全球公路商用车被覆剂市场（2024-2031年）

受环境法规、车辆使用寿命延长和视觉品牌塑造等因素驱动，涂料需求不断变化，正在推动产业转型成长。

本研究全面评估了全球商用车涂料市场的现状和未来前景，分析了2021年至2031年製造商层面的出货量和收入。研究范围着重于应用于公路商用车（包括远距卡车、巴士、长途客车和轻型商用车）外表面的涂料，但不包括内装涂料。涂料主要分为两大产品系列：车辆製造过程中使用的原厂配套涂料和用于维修保养的修补涂料。这两大类涂料再根据子产品类型（例如，底漆、电涂装、底涂层、透明涂层、单层涂料）、树脂化学成分（例如，环氧树脂、聚氨酯、丙烯酸树脂、聚酯树脂）和涂装技术（例如，溶剂型、水性、粉末涂料）进一步细分。

几个关键趋势正在塑造商用车涂料市场。全球范围内向低挥发性有机化合物（VOC）和永续涂料解决方案的转型正在加速，推动了水性涂料和粉末涂料技术的广泛应用。同时，随着商用车车队的老化以及电子商务成长所带来的物流网络扩张，对修补涂料的需求也不断增长。车辆外观也变得越来越重要，车辆外观被用于品牌宣传，从而带动了对耐用、高光泽单层涂料和透明涂层的需求。已开发地区越来越多地采用先进的涂料解决方案，而新兴市场由于成本考量，仍继续使用传统的溶剂型涂料体系，这导致不同地区的涂料技术格局呈现出多样性。

影响公路商用车涂料的三大关键策略问题

地缘政治动盪

• 原因
  • 2025年初，美国对来自加拿大、墨西哥、中国和其他国家的进口商品征收关税，为油漆製造商、商用车製造商和车队营运商带来了成本不确定性。
  • 这些关税可能导致新车订单下降，并使企业在车队扩张方面更加谨慎，因为企业面临原材料成本上涨和营运风险。此外，加拿大、墨西哥和中国是树脂、溶剂和涂料添加剂等原料的主要供应国。关税可能会扰乱供应链，并导致计划进一步延长。
• 弗罗斯特的观点
  • 汽车製造商正在探索多种经营模式，包括基于订阅模式的「按需功能」和「付费使用制」服务。
  • 这开启了以前无法实现的新功能，OEM厂商正寻求利用这一趋势。

变革性大趋势

• 原因
  • 永续性、自动驾驶和车辆电气化是影响商用车市场的主要发展趋势。
  • 车辆设计正在不断发展，整合感测器、摄影机和后视镜等先进功能，以改善驾驶辅助。
• 弗罗斯特的观点
  • 与乘用车相比，商用车领域采用这些技术的速度较慢，但预计在预测期内其份额将大幅成长。
  • 原始设备製造商和高端涂料供应商必须使其产品和服务与这些不断变化的趋势保持一致，以保持竞争力并维持市场地位。

激烈的竞争

• 原因
  • 车身贴膜的日益普及正在重塑商业车队品牌策略，并重新定义涂料市场的竞争格局。
  • 车身贴膜为车队营运商提供了一种快速、灵活且环保的替代方案，以取代传统的重新喷漆，尤其是在城市物流、租赁和共享出行等需要频繁更新品牌标识的行业。
  • 为实现永续性和 ESG 目标而面临的压力日益增大，这也推动了排放VOC 包装材料的采用。
• 弗罗斯特的观点
  • 车身贴膜的兴起吸引了一些与油漆行业传统上无关的参与者，例如乙烯基製造商和数位印刷公司，并且正在将部分市场从传统的修补漆转移出去。
  • 虽然原厂涂装对于结构耐久性和性能仍然至关重要，但车身贴膜正在日益满足售后市场的需求，改变了重新喷漆的经济效益，并减少了传统重新喷漆的工作量。

主要竞争对手

• 世界
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Beckers Group
  • Mascoat
  • Rust-Oleum
  • Red Spot Paint & Varnish Co
• 美洲
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Beckers Group
  • Rust-Oleum
  • WEG Coatings
  • LKQ Coatings
• 欧洲
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Beckers Group
  • Helios Group
  • Painsystems GmbH
  • Teknos Group
• 亚太地区
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Guangzhou Jinwei Chemical Co., Ltd.
  • Helios Group
• MEASA
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Berger Paints
  • Mido Coatings

竞争环境

• 竞争对手数量
  • 不到50家公司
• 竞争因素
  • 价格、产品性能、技术、品质、分销、品牌知名度、客户服务
• 主要终端用户产业
  • 原始设备製造商 (OEM)、OEM 售后车身修理厂、独立车身修理厂和多店营运商 (MSO)
• 主要竞争对手
  • PPG工业、艾仕得涂料系统、BASF、阿克苏诺贝尔
• 其他主要竞争对手
  • 日本涂料控股株式会社、宣伟公司、关西涂料、汉高公司、罗伯洛公司、LKQ涂料公司、Rust-Oleum公司、广州金威化工有限公司
• 流通结构
  • 直销、汽车修理厂、独立零售商、公司自营店

成长要素

• 商用车产量增加
• 车辆尺寸逐渐增加
• 价格分布优质涂料系统的广泛应用和发展将推动收入成长。

成长限制因素

• 使用无底漆涂料以及从底涂层/透明涂层体系转向单层涂料，都有助于减少涂料用量。
• 更多使用用量较少的先进涂料
• 车辆基材的变化趋势以及对这些表面进行涂层处理的需求
• 二手车数量增加

目录

调查范围

成长环境：公路商用车涂料的变革

• 为什么成长变得越来越困难
• 策略要务
• 三大策略要务对公路商用车涂料生态系统的影响
• 主要竞争对手

公路商用车辆涂料的成长驱动因素

• 成长指标
• 营收和销售量预测
• 营收和销售预测分析
• 按应用分類的销售预测
• 按应用程式数量预测
• 按地区分類的收入预测
• 按地区分類的销售量预测
• 营收和销售预测分析
• 平均价格预测
• 价格趋势和预测分析
• 竞争环境
• 收益分成
• 收入份额分析
• 价值链：OEM
• 价值链：维修

成长动力：OEM厂商

• 概述：OEM
• 成长驱动因素
• 驱动因素分析
• 成长限制因素
• 生长抑制分析
• 分析预测
• 成长指标
• 营收和销售量预测
• 营收和销售预测分析
• 化学品收入预测
• 按化学产品分類的数量预测
• 化学品销售与销售量预测分析
• 按产品分類的收入预测
• 按产品分類的销售量预测
• 产品营收和销售量预测分析
• 按技术分類的收入预测
• 按技术分類的销售预测
• 营收和销售预测技术
• 按地区分類的收入预测
• 按地区分類的销售量预测
• 区域销售和销售预测分析

成长动力：翻新

• 概述：翻新
• 成长驱动因素
• 驱动因素分析
• 成长限制因素
• 生长抑制分析
• 分析预测
• 成长指标
• 营收和销售量预测
• 营收和销售预测分析
• 化学品收入预测
• 按化学产品分類的数量预测
• 化学品销售与销售量预测分析
• 按产品分類的收入预测
• 按产品分類的销售量预测
• 产品营收和销售量预测分析
• 按技术分類的收入预测
• 按技术分類的销售预测
• 营收和销售预测技术
• 按地区分類的收入预测
• 按地区分類的销售量预测
• 区域销售和销售预测分析

全球商用车涂料市场的成长机会

• 成长机会 1：帮助商用车产业了解其全生命週期碳足迹
• 成长机会2：提供符合汽车产业发展趋势的涂料
• 成长机会3：开发用于支援轻量化和品牌电动车的涂层

附录与后续步骤

Evolving Coating Demands Are Driving Transformational Growth Due to Environmental Regulations, Fleet Longevity, and Visual Branding

This study provides a comprehensive assessment of the current status and future prospects of the global commercial vehicle coatings market, analyzing volume shipments and revenue at the manufacturer level from 2021 to 2031. It focuses on coatings applied to the exterior surfaces of on-road commercial vehicles-including heavy trucks, buses, coaches, and light commercial vehicles-while excluding interior coatings from the scope. The coatings are classified into 2 major product groups: OEM coatings, applied during original vehicle manufacturing, and refinish coatings, used for repair and maintenance. These categories are further segmented by sub-product types such as primers, e-coats, basecoats, clearcoats, and monocoats; by resin chemistries including epoxy, polyurethane, acrylic, and polyester; and by coating technologies such as solvent-borne, waterborne, and powder coatings.

Several key trends are shaping the CV coatings market. The global shift toward low-VOC and sustainable coating solutions is accelerating, leading to wider adoption of waterborne and powder-based technologies. Meanwhile, growing demand for refinish coatings reflects the aging of commercial fleets and the expansion of logistics networks driven by eCommerce growth. Vehicle aesthetics are also becoming increasingly important, as fleet operators leverage vehicle appearance for branding, which in turn drives demand for durable, high-gloss monocoats and clearcoats. While advanced coating solutions are gaining traction in developed regions, cost sensitivity in emerging markets sustains the use of traditional solvent-borne systems, resulting in a diverse technology landscape across regions.

The Impact of the Top 3 Strategic Imperatives on the On-Road CVs Coatings

Geopolitical Chaos

• Why
  • In early 2025, the US imposed tariffs on imports from Canada, Mexico, China, and other countries, creating cost uncertainties for coating manufacturers as well as CV OEMs and fleet operators.
  • These tariffs will likely contribute to a decline in new vehicle orders and cautious fleet expansion, as companies face higher input costs and operational risks. Furthermore, Canada, Mexico, and China are major suppliers of raw materials such as resins, solvents, and coating additives. The tariffs are likely to disrupt supply chains, potentially causing further project delays.
• Frost Perspective
  • OEMs are looking at multiple business models, such as feature-on-demand and pay-as-you-use services based on subscription models.
  • This is giving consumers the ability to use features that would have been unavailable traditionally, and OEMs are looking to capitalize on this trend.

Transformative Megatrends

• Why
  • Sustainability, autonomous driving, and vehicle electrification are key megatrends influencing the CV market.
  • Vehicle designs are evolving to integrate advanced features such as sensors, cameras, and mirrors aimed at improving driver assistance.
• Frost Perspective
  • Although the CV sector is slower to adopt these technologies compared to passenger cars, the share of such vehicles will likely grow significantly during the forecast period.
  • OEMs and refining coating suppliers must align their products and services with these evolving trends to remain viable and relevant.

Competitive Intensity

• Why
  • The increasing adoption of vehicle wraps is reshaping branding strategies in commercial fleets and redefining the competitive dynamics of the coatings market.
  • Wraps offer fleet operators a fast, flexible, and environmentally friendly alternative to traditional repainting-especially in segments like urban logistics, leasing, and shared mobility where frequent branding updates are required.
  • Rising pressure to meet sustainability and ESG goals is driving the adoption of wraps, as they emit no VOCs.
• Frost Perspective
  • The rise of wraps has attracted non-coating players such as vinyl manufacturers and digital printing companies into the ecosystem, diverting part of the market away from traditional refinish coatings.
  • While OEM coatings remain essential for structural durability and performance, wraps are increasingly capturing aftermarket demand, altering repaint economics, and reducing the volume of conventional refinishing jobs.

Key Competitors

• Global
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Beckers Group
  • Mascoat
  • Rust-Oleum
  • Red Spot Paint & Varnish Co
• Americas
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Beckers Group
  • Rust-Oleum
  • WEG Coatings
  • LKQ Coatings
• Europe
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Beckers Group
  • Helios Group
  • Painsystems GmbH
  • Teknos Group
• APAC
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Guangzhou Jinwei Chemical Co., Ltd.
  • Helios Group
• MEASA
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Berger Paints
  • Mido Coatings

Competitive Environment

• Number of Competitors
  • <50
• Competitive Factors
  • Price, product performance, technology, quality, distribution, brand recognition, customer service
• Key End-User Industry Verticals
  • OEMs, OEM aftermarket body shops, independent body shops, multi-shop operators (MSOs)
• Leading Competitors
  • PPG Industries, Axalta Coating Systems, BASF, AkzoNobel
• Other Notable Competitors
  • Nippon Paint Holdings Co., Ltd., The Sherwin-Williams Company, Kansai Paints, Hempel A/S, ROBERLO, LKQ Coatings, Rust-Oleum, Guangzhou Jinwei Chemical Co., Ltd.
• Distribution Structure
  • Direct sales, body shops, independent retailers, company-owned stores

Growth Drivers

• Growth in the production of CVs
• Vehicles getting slightly larger over time
• Increased use and development of higher-priced premium coating systems driving revenue growth

Growth Restraints

• Use of primer-less coatings and replacement of basecoat/clearcoat systems with monocoats contributing to the decline in coatings volume
• Rise in use of advanced coatings that require lower volumes of product usage
• Changing trends in substrates used in vehicles and the need for coating those surfaces
• Growth in pre-owned vehicles

Table of Contents

Research Scope

• Scope of Analysis
• Segmentation

Growth Environment: Transformation in Coatings for On-Road CVs

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative
• The Impact of the Top 3 Strategic Imperatives on the On-Road CVs Coatings Ecosystem
• Key Competitors

Growth Generator in Coatings for On-Road CVs

• Growth Metrics
• Revenue and Volume Forecast
• Revenue and Volume Forecast Analysis
• Revenue Forecast by End-Use
• Volume Forecast by End-Use
• Revenue Forecast by Region
• Volume Forecast by Region
• Revenue and Volume Forecast Analysis
• Average Price Forecast
• Pricing Trends and Forecast Analysis
• Competitive Environment
• Revenue Share
• Revenue Share Analysis
• Value Chain: OEM
• Value Chain: Refinish

Growth Generator: OEM

• Overview: OEM
• Growth Drivers
• Growth Driver Analysis
• Growth Restraints
• Growth Restraint Analysis
• Forecast Consideration
• Growth Metrics
• Revenue and Volume Forecast
• Revenue and Volume Forecast Analysis
• Revenue Forecast by Chemistry
• Volume Forecast by Chemistry
• Revenue and Volume Forecast Analysis by Chemistry
• Revenue Forecast by Product
• Volume Forecast by Product
• Revenue and Volume Forecast Analysis by Product
• Revenue Forecast by Technology
• Volume Forecast by Technology
• Revenue and Volume Forecast Analysis Technology
• Revenue Forecast by Region
• Volume Forecast by Region
• Revenue and Volume Forecast Analysis by Region

Growth Generator: Refinish

• Overview: Refinish
• Growth Drivers
• Growth Driver Analysis
• Growth Restraints
• Growth Restraint Analysis
• Forecast Consideration
• Growth Metrics
• Revenue and Volume Forecast
• Revenue and Volume Forecast Analysis
• Revenue Forecast by Chemistry
• Volume Forecast by Chemistry
• Revenue and Volume Forecast Analysis by Chemistry
• Revenue Forecast by Product
• Volume Forecast by Product
• Revenue and Volume Forecast Analysis by Product
• Revenue Forecast by Technology
• Volume Forecast by Technology
• Revenue and Volume Forecast Analysis Technology
• Revenue Forecast by Region
• Volume Forecast by Region
• Revenue and Volume Forecast Analysis by Region

Growth Opportunity Universe in Global CV Coatings Market

• Growth Opportunity 1: Helping the CV Industry Understand Its Entire Life Cycle Carbon Footprint
• Growth Opportunity 2: Offer Coatings in Line with Automotive Industry Dynamics
• Growth Opportunity 3: Developing Coatings Supporting Lightweight and Branded ECVs

Appendix & Next Steps

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