法国电动车电池隔膜：市场占有率分析、产业趋势与成长预测（2025-2030）

法国电动车电池隔膜市场规模预计到2025年为905万美元，预计2030年将达到1,707万美元，预测期内（2025-2030年）复合年增长率为13.54%。

主要亮点

• 从中期来看，电动车的普及和锂离子电池价格的下降预计将在预测期内推动市场发展。
• 同时，原料的供需缺口预计将在预测期内抑制市场成长。
• 然而，先进电池技术的持续发展很可能为法国电动车电池隔膜市场创造商机。

法国电动车电池隔膜市场趋势

锂离子电池领域快速成长

• 在各种电池类型中，锂离子电池（LIB）预计将在预测期内引领法国电动车（EV）电池隔离膜市场。锂离子电池因其卓越的容量重量比而优于其他类型的电池。锂离子电池越来越多的采用是由于其性能提高、维护量极小、保质期长以及价格暴跌。
• 与铅酸电池相比，锂离子（Li-ion）电池表现出许多技术优势。例如，铅酸电池的使用寿命约为 400 至 500 次循环，而可充电锂离子电池的平均使用寿命则令人难以置信，超过 5,000 次循环。此外，锂​​离子电池在放电週期期间的维护频率和电压稳定性方面优于铅酸电池，从而使电气元件能够随着时间的推移保持高效。
• 近年来，产业龙头企业纷纷加大投入，专注于规模经济和研发，以提高电池性能。这种竞争的加剧大大降低了锂离子电池的价格。由于技术进步、製造优化以及原材料成本降低，锂离子电池的体积加权平均价格已从2013年的780美元/kWh大幅下降至2023年的139美元/kWh。预测显示，到 2025 年，电价将进一步下降至 113 美元/千瓦时左右，而雄心勃勃的目标是到 2030 年达到 80 美元/千瓦时。这种电池成本降低的趋势使锂离子电池成为越来越有吸引力的选择。
• 从历史上看，锂离子电池主要用于行动电话和笔记型电脑等家用电子电器。然而，它的作用已经发生了变化，现在它是混合动力汽车、整体电池式电动车(BEV) 以及可再生能源领域电池储能係统 (BESS) 的首选电源。
• 2024 年 5 月，Vercor 宣布在 16 家商业银行和 3 家公共银行的支持下，已获得超过 13 亿欧元的绿色融资。这些资金将用于建造 Vercor 在敦克尔克的锂离子超级工厂。这笔资金筹措使 Vercor 电池超级工厂和 Vercor 创新中心的融资总额超过 30 亿欧元。这项重大支持证实了银行合作伙伴对 Vercor 使命的信心，即向欧洲汽车产业提供低碳、高性能电池，并加强欧洲大陆在电动车和能源储存的工业主权。
• 在法国，电动车锂离子电池製造商汽车能源供应公司 (AESC) 正准备在 2025 年在上法兰西省杜埃开设超级工厂。该工厂一期将容纳雷诺ECHO 5和4Ever跨界多功能车，总合高达9吉瓦时，每年可为20万辆电动车提供足够的电力。
• 此外，到 2030 年，三项扩建计画可能会将该设施的容量提高到 24 至 30 吉瓦时。欧洲投资银行向商业银行提供 3.372 亿欧元的直接贷款和 1.128 亿欧元的间接贷款来支持 AESC，该协议于 2023 年 9 月签署。锂离子电池产能的扩张表明，未来对电池组件，特别是锂离子电池隔膜的需求将快速增长。
• 考虑到其轻量化、快速充电、延长充电週期、成本下降和行业进步，锂离子电池预计将成为预测期内法国电动车电池隔膜市场成长最快的部分。

电动车的普及正在推动市场

• 法国电动车（EV）销量快速成长，对电动车电池材料的需求不断增加。随着电动车销量的飙升，这些材料的本地生产和投资正在增加，从而加强了法国的电池供应链。
• 法国专注于清洁能源和电动车，特别关注隔膜等电池组件。国际能源总署（IEA）强调了这一趋势，指出2023年法国纯电动车（BEV）销量将达到约31万辆，比2022年的21万辆成长47%。电动车的快速普及表明对电池组件（包括隔膜）的需求正在迅速增加。
• 此外，2024 年 5 月，法国政府为其汽车製造商设定了一个雄心勃勃的目标，在未来 10 年内生产 200 万辆电动或混合动力汽车。这是与拥有压倒性市场占有率的中国的激烈竞争。作为新中期规划协议的一部分，汽车产业的中期目标是到 2027 年销售 80 万辆电动车，比 2022 年的 20 万辆大幅成长。此外，汽车製造商的目标是将电动车 (EV) 销量从 2022 年的 16,500 辆增加到每年 100,000 辆。
• 此外，补贴、税收减免和更严格的排放法规等政府措施正在刺激电动车市场，并增加对电动车电池及其组件（如隔膜）的需求。例如，到 2024 年，政府已拨款 15 亿欧元（16 亿美元）用于各种计划，以促进电动车的生产和购买。法国销售的新车中有近20%是电动车，但其中只有12%是国产的。然而，透过这些支持措施，法国有望加强其电动车电池製造环境，为电池隔离膜市场的更大成长铺平道路。
• 2023 年 5 月，Stellantis 与 Total Energy 和梅赛德斯-奔驰合作，庆祝汽车电池公司 (ACC) 位于法国比利-贝尔克洛-德韦兰的超级电池工厂推出。该工厂是欧洲计划建造的三座工厂中的第一座，一开始的生产线产能将为 13 吉瓦时 (GWh)，目标是到 2030 年扩大到 40 GWh。超级工厂以减少二氧化碳排放的高性能锂离子电池为目标，在 Stellantis 到 2030 年将欧洲电池产能扩大到 250GWh 的雄心壮誌中发挥着至关重要的作用。电池生产的飞跃将增强电池隔膜产业的实力。
• 此外，法国充满活力的电动车市场正在推动电池技术的创新，特别是隔膜方面的创新。阿科玛和 Prolodium 就下一代锂陶瓷电池先进材料进行的合作研究证明了该地区需求不断增长。
• 鑑于这些动态，法国正处于电动车需求大幅成长的边缘，在可预见的未来，对电动车电池隔膜的需求必将增加。

其他好处：

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

目录

第一章简介

• 调查范围
• 市场定义
• 研究场所

第 2 章执行摘要

第三章调查方法

第四章市场概况

• 介绍
• 2029年之前的市场规模与需求预测（单位：美元）
• 最新趋势和发展
• 政府法规政策
• 市场动态
  • 促进因素
    • 电动车的扩张
    • 锂离子电池价格下降
  • 抑制因素
    • 原料供需缺口
• 供应链分析
• PESTLE分析
• 投资分析

第五章市场区隔

• 电池类型
  • 锂离子电池
  • 铅酸电池
  • 其他电池类型
• 材料类型
  • 聚丙烯
  • 聚乙烯
  • 其他材料类型

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
  • Sumitomo Chemical Co. Ltd
  • Delfortgroup AG
  • Mitsubishi Chemical Group Corporation
  • UBE Corporation
  • Daramic SAS
  • SK innovation Co., Ltd.
  • Toray Industries, Inc.
• 其他知名企业名单
• 市场排名分析

第七章 市场机会及未来趋势

• 电池技术的发展与进步

The France Electric Vehicle Battery Separator Market size is estimated at USD 9.05 million in 2025, and is expected to reach USD 17.07 million by 2030, at a CAGR of 13.54% during the forecast period (2025-2030).

Key Highlights

• Over the medium period, the growing adoption of electric vehicles and the decreasing price of lithium-ion batteries is expected to drive the market in the forecast period.
• On the other hand, the demand-supply gap of raw materials are expected to restrain market growth during the forecast period.
• Nevertheless, the growing progress in developing and advanced battery technologies are likely to create opportunities for the France electric vehicle battery separator market.

France Electric Vehicle Battery Separator Market Trends

Lithium-ion Battery Segment to be the Fastest Growing

• Among various battery types, lithium-ion batteries (LIBs) are set to lead the France electric vehicle (EV) battery separator market during the forecast period. LIBs are outpacing other battery types, thanks to their superior capacity-to-weight ratio. Their rising adoption is further fueled by advantages like extended performance with minimal maintenance, a longer shelf life, and plummeting prices.
• When compared to lead-acid batteries, lithium-ion (Li-ion) batteries showcase numerous technical benefits. For instance, while lead-acid batteries offer a lifespan of about 400-500 cycles, rechargeable Li-ion batteries boast an impressive average of over 5,000 cycles. Moreover, Li-ion batteries outshine lead-acid ones in terms of maintenance frequency and voltage consistency throughout the discharge cycle, ensuring prolonged efficiency of electrical components.
• In recent years, major industry players have ramped up investments, focusing on economies of scale and R&D to boost battery performance. This surge in competition has led to a notable drop in lithium-ion battery prices. Thanks to technological advancements, manufacturing optimizations, and falling raw material costs, the volume-weighted average price of lithium-ion batteries saw a significant decline from USD 780/kWh in 2013 to USD 139/kWh in 2023. Projections suggest a further dip to around USD 113/kWh by 2025 and an ambitious target of USD 80/kWh by 2030. Such a downward trend in battery costs positions lithium-ion batteries as an increasingly attractive option.
• Historically, lithium-ion batteries found their primary application in consumer electronics like mobile phones and laptops. Yet, their role has evolved, and they are now the preferred power source for hybrids, the entire range of battery electric vehicles (BEVs), and battery energy storage systems (BESS) within the renewable energy sector.
• In May 2024, Verkor announced securing over EUR 1.3 billion in green financing, backed by 16 commercial banks and 3 public banks. These funds are earmarked for constructing Verkor's inaugural lithium-ion Gigafactory in Dunkirk, boasting an initial production capacity of 16 GWh/year. With this latest financing, Verkor's total secured funding for its battery gigafactory and the Verkor Innovation Centre surpasses EUR 3 billion. This substantial backing underscores banking partners' confidence in Verkor's mission to deliver low-carbon, high-performance batteries to Europe's automotive sector, bolstering the continent's industrial sovereignty in electric mobility and energy storage.
• In France, Automotive Energy Supply Corporation (AESC), a lithium-ion battery manufacturer for electric vehicles, is gearing up to launch a gigafactory in Douai, Hauts-de-France, by 2025. The factory's inaugural phase will cater to Renault's ECHO 5 and the 4Ever crossover utility vehicle, with a combined capacity of up to 9 Gigawatt-hours, sufficient to power 200,000 electric cars annually.
• Additionally, the plans for three expansions could see the facility's capacity soar to between 24 to 30 gigawatt-hours by 2030. The European Investment Bank is backing AESC with a direct loan of EUR 337.2 million and an additional EUR 112.8 million in indirect loans to commercial banks, a deal inked in September 2023. Such expansive lithium-ion battery manufacturing capabilities signal a burgeoning demand for battery components, notably lithium-ion battery separators, in the coming years.
• Given their lightweight nature, rapid charging, extended charging cycles, decreasing costs, and advancements in the industry, lithium-ion batteries are poised to be the fastest-growing segment in the France electric vehicle battery separator market during the forecast period.

Growing Adoption of Electric Vehicles to Drive the Market

• France's surging electric vehicle (EV) sales are propelling a heightened demand for EV battery materials, with separators taking center stage. As EV sales soar, local production and investments in these materials are on the rise, fortifying France's battery supply chain.
• France's dedication to clean energy and electric vehicles is intensifying its emphasis on battery components, notably separators. The International Energy Agency (IEA) highlighted this trend, noting that battery electric vehicle (BEV) sales in France reached around 310,000 units in 2023, a 47% leap from 210,000 units in 2022. This rapid surge in EV adoption signals a burgeoning demand for battery components, including separators.
• Moreover, in May 2024, the French government set an ambitious target for its carmakers: produce two million electric or hybrid vehicles by the decade's end. This comes amid stiff competition from China's dominant market. As part of a new medium-term planning agreement, the industry aims for an interim target of 800,000 electric vehicle sales by 2027, a significant leap from 200,000 in 2022. Furthermore, carmakers are setting their sights on boosting sales of electric light utility vehicles to 100,000 annually, up from just 16,500 in 2022.
• Additionally, government measures like subsidies, tax breaks, and stringent emissions regulations are energizing the EV market, subsequently heightening the demand for EV batteries and their components, such as separators. For instance, in 2024, the government allocated EUR 1.5 billion (USD 1.6 billion) across various programs to spur EV production and purchases. While nearly 20% of new cars sold in France are electric, only 12% of those are domestically produced. However, with these supportive measures, France is poised to bolster its EV battery manufacturing landscape, paving the way for heightened growth in the battery separator market.
• In May 2023, Stellantis, in partnership with TotalEnergies and Mercedes-Benz, celebrated the launch of the Automotive Cells Company's (ACC) battery gigafactory in Billy-Berclau Douvrin, France. This facility, the first of three planned in Europe, commenced with a production line capacity of 13 gigawatt-hours (GWh) and aims to scale up to 40 GWh by 2030. Targeting high-performance lithium-ion batteries with a reduced CO2 footprint, the gigafactory plays a pivotal role in Stellantis' ambition to escalate battery manufacturing capacity to 250 GWh in Europe by 2030. Such strides in battery production are set to bolster the battery separator sector.
• Moreover, France's dynamic EV market is catalyzing innovations in battery technology, especially in separators. Collaborations, like those between Arkema and ProLogium on advanced materials for next-gen lithium ceramic batteries, underscore the region's growing demand.
• Considering these dynamics, France is on the brink of a significant EV demand surge, which will inevitably amplify the need for EV battery separators in the foreseeable future.

France Electric Vehicle Battery Separator Industry Overview

The France rechargeable battery market is semi-consolidated. Some of the key players in the market (not in any particular order) include Sumitomo Chemical Co. Ltd, Mitsubishi Chemical Group Corporation, UBE Corporation, Daramic SAS and Delfortgroup AG.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

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

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD, 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 Growing Adoption of Electric Vehicles
    • 4.5.1.2 Decreasing Price of Lithium-ion Batteries
  • 4.5.2 Restraints
    • 4.5.2.1 Demand-Supply Gap of Raw Materials
• 4.6 Supply Chain Analysis
• 4.7 PESTLE Analysis
• 4.8 Investment Analysis

5 MARKET SEGMENTATION

• 5.1 Battery Type
  • 5.1.1 Lithium-ion Battery
  • 5.1.2 Lead-Acid Battery
  • 5.1.3 Other Battery Types
• 5.2 Material Type
  • 5.2.1 Polypropylene
  • 5.2.2 Polyethylene
  • 5.2.3 Other Material Types

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 Sumitomo Chemical Co. Ltd
  • 6.3.2 Delfortgroup AG
  • 6.3.3 Mitsubishi Chemical Group Corporation
  • 6.3.4 UBE Corporation
  • 6.3.5 Daramic SAS
  • 6.3.6 SK innovation Co., Ltd.
  • 6.3.7 Toray Industries, Inc.
• 6.4 List of Other Prominent Companies
• 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

• 7.1 Growing Progress in Developing and Advanced Battery Technologies