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市场调查报告书
商品编码
1796403
全球二手电动车电池市场:应用、电动车销售动态、电动车电池需求和潜在转换率、价值链、生态系统和经营模式分析、区域 - 预测(至 2030 年)Second Life EV Battery Market by Application (Utility Scale, Commercial/Industrial, Residential), EV Sales Dynamics, EV Battery Demand & Potential Conversion Rate, Value Chain, Ecosystem & Business Model Analysis, and Region - Forecast to 2030 |
2025年全球二手电动车电池市场规模估计为25-30 GWH,预计2030年将达到330-350 GWH,预测期内复合年增长率约为65%。
市场快速成长主要得益于积极主动且支持性的法规结构、产业策略以及促进循环经济原则和能源安全的技术资金。欧盟电池指令和「地平线欧洲」等资助计画旨在加强欧洲的电池转移基础设施,并制定明确的报废标准。联邦政府的激励措施,例如《通膨削减法案》下的税额扣抵和美国能源部资助的先导计画,以及亚洲国家日益壮大的官民合作关係关係(包括补贴和雄心勃勃的电池回收再利用目标),正在支持能源转型目标,同时加速对电动车二次电池的需求。
工业领域是二次电动汽车电池的第二大应用领域。
由于对备用电源、需求费用减少、电动车充电站、行动模组化储存以及仓库和资料中心的太阳能优化的需求不断增长,预计工业应用领域将为二手电动车电池带来发展动力。电动车充电站是这一领域很有前景的用例。电动车电池的剩余容量为 70-80%,可满足不断电系统(UPS) 和微电网稳定的中等週期需求(每年 50-150 次循环),支援其用于备用电源和尖峰负载管理。日产、雷诺、特斯拉、Connected Energy(英国)和 Enel X(义大利)等主要企业正在与公用事业和技术合作伙伴合作,在 C&I 领域部署二手电池。例如,Connected Energy 已在英国的电动车充电中心安装了系统,而 Enel X 正在义大利机场试行能源储存解决方案。其他计划,例如戴姆勒的15兆瓦工业储能係统,以及亚马逊在其物流中心部署的二手电动车电池,将有助于企业实现永续性目标。此外,将这些电池与现场太阳能和风能发电结合,将减少对电网的依赖,并每年将碳足迹减少10-20%,从而提高永续性和成本效益。从策略上讲,企业可以透过将储能和再利用设施设在需求旺盛的地区,从而优化能源管理并节省成本,从而实现经济效益最大化。
欧洲将占据电动车二次电池的最大份额。
欧洲是电动车二次电池的主要市场之一,该地区非常重视循环经济并具有支持性的法规环境。该地区是全球汽车原始设备製造商和电动汽车电池可再生公司的所在地。该国实现近 42%可再生能源发电的目标正在推动对公用电网规模电池储存和工业备用的需求。为此,雷诺于 2018 年启动了其先进电池储存计划,将新旧电动车电池结合二手。 60 兆瓦时的电池系统安装在法国和德国各地,用于储存再生能源来源产生的电力。日产、宝马和奥迪等其他原始设备製造商的类似计划符合欧洲到 2030 年实现净零排放的目标。
本报告研究了全球二手电动车电池市场,并提供了有关市场生态系统、技术蓝图、价值链、各种经营模式及其收益来源的资讯。
The second life EV battery market is estimated at ~25-30 GWH in 2025 and is projected to reach ~330-350 GWH in 2030 at a CAGR of ~65% during the forecast period. The rapid growth of the second life EV battery market is significantly driven by proactive, supportive regulatory frameworks, industrial strategies, and technology funding to promote circular economy principles and energy security. Initiatives like the EU Battery Directive and funding programs like Horizon Europe are aimed at boosting battery repurposing infrastructure and setting clear end-of-life standards in Europe. Federal incentives, including tax credits under the Inflation Reduction Act and DOE-funded pilot projects (US) and scaling public-private partnerships, with subsidies and ambitious battery recycling & reuse targets in Asian countries, support energy transition targets while accelerating the second life EV battery market demand.
The commercial & industrial segment is the second prominent application of second Life EV batteries.
The commercial & industrial application segment is expected to gain momentum for second life EV battery usage with the growing demand for backup power, demand charge reduction, EV charging stations, mobile & modular storage, and solar energy optimization in warehouses or data centers. Among these, EV charging stations represent this segment's promising use case. EV batteries are left with 70-80% residual capacity and adaptability to medium-cycle demands, such as 50-150 cycles annually for uninterruptible power supply (UPS) and microgrid stabilization, which support their usage for backup power and peak load management. Leading companies like Nissan, Renault, Tesla, Connected Energy (UK), and Enel X (Italy) are advancing second-life battery deployments in the C&I sector, often collaborating with utilities and technology partners. For example, Connected Energy has implemented systems at UK EV charging hubs, while Enel X pilots energy storage solutions at Italian airports. Other projects like Daimler's 15 MW industrial storage system and Amazon's deployment of second life EV batteries into logistics centers will contribute to the commitment toward their corporate sustainability goals. Furthermore, integrating these batteries with on-site solar or wind generation improves sustainability and cost-effectiveness by reducing reliance on grid power and minimizing the carbon footprint by 10-20% annually. Strategically, businesses can maximize economic benefits by co-locating storage and reuse facilities at high-power demand sites, enabling optimized energy management and cost savings.
Europe accounts for a significant market share of second life EV batteries.
Europe is one of the prominent markets for second-life EV batteries with a strong focus on the circular economy and a supportive regulatory environment. The region is home to global automotive OEMs and repurposing companies for EV batteries. Regional efforts such as integration of advanced renewable energy with a target to generate nearly 42% of electricity from these sources will drive demand for utility & grid-scale storage and industrial backups. In line with this, Renault launched an "advanced battery storage program" in 2018 using a combination of new and used EV batteries. It has an energy of 60 MWh battery and is installed in various parts across France and Germany, and is equipped to store electricity generated from renewable sources. Similar projects from other OEMs like Nissan, BMW, and Audi are aligned with Europe's net-zero target by 2030. In addition, some of the promising European EV battery repurposers include Connected Energy (UK), Allye Energy (UK), Zenobe (UK), Voltfang (Germany), BeePlanet Factory (Spain), Libattion (Switzerland), and The Mobility House (Germany). These players are responsible for developing large-scale stationary storage using batteries from passenger cars, trucks & buses, and commercial fleets. Government support, such as USD 1.97 billion allocated through Horizon Europe for battery innovation, combined with corporate initiatives like Volkswagen's plan to reuse 40 GWh of second-life batteries, is helping reduce entry barriers. Additionally, the region's well-established recycling ecosystem, spearheaded by companies like Northvolt, contributes to the scalability of the market. In line with the strong pipeline of new entrants in the repurposed arena and the high-end project activity in Europe, this regional leadership is expected to remain instrumental in the long run.
The report provides an in-depth analysis of the second-life EV battery market, focusing on the market ecosystem, technology roadmap, value chain analysis, various business model & their revenue streams, and potential installation demand by application (utility-scale grid services, commercial & industrial, and residential) and region (Asia Pacific, Europe, and North America). It examines EV sales trends (passenger cars & commercial vehicles), current & futuristic EV battery demand (lithium-ion, nickel-metal hydride, solid-state, and other battery chemistries), and performance/cost matrix by different battery chemistries, and EV market penetration to second life conversion rates.
Additionally, the report assesses the effects of the rising EV stocks and presents a future outlook based on industry-wise consumption patterns. It includes detailed information about the significant factors boosting the global demand and key growth impetuses. A thorough analysis of key industry players provides insights into their business overviews, product offerings, key strategies, contracts, partnerships, agreements, product launches, mergers, and acquisitions.
The report provides valuable information for current vs. projected second-life EV battery installation capabilities across key global markets. It will assist stakeholders in understanding the competitive landscape, positioning their businesses more effectively, and planning appropriate go-to-market strategies. Additionally, the report will offer insights into the current market conditions and highlight different ownership models & their revenue profit streams within the industry.