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市场调查报告书
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1636420

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

Germany 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 100 Pages | 商品交期: 2-3个工作天内

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简介目录

德国电动车电池阳极市场规模预计到2025年为2.5亿美元，预计到2030年将达到6.1亿美元，预测期内（2025-2030年）复合年增长率为19.46%。

德国电动车电池负极-市场-IMG1

主要亮点

  • 从中期来看，电动车普及率的提高和阳极材料的技术进步预计将在预测期内推动电动车电池阳极的需求。
  • 另一方面，先进的负极材料，特别是那些仍处于实验阶段的材料，生产成本较高，这会显着抑制德国电动车电池负极市场的成长。
  • 对回收和循环经济的日益关注为开发可持续阳极材料提供了机会，回收过程预计将在不久的将来为电动车电池阳极市场提供重大机会。

德国电动车电池负极市场趋势

锂离子电池类型主导市场

  • 在德国，锂离子电池，尤其是电动车 (EV) 领域的锂离子电池，对于向永续交通的转变至关重要。作为世界汽车强国，德国政府大力投资开发先进的电动车电池技术，特别关注锂离子电池的关键零件负极。
  • 负极是锂离子电池的主要特性，大大影响电池的效能，包括容量、寿命、充电速度。此外，锂​​离子电池的成本对电动车定价也有重大影响。因此，德国电动车电池阳极市场在更大的锂离子电池领域中占有最重要的地位。
  • 例如，根据彭博社NEF报道，2023年德国电池价格将降至139美元/kWh，较上年下降13%。随着技术创新和製造流程的不断改进，电池组价格预计到2025年将进一步降至113美元/kWh，2030年达到80美元/kWh。随着製造效率的提高和锂离子电池产量的扩大，预计预测期内电池负极的单价也将下降。
  • 此外，阳极材料的持续创新不仅提高了电池性能，而且使电动车相对于传统内燃机汽车的竞争力日益增强。在此背景下，近年来地方政府大力支持电动车电池技术创新。
  • 例如，2024 年 5 月，总部位于柏林的电池创新公司 Theion 公布了电池技术的突破性飞跃，突显了其新颖的阳极化学。 Theion的创新是一种具有特殊涂层的轻质聚合物主体，旨在取代石墨和富硅石墨等传统阳极材料。最重要的是，这项进步拥有超过 2,000 次充电/放电循环的令人印象深刻的记录。电池技术的进步将加强该地区先进电池的生产，并增加电池製造中对负极的需求。
  • 在德国，负极材料的主要应用是电动车（EV）的锂离子电池。这些电池为各种电动车提供动力，从乘用车、商用车到公共交通系统。国内领导者已启动多个电池製造计划，以满足所有电动车类别不断增长的需求。
  • 例如，2024 年 1 月，瑞典着名锂离子电池製造商 Northvolt 获得欧盟批准，其来自德国的国家支持包装价值 9.02 亿欧元（9.8643 亿美元）。该资金将支持在德国海德建立电动车（EV）电池生产设施。该倡议将在短期内加强当地电动车电池的生产并增加对负极材料的需求。
  • 从这些发展中可以清楚看出，此类倡议和创新将扩大该地区的锂离子电池产量，同时也将增加未来几年对电动车电池阳极的需求。

扩大电动车普及率正在推动市场发展

  • 德国电动车电池负极市场是受到消费者偏好和监管要求变化影响的电动车需求激增的推动。在政府奖励和电池技术进步的推动下，这种势头为市场的持续成长奠定了基础。
  • 根据国际能源总署（IEA）的报告，2023年德国电动车销量将达70万辆，比2019年成长5.5倍。随着政府推出一系列支持措施，电动车销量预计在未来几年将进一步成长。
  • 此外，德国政府旨在遏制碳排放和支持电动车的补贴和奖励在推动市场方面发挥关键作用。这些倡议包括对电动车购买的财政支持、税收优惠和增强的充电基础设施，所有这些都将推动电动车的采用，进而增加锂离子电池製造中对电池阳极的需求。
  • 根据「2025高科技战略」和「欧洲电池创新计划」，政府正在积极支持电池技术和以电动车为重点的研究。值得注意的是，政府宣布了一项重大补贴计画。新电动车买家最多可获得 6,000 欧元（6,500 美元）的优惠，插电式混合动力买家最多可获得 4,500 欧元（4,900 美元）的折扣。这些措施预计将促进电动车的生产，进而在一段时间内增加对电池阳极的需求。
  • 此外，很明显该地区的工业正在转向电动车。主要公司正在加紧投资和计划以提高电动车产量。 2023年6月，福特宣布将斥资20亿美元在科隆建立一座电动车工厂，目标年产量25万辆。科隆工厂是福特实现到 2026 年每年生产 200 万辆电动车的宏伟目标的基石。此类倡议不仅扩大了电动车产量，还显示对电池负极的需求不断增长。
  • 总而言之，这些共同努力和策略将促进电动车销量，因此未来几年对负极电池材料的需求也将增加。

德国电动车电池负极产业概况

德国电动车电池负极市场温和。主要参与企业（排名不分先后）包括BASF SE、Varta AG、SGL Carbon SE、Evonik Industries AG 和 Robert Bosch GmbH。

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 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
  • 政府法规和措施
  • 市场动态
    • 促进因素
      • 电动车的扩张
      • 负极材料的进展
    • 抑制因素
      • 生产成本高
  • 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
    • 其他的
  • 材料类型
    • 锂
    • 石墨
    • 硅
    • 其他的

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
    • BASF SE
    • Varta AG
    • SGL Carbon SE
    • Evonik Industries AG
    • Robert Bosch GmbH
    • Innolith AG
    • Leclanche GmbH
    • Heraeus Holding GmbH
  • 其他知名公司名单
  • 市场排名分析

第七章 市场机会及未来趋势

  • 循环经济和回收
简介目录
Product Code: 50003595

The Germany Electric Vehicle Battery Anode Market size is estimated at USD 0.25 billion in 2025, and is expected to reach USD 0.61 billion by 2030, at a CAGR of 19.46% during the forecast period (2025-2030).

Germany Electric Vehicle Battery Anode - Market - IMG1

Key Highlights

  • Over the medium term, the growing EV adoption and technological advancements in anode materials are expected to drive the demand for electric vehicle battery anode during the forecast period.
  • On the other hand, the high production costs of advanced anode materials, particularly those that are still in the experimental phase can significantly restrain the growth of the Germany electric vehicle battery anode market.
  • Nevertheless, the growing focus on recycling and the circular economy presents opportunities for developing sustainable anode materials and the recycling processe are expected to create significant opportunities for electric vehicle battery anode market in the near future.

Germany Electric Vehicle Battery Anode Market Trends

Lithium-Ion Battery Type to Dominate the Market

  • In Germany, the lithium-ion battery, especially in the electric vehicle (EV) sector, is pivotal to the nation's shift towards sustainable transportation. Being a global automotive powerhouse, Germany's government is deeply invested in pioneering advanced EV battery technologies, with a particular emphasis on the anode, a vital lithium-ion battery component.
  • The anode, a key player in lithium-ion batteries, greatly affects the battery's performance, encompassing capacity, lifespan, and charging speed. Furthermore, the cost of lithium-ion batteries significantly impacts the pricing of electric vehicles. Thus, Germany's EV battery anode market holds paramount importance in the larger lithium-ion battery landscape.
  • For instance, a Bloomberg NEF report highlighted that in 2023, battery prices in Germany dropped to USD 139/kWh, marking a 13% decline from the previous year. With ongoing technological innovations and manufacturing refinements, projections suggest battery pack prices will further dip to USD 113/kWh by 2025 and reach USD 80/kWh by 2030. As manufacturing efficiencies improve and lithium-ion battery production ramps up, the unit cost of battery anodes is also expected to decline during the forecast period.
  • Moreover, ongoing innovations in anode materials are not only boosting battery performance but also making EVs increasingly competitive against traditional internal combustion engine vehicles. In light of this, regional governments have been fervently championing EV battery innovations in recent years.
  • For instance, in May 2024, Theion, a Berlin-based battery innovator, showcased a groundbreaking leap in battery technology, spotlighting its novel anode chemistry. Theion's innovation, a lightweight polymer host with specialized coatings, aims to replace conventional anode materials such as graphite and silicon-rich graphite. Notably, this advancement boasts an impressive achievement of over 2,000 charging and discharging cycles. Such strides in battery technology are poised to bolster advanced battery production in the region, subsequently amplifying the demand for anodes in battery manufacturing.
  • In Germany, the predominant use of anode materials is in crafting lithium-ion batteries for electric vehicles (EVs). These batteries power a diverse range of EVs, from passenger cars and commercial vehicles to public transportation systems. Major companies in the country have initiated multiple battery manufacturing projects to meet the surging demand across all EV categories.
  • For instance, in January 2024, Northvolt, a prominent Swedish lithium-ion battery manufacturer, secured EU endorsement for a hefty EUR 902 million (USD 986.43 million) state aid package from Germany. This funding is earmarked for establishing an electric vehicle (EV) battery production facility in Heide, Germany. This initiative is set to bolster regional EV battery output and heighten the demand for anode materials in the foreseeable future.
  • Given these developments, it's evident that such initiatives and innovations are poised to amplify lithium-ion battery production in the region, concurrently driving up the demand for EV battery anodes in the coming years.

Growing EV Adoption Drives the Market

  • Germany's EV battery anode market is being driven by a surge in electric vehicle demand, influenced by changing consumer preferences and regulatory mandates. This momentum is bolstered by government incentives and technological advancements in batteries, setting the stage for continued market growth.
  • As reported by the International Energy Agency (IEA), Germany witnessed electric vehicle sales reaching 0.7 million in 2023, a remarkable 5.5-fold surge since 2019. With the government rolling out a series of supportive policies, EV sales are poised for further growth in the coming years.
  • Moreover, the German government's subsidies and incentives, aimed at curbing carbon emissions and championing electric mobility, play a crucial role in propelling the market. These initiatives encompass financial backing for EV purchases, tax incentives, and bolstering charging infrastructure, all of which amplify EV adoption and, consequently, the demand for battery anodes in lithium-ion battery production.
  • Under the High-Tech Strategy 2025 and the European Battery Innovation project, the government is actively backing battery technology and EV-centric research. Notably, the government unveiled a substantial subsidy scheme: new EV buyers can avail up to EUR 6,000 (USD 6,500), while plug-in hybrid buyers can benefit from up to EUR 4,500 (USD 4,900). Such measures are set to boost EV production and, in turn, the demand for battery anodes in the foreseeable future.
  • Additionally, the regional industry's pivot towards electric vehicles is evident. Major companies are ramping up investments and projects to bolster EV production. A case in point: Ford's announcement in June 2023 to inaugurate a USD 2 billion EV factory in Cologne, targeting an annual output of 250,000 vehicles. This Cologne facility is a stepping stone towards Ford's ambitious goal of 2 million annual EVs by 2026. Such undertakings not only amplify EV production but also signal a heightened demand for battery anodes.
  • In summary, these concerted efforts and strategies are set to boost EV sales and, consequently, the demand for anode battery materials in the coming years.

Germany Electric Vehicle Battery Anode Industry Overview

The Germany electric vehicle battery anode market is moderate. Some of the key players (not in particular order) are BASF SE, Varta AG, SGL Carbon SE, Evonik Industries AG, Robert Bosch GmbH, among others.

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 Advancements in Anode Materials
    • 4.5.2 Restraints
      • 4.5.2.1 High Production Costs
  • 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 Batteries
    • 5.1.2 Lead-Acid Batteries
    • 5.1.3 Others
  • 5.2 Material Type
    • 5.2.1 Lithium
    • 5.2.2 Graphite
    • 5.2.3 Silicon
    • 5.2.4 Others

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 BASF SE
    • 6.3.2 Varta AG
    • 6.3.3 SGL Carbon SE
    • 6.3.4 Evonik Industries AG
    • 6.3.5 Robert Bosch GmbH
    • 6.3.6 Innolith AG
    • 6.3.7 Leclanche GmbH
    • 6.3.8 Heraeus Holding GmbH
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Circular Economy and Recycling