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义大利电动汽车电池分离器：市场占有率分析、产业趋势、成长预测（2025-2030）

Italy Electric Vehicle Battery Separator - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年01月05日 | 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

义大利电动车电池隔膜市场规模预计到2025年为16万美元，预计2030年将达26万美元，预测期内（2025-2030年）复合年增长率为9.51%。

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。
另一方面，一些国家的垄断造成的电池材料供应链差异（例如原料短缺和分销瓶颈）预计将抑制未来市场的成长。
其他电池化学材料（例如固体电池、先进锂离子化学材料和钠离子电池）的研发进展预计将为未来的市场提供机会。

义大利电动汽车电池隔膜市场趋势

电动车的普及正在推动市场

在义大利，电动车（EV）的需求快速成长，推动了电动车电池隔膜市场的成长。随着国家将重点转向清洁能源，电动车成为人们关注的焦点，商业兴趣不断增加。消费者日益增长的兴趣是由日益增强的环境意识、拥有电动车的经济效益以及电动车领域的技术进步所推动的。
最近，义大利电动车（EV）销量大幅成长。国际能源总署(IEA)强调，2023年电动车销量将达13.6万辆，与前一年同期比较增长19.29%。消费者日益增长的偏好不仅将加速电动车的普及，还将扩大该地区对电池和电池隔膜的需求。
为了鼓励电动车的普及，义大利政府推出了一系列奖励和补贴。其中包括减税、电动车购买津贴、增加充电基础设施投资。这些倡议与欧盟 (EU) 减少碳排放和实现气候变迁目标的更广泛努力产生共鸣。
具体而言，义大利承诺在 2023 年以及 2023 年和 2024 年每年拨款 6.5 亿欧元（7.09 亿美元）。这笔资金旨在鼓励购买电动和低排放汽车。该承诺还包括对插电式混合动力汽车和混合动力汽车的补贴，在符合某些标准的情况下，可能提供高达 4,000 欧元（4,368 美元）的补贴。这些激励措施，包括退税和基础设施投资，预计将在不久的将来显着增加对电动车电池的需求，进而增加对电池隔膜的需求。
此外，义大利汽车工业正在快速投资电动车生产。随着义大利公司向电动车製造领域扩张，对优质电池组件（尤其是隔膜）的需求大幅增加。这一增长凸显了该行业对创新和永续性的奉献精神。
例如，法拉利于 2024 年 4 月开设了一个最先进的实验室，专门用于锂电池研究，并计划在 2025年终前推出一款全电动超级跑车。该设施将与博洛尼亚大学合作，深入研究固体、快速充电、热充电以及确保电池安全和性能。此类措施不仅对于扩大该地区电动车的续航里程至关重要，而且对于推动电动车电池隔膜市场的扩张也至关重要。
鑑于这些发展，我们认为，在预测期内，电动车的需求以及相应的电动车电池隔膜需求的快速成长将保持稳定。

锂离子电池类型主导市场

锂离子电池以其高能量密度、长循环寿命和低自放电率而闻名，是电动车（EV）的首选。这种压倒性的偏好不仅推动了电动车电池隔膜市场的成长，也塑造了电动车产业更广泛的发展轨迹。
主要市场参与企业正在增加研发投资和产能，加剧竞争并降低价格。彭博社NEF指出，儘管整体上涨，但电动车电池组和电池能源储存系统（BESS）的平均价格在2023年将大幅下降。价格跌至139美元/kWh，跌幅13%。这一趋势预计将持续下去，到 2025 年降至 113 美元/千瓦时，到 2030 年降至 80 美元/千瓦时。
锂离子电池技术的进步，包括提高能量密度、增强安全性和提高充电效率，正在刺激新型隔膜材料的开发。这些隔膜旨在满足锂离子电池的高能量和热量需求，其中安全性和可靠性是重中之重。这种需求不仅推动了创新，也放大了分离器市场的需求。
2023年6月，辉能宣布突破性的电池架构，标誌着锂离子电池30年发展的重大飞跃。透过以陶瓷隔膜取代传统的聚合物隔膜，辉能在电动车锂离子电池领域树立了新的标竿。预计此类突破将在未来几年推动先进锂电池隔膜的需求激增。
义大利快速发展的超级工厂巩固了主导欧洲电池市场的雄心壮志。这些主要用于生产锂离子电池的大型设施正在增加对专用隔膜的需求。
2024年2月，Automotive Cells Company获得了高达47亿美元的资金，用于在法国、德国和义大利建立三个锂离子电池超级工厂。该计划得到了 Stellantis、梅赛德斯-奔驰和帅福得（Total Energies 子公司）等行业巨头的支持，其超级工厂设计不仅注重稳定的电池生产，而且注重可扩展性。这凸显出可靠的分离器供应对于该地区的未来至关重要。
这些发展将导致预测期内锂离子电池产量激增，以及电动车电池隔离膜需求大幅增加。

义大利电动汽车电池隔膜产业概况

义大利电动车电池隔膜市场正在变得半固体。主要企业（排名不分先后）包括三菱化学集团株式会社、日立化成株式会社、东丽工业株式会社、住友化学株式会社、帝人株式会社。

其他好处

Excel 格式的市场预测 (ME) 表
3 个月分析师支持

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 supply chain gap in battery materials created by the monopolies of some countries, such as ingredient shortages or distribution bottlenecks, is expected to restrain market growth in the future.
Nevertheless, the increasing research and development of other battery chemistries like solid-state batteries, advanced lithium-ion chemistry, Sodium-ion batteries, etc, are expected to create an opportunity for the market in the future.

Italy Electric Vehicle Battery Separator Market Trends

Growing Adoption of Electric Vehicles Drives the Market

In Italy, the surging demand for electric vehicles (EVs) is propelling the growth of the EV battery separator market. As the country pivots towards clean energy, the spotlight is firmly on electric vehicles, a segment drawing heightened attention from companies. This escalating consumer interest is fueled by heightened environmental consciousness, the economic benefits of owning an EV, and technological strides in the EV domain.
Recently, Italy has seen a notable uptick in electric vehicle (EV) sales. The International Energy Agency (IEA) highlighted that in 2023, EV sales hit 136,000 units, a 19.29% jump from the previous year. This rising consumer inclination not only accelerates EV adoption but also amplifies the demand for batteries and battery separators in the region.
To bolster electric vehicle adoption, the Italian government has introduced a suite of incentives and subsidies. These encompass tax breaks, financial grants for electric car purchases, and bolstered investments in charging infrastructure. Such initiatives resonate with broader European Union endeavors to mitigate carbon emissions and achieve climate targets.
Specifically, in 2023, Italy pledged an annual allocation of EUR 650 million (USD 709 million) for both 2023 and 2024. This funding aims to stimulate purchases of electrified and low-emission vehicles. The commitment includes subsidies for plug-in hybrids and hybrids, with potential grants reaching up to EUR 4,000 (USD 4,368) under certain criteria. These incentives, spanning tax rebates and infrastructure investments, are poised to significantly elevate the demand for EV batteries and, consequently, battery separators in the near future.
Additionally, Italy's automotive landscape is witnessing a surge in investments channeled towards EV production. As Italian companies expand into EV manufacturing, there's a marked increase in the demand for premium battery components, particularly separators. This growth underscores the industry's dedication to both innovation and sustainability.
For example, in April 2024, Ferrari inaugurated a state-of-the-art laboratory dedicated to lithium battery cell research, aiming to roll out its inaugural full-electric supercar by the close of 2025. Collaborating with the University of Bologna, the facility will delve into solid states, rapid charging, thermal charging, and ensuring cell safety and performance. Such initiatives are not only broadening the electric vehicle lineup in the region but are also pivotal in driving the expansion of the EV battery separator market.
Given these developments, the trajectory of EV demand and the corresponding surge in the need for EV battery separators during the forecast period appears robust.

Lithium-Ion Battery Type Dominate the Market

Li-ion batteries, known for their high energy density, long cycle life, and low self-discharge rate, are the preferred choice for electric vehicles (EVs). This dominant preference not only propels the growth of the EV battery separator market but also shapes the broader trajectory of the electric vehicle industry.
Key market players are boosting their R&D investments and production capabilities, intensifying competition and driving prices down. Bloomberg NEF highlights that, despite a general uptick in average battery pack prices for EVs and battery energy storage systems (BESS), 2023 witnessed a significant drop. Prices fell to USD 139/kWh, marking a 13% decrease. Projections suggest this trend will persist, with prices anticipated to reach USD 113/kWh by 2025 and plummet further to USD 80/kWh by 2030, driven by relentless technological and manufacturing advancements.
Advancements in lithium-ion battery technology-like increased energy density, enhanced safety, and better charging efficiency-are catalyzing the development of new separator materials. These separators, designed to meet the high energy and thermal demands of Li-ion batteries, prioritize safety and reliability. This demand not only fuels innovation but also amplifies the need in the separator market.
In June 2023, ProLogium introduced a revolutionary battery architecture, marking a significant leap in 30 years of lithium-ion battery evolution. By replacing the conventional polymer separator film with a ceramic variant, ProLogium has set new benchmarks in the lithium-ion battery domain for EVs. Such breakthroughs are anticipated to surge the demand for advanced lithium battery separators in the coming years.
Italy's burgeoning gigafactories underscore its ambition to dominate Europe's battery landscape. These expansive facilities, primarily dedicated to Li-ion battery production, are amplifying the demand for specialized separators.
In February 2024, the Automotive Cells Company secured a whopping USD 4.7 billion in funding to establish three lithium-ion battery gigafactories in France, Germany, and Italy. This initiative, backed by industry giants like Stellantis, Mercedes-Benz, and Saft (a TotalEnergies subsidiary), boasts a gigafactory design that emphasizes not just steady battery production but also scalability. This highlights the critical need for a reliable separator supply in the region's future.
Given these developments, the production of lithium-ion batteries is set to surge, leading to a significant uptick in the demand for EV battery separators during the forecast period.

Italy Electric Vehicle Battery Separator Industry Overview

Italy's electric vehicle battery separator market is semi-consolidated. Some key players (not in particular order) are Mitsubishi Chemical Group Corporation, Hitachi Chemical Company Ltd, Toray Industries Inc., Sumitomo Chemical Co. Ltd, and Teijin Ltd, among others.

Additional Benefits:

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

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 Decline in cost of battery raw materials
- 4.5.2 Restraints
  - 4.5.2.1 The Supply Chain Gap
4.6 Supply Chain Analysis
4.7 PESTLE ANALYSIS
4.8 Investment Analysis

5 MARKET SEGMENTATION

5.1 Battery
- 5.1.1 Lithium-ion
- 5.1.2 Lead-Acid
- 5.1.3 Others
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 Mitsubishi Chemical Group Corporation
- 6.3.2 Hitachi Chemical Company Ltd
- 6.3.3 Toray Industries Inc.
- 6.3.4 Sumitomo Chemical Co. Ltd
- 6.3.5 Teijin Ltd
- 6.3.6 Solvay S.A.
- 6.3.7 EniChem
- 6.3.8 Italvolt S.p.A.
6.4 List of Other Prominent Companies
6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

7.1 Increasing Research and Development of Other Battery Chemistries

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义大利电动汽车电池分离器：市场占有率分析、产业趋势、成长预测（2025-2030）

Italy Electric Vehicle Battery Separator - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)