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市场调查报告书
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1636258

电动车电池负极：市场占有率分析、产业趋势/统计、成长预测（2025-2030）

Electric Vehicle Battery Anode - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 124 Pages | 商品交期: 2-3个工作天内

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简介目录

电动车电池负极市场规模预计到2025年为60.8亿美元，预计到2030年将达到109.7亿美元，预测期内（2025-2030年）复合年增长率为12.54%。

电动车电池负极-市场-IMG1

主要亮点

  • 从中期来看，电动车需求增加和政府支持措施等因素预计将在预测期内推动市场发展。
  • 另一方面，与石墨等负极材料相关的技术挑战预计将阻碍预测期内的市场成长。
  • 然而，技术创新和永续材料的开发预计将在未来几年为市场带来重大机会。
  • 由于电动车在该地区各国的渗透率不断提高，预计亚太地区将主导市场。

电动车电池负极市场趋势

锂离子电池领域占市场主导地位

  • 锂离子电池领域在电动车的性能和效率方面发挥着重要作用。随着电动车需求持续飙升，对高性能锂离子电池的需求日益明显。锂离子电池以其高能量密度、长循环寿命和相对较低的自放电率而闻名，是电动车生态系统的重要组成部分，特别是在负极设计方面。
  • 影响锂离子电池领域的主要趋势之一是锂离子电池价格的下降，使电动车更容易被更广泛的消费者所接受。截至2023年，锂离子电池的平均价格将在每千瓦时139美元左右，较2013年下降超过82%。
  • 预计成本将持续下降，预计到 2025 年成本可能降至 113 美元/度以下，到 2030 年达到 80 美元/度。电池价格的下降将使电动车变得更便宜，并鼓励製造商投资先进的阳极材料和技术来提高电池性能。
  • 锂离子电池负极主要由石墨製成，石墨因其优异的导电性和嵌入锂离子的能力而受到青睐。然而，对替代材料（例如硅和硅基复合材料）的研究正在进行中，这些材料可以显着提高能源储存容量。这种新材料方法的部分原因是对电动车电池更高性能和效率的需求。
  • 世界主要开发中国家政府正在支持电动车的广泛采用，并提高电池製造的独立性，进一步增加对电池和电池阳极的需求。
  • 例如，印度政府的目标是到2030年将100%的两轮车和三轮车转变为电动车，并力争实现汽车销售的30%为电动车。
  • 随着越来越多的消费者和政府寻求更清洁的交通选择，电动车产量正在迅速增加。产量激增将直接增加对电动车电池及其零件（包括负极）的需求。
  • 此外，一些国家也鼓励国内外企业投资电动车电池生产。例如，2023年5月，瑞典电池製造商Northvolt宣布计划投资数十亿欧元在德国建造电动车电池工厂。该公司计划对该工厂投资约88亿美元，德国政府列出的补贴约5亿欧元。
  • 总体而言，由于技术进步、电池价格下降以及对永续性的日益关注，电动车电池负极市场的锂离子电池领域正在快速发展。

亚太地区前景将主导市场

  • 亚太电动车（EV）电池负极市场正在经历显着成长，这主要得益于中国在电动车产业的主导地位。中国是电动车产销量的领先者，在电池负极供应链中发挥至关重要的作用。全球电动车销量从2019年的106万辆激增至2023年的约810万辆，增幅惊人，超过650%，对高效、高容量电池负极的需求日益明显。
  • 中国积极扩张电池负极产能尤其值得注意。多个部会制定了大幅提高产量的雄心勃勃的目标。一些省份宣布了雄心勃勃的增产计划。例如，贵州省计画在2025年建成年产80万吨电池负极材料及原料的生产能力。同样，江苏华星城新能源材料计画在2025年建成年产能20万吨的负极材料生产设施。
  • 中国在电动车生产和销售方面处于世界领先地位，对电池电解的需求做出了巨大贡献。根据国际能源总署（IEA）预测，全球电动车销量将从2019年的106万辆增加至2023年的810万辆，增幅超过650%。政府的大力支持，包括对电动车采用的补贴和激励措施，正在加速这一趋势。
  • 此外，该公司处于电池材料创新的前沿。例如，2023年10月，印度领先的电池材料公司Epsilon Advanced Materials (EAM)宣布计划在北卡罗来纳州布伦瑞克县建造一座耗资6.5亿美元的石墨阳极製造工厂。该工厂标誌着印度公司在美国电动车 (EV) 电池市场的首笔也是最大一笔投资。预计到2030年将支援电动车的生产110万辆。预计 2024 年开始建设，2026 年开始生产，并于 2031 年达到全面运作。全面运作后，该厂将采用绿色技术生产高容量负极材料，年产石墨负极5万吨。
  • 因此，由于上述因素，预计亚太地区市场将产生需求。

电动汽车电池负极产业概况

电动车电池负极市场正走向半固体。主要参与企业（排名不分先后）包括三菱化学集团、贝特瑞新材料集团、杉杉股份、Targray Industries Inc和Nexeon Ltd。

其他好处

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 调查范围
  • 市场定义
  • 研究场所

第二章调查方法

第三章执行摘要

第四章市场概况

  • 介绍
  • 至2029年市场规模及需求预测（单位：十亿美元）
  • 最新趋势和发展
  • 政府法规和措施
  • 市场动态
    • 促进因素
      • 电动车需求增加
      • 政府支持措施
    • 抑制因素
      • 劣化等技术问题
  • 供应链分析
  • 波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係
  • 投资分析

第五章市场区隔

  • 电池类型
    • 锂离子电池
    • 铅蓄电池
    • 其他电池类型
  • 电池材料类型
    • 石墨
    • 硅
    • 其他的
  • 地区
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 欧洲
      • 德国
      • 法国
      • 英国
      • 义大利
      • 西班牙
      • 俄罗斯
      • 土耳其
      • 北欧的
      • 欧洲其他地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 马来西亚
      • 越南
      • 泰国
      • 印尼
      • 其他亚太地区
    • 南美洲
      • 巴西
      • 阿根廷
      • 哥伦比亚
      • 南美洲其他地区
    • 中东/非洲
      • 沙乌地阿拉伯
      • 阿拉伯聯合大公国
      • 南非
      • 埃及
      • 卡达
      • 奈及利亚
      • 其他中东/非洲

第六章 竞争状况

  • 併购、合资、联盟、协议
  • 主要企业策略
  • 公司简介
    • Mitsubishi Chemical Group
    • BTR New Material Group Co. Ltd
    • Shanshan Co.
    • NEI Corporation
    • Sionic Energy
    • Targray Industries Inc.
    • Nexeon Ltd
    • LG Chem Ltd
    • Tokai Carbon Co. Ltd
    • Nippon Carbon Co. Ltd
  • 市场排名/份额分析
  • 其他知名公司名单

第七章 市场机会及未来趋势

  • 永续材料的开发
简介目录
Product Code: 50003539

The Electric Vehicle Battery Anode Market size is estimated at USD 6.08 billion in 2025, and is expected to reach USD 10.97 billion by 2030, at a CAGR of 12.54% during the forecast period (2025-2030).

Electric Vehicle Battery Anode - Market - IMG1

Key Highlights

  • Over the medium term, factors such as the increasing demand for electric vehicles and supportive government initiatives are expected to drive the market during the forecast period.
  • On the other hand, technical challenges associated with anode materials like graphite are expected to hinder the market growth during the forecast period.
  • However, technological innovations and the development of sustainable materials are expected to provide significant opportunities for the market in the coming years.
  • Asia-Pacific is estimated to dominate the market due to the increasing adoption rate of electric vehicles across the various countries in the region.

Electric Vehicle Battery Anode Market Trends

The Lithium-Ion Batteries Segment to Dominate the Market

  • The lithium-ion batteries segment plays a crucial role in the performance and efficiency of electric vehicles. As the demand for electric vehicles continues to surge, the need for high-performance lithium-ion batteries has become more pronounced. Lithium-ion batteries, known for their high energy density, long cycle life, and relatively low self-discharge rates, are essential components in the EV ecosystem, particularly in their anode design.
  • One significant trend impacting the lithium-ion batteries segment is the declining price of lithium-ion batteries, which has made electric vehicles more accessible to a broader range of consumers. As of 2023, the average price of lithium-ion batteries dropped to around USD 139 per kWh, representing a decrease of over 82% since 2013.
  • This ongoing decline in costs is projected to continue, with estimates suggesting prices could fall below USD 113/kWh by 2025 and reach USD 80/kWh by 2030. The reduction in battery prices makes EVs more affordable and encourages manufacturers to invest in advanced anode materials and technologies that enhance battery performance.
  • Anodes in lithium-ion batteries are primarily made from graphite, favored for its excellent conductivity and ability to intercalate lithium ions. However, there is ongoing research into alternative materials, such as silicon and silicon-based composites, which can significantly enhance energy storage capacity. The push toward these new materials is partly driven by the need for higher performance and efficiency in EV batteries, as manufacturers seek to increase driving range and reduce charging times for consumers.
  • The governments of the major developing countries globally have been supporting the increasing adoption of electric vehicles and making the country self-reliant for battery manufacturing, further creating the demand for batteries and battery anodes.
  • For example, the Indian government aims to transition two and three-wheelers to 100% electric vehicles and achieve 30% e-mobility in total automotive sales by 2030.
  • As more consumers and governments push for cleaner transportation, the production of EVs is rapidly increasing. This surge in production directly boosts the demand for EV batteries and, consequently, their components, including anodes.
  • Moreover, several countries encouraged domestic and international companies to invest in electric vehicle battery production. For instance, in May 2023, Northvolt, a Swedish battery manufacturer, announced plans to invest several billion euros in building an electric-vehicle battery cell plant in Germany. The company plans to invest approximately USD 8.8 billion in the plant, with the German government providing around half a billion euros in subsidies.
  • Overall, the lithium-ion battery segment of the electric vehicle battery anode market is evolving rapidly, driven by technological advancements, declining battery prices, and a growing emphasis on sustainability.

Asia-Pacific is Expected to Dominate the Market

  • The Asia-Pacific electric vehicle (EV) battery anode market is witnessing significant growth, primarily driven by China's dominant position in the EV industry. China leads in electric vehicle production and sales and plays a pivotal role in the battery anode supply chain. With global electric vehicle sales skyrocketing from 1.06 million in 2019 to approximately 8.1 million in 2023, a staggering increase of over 650%, the demand for efficient and high-capacity battery anodes has never been more pronounced.
  • China's aggressive expansion of battery anode production capacity is particularly noteworthy. Several provinces are setting ambitious targets to enhance their output significantly. Several provinces have announced ambitious plans to increase their production. For instance, Guizhou province aims to build 800,000 tons per year (t/yr) of battery anode and feedstock materials capacity by 2025. Similarly, Jiangsu HSC New Energy Materials is set to complete a 200,000 t/yr anode material production facility by 2025.
  • China leads the world in electric vehicle production and sales, contributing to a substantial demand for battery electrolytes. According to the International Energy Agency, global electric vehicle sales grew from 1,060,000 in 2019 to 8,100,000 in 2023, representing an increase of more than 650%. The country's strong government support, including subsidies and incentives for EV adoption, accelerates this trend.
  • Moreover, companies are at the forefront of battery material innovation. For instance, in October 2023, Epsilon Advanced Materials (EAM), India's leading battery materials company, announced plans to construct a USD 650 million graphite anode manufacturing facility in Brunswick County, North Carolina. This facility marks the first and largest investment by an Indian company in the US electric vehicle (EV) battery market. It is projected to support the production of 1.1 million electric vehicles by 2030. Construction is set to begin in 2024, with manufacturing expected to start in 2026 and full operational capacity reached by 2031. Once fully operational, the facility will utilize green technologies to produce high-capacity anode materials, with an annual production capacity of 50,000 tons of graphite anode.
  • Hence, owing to the above factors, the market is expected to create demand in Asia-Pacific.

Electric Vehicle Battery Anode Industry Overview

The electric vehicle battery anode market is semi-consolidated. Some of the major players (not in particular order) include Mitsubishi Chemical Group, BTR New Material Group Co. Ltd, Shanshan Co., Targray Industries Inc., and Nexeon Ltd.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Increasing Demand of Electric Vehicles
      • 4.5.1.2 Supportive Government Initiatives
    • 4.5.2 Restraints
      • 4.5.2.1 Technical Challenges like Degradation
  • 4.6 Supply Chain Analysis
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes Products and Services
    • 4.7.5 Intensity of Competitive Rivalry
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Battery Type
    • 5.1.1 Lithium-ion Batteries
    • 5.1.2 Lead-acid Batteries
    • 5.1.3 Other Battery Types
  • 5.2 Battery Material Type
    • 5.2.1 Graphite
    • 5.2.2 Silicon
    • 5.2.3 Other Battery Material Types
  • 5.3 Geography
    • 5.3.1 North America
      • 5.3.1.1 United States
      • 5.3.1.2 Canada
      • 5.3.1.3 Rest of North America
    • 5.3.2 Europe
      • 5.3.2.1 Germany
      • 5.3.2.2 France
      • 5.3.2.3 United Kingdom
      • 5.3.2.4 Italy
      • 5.3.2.5 Spain
      • 5.3.2.6 Russia
      • 5.3.2.7 Turkey
      • 5.3.2.8 NORDIC
      • 5.3.2.9 Rest of Europe
    • 5.3.3 Asia-Pacific
      • 5.3.3.1 China
      • 5.3.3.2 India
      • 5.3.3.3 Japan
      • 5.3.3.4 South Korea
      • 5.3.3.5 Malaysia
      • 5.3.3.6 Vietnam
      • 5.3.3.7 Thailand
      • 5.3.3.8 Indonesia
      • 5.3.3.9 Rest of Asia Pacific
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Colombia
      • 5.3.4.4 Rest of South America
    • 5.3.5 Middle East and Africa
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 United Arab Emirates
      • 5.3.5.3 South Africa
      • 5.3.5.4 Egypt
      • 5.3.5.5 Qatar
      • 5.3.5.6 Nigeria
      • 5.3.5.7 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Mitsubishi Chemical Group
    • 6.3.2 BTR New Material Group Co. Ltd
    • 6.3.3 Shanshan Co.
    • 6.3.4 NEI Corporation
    • 6.3.5 Sionic Energy
    • 6.3.6 Targray Industries Inc.
    • 6.3.7 Nexeon Ltd
    • 6.3.8 LG Chem Ltd
    • 6.3.9 Tokai Carbon Co. Ltd
    • 6.3.10 Nippon Carbon Co. Ltd
  • 6.4 Market Ranking/Share Analysis
  • 6.5 List of Other Prominent Companies

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Development of Sustainable Materials