查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1636507

亚太地区电动汽车电池阳极：市场占有率分析、产业趋势与成长预测（2025-2030）

Asia Pacific 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 115 Pages | 商品交期: 2-3个工作天内

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

预计2025年亚太地区电动车电池负极市场规模为49.8亿美元，2030年预计将达87.8亿美元，预测期内（2025-2030年）复合年增长率为11.99%。

亚太地区电动汽车电池负极-市场-IMG1

主要亮点

  • 未来几年，由于电动车采用率增加、电池原材料成本下降（导致锂离子电池价格下降）以及政府支持措施等因素，亚太电动汽车电池阳极市场预计将增长.
  • 相反，蕴藏量有限和供应链缺口等挑战可能会阻碍市场扩张。
  • 然而，电池阳极技术的进步和雄心勃勃的长期电动车目标为市场参与企业提供了重大机会。
  • 在亚太地区的主要参与企业中，印度脱颖而出，成为电动车电池负极市场成长显着的国家。

亚太地区电动汽车电池负极市场趋势

锂离子电池领域占市场主导地位

  • 在锂离子电池产业发展初期，锂电池的主要市场是家用电子电器产品。然而，随着岁月的流逝，发生了明显的变化。在亚太地区电动车销量激增的推动下，电动车 (EV) 製造商已成为锂离子电池的主要消费者。
  • 过去十年，亚太地区锂离子电池的使用量激增，尤其是在汽车领域。在中国、印度、日本和印尼等国家，锂离子二次电池因其优越的容量重量比而越来越受欢迎。此外，电动车中使用的锂电池不会排放氮氧化物、二氧化碳或其他温室气体，因此它们对环境的影响比传统内燃机（ICE）汽车低得多。认识到这一优势，许多国家正在推动电动车的采用，并透过补贴和政府倡议鼓励电动车电池负极市场的发展。
  • 2023年5月，电动车电池正负极市场知名品牌Himadri Specialty Chemical Ltd.宣布对Sicona Battery Technologies Pty Ltd.进行1032万澳元战略投资，获得其12.79%股权我做到了。总部位于雪梨的 Sicona 为锂离子 (Li-ion) 电池的阳极（负极）提供必要的技术，为移动出行领域和可再生能源储存做出了贡献。
  • 随着电动车越来越普及，锂离子电池正极市场可望显着成长。此外，负极技术的进步将进一步推动这一市场的扩张。
  • 根据国际能源总署（IEA）预测，2023年中国电池式电动车销量将达540万辆，其中95%以上依赖锂离子电池技术，与前一年同期比较去年同期成长22.7%。考虑到纯电动车领域的强劲成长，锂离子电池因其独特的优势预计将在亚太电动车电池负极市场占据重要份额。
  • 2024年8月，贝特瑞新材料集团在印尼的锂离子电池负极材料新厂开始运作。该公司表示，一旦全面扩建，该工厂将成为其在中国以外最大的负极材料生产基地。第一期建设投资4.78亿美元，预计形成年产8万吨负极材料的生产能力。第二阶段将于 2024年终开始，将追加投资 2.99 亿美元，以使该工厂的产量多样化，并为电动车、家用电子电器电池和能源储存系统。这些策略倡议凸显了电动车锂离子电池在亚太电动汽车电池负极市场中日益增长的主导地位。
  • 鑑于锂离子电池领域的这些进步，亚太地区电动车电池阳极材料市场预计在未来几年将大幅成长。

印度主导亚太市场

  • 作为《巴黎协定》和联合国永续发展目标的一部分，印度政府正在全球平台上致力于减少温室气体排放。为了促进电动车 (EV) 的普及并将印度定位为全球电动车电池製造中心，政府为电动车电池和相关阳极市场的参与企业提供了回扣、奖励和进口优惠。
  • 2024 年 3 月 15 日，印度政府核准了电动车製造计画（SMEC）。该计划为新建待开发区车製造工厂的汽车製造商提供进口关税优惠。根据该计划，製造商每年可以在五年内以 15% 的减税税率进口最多 8,000 辆电动车。此激励措施的条件是在获得批准后三年内建立国内生产能力。因此，这些发展支持了电动车锂离子电池技术的崛起，并直接刺激了印度阳极材料的成长。
  • 凭藉其巨大的潜力和政府的大力支持，印度正在成为瞄准电动车市场的公司首选的製造地。例如，2024年9月，Epsilon Advanced Materials宣布计画在美国和印度建立工厂，年产能各为3万吨。这些工厂将成为中国以外最大的负极材料生产工厂，标誌着印度首次成为电动车电池负极材料的大型供应商。
  • 2024 年 9 月，主要企业Epsilon Advanced Materials 宣布有意在卡纳塔克邦建立最先进的电动车电池阳极製造工厂。计画投资900亿印度卢比（约106亿美元），年产能目标为9万吨。投资策略将分两个阶段製定。根据Epsilon集团执行董事详细介绍，初始投资将为400亿印度卢比（约47亿美元），随后追加投资500亿印度卢比（约美元）。
  • 2024 年 1 月，HEG Limited 的子公司、LNJ Bhilwara 集团旗下的 Advanced Carbons Company (TACC) 在中央邦 Dewas 区 Sarsoda 村推出了石墨阳极製造工厂。该公司于 2022 年在这个待开发区计划上投资了约 1850 亿印度卢比（约 21 亿美元）。该工厂占地 100 英亩，每年将生产 20,000 吨阳极材料，以满足快速增长的能源储存和移动需求。
  • 印度政府指出，2023年电动车（EV）电池组的平均价格较前一年大幅下降13%至139美元/kWh。随着技术进步和製造效率提高，电池组价格预计将进一步下降，2025年降至113美元/kWh，2030年降至80美元/kWh。这些趋势支撑了印度锂离子电动车电池负极市场日益增长的重要性。
  • 透过开发这些新兴市场，印度预计在未来几年内确立在锂离子电池负极市场的主导地位。

亚太电动车负极产业概况

亚太地区电动车电池负极市场适度细分。市场主要企业（排名不分先后）包括BTR新材料集团、Himadri Specialty Chemical Ltd.、Hitachi Chemical Company Ltd.、Panasonic Holdings Corporation、Epsilon Advanced Materials Pvt. Ltd.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
      • 政府有利措施
      • 锂离子电池价格下降
    • 抑制因素
      • 供应链缺口
  • 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

  • 依电池类型
    • 锂离子
    • 铅酸电池
    • 其他的
  • 依材料类型
    • 硅
    • 石墨
    • 锂
    • 其他的
  • 按地区
    • 中国
    • 印度
    • 日本
    • 马来西亚
    • 印尼
    • 泰国
    • 越南
    • 其他亚太地区

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
    • BTR New Material Group Co., Ltd
    • Shenzhen Dynanonic Co., Ltd.
    • Mitsubishi Chemical Group Corporation
    • Hitachi Chemical Company Ltd
    • Northern Graphite Corporation
    • Panasonic Corporation
    • Targray Technology International Inc.
    • Epsilon Advanced Materials Pvt. Ltd.
    • Himadri Speciality Chemical Ltd
  • 其他知名公司名单
  • 市场排名/份额（%）分析

第七章 市场机会及未来趋势

  • 负极材料的持续研究和进展
简介目录
Product Code: 50003836

The Asia Pacific Electric Vehicle Battery Anode Market size is estimated at USD 4.98 billion in 2025, and is expected to reach USD 8.78 billion by 2030, at a CAGR of 11.99% during the forecast period (2025-2030).

Asia Pacific Electric Vehicle Battery Anode - Market - IMG1

Key Highlights

  • In the coming years, the Asia Pacific Electric Vehicle Battery Anode Market is poised for growth, driven by factors such as the rising adoption of electric vehicles, decreasing costs of battery raw materials (leading to lower prices for Li-ion batteries), and supportive government policies.
  • Conversely, challenges like limited raw material reserves and gaps in the supply chain may hinder the market's expansion.
  • However, advancements in battery anode technologies and ambitious long-term electric vehicle targets present significant opportunities for market players.
  • Among the key players in the Asia-Pacific region, India stands out as a country poised for notable growth in the electric vehicle battery anode market.

Asia Pacific Electric Vehicle Battery Anode Market Trends

Lithium-ion Battery Segment to Dominate the Market

  • In the early decades of the lithium-ion battery industry, the primary market for lithium batteries was consumer electronics. However, over the years, a notable shift took place. Electric vehicle (EV) manufacturers emerged as the leading consumers of lithium-ion batteries, driven by surging EV sales in the Asia-Pacific region.
  • Over the past decade, the Asia-Pacific has seen a meteoric rise in the adoption of lithium-ion batteries, especially in the automotive sector. Countries like China, India, Japan, and Indonesia are increasingly favoring lithium-ion rechargeable batteries due to their superior capacity-to-weight ratio. Moreover, lithium batteries used in EVs do not emit NOX, CO2, or other greenhouse gases, resulting in a significantly lower environmental impact compared to traditional internal combustion engine (ICE) vehicles. Recognizing this advantage, numerous countries are promoting EV adoption and fostering the development of the Electric Vehicle Battery anode Market through subsidies and government initiatives.
  • In May 2023, Himadri Speciality Chemical Ltd., a prominent player in the EV Battery Cathode and Anode market, announced a strategic investment of AUD 10.32 million in Sicona Battery Technologies Pty Ltd, securing a 12.79 percent stake. Sicona, based in Sydney, offers technology crucial for the anodes (negative electrodes) of lithium-ion (Li-ion) batteries, serving both the mobility sector and renewable energy storage.
  • As electric vehicle adoption continues to rise, the lithium-ion battery cathode market is poised for substantial growth. Additionally, advancements in anode technologies are set to further propel this market expansion.
  • According to the International Energy Agency (IEA), battery electric vehicle sales in China hit 5.4 million in 2023, with over 95% relying on Li-ion battery technology, marking a 22.7% increase from the previous year. Given this robust growth in the battery electric vehicle sector, lithium-ion batteries, with their distinct advantages, are projected to capture a significant share of the Asia-Pacific Electric Vehicle Battery Anode Market.
  • In August 2024, BTR New Material Group inaugurated its new anode materials plant for lithium-ion batteries in Indonesia. The company claims that, once fully expanded, this facility will be the largest anode production site outside of China. The first construction phase, supported by a USD 478 million investment, is designed for an annual production capacity of 80,000 tons of anode material. A second phase, commencing at the end of 2024 with an additional USD 299 million investment, aims to diversify the facility's output, supplying anode materials for electric vehicles, appliance batteries, and energy storage systems. Such strategic moves underscore the growing dominance of EV Li-ion batteries in the Asia-Pacific EV Battery Anode Market.
  • Given these advancements in the lithium-ion battery sector, the market for anode materials in the Asia-Pacific region's electric vehicle battery market is set for significant growth in the coming years.

India to Dominate the Market in Asia Pacific

  • As part of the Paris Agreement and the United Nations SDGs, the Government of India has committed to reducing GHG emissions on global platforms. To bolster the adoption of Electric Vehicles (EVs) and position India as a global hub for EV battery manufacturing, the government has introduced rebates, incentives, and import concessions for players in the electric vehicle batteries and associated anode markets.
  • On March 15, 2024, the Indian government approved the Scheme for Manufacturing of Electric Cars (SMEC). This initiative offers concessional import duties to automakers establishing new greenfield electric vehicle manufacturing plants. Under the scheme, manufacturers can import up to 8,000 EVs annually at a reduced duty of 15% for five years. This concession is granted on the condition that they establish domestic production capabilities within three years of receiving approval. Consequently, these developments are bolstering the rise of Li-ion battery technology for EVs, directly fueling the growth of anode materials in India.
  • Given its vast potential and robust government backing, India is emerging as a prime manufacturing hub for companies eyeing the electric vehicle market. For instance, in September 2024, Epsilon Advanced Materials announced plans to set up two plants, each boasting a capacity of 30,000 tonnes per annum-one in the United States and the other in India. These facilities are poised to be the largest producers of anode material outside of China, marking India's debut as a large-scale supplier of electric vehicle battery anode material.
  • In September 2024, Epsilon Advanced Materials, a key player in battery materials, disclosed its intent to set up another cutting-edge EV battery anode material manufacturing unit in Karnataka. With a projected investment of INR 9,000 crore (~USD 10.6 billion), the facility targets an annual production capacity of 90,000 tonnes. The investment strategy unfolds in two phases: an initial INR 4,000 crore (~USD 4.7 billion) infusion, followed by an additional INR 5,000 crore (~USD 5.9 billion) in the second phase, as detailed by Epsilon Group's Managing Director.
  • In January 2024, the Advanced Carbons Company (TACC), a HEG Limited subsidiary and part of the LNJ Bhilwara group, launched its graphite anode manufacturing unit in Sirsoda village, Dewas district, Madhya Pradesh. The company had earmarked approximately INR 1850 crores (~USD 2.1 billion) for this greenfield project back in 2022. Spread over 100 acres, the facility is poised to churn out 20,000 metric tonnes of anode material annually, meeting the surging demands of energy storage and mobility.
  • In 2023, the Government of India noted a significant 13% drop in average battery pack prices for electric vehicles (EVs), bringing them down to USD 139/kWh from the previous year. With ongoing technological advancements and enhanced manufacturing efficiencies, projections indicate a further decline in battery pack prices, forecasting USD 113/kWh by 2025 and an ambitious drop to USD 80/kWh by 2030. Such trends underscore the growing significance of the Lithium-ion Electric Vehicle Battery Anode Market in India.
  • Given these developments, India is poised to emerge as a dominant player in the studied market in the coming years.

Asia Pacific Electric Vehicle Battery Anode Industry Overview

The Asia Pacific Electric Vehicle Battery Anode Market is moderately fragmented. Some of the major players in the market (in no particular order) include BTR New Material Group Co., Ltd., Himadri Speciality Chemical Ltd., Hitachi Chemical Company Ltd, Panasonic Holdings Corporation, and Epsilon Advanced Materials Pvt. Ltd., 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 The Growing Adoption of Electric Vehicles
      • 4.5.1.2 Favorable Government Policies
      • 4.5.1.3 Decreasing Price of Lithium-ion Batteries
    • 4.5.2 Restraints
      • 4.5.2.1 The Supply Chain Gap
  • 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 By Battery type
    • 5.1.1 Lithium-ion
    • 5.1.2 Lead-acid
    • 5.1.3 Other Technologies
  • 5.2 By Material Type
    • 5.2.1 Silicon
    • 5.2.2 Graphite
    • 5.2.3 Lithium
    • 5.2.4 Other Materials
  • 5.3 Geography
    • 5.3.1 China
    • 5.3.2 India
    • 5.3.3 Japan
    • 5.3.4 Malaysia
    • 5.3.5 Indonesia
    • 5.3.6 Thailand
    • 5.3.7 Vietnam
    • 5.3.8 Rest of Asia Pacific

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 BTR New Material Group Co., Ltd
    • 6.3.2 Shenzhen Dynanonic Co., Ltd.
    • 6.3.3 Mitsubishi Chemical Group Corporation
    • 6.3.4 Hitachi Chemical Company Ltd
    • 6.3.5 Northern Graphite Corporation
    • 6.3.6 Panasonic Corporation
    • 6.3.7 Targray Technology International Inc.
    • 6.3.8 Epsilon Advanced Materials Pvt. Ltd.
    • 6.3.9 Himadri Speciality Chemical Ltd
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Ongoing Research and Advancement in Anode Material