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市场调查报告书
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1636476

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

Europe Electric Vehicle Battery Electrolyte - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 110 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2025年欧洲电动车电池电解市场规模为5.7亿美元，2030年达9.7亿美元，预测期间（2025-2030年）复合年增长率为11.39%。

欧洲电动车电池电解液-市场-IMG1

主要亮点

  • 从中期来看，全部区域电动车渗透率的提高和电池技术的进步预计将在预测期内推动电动车电池电解市场的需求。
  • 另一方面，固体电解质的技术挑战可能会严重抑制电动车电池电解质市场的成长。
  • 提高电池性能、安全性和寿命的电解配方创新将在不久的将来为电动汽车电池电解市场创造巨大的成长机会，特别是高性能或远距电动车。
  • 由于电动车渗透率不断上升，预计德国将在预测期内成为欧洲电动车电池电解市场成长最快的国家。

欧洲电动车电池电解市场趋势

锂离子电池类型大幅成长

  • 欧洲电动车电池电解市场是电动车（EV）供应链的重要组成部分，与电动车主要能源储存解决方案锂离子电池的生产密切相关。由于更严格的排放法规、政府奖励和环保意识的增强，欧洲电动车的使用量显着增加。这些因素极大地推动了该全部区域对锂离子电池以及电池电解的需求。
  • 锂离子电池因其高能量密度、长循环寿命和相对较低的自放电率而备受推崇，这使得它们对电动车市场至关重要。锂离子电池定价对电动车的整体成本有重大影响。电解起着至关重要的作用，直接影响电池的价格。
  • 例如，根据彭博社NEF报道，2023年电池价格将与前一年同期比较%，至139美元/kWh。随着技术的不断进步和製造优化，电池组价格预计到2025年将进一步降至113美元/kWh，到2030年将进一步降至80美元/kWh。由于製造效率提高、原料批量采购和供应链合理化，锂离子电池产量扩大，预计电池电解的单价在预测期内也将下降。
  • 此外，随着电动车产业寻求更高的能量密度、更快的充电速度、更长的生命週期和更高的安全性，锂离子电池技术正在不断发展以满足这些需求。最近，主要企业已采取多项措施来推进锂离子电池技术。
  • 例如，2023年11月，东芝公司宣布推出一款创新锂离子电池，采用无钴、5V级高电位正极材料。这种多功能电池应用广泛，从电动工具到电动车。东芝公司的先进阴极显着减少了析气，特别是与标准高导电性电解一起使用时。这些进步可能会在短期内增强对复杂锂离子电池以及电动车电池电解的需求。
  • 此外，主要电池製造商正在增加欧洲的产能，以满足电动车不断增长的需求，进而推动电解市场的发展。 2023年11月，英国政府宣布将投资5,000万英镑（6,300万美元）加强电动车电池供应链。我们的电池策略持续到 2030 年，致力于为零排放汽车、电池及其供应链提供专门支持，包括新资本和研发资金。这些努力预计将增加锂离子电池的产量，并进而增加预测期内对电动车电解的需求。
  • 总之，这些措施和创新将扩大欧洲锂离子电池的生产，并增加未来几年电动车电池电解的需求。

德国正在经历显着的成长

  • 德国是欧洲最大的汽车市场，在电动车 (EV) 的采用方面处于领先地位，超过了该地区其他主要国家。绿色能源措施和严格的环境法规正在加速电动车的普及。由于电动车的引进量迅速增加，对电动车电池电解等重要零件的需求不断增加。
  • 近年来，由于消费者需求的成长、环保意识的增强以及税额扣抵和退税等政府激励措施，德国电动车的销量大幅成长。随着电动车越来越普及，对锂离子电池及其高品质电解的需求也迅速增加。
  • 根据国际能源总署 (IEA) 的数据，德国电动车销量总计 70 万辆，与 2022 年的数字相当，但比 2019 年增长了 5.5 倍。部分得益于政府的支持措施，电动车销量预计在未来几年将增加。
  • 德国在汽车製造和电池製造领域占据主导地位，正在大力投资研发，以提高电池效率和性能。先进的电池电解配方预计将成为该国电动车电池创新的核心焦点，因为它们对于提高电池寿命、安全性和能量密度至关重要。
  • 一项引人注目的进展是，VARTA主导的由 15 家公司和大学研究人员组成的联盟于 2024 年 5 月宣布了突破性的钠离子电池技术。他们的目标是为电动车和其他应用开发高性能、经济高效且环保的电池，计划完成目标定于 2027 年中期。这些进步预计将推动该地区对先进电动车电池及其电解的需求。
  • 随着业界转向以其卓越的能量密度和安全性而闻名的固体电池，对新型电解质的需求不断增长。最近，签署了几项协议，以满足汽车领域对电池快速成长的需求。
  • 例如，2024年7月，大众集团电池部门Powerco与QuantumScape建立伙伴关係，将尖端固体锂金属电池技术商业化。一旦 QuantumScape 达到某些技术基准，它将授权 PowerCo 基于其专有平台大规模生产电池。这种伙伴关係将增加对固体电池的需求，并确保生产所需电解的稳定供应。
  • 鑑于这些发展，德国电动车产量显然正在上升，并且对电动车电池电解的需求预计在不久的将来将进一步增加。

欧洲电动汽车电池电解液产业概况

欧洲电动车电池电解市场温和。主要参与企业（排名不分先后）包括3M公司、BASF、三菱化学集团公司、塔格雷科技国际公司、NEI公司等。

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
      • 电池技术的进步
    • 抑制因素
      • 固体电解质的技术问题
  • 供应链分析
  • 产业吸引力－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
    • 替代产品/服务的威胁
    • 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
    • 铅酸电池
    • 其他的
  • 电解质类型
    • 液体电解质
    • 凝胶电解质
    • 固体电解质
  • 地区
    • 德国
    • 法国
    • 英国
    • 义大利
    • 西班牙
    • 北欧的
    • 俄罗斯
    • 土耳其
    • 欧洲其他地区

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
    • 3M Company
    • BASF Corporation
    • LG Chem Ltd
    • Mitsubishi Chemical Group
    • Panasonic Holdings Corporation
    • Solvay SA
    • Asahi Kasei America, Inc.
    • Targray Technology International Inc
    • Dongwha Electrolyte Co.,Ltd.
    • Samsung SDI
    • NEI corporation
  • 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

  • 电解液配方的创新
简介目录
Product Code: 50003743

The Europe Electric Vehicle Battery Electrolyte Market size is estimated at USD 0.57 billion in 2025, and is expected to reach USD 0.97 billion by 2030, at a CAGR of 11.39% during the forecast period (2025-2030).

Europe Electric Vehicle Battery Electrolyte - Market - IMG1

Key Highlights

  • Over the medium term, the growing adoption of electric vehicles and advancements in battery technology across the region are expected to drive the demand for the electric vehicle battery electrolyte market during the forecast period.
  • On the other hand, the technological challenges in Solid-State electrolytes can significantly restrain the growth of the electric vehicle battery electrolyte market.
  • Nevertheless, the innovation in electrolyte formulations that improve battery performance, safety, and lifespan, particularly for high-performance or long-range EVs creates significant growth opportunities in the electric vehicle battery electrolyte market in the near future.
  • Germany is anticipated to be the fastest-growing country in the European electric vehicle battery electrolyte market during the forecast period due to rising EV adoption.

Europe Electric Vehicle Battery Electrolyte Market Trends

Lithium-Ion Batteries Type to Witness Significant Growth

  • The European EV battery electrolyte market is a pivotal segment of the electric vehicle (EV) supply chain, intricately linked to the production of lithium-ion batteries, the primary energy storage solution for EVs. Europe has seen a notable uptick in electric vehicle adoption, spurred by stringent emissions regulations, government incentives, and heightened environmental consciousness. These elements are driving a pronounced demand for lithium-ion batteries and, by extension, battery electrolytes throughout the region.
  • Lithium-ion batteries are indispensable to the EV market, prized for their high energy density, extended cycle life, and relatively low self-discharge rate. The pricing of lithium-ion batteries significantly influences the overall cost of electric vehicles. Given their pivotal role, electrolytes directly impact battery pricing.
  • For example, a Bloomberg NEF report highlighted that in 2023, battery prices fell to USD 139/kWh, marking a 13% drop from the prior year. With ongoing technological advancements and manufacturing optimizations, projections suggest battery pack prices will further decline to USD 113/kWh by 2025 and USD 80/kWh by 2030. As lithium-ion battery production ramps up-thanks to enhanced manufacturing efficiencies, bulk raw material procurement, and streamlined supply chains-the per-unit cost of battery electrolytes is also expected to decrease during the forecast period.
  • Additionally, as the EV industry demands higher energy densities, quicker charging, extended life cycles, and enhanced safety, lithium-ion battery technology is evolving to meet these needs. Recently, top EV battery firms have embarked on multiple initiatives to advance lithium-ion battery technology.
  • For instance, in November 2023, Toshiba Corporation introduced an innovative lithium-ion battery featuring a cobalt-free, 5V-class high-potential cathode material. This versatile battery finds applications ranging from power tools to electric vehicles. Significantly, Toshiba's advanced cathode, especially when used with a standard high-conductivity electrolyte, shows a notable decrease in gas generation. Such advancements are poised to bolster the demand for sophisticated lithium-ion batteries and, consequently, EV battery electrolytes in the foreseeable future.
  • Furthermore, leading battery manufacturers are ramping up production capacities in Europe, responding to the surging EV demand and, in turn, propelling the electrolyte market. In November 2023, the UK government announced a GBP 50 million (USD 63 million) investment to fortify the EV battery supply chain, emphasizing lithium-ion batteries. The Battery Strategy, extending to 2030, promises dedicated support for zero-emission vehicles, batteries, and their supply chains, including fresh capital and R&D funding. Such initiatives are anticipated to boost lithium-ion battery production and, subsequently, the demand for EV battery electrolytes during the forecast period.
  • In conclusion, these initiatives and innovations are set to amplify lithium-ion battery production in Europe and elevate the demand for EV battery electrolytes in the coming years.

Germany to Witness Significant Growth

  • Germany, the largest automotive market in Europe, is at the forefront of electric vehicle (EV) adoption, outpacing other major countries in the region. The nation's commitment to green energy, coupled with stringent environmental regulations, has accelerated the uptake of EVs. This surge in EV adoption has, in turn, heightened the demand for essential components, notably EV battery electrolytes.
  • In recent years, Germany has seen a notable uptick in EV sales, driven by heightened consumer demand, growing environmental consciousness, and government incentives like tax credits and rebates. As EV adoption has surged, so too has the demand for lithium-ion batteries and their high-quality electrolytes.
  • According to the International Energy Agency (IEA), Germany recorded sales of 0.7 million electric vehicles, matching 2022's figures but representing a 5.5-fold leap from 2019. With the government rolling out supportive policies, EV sales are poised to climb in the coming years.
  • As a dominant player in both automotive and battery manufacturing, Germany is channeling substantial investments into R&D, aiming to bolster battery efficiency and performance. Given that advanced battery electrolyte formulations are pivotal for enhancing battery life, safety, and energy density, they are set to be a central focus of innovation in the nation's EV batteries.
  • In a notable development, a consortium of 15 companies and university researchers, spearheaded by VARTA, introduced groundbreaking sodium-ion battery technology in May 2024. Their ambition is to develop high-performance, cost-effective, and environmentally friendly batteries for EVs and other applications, with a project completion target set for mid-2027. Such advancements are anticipated to boost the demand for sophisticated EV batteries and, by extension, their electrolytes in the region.
  • As the industry pivots towards solid-state batteries, heralded for their superior energy density and safety, there's an emerging need for novel electrolytes. Recently, multiple agreements have been inked to cater to the burgeoning demand for these batteries in the automotive realm.
  • For example, in July 2024, Volkswagen Group's battery arm, Powerco, entered into a partnership with QuantumScape to commercialize its state-of-the-art solid-state lithium-metal battery technology. Upon achieving certain technical benchmarks, QuantumScape is poised to grant PowerCo a license for mass-producing batteries based on its proprietary platform. Such collaborations are set to amplify the demand for solid-state batteries and ensure a consistent supply of electrolytes for their production.
  • Given these developments, it's evident that Germany's EV production is on an upward trajectory, further fueling the demand for EV battery electrolytes in the foreseeable future.

Europe Electric Vehicle Battery Electrolyte Industry Overview

The Europe Electric Vehicle Battery Electrolyte market is moderated. Some of the key players (not in particular order) are 3M Company, BASF Corporation, Mitsubishi Chemical Group, Targray Technology International Inc, NEI corporation, 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 Battery Technology
    • 4.5.2 Restraints
      • 4.5.2.1 Technological Challenges in Solid-State Electrolytes
  • 4.6 Supply Chain Analysis
  • 4.7 Industry Attractiveness - 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 Others
  • 5.2 Electrolyte Type
    • 5.2.1 Liquid Electrolyte
    • 5.2.2 Gel Electrolyte
    • 5.2.3 Solid Electrolyte
  • 5.3 Geography
    • 5.3.1 Germany
    • 5.3.2 France
    • 5.3.3 United Kingdom
    • 5.3.4 Italy
    • 5.3.5 Spain
    • 5.3.6 NORDIC
    • 5.3.7 Russia
    • 5.3.8 Turkey
    • 5.3.9 Rest of Europe

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 3M Company
    • 6.3.2 BASF Corporation
    • 6.3.3 LG Chem Ltd
    • 6.3.4 Mitsubishi Chemical Group
    • 6.3.5 Panasonic Holdings Corporation
    • 6.3.6 Solvay SA
    • 6.3.7 Asahi Kasei America, Inc.
    • 6.3.8 Targray Technology International Inc
    • 6.3.9 Dongwha Electrolyte Co.,Ltd.
    • 6.3.10 Samsung SDI
    • 6.3.11 NEI corporation
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Innovation in Electrolyte Formulations