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市场调查报告书
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1636561

中国充电电池：市场占有率分析、产业趋势/统计、成长预测（2025-2030）

China Rechargeable Battery - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 130 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2025年中国二次电池市场规模为609.6亿美元，预计2030年将达1,314.9亿美元，预测期间（2025-2030年）复合年增长率为16.62%。

中国充电电池-市场-IMG1

主要亮点

  • 从中期来看，锂离子电池成本的下降、电动车的快速普及、可再生能源领域能源储存需求的上升以及家用电子电器产品的采用预计将在预测期内推动中国二次电池市场的发展。
  • 另一方面，原材料供需不匹配以及环境和安全问题预计将阻碍预测期内的市场成长。
  • 随着新电池技术和先进电池化学技术的不断发展，中国二次电池市场存在巨大机会。

中国二次电池市场发展趋势

汽车领域预计将主导市场

  • 在中国，汽车产业有望成为二次电池（尤其是锂离子电池）的主要应用领域。电动车（EV）的日益普及将极大地支持二次电池产业的成长。
  • 汽车使用电池作为辅助电源为部件提供动力并在启动过程中协助引擎。传统汽车主要依赖铅酸电池和镍氢电池，而电动车正在转向锂离子电池。
  • 电动车 (EV) 领域采用锂离子电池的原因与锂离子电池为家用电子电器产品带来的好处相同。随着电动车产业的快速扩张，它已经超越家用电子电器产业，成为二次电池尤其是锂离子电池的最大消费国。
  • 电动车正在引起世界各地的关注，因为它们有望抑制温室气体排放并减少对石化燃料的依赖。中国对电动车的需求持续成长，在全球转型为永续交通的过程中发挥关键作用。对电动车不断增长的需求刺激了对二次电池的需求不断增长。
  • 例如，根据国际能源总署（IEA）的报告，2023年中国纯电动车销量将达到540万辆，比2022年的440万辆成长22%。到2023年，这一数字将占全球整体的约56%。而且，2023年中国纯电动汽车保有量将达到1,610万辆以上，比上年成长近50%。
  • 到了2023年，中国巩固了全球领先汽车出口国的地位，出口汽车超过400万辆，其中电动车（包括插电式混合动力车（PHEV））达到120万辆。这意味着电动车出口年增与前一年同期比较%，整车出口成长65%。欧洲和亚太国家，特别是泰国和澳大利亚，已成为这些出口的主要市场。考虑到这些趋势，中国将保持其作为全球最大电动车市场的地位，并暂时确保对二次电池的强劲需求。
  • 目前正在努力增加对电池製造的投资。例如，2024年1月，中国着名汽车公司比亚迪在中国徐州举行了钠离子电池工厂的奠基仪式。该工厂投资100亿元人民币，年产电动车电池30吉瓦时（GWh）。
  • 鑑于这些发展，中国汽车电池产业未来几年可能会大幅成长。

锂离子电池价格下跌带动市场

  • 通常，锂离子电池比其他二次电池更昂贵。然而，产业主要企业正在大力投资研发和扩大生产，加剧竞争并压低锂离子电池的价格。
  • 得益于技术进步、製造最佳化以及原料成本降低，锂离子电池全球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。预计 2025 年将进一步降至 113 美元/千瓦时左右，2030 年将进一步降至 80 美元/千瓦时左右。值得注意的是，2023年中国电池组平均价格为126美元/kWh，为全球最低。由于激烈的本土竞争，中国製造商增加了产量，以满足快速增长的电池需求。成本下降使得锂离子电池成为越来越有吸引力的选择。
  • 近年来，中国积极扩大锂离子电池的生产，以满足国内和国际需求。根据国际能源总署（IEA）预计，2022年中国锂离子电池製造能力约为1.20TWh，占全球整体的76%以上。据预测，此产能将迅速增加到2025年超过293太瓦时，2030年达到465太瓦时，巩固中国在全球市场的主导地位。产量的激增，尤其是在中国，正在推动规模经济，进一步降低成本并提高预测期内的渗透率。
  • 此外，亚太地区尤其是中国的电池製造商的产品价格甚至低于全球平均水平。这些低价背后的一个主要因素是中国人事费用的下降。随着全球对行动电话、平板电脑和笔记型电脑等电子产品的需求迅速增长，预计锂离子电池将在未来十年占据电池市场的主导地位，尤其是在中国和印度等国家。
  • 中国的锂离子电池製造业正在蓬勃发展，宁德时代等公司成为收益和产量成长的主要企业。市场占有率的增加预计将进一步降低锂离子电池的成本。
  • 这种持续且显着的成本降低使锂离子电池成为从电网规模应用到微电网的所有能源储存市场的首选。此外，随着电池价格持续下降，到2030年，电动车（EV）将在主要小型车领域展开价格竞争，预示着电动车市场将迎来大幅成长时期。
  • 因此，锂离子电池成本的持续下降预计不仅将提高锂离子电池的渗透率，还将刺激中国二次电池市场在预测期内的成长。

中国二次电池产业概况

中国二次电池市场细分。市场主要企业（排名不分先后）包括比亚迪股份有限公司、宁德时代新能源科技有限公司、GS汤浅国际有限公司、天津力神电池股份有限公司和松下电器产业株式会社。

其他好处

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

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
      • 锂离子电池成本下降
      • 电动车的扩张
      • 扩大可再生能源领域的采用
    • 抑制因素
      • 原料供需不匹配
      • 环境和安全问题
  • 供应链分析
  • PESTLE分析
  • 投资分析

第五章市场区隔

  • 科技
    • 铅酸电池
    • 锂离子
    • 其他技术（NiMh、Nicd 等）
  • 目的
    • 汽车电池
    • 工业电池（用于电源、固定电池（电信、UPS、能源储存系统(ESS) 等）
    • 可携式电池（家用电子电器产品等）
    • 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
    • Panasonic Corporation
    • BYD Co.Ltd.
    • GS Yuasa Corporation
    • Contemporary Amperex Technology Co. Limited
    • TianJin Lishen Battery Joint-Stock Co. Ltd
    • East Penn Manufacturing Co.
    • LG Chem Ltd.
    • Samsung SDI Co. Ltd
    • Exide Industries Ltd
    • Leoch International Technology Limited
  • 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

  • 新型电池技术与先进电池化学材料的开发进展
简介目录
Product Code: 50004067

The China Rechargeable Battery Market size is estimated at USD 60.96 billion in 2025, and is expected to reach USD 131.49 billion by 2030, at a CAGR of 16.62% during the forecast period (2025-2030).

China Rechargeable Battery - Market - IMG1

Key Highlights

  • Over the medium term, the declining lithium-ion battery cost, rapid adoption of electric vehicles, growing need for energy storage in renewable energy sector and the adoption of consumer electronics are likely to drive the China rechargeable battery market during the forecast period.
  • On the other hand, the demand-supply mismatch of raw materials and the environmental and safety concerns are expected to hinder the market's growth during the forecast period.
  • Nevertheless, the growing progress in developing new battery technologies and advanced battery chemistries will likely hold a vast opportunities for China rechargeable battery market.

China Rechargeable Battery Market Trends

Automotive Segment is Expected to Dominate the Market

  • In China, the automotive sector is poised to emerge as a primary application for rechargeable batteries, notably lithium-ion batteries. The rising adoption of electric vehicles (EVs) is set to significantly boost the growth of the rechargeable battery industry.
  • Automobiles utilize batteries as secondary power sources, either to energize components or assist the engine during cranking. While conventional vehicles predominantly rely on lead-acid and nickel-metal-hydride batteries, EVs have transitioned to lithium-ion batteries.
  • The electric vehicle (EV) sector embraced lithium-ion batteries for the same advantages they offer in consumer electronics. As the EV industry has rapidly expanded, it has eclipsed the consumer electronics sector, becoming the foremost consumer of rechargeable batteries, especially lithium-ion variants.
  • Globally, electric vehicles are garnering attention for their promise to curtail greenhouse gas emissions and lessen reliance on fossil fuels. In China, a pivotal player in the global shift towards sustainable transportation, the demand for EVs has seen a consistent uptick. This rising demand for EVs has, in turn, spurred a heightened need for rechargeable batteries.
  • For instance, the International Energy Agency (IEA) reported that in 2023, battery electric car sales in China hit 5.4 million, marking a 22% increase from 4.4 million in 2022. This figure constituted approximately 56% of the global total for 2023. Additionally, China's battery electric car stock reached over 16.10 million in 2023, nearly a 50% rise from the previous year.
  • China solidified its position as the world's leading auto exporter in 2023, exporting over 4 million cars, including 1.2 million EVs (encompassing plug-in hybrid electric vehicles (PHEVs)). This marked an 80% increase in electric car exports compared to the previous year, which itself saw a 65% rise in overall car exports. Europe and Asia-Pacific nations, notably Thailand and Australia, emerged as primary markets for these exports. Given these trends, China is set to maintain its status as the largest EV market globally, ensuring a robust demand for rechargeable batteries in the foreseeable future.
  • Efforts are underway to bolster investments in battery manufacturing. For example, in January 2024, BYD, a prominent Chinese automotive firm, broke ground on a sodium-ion battery facility in Xuzhou, China. With a hefty investment of CNY 10 billion, the facility is slated to produce batteries with an annual capacity of 30 gigawatt-hours (GWh), specifically for EVs.
  • Given these dynamics, China's automotive battery segment is poised for substantial growth in the coming years.

Declining Lithium-ion Battery Prices to Drive the Market

  • Typically, lithium-ion batteries command a higher price than other rechargeable batteries. Yet, key industry players are investing heavily in R&D and scaling up production, intensifying competition and driving down lithium-ion battery prices.
  • Due to technological advancements, manufacturing optimizations, and falling raw material costs, the global volume-weighted average price of lithium-ion batteries plummeted from USD 780/kWh in 2013 to USD 139/kWh in 2023. Projections suggest a further dip to approximately USD 113/kWh in 2025 and USD 80/kWh by 2030. Notably, in 2023, average battery pack prices in China were the lowest globally, at USD 126/kWh. The intense local competition saw Chinese manufacturers boost production to capture the surging battery demand. Such declining costs position lithium-ion batteries as an increasingly attractive option.
  • In recent years, China has been aggressively expanding its lithium-ion battery manufacturing to cater to both domestic and international demand. According to the International Energy Agency (IEA), in 2022, China's lithium-ion battery manufacturing capacity was approximately 1.20 TWh, accounting for over 76% of the global total. Projections indicate this capacity will soar to over 2.93 TWh by 2025 and 4.65 TWh by 2030, solidifying China's dominance in the global market. This surge in production, especially in China, is facilitating economies of scale, further driving down costs and boosting adoption rates during the forecast period.
  • Moreover, battery manufacturers in the Asia-Pacific region, especially in China, are pricing their products even below the global average. A significant factor for these lower prices is China's reduced labor costs. Given the surging global demand for gadgets like mobile phones, tablets, and laptops-especially in nations like China and India-lithium-ion batteries are poised to dominate the battery market over the next decade.
  • China's lithium-ion battery manufacturing is on a rapid upswing, with companies like CATL leading in both revenue and production growth. This expanding market share is anticipated to further drive down lithium-ion battery costs.
  • This consistent and pronounced cost reduction positions lithium-ion batteries as the preferred choice across all energy storage markets, from grid-scale applications to microgrids. Moreover, as battery prices continue to drop, electric vehicles (EVs) are set to become price-competitive across major light-duty segments before 2030, heralding a significant growth phase for the EV market.
  • Thus, the ongoing decline in lithium-ion battery costs is not only set to boost their adoption but is also expected to spur the growth of the rechargeable battery market in China during the forecast period.

China Rechargeable Battery Industry Overview

The China rechargeable battery market is fragmented. Some of the key players in the market (not in any particular order) include BYD Company Ltd., Contemporary Amperex Technology Co. Limited, GS Yuasa International Ltd, TianJin Lishen Battery Joint-Stock Co. Ltd, and Panasonic Corporation.

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 Declining Lithium-ion Battery Cost
      • 4.5.1.2 Increasing Adoption of Electric Vehicles
      • 4.5.1.3 Growing Adoption of Renewable Energy Sector
    • 4.5.2 Restraints
      • 4.5.2.1 Demand-Supply Mismatch of Raw Materials
      • 4.5.2.2 Environmental and Safety Concerns
  • 4.6 Supply Chain Analysis
  • 4.7 PESTLE Analysis
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Technology
    • 5.1.1 Lead-Acid
    • 5.1.2 Lithium-Ion
    • 5.1.3 Other Technologies (NiMh, Nicd, etc.)
  • 5.2 Application
    • 5.2.1 Automotive Batteries
    • 5.2.2 Industrial Batteries (Motive, Stationary (Telecom, UPS, Energy Storage Systems (ESS), etc.)
    • 5.2.3 Portable Batteries (Consumer Electronics, etc.)
    • 5.2.4 Other Applications

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 Panasonic Corporation
    • 6.3.2 BYD Co.Ltd.
    • 6.3.3 GS Yuasa Corporation
    • 6.3.4 Contemporary Amperex Technology Co. Limited
    • 6.3.5 TianJin Lishen Battery Joint-Stock Co. Ltd
    • 6.3.6 East Penn Manufacturing Co.
    • 6.3.7 LG Chem Ltd.
    • 6.3.8 Samsung SDI Co. Ltd
    • 6.3.9 Exide Industries Ltd
    • 6.3.10 Leoch International Technology Limited
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Progress in Developing New Battery Technologies and Advanced Battery Chemistries