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市场调查报告书
商品编码
1866552
全球电池材料市场-2025-2030年预测Global Battery Materials Market - Forecasts from 2025 to 2030 |
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预计电池材料市场将从 2025 年的 610.85 亿美元成长到 2030 年的 822.51 亿美元,年复合成长率为 6.13%。
电池材料市场是储能产业的核心组成部分,其成长主要受电动车、家用电子电器产品、医疗设备和潜水艇等应用领域对二次电池需求激增的推动。可支配收入的成长、可再生能源投资的增加以及汽车产业(尤其是电动车)的强劲成长,都是推动市场发展的因素。然而,一次电池需求的下降对整体市场扩张构成了挑战。
本报告检验了当前电池材料市场的需求、供应和销售趋势,以及影响该市场发展的最新动态。报告全面分析了关键驱动因素、阻碍因素和机会,并详细说明了区域产业趋势、政策和法规,以帮助相关人员深入了解法规结构和市场动态。
我们的竞争情报是基于广泛的二手研究,包括产业协会调查、分析师报告、投资者报告、新闻稿和学术期刊,识别出主要企业及其收入贡献。市场规模采用由下而上和自上而下的方法计算,并经国际电池材料价值链相关人员的第一手资讯检验。我们全面的市场分析整合了各种资讯来源和专有资料集,运用资料三角验证技术,提供准确的市场区隔和预测。我们透过分析叙述、图表和图形呈现洞察,以帮助读者有效率地理解。 2024年全球市场价值约543亿美元,预计2030年将达到947亿美元,复合年增长率为9.7%。主要企业简介包括:优美科、旭化成株式会社、三菱化学株式会社、日立化成株式会社、东丽株式会社、陶氏化学公司、BASF股份公司、KUREHA株式会社、住友金属矿业株式会社、昭和电工株式会社和庄信万丰公司。
主要亮点
成长要素
二次电池的日益普及(预计2024年全球电动车销量将达到1,600万辆)正显着推动对锂、钴和镍等材料的需求。可支配收入的成长(预计2024年全球成长4%)推动了便携式电子产品和汽车的购买,从而提振了对电池材料的需求。对可再生能源的投资(预计2024年全球投资额将达6,000亿美元)将增加对储能解决方案的需求。汽车产业的成长,尤其是在亚太地区(预计2024年电动车产量将成长12%),将进一步加速市场扩张。
抑制因素
由于一次电池(2024年预计将下降5%),不可充电电池的应用减少,这将抑制市场成长。供应链限制,包括钴和锂的短缺,将导致2024年材料成本上涨8%。此外,对采矿活动的监管压力,尤其是在非洲,也加剧了营运挑战。
细分市场分析
按材料划分:锂离子电池材料预计到2024年将占据65%的市场份额,主导主要得益于其在电动车和电子设备中日益增长的普及度。用于高性能应用的镍和钴材料也呈现稳步增长的态势。
按应用领域划分:电动车将主导潮流,占需求的 50%,其次是家用电子电器和能源储存系统。
按最终用户划分:汽车产业占比最大,而可再生能源和医疗设备产业正在快速扩张。
区域分析
亚太地区预计到2024年将占据45%的市场份额,主要得益于中国电动车的生产以及2,000亿美元的可再生能源投资。北美紧随其后,市场份额将达到30%,这得益于美国的电动车激励政策和电池製造业的成长。欧洲将以10%的复合年增长率成长,主要受欧盟绿色能源政策的推动,欧盟计划在2024年投资1,500亿美元。
本报告为业内人士提供关于市场趋势、监管环境和竞争动态的关键洞察。报告重点阐述了电动车和可再生能源应用领域的机会,同时也探讨了供应链和一次电池面临的挑战。严谨的调查方法,结合一手和二手数据,确保了预测的可靠性,使相关人员能够应对复杂的市场环境,并优先考虑在这一重要的储能领域的投资。
它是用来做什么的?
产业与市场洞察、商业机会评估、产品需求预测、打入市场策略、地理扩张、资本投资决策、法律规范及其影响、新产品开发、竞争影响
The Battery Material Market is expected to expand from USD 61.085 billion in 2025 to USD 82.251 billion in 2030, with a 6.13% CAGR.
The battery materials market is a pivotal segment of the energy storage industry, driven by the surging demand for secondary batteries in applications such as electric vehicles (EVs), consumer electronics, medical devices, and submarines. The market is propelled by rising disposable incomes, increased investments in renewable energy, and the robust growth of the automotive sector, particularly EVs. However, the declining demand for primary batteries poses a challenge to overall market expansion.
This research examines current trends in demand, supply, and sales, alongside recent developments shaping the battery materials market. It provides a comprehensive analysis of key drivers, restraints, and opportunities, detailing industry trends, policies, and regulations across geographical regions to equip stakeholders with insights into the regulatory framework and market dynamics.
Competitive intelligence identifies major industry players and their revenue contributions, derived from extensive secondary research, including industry association studies, analyst reports, investor presentations, press releases, and journals. Market size for the overall sector and key segments was determined using bottom-up and top-down methodologies, validated with primary inputs from stakeholders in the global battery materials value chain. Comprehensive market engineering integrated data from diverse sources and proprietary datasets, employing data triangulation for accurate market breakdown and forecasting. Insights are presented through analytical narratives, charts, and graphics for efficient comprehension. The global market was valued at approximately USD 54.3 billion in 2024 and is projected to reach USD 94.7 billion by 2030, growing at a CAGR of 9.7%. Key players profiled include Umicore, Asahi Kasei Corporation, Mitsubishi Chemical Corporation, Hitachi Chemical Co., Ltd., Toray Industries, Inc., The Dow Chemical Company, BASF SE, KUREHA CORPORATION, Sumitomo Metal Mining Co Ltd., SHOWA DENKO K.K., and Johnson Matthey.
Key Highlights
Growth Drivers
The rising adoption of secondary batteries, with global EV sales reaching 16 million units in 2024, significantly drives demand for materials like lithium, cobalt, and nickel. Increasing disposable incomes, up 4% globally in 2024, fuel purchases of portable electronics and vehicles, boosting battery material needs. Investments in renewable energy, with USD 600 billion allocated globally in 2024, enhance demand for energy storage solutions. The automotive sector's growth, particularly in Asia Pacific, where EV production rose 12% in 2024, further accelerates market expansion.
Restraints
The year-over-year decline in primary battery demand, down 5% in 2024, limits market growth as non-rechargeable applications wane. Supply chain constraints, including cobalt and lithium shortages, increase material costs by 8% in 2024. Regulatory pressures on mining practices in regions like Africa add operational challenges.
Segmentation Analysis
By Material: Lithium-ion battery materials dominate with a 65% share in 2024, driven by widespread adoption in EVs and electronics. Nickel and cobalt materials grow steadily for high-performance applications.
By Application: EVs lead, accounting for 50% of demand, followed by consumer electronics and energy storage systems.
By End-User: Automotive holds the largest share, with renewable energy and medical devices expanding rapidly.
Regional Analysis
Asia Pacific commands a 45% market share in 2024, driven by China's EV production and USD 200 billion in renewable energy investments. North America follows with 30%, supported by U.S. EV incentives and battery manufacturing growth. Europe grows at a 10% CAGR, bolstered by EU green energy policies investing USD 150 billion in 2024.
This report equips industry experts with critical insights into market trends, regulatory landscapes, and competitive dynamics. It highlights opportunities in EV and renewable energy applications while addressing supply chain and primary battery challenges. The rigorous methodology, blending primary and secondary data, ensures reliable projections, enabling stakeholders to navigate complexities and prioritize investments in this essential energy storage sector.
What do businesses use our reports for?
Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence
Segmentation