant e2W Specifications for Key Models in India
  • Comparative Analysis of Top Models from Key Players
  • India e2W Market: Displacement vs. Range
  • Top e2W OEM Based on Sales in FY 2024: Benchmarking
  • Key States' e2W Growth
  • Key e2W OEMs and Their Investments Plans
  • Key e2W OEM's Growth and Technology Matrix
  • Mapping the Features of Select e2W OEMs and Start-ups in India
  • Recent Partnerships Impacting the Market
  • Analysis on the Prospects and Challenges in the Indian e2W Market

India Macroeconomic Overview and Regulatory Scenario

  • Economic Overview: India
  • PESTLE Analysis of India and Its Impact on the e2W Market
  • Investment Attractiveness: India
  • India's EV Policy Roadmap
  • New Governmental EV Policy: India
  • Key Government Regulations: e2W Incentives by State
  • Swapping Stations: Key State Government Initiatives
  • EV Policy Comparison for Key States
  • EV Policy Comparison for Key States: Consumer Incentives
  • EV Policy Comparison for Key States: Industry Stakeholder (Supplier) Incentives

India e2W Market Overview

  • The Indian e2W Market: Overview
  • Technology Trends for e2Ws in India
  • The Indian e2W Market: Key Challenges
  • Indian e2WMarket: Comparative Analysis of TCO e2W vs. ICE
  • The Indian e2W Market: Historic Sales in Volume
  • The Indian e2W Market: Forecast Sales in Volume

Competitive Landscape Analysis

  • Competitive Landscape of the e2W Market in India
  • Shift in the Market Share of the e2W Market
  • Investment Strategies by Legacy 2W Brands in India
  • Impact Analysis of Foreign e2W Brands Entering India
  • The Indian e2W Market: OEM Sales
  • The Indian e2W Market: Market Share by OEM, FY 2022 and FY 2023
  • Price Impact Analysis: Subsidy Reductions on e2Ws
  • Main Participants Investing in Start-ups
  • Key Start-ups in the e2W Ecosystem in India Bagging Funding (2023-24)

India e2W Ecosystem

  • Business Model Canvas for the e2W Market
  • Indian e2W Market: Existing EV Charging Stations
  • The Indian e2W Market: Select Battery-Swapping Solution Players
  • The Indian e2W Market: Select Fleet Operating Business Players
  • The Indian e2W Market: Select e2W Financing Players
  • The Indian e2W Market: Select e2W Component Players
  • The Indian e2W Market: Select Battery Recycling Players

Strategic Focus Areas for e2W Stakeholders in 2024

  • Customer Focus Strategies
  • Retailing Strategies
  • Pricing and Incentive Strategies for e2W Market Stakeholders
  • Product Development and Differentiation Strategies
  • Exploring New Revenue Stream Strategies

India e2W Stakeholder: Business Models

  • e2W Sales and Service Business Models
  • Charging Infrastructure Business Models
  • e2W Fleet Operator Business Models

Growth Opportunity Universe

  • Growth Opportunity 1: Localization of EV Components
  • Growth Opportunity 2: Diversification for Creating New Revenue Streams
  • Growth Opportunity 3: Battery Recycling

Best Practices Recognition

  • Best Practices Recognition

Frost Radar

  • Frost Radar

Next Steps

  • Benefits and Impacts of Growth Opportunities
  • Next Steps
  • List of Exhibits
  • Legal Disclaimer