工业牵引电池市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

Industrial Traction Battery Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025 - 2034

出版日期: 2025年07月28日 | 出版商:

Global Market Insights Inc. | 英文 130 Pages | 商品交期: 2-3个工作天内

价格

简介目录

2024年，全球工业牵引电池市场规模达44亿美元，预计2034年将以13.9%的复合年增长率成长，达到170亿美元。这一增长主要源于现代工业设施对电动物料搬运设备、多用途手推车和自动化系统日益增长的需求。电池供电系统因其营运成本更低、排放更少、维护需求更少等优势，正迅速取代燃油驱动机械。随着仓储、物流和製造业务不断追求更高的效率和永续性，牵引电池在推动这一转变方面发挥着至关重要的作用。自动化和机器人技术投资的不断增长，正在推动电池供电工业资产的广泛应用，从而改善工作流程并提升安全性。

同时，电池化学技术，尤其是锂离子和超级电容器技术的快速进步，正在带来更高的能源效率和更快的充电週期。这些优势使製造商能够减少停机时间并提高产量，同时仍遵守环保准则。政府为电动车队转型提供财政诱因和补贴的倡议，正在加强各行各业对清洁能源技术的采用。牵引电池系统现已成为下一代工业生态系统不可或缺的一部分，旨在减少碳排放，同时最大限度地提高正常运作时间和营运弹性。

市场范围
起始年份	2024
预测年份	2025-2034
起始值	44亿美元
预测值	170亿美元
复合年增长率	13.9%

锂离子电池占了60.4%的市场份额，预计到2034年将以15%的复合年增长率成长。随着企业寻求长期效率提升和遵守排放法规，仓储、建筑和生产领域对电池供电设备的日益青睐推动了这一成长。与其他类型的电池相比，锂离子电池因其更高的能量密度、更长的使用寿命和极低的维护成本而备受青睐。它们相容于快速充电技术，并能够支援高负载应用，使其成为持续运行的首选。

2024年，铁路部门的价值为5.864亿美元。作为脱碳战略的一部分，国家和地区当局正在加大对混合动力和电动铁路基础设施的投资。随着城市地区优先发展更清洁、更有效率的公共交通网络，电池供电的地铁和轻轨车辆变得越来越重要。铁路牵引电池不仅支持推进，还为辅助系统提供动力，从而在城市走廊中实现更安静、零排放的交通选择。

预计到2034年，北美工业牵引电池市场的复合年增长率将达到10%。智慧製造、电子商务和工业自动化的兴起正在推动对电动工业车辆及其配套基础设施的需求。电池技术的进步，尤其是缩短充电时间和延长维护间隔的技术，正在支撑这种成长势头。美国和加拿大的企业越来越多地转向低排放设备，以满足监管要求和内部永续发展目标。工业中心正在整合电池驱动的车队，以符合绿色环保要求，并逐步降低能源相关成本。

推动工业牵引电池市场创新的顶尖企业包括 ENERSYS、比亚迪、Flux Power、Sunlight Group 和 EXIDE INDUSTRIES，它们都在积极塑造全球竞争格局。工业牵引电池市场的领先公司优先考虑对先进电池技术（尤其是锂离子和固态化学技术）进行长期策略投资。这些企业正在扩大其全球製造足迹，以满足区域需求并减少供应链限制。产品多样化是其方法的核心，重点是与各种电动工业车辆相容的模组化电池系统。该公司还与原始设备製造商 (OEM) 和物流运营商合作，共同开发可提高性能和可靠性的整合电池解决方案。一些市场领导者正在透过嵌入远端资讯处理和电池管理系统进行即时监控、预测分析和效能优化，从而增强其数位产品。此外，他们还透过推广循环经济模式和二次电池计画来实现永续发展目标。

The Global Industrial Traction Battery Market was valued at USD 4.4 billion in 2024 and is estimated to grow at a CAGR of 13.9% to reach USD 17 billion by 2034. This surge is largely fueled by the rising demand for electric material handling equipment, utility carts, and automation systems within modern industrial facilities. Battery-powered systems are rapidly replacing fuel-driven machinery due to their lower operational costs, reduced emissions, and minimal maintenance needs. As warehousing, logistics, and manufacturing operations push for greater efficiency and sustainability, traction batteries are playing a crucial role in enabling the shift. Growing investment in automation and robotics is supporting widespread use of battery-powered industrial assets that improve workflow and safety.

Industrial Traction Battery Market - IMG1

At the same time, rapid progress in battery chemistry, particularly in lithium-ion and ultracapacitor technologies, is delivering greater energy efficiency and faster charge cycles. These benefits are allowing manufacturers to cut downtime and increase throughput, while still adhering to environmental guidelines. Government initiatives offering financial incentives and subsidies for electric fleet conversions are reinforcing the adoption of clean-energy technologies across industries. Traction battery systems are now integral to next-gen industrial ecosystems aiming to reduce carbon output while maximizing uptime and operational resilience.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$4.4 Billion
Forecast Value	$17 Billion
CAGR	13.9%

The lithium-ion segment held a 60.4% share and is projected to grow at a CAGR of 15% through 2034. This growth is being propelled by a growing preference for battery-powered equipment in warehousing, construction, and production, as organizations seek long-term efficiency gains and compliance with emissions regulations. Lithium-ion units are favored for their superior energy density, longer life span, and minimal maintenance compared to other battery types. Their compatibility with fast-charging technologies and ability to support high-duty applications make them a prime choice for continuous operation.

The rail segment was valued at USD 586.4 million in 2024. National and regional authorities are increasing investments in hybrid and electric rail infrastructure as part of decarbonization strategies. Battery-powered metro and light rail vehicles are becoming more prominent as urban areas prioritize cleaner, more efficient public transport networks. Traction batteries in rail not only support propulsion but also power auxiliary systems, enabling quieter, emission-free transit options in urban corridors.

North America Industrial Traction Battery Market is expected to register a CAGR of 10% through 2034. The rise of smart manufacturing, e-commerce, and industrial automation is pushing demand for electric industrial vehicles and supporting infrastructure. Advancements in battery technologies, particularly those that reduce charging time and extend service intervals, are supporting this momentum. Businesses across the U.S. and Canada are increasingly switching to low-emission equipment to meet both regulatory requirements and internal sustainability goals. Industrial hubs are integrating battery-powered fleets to align with green mandates and minimize energy-related costs over time.

Top players driving innovation in this Industrial Traction Battery Market include ENERSYS, BYD, Flux Power, Sunlight Group, and EXIDE INDUSTRIES, all of which are actively shaping the global competitive landscape. Leading companies in the industrial traction battery market are prioritizing long-term strategic investments in advanced battery technologies, particularly lithium-ion and solid-state chemistries. These players are expanding their global manufacturing footprints to address regional demand and reduce supply chain constraints. Product diversification is central to their approach, with a strong focus on modular battery systems compatible with a wide range of electric industrial vehicles. Companies are also collaborating with OEMs and logistics operators to co-develop integrated battery solutions that enhance performance and reliability. Several market leaders are enhancing their digital offerings by embedding telematics and battery management systems for real-time monitoring, predictive analytics, and performance optimization. Additionally, they are aligning with sustainability targets by promoting circular economy models and second-life battery programs.

Chapter 1 Methodology & Scope

1.1 Research design
1.2 Market estimates & forecast parameters
1.3 Forecast calculation
1.4 Data sources
- 1.4.1 Primary
- 1.4.2 Secondary
  - 1.4.2.1 Paid
  - 1.4.2.2 Public
1.5 Market definitions

Chapter 2 Executive Summary

2.1 Industry synopsis, 2021 - 2034

Chapter 3 Industry Insights

3.1 Industry ecosystem analysis
3.2 Regulatory landscape
3.3 Industry impact forces
- 3.3.1 Growth drivers
- 3.3.2 Industry pitfalls & challenges
3.4 Growth potential analysis
3.5 Porter's analysis
- 3.5.1 Bargaining power of suppliers
- 3.5.2 Bargaining power of buyers
- 3.5.3 Threat of new entrants
- 3.5.4 Threat of substitutes
3.6 PESTEL analysis
- 3.6.1 Political factors
- 3.6.2 Economic factors
- 3.6.3 Social factors
- 3.6.4 Technological factors
- 3.6.5 Legal factors
- 3.6.6 Environmental factors
3.7 Technology evolution and innovation trends
- 3.7.1 Battery chemistry and advancement timeline
- 3.7.2 Energy density improvement trajectory
- 3.7.3 Battery management system evolution

Chapter 4 Competitive Landscape, 2025

4.1 Introduction
4.2 Company market share analysis, by region, 2024
- 4.2.1 North America
- 4.2.2 Europe
- 4.2.3 Asia Pacific
- 4.2.4 Middle East & Africa
- 4.2.5 Latin America
4.3 Strategic dashboard
4.4 Strategic initiatives
- 4.4.1 Key partnerships & collaborations
- 4.4.2 Major M&A activities
- 4.4.3 Product innovations & launches
- 4.4.4 Market expansion strategies
4.5 Competitive benchmarking
4.6 Innovation & sustainability landscape

Chapter 5 Market Size and Forecast, By Chemistry, 2021 - 2034 (USD Million)

5.1 Key trends
5.2 Lead acid
5.3 Lithium-ion
5.4 Nickel-based
5.5 Others

Chapter 6 Market Size and Forecast, By Application, 2021 - 2034 (USD Million)

6.1 Key trends
6.2 Forklift
6.3 Railroads
6.4 Others

Chapter 7 Market Size and Forecast, By Region, 2021 - 2034 (USD Million)

7.1 Key trends
7.2 North America
- 7.2.1 U.S.
- 7.2.2 Canada
- 7.2.3 Mexico
7.3 Europe
- 7.3.1 Germany
- 7.3.2 UK
- 7.3.3 France
- 7.3.4 Italy
- 7.3.5 Spain
- 7.3.6 Netherlands
7.4 Asia Pacific
- 7.4.1 China
- 7.4.2 Japan
- 7.4.3 South Korea
- 7.4.4 Australia
- 7.4.5 India
7.5 Middle East & Africa
- 7.5.1 Saudi Arabia
- 7.5.2 UAE
- 7.5.3 South Africa
7.6 Latin America
- 7.6.1 Brazil
- 7.6.2 Argentina