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市场调查报告书
商品编码
1137918
电动巴士充电基础设施市场 - 增长、趋势、COVID-19 影响和预测（2022-2027 年）Electric Bus Charging Infrastructure Market - Growth, Trends, and Forecasts (2022 - 2027) |
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电动巴士充电基础设施市场在 2021 年价值 16.8 亿美元，预计 2027 年将达到 66.3 亿美元，在预测期间（2022-2027 年）以 16.4% 左右的复合年增长率增长。
在冠状病毒爆发期间，许多变量正在影响全球电动巴士充电基础设施市场。与许多其他行业一样，该行业因流行病而遭受了严重的衰退。影响市场增长的关键变量是供应链限制和“对电动汽车电池的需求减少”。电池製造所需的最关键部件的供应短缺严重影响了市场。然而，随着冠状病毒感染率下降，供应链限制有所缓解，行业巨头开始着手研发，通过采用 5G 等尖端技术来促进市场增长。
从长远来看，全球出台更严格的污染法规预计将在整个预测期内推动电动汽车的销售。为满足日益增长的电动汽车需求，汽车功率模块製造商正在扩大产能，特别是在全球汽车销售和出口量最大、电动汽车零部件关税在东盟国家中最低的亚太地区。投资于
主要亮点
- 2022 年 9 月，印度道路、运输和公路部在 5000 公里国道沿线开发电动汽车充电站的试点项目将进入德里-斋浦尔线上电动巴士技术和商业测试的最后阶段。 2022 年 9 月 9 日。我在这里。这将使 2021 年早些时候的德里-阿格拉试运行 210 公里增加 278 公里，在测试阶段在四个州完成总共 500 英里的技术测试。总共 500 英里的技术测试将在四个州完成：UP、德里、哈里亚纳邦和拉贾斯坦邦。
中国和美国的电动巴士普及率很高。在接下来的几年里，在政府、交通机构和其他支持绿色汽车的社区和组织的大力推动下，预计上述国家将继续部署更多的电动巴士。
主要市场趋势
政府大力推广电动巴士
电动汽车是目前最有前途的减少交通排放的技术。电动巴士正在以更快的速度取代传统的柴油动力巴士，超过了电池驱动的汽车。彭博新能源财经估计，到 2030 年，28% 的汽车销量将是电动的，84% 的新公交车将是电动的。
随着主要国家的政府推动公共交通脱碳，电动巴士市场正在全球蓬勃发展。许多国家都制定了电动公交车的采购目标。例如
乔拜登（Joe Biden）政府提出了一项 1740 亿美元的计划，以促进电动汽车的采用，目标是让美国实现零排放交通。由于维护成本和效率的降低，新兴重型电动客车行业主要市场参与者的技术创新正在推动电动客车的市场增长。
预计中国将继续推动电动汽车发展，预计到 2025 年将购买 420,000 辆新电动巴士。随着市场的扩大和政府的支持，电动巴士车队应该能够显着增加（约 40%）。
到 2030 年，印度希望将 70% 的商用车（包括 40% 的公交车）作为电动汽车出售，以实现其实现净零碳排放的目标。
在欧洲，与 2020 年相比，2021 年电动巴士的註册数量增加了 48%。去年，交付了 3,282 辆电动巴士，自 2012 年以来，非洲大陆的註册量已增长到 8,500 多辆。欧洲各国政府制定了各种政策并启动了在该地区建设充电基础设施的项目，主要是为了实现电动汽车的销售目标。
占欧洲温室气体排放总量约 27% 的交通运输部门也是其他有害排放物（如 NOx）的来源。目前欧洲有大约 725,000 辆公共汽车在运营，包括所有类型的动力系统（电动和非电动）。其中，大约 2,500 辆是电动巴士，其中大部分使用柴油。欧盟于 2019 年 2 月通过的新规定要求公共当局到 2025 年购买四分之一的新“清洁”公交车。到2030年，这一比例将上升到三分之一。因此，未来几年欧洲城市的公交线路将大幅扩张。巴黎、柏林、伦敦、哥本哈根、巴塞罗那、罗马、鹿特丹等40个城市同时签署了《C40 Declaration for fossil-free streets》，目标是到2025年实现公交车零排放。
亚太地区领先的电动巴士充电基础设施市场
中国引领亚太电动巴士充电基础设施市场，其次是欧洲和北美。目前，99%的电动公交车在中国运营。这是因为空气污染是中国城市的一个大问题，地方当局已决定投资于无排放交通。印度等其他新兴国家正在通过在该国采用更多电动公交车来推动电动公交车充电基础设施市场。
中国是全球电动巴士市场的主要参与者，拥有全球 98% 的电动巴士。预计中国将在预测期内保持其主导地位。到 2021 年 3 月，中国将有超过 421,000 辆电动公交车投入使用，约占全球车队的 99.0%。对公共交通电气化的坚定承诺，以及广泛的补贴和国家法规，是导致中国在全球电动巴士市场占据高市场份额的主要因素。
中国交通运输部为开发低排放客车市场提供了补贴和其他福利，进一步对市场产生了积极影响。例如，儘管发生了大流行，但中国客车製造商销售的新能源客车在 2020 年仍增加了 61,000 辆。
预计中国电动公交车的扩张将继续，预计到 2025 年将再订购 420,000 辆电动公交车。随着市场的增长和政府的支持，电动巴士车队也应该会大幅增加 40% 左右。
深圳和广州是引入纯电动公交车的领先城市，预计未来几年将有更多中国城市效仿。预计到2021年初，广州、珠海、东莞、佛山、中山、南京、杭州、陕西、山东等珠三角30多个城市将实现公共交通100%电气化。可能会继续扩大电动公交车的引进。
中国以纯电动公交车为主，但也有不少混合动力公交车可以长距离行驶。预计系列混合动力车将在预测期内占混合动力公交车的主要份额。预计会有更多的客车配备这种动力总成，因为这种动力总成更容易设计和组装，可以降低电动客车的整体成本。
另一个重要的国家是印度。然而，在印度，电动和混合动力公交车的普及速度一直很慢，主要是因为成本。混合动力或电动巴士的平均成本是柴油巴士的三到四倍。此外，随着柴油成本的下降，运营商转向混合动力或电动公交车的动力并不大。一些城市，如德里和孟买，使用 CNG 等清洁燃料来运营公共汽车。
因此，印度政府宣布了 2020 年国家电动交通任务计划 (NEMMP)，以加速汽车行业电动和混合动力组件的增长，以促使运营商采用电动巴士。该计划的主要重点是加快印度电动汽车的生产和引进。例如
- 2022 年 9 月，CESL-Convergence Energy Services Ltd. (CESL) 将代表印度五个州政府成立。（EESL-Energy Efficiency Services Ltd. 的子公司）已授予 5,450 辆电动巴士的合同。为了减少印度的污染并促进电动巴士製造商的发展，CESL 将对 NITI Ayog 许可的 50,000 辆电动巴士发起 100 亿美元（80 万卢比）的招标。
竞争格局
电动巴士充电基础设施市场由 ABB 集团、Proterra Inc.（也是电动巴士製造商）、ChargePoint Inc.、Siemens AG等少数参与者整合和领导。每家公司都建立战略合作伙伴关係、收购和产品开发，以扩大其品牌组合。
- 2021 年 11 月，The California Energy Commission授予Los Angeles Department of Transportation（LADOT）600 万美元的赠款，用于安装使用太阳能和储能微电网的美国最大的电动汽车车队充电系统之一。我已经交付。LADOT 在华盛顿公交车场安装 4.5 MW 表观能量存储系统，结合 1.5 MW 屋顶和公交车太阳能天篷、5 个 Protera 1.5 MW 车队充电器和 104 个远程 EV 充电我计划为分配器供电。
其他福利
- Excel 格式的市场预测 (ME) 表
- 3 个月的分析师支持
目录
第 1 章 简介
- 调查先决条件
- 调查范围
第二章研究方法论
第三章执行摘要
第四章市场动态
- 市场驱动力
- 市场製约因素
- 产业吸引力——波特五力分析
- 新进入者的威胁
- 买方/消费者议价能力
- 供应商的议价能力
- 替代品的威胁
- 竞争对手之间的竞争
第五章市场细分
- 充电式
- 插入式充电
- 架空收费
- 按地区
- 北美
- 欧洲
- 亚太地区
- 世界其他地区
第 6 章 竞争格局
- 供应商市场份额
- 公司简介
- 充电基础设施供应商
- ABB Ltd
- Proterra Inc.（also electric bus manufacturer）
- ChargePoint Inc.
- Siemens AG
- Electric Bus Manufacturers
- BYD Auto Co. Ltd
- Daimler AG
- 充电基础设施供应商
第七章市场机会与未来趋势
The electric bus charging infrastructure market was valued at USD 1.68 Billion in 2021, and it is expected to reach USD 6.63 Billion by 2027, registering a CAGR of around 16.4% during the forecast period (2022-2027).
During the coronavirus epidemic, numerous variables are influencing the worldwide electric bus charging infrastructure market. This industry, like most others, has suffered a significant downturn as a result of the epidemic. The key variables influencing the market growth are supply chain constraints and 'falling demand for EV batteries.' The market is being severely impacted by the lack of availability of the most significant components for battery manufacture. However, when supply chain constraints are relaxed due to fewer coronavirus infections, the industry's leading players have begun research and development to boost market growth by incorporating cutting-edge technologies like 5G.
Over the long term, the global adoption of stricter pollution regulations is expected to boost electric car sales throughout the projection period. To meet the growing demand for EVs, manufacturers of automotive power modules have begun investing in expanding their production capacities, primarily in the Asia-Pacific region, which has the world's highest sales and export of vehicles, as well as the lowest tariff on EV parts among ASEAN countries.
Key Highlights
- In September 2022, A pilot project, through which the Ministry of Road Transport & Highways in India, is developing EV charging stations across 5000km of the national highway, is presently in its last stages of technical and commercial testing using electric buses on the Delhi-Jaipur line beginning September 9th, 2022. This will add a 278 km length to the previously performed 210 km trial run between Delhi and Agra in 2021, completing technical testing of a total of 500 miles across four states in its pilot phase: UP, Delhi, Haryana, and Rajasthan.
China and the United States registered higher adoption of electric buses. In the coming years, the above countries are expected to continue to deploy more electric buses, owing to strong encouragement from the governments, transit agencies, as well as other green vehicle-supporting communities and organizations.
Key Market Trends
Governmental Efforts to Increase in the Number of Electric Buses
E-mobility is currently seen as the most promising technology to reduce exhaust emissions in transportation. Electric buses are replacing conventional diesel-fueled buses at an accelerating rate that is outpacing the adoption of battery-powered cars. According to forecasts by Bloomberg New Energy Finance, by 2030, ~28% of car sales are likely to be electric vehicles, while 84% of new buses will be electric buses.
The electric bus market is rapidly growing across the world owing to the governmental push to decarbonize public transportation in major countries. Many countries have established goals to procure electric buses. For instance,
The Joe Biden administration has proposed a USD174 billion program to promote the adoption of electric vehicles with the goal of moving the United States toward zero-emission transportation. The major market players' innovation in the emerging heavy-duty electric bus sector is boosting the market growth of e-buses by lowering their maintenance costs and efficiency.
China's move toward electric vehicles is expected to continue, with 420,000 new electric buses expected to be purchased by 2025.Electric bus fleets should be able to grow significantly (about 40%) as a result of market expansion and government support.
By 2030, India wants to sell 70% of all commercial vehicles, including 40% of buses, as electric vehicles.The objective of achieving net zero carbon emissions is in line with this.
In Europe, electric bus registrations climbed by 48% in 2021 compared to 2020. Last year, 3,282 e-buses were delivered, increasing the total number of vehicles registered on the continent to over 8,500 since 2012. The European government has formulated various policies and has started projects for building the charging infrastructure across the region, primarily to meet the electric vehicle sales target.
The transportation sector, which contributes about 27% to Europe's total greenhouse emissions, is also a source of other dangerous emissions, like NOx. At present, approximately 725,000 buses operate in Europe, including all types of powertrains (electric and non-electric). Out of these, around 2,500 are electric buses, which indicates that the majority of them run on diesel. By 2025, public agencies must purchase "clean" buses for a quarter of all new buses under the new rules that the European Union adopted in February 2019.from 2030, the ratio will rise to one third.As a result, bus lines will expand significantly in European cities in the coming years.The C40 Declaration for fossil-free streets has been signed simultaneously by 40 cities, including Paris, Berlin, London, Copenhagen, Barcelona, Rome, and Rotterdam, with the goal of zero-emission bus fleets by 2025.
Asia Pacific is Leading the Electric Bus Charging Infrastructure Market
The electric bus charging infrastructure market in the Asia Pacific is led by China, followed by Europe and North America, respectively. Currently, 99% of electric buses in service are in China, due to the major air pollution problems in Chinese cities and the decision of local authorities to invest in transport that does not emit. Other developing countries like India are fueling the electric bus charging infrastructure market by adopting more electric buses in the country.
China is a key player in the global electric bus market and is home to 98% of the world's electric buses. China is anticipated to sustain its dominance during the forecast period. In March 2021, more than 421,000 electric buses were in use China, which amounts to about 99.0% of the global fleet. The keen focus on electrification of public transit with prevalent subsidies and national regulations is a major factor contributing toward the high market share of China in the global electric bus market.
China's Ministry of Transport is offering subsidies and other benefits for the development of low emission bus fleets, thereby, further positively influencing the market. For instance, 61,000 more new energy buses were sold by Chinese bus makers during 2020, despite of the pandemic.
China's electric bus expansion is expected to continue, with 420,000 additional electric buses ordered by 2025. Growth in the market and government support should also allow for a large increase in the number of electric bus fleets, which is approximately 40%.
Shenzhen and Guangzhou are leading cities in fully electric bus fleets, while more Chinese cities are expected to follow the same in coming years. During the forecast period, China may continue to witness growth in the adoption of electric buses, as more than 30 Chinese cities have made plans to achieve 100% electrified public transit by the start of 2021, including Guangzhou, Zhuhai, Dongguan, Foshan, and Zhongshan in the Pearl River Delta, along with Nanjing, Hangzhou, Shaanxi, and Shandong.
Although China is more focused on battery electric buses, there are significant number of hybrid buses in the country owing to the long-range possibilities offered by them. During the forecast period, series hybrid category is expected to account major share in hybrid bus category. Due to the ease in designing and assembling this type of powertrain, which reduces the overall cost of electric bus, more number od buses are expected to equip this type of powertrain.
Other important countries include India . However, in India, the acceptance of electric and hybrid buses is slow, primarily due to the cost factor. The average cost of hybrid or electric buses is 3-4 times higher than diesel buses. Furthermore, with the decrease in the cost of diesel, there is not much incentive for the operators to shift to hybrid or electric buses. Some cities, like Delhi and Mumbai, are using clean fuel, like CNG, for bus operations.
Thus, to make operators adopt electric buses, the Government of India unveiled the National Electric Mobility Mission Plan (NEMMP) 2020 to accelerate the growth of the electric and hybrid components of the automotive sector. It focuses primarily on fast-tracking the manufacturing and introduction of EVs in India. For instance,
- In September 2022, In India, on behalf of five state governments, CESL-Convergence Energy Services Ltd. (a subsidiary of EESL- Energy Efficiency Services Ltd.) granted a contract for 5,450 electric buses. CESL plans to conduct a $10 billion (Rs.80,000 crore) tender for 50,000 electric buses, which has been authorized by NITI Ayog to reduce pollution in India and boost E-Bus manufacturers.
Competitive Landscape
The electric bus charging infrastructure market is consolidated and led by a few players, such as ABB Group, Proterra Inc. (also an electric bus manufacturer), ChargePoint Inc., Siemens AG, and Others. The companies are entering strategic partnerships, acquisitions, and product development to expand their brand portfolio.
- In November 2021, The California Energy Commission has given the Los Angeles Department of Transportation (LADOT) a USD 6 million grant to install one of the largest EV fleet charging systems in the United States that will be powered by a solar and storage microgrid. At the Washington Bus Yard, LADOT will install a 4.5MWh Apparent energy storage system in conjunction with 1.5 megawatts of rooftop and bus solar canopy to power five Proterra 1.5 megawatt fleet chargers with 104 remote EV charging dispensers.
Additional Benefits:
- The market estimate (ME) sheet in Excel format
- 3 months of analyst support
TABLE OF CONTENTS
1 INTRODUCTION
- 1.1 Study Assumptions
- 1.2 Scope of the Study
2 RESEARCH METHODOLOGY
3 EXECUTIVE SUMMARY
4 MARKET DYNAMICS
- 4.1 Market Drivers
- 4.2 Market Restraints
- 4.3 Industry Attractiveness - Porter's Five Forces Analysis
- 4.3.1 Threat of New Entrants
- 4.3.2 Bargaining Power of Buyers/Consumers
- 4.3.3 Bargaining Power of Suppliers
- 4.3.4 Threat of Substitute Products
- 4.3.5 Intensity of Competitive Rivalry
5 MARKET SEGMENTATION
- 5.1 Charging Type
- 5.1.1 Plug-in Charging
- 5.1.2 Overhead Charging
- 5.2 Geography
- 5.2.1 North America
- 5.2.2 Europe
- 5.2.3 Asia-Pacific
- 5.2.4 Rest of the World
6 COMPETITIVE LANDSCAPE
- 6.1 Vendor Market Share
- 6.2 Company Profiles
- 6.2.1 Electric Charging Infrastructure Suppliers
- 6.2.1.1 ABB Ltd
- 6.2.1.2 Proterra Inc. (also electric bus manufacturer)
- 6.2.1.3 ChargePoint Inc.
- 6.2.1.4 Siemens AG
- 6.2.2 Electric Bus Manufacturers
- 6.2.2.1 BYD Auto Co. Ltd
- 6.2.2.2 Daimler AG
- 6.2.1 Electric Charging Infrastructure Suppliers
