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市场调查报告书
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1644997

电池板：市场占有率分析、行业趋势和统计、成长预测（2025-2030 年）

Battery Plate - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3个工作天内

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简介目录

预计 2025 年电池板市场规模为 4.8576 亿美元，到 2030 年将达到 7.8946 亿美元，预测期内（2025-2030 年）的复合年增长率为 10.2%。

电池板-市场-IMG1

关键亮点

  • 从中期来看，锂离子电池价格下跌和可再生能源渗透率提高等因素将推动对能源储存系统的需求，预计在预测期内推动电池板市场的发展。
  • 另一方面，预计钴、锂和铜等电池原料的供需不匹配将抑制研究期间对电池板的需求。
  • 新型材料（如复合材料、合金）和电池板配置（袋板）的技术进步提高了效率和永续性，可能会在预测期内为市场创造有利的成长机会。
  • 由于能源需求不断增加，亚太地区是预测期内成长最快的市场。这一增长归因于印度、中国和澳大利亚等地区国家的投资增加以及政府的支持措施。

电池板市场趋势

汽车领域占据市场主导地位

  • 在电池产业发展早期，家用电子电器领域是电池的主要消费者。然而近年来，随着电动车（EV）销量的成长，电动车（EV）製造商已成为锂离子电池的最大消费者。
  • 电动车不会排放二氧化碳或氮氧化物等温室气体，因此对环境的影响比传统内燃机汽车 (ICE) 更小。由于这些优势，许多国家正在推出补贴和政府计划来鼓励使用电动车。
  • 一些国家已经宣布未来禁止销售内燃机汽车的计画。挪威已宣布计划在 2025 年禁止销售内燃机汽车，法国计划在 2040 年禁止销售，英国在 2050 年禁止销售。印度也计划在2030年前逐步淘汰内燃机，中国目前正在研究类似计画。
  • 然而，截至 2021 年，没有一个国家可以禁止传统燃料汽车。这是因为电动车技术和电动车产业可能还没有为此做好准备，这可能会对市场造成重大混乱。儘管如此，未来的公告将促使电动车製造商大力投资研发活动。
  • 电动车主要使用锂离子电池。锂离子电池成本的下降使得电动车的製造成本更低。预计预测期内电动车的价格将与汽油动力车的价格相当。
  • 根据国际能源总署（IEA）2022年统计，全球电动车电池每年的锂需求量约为77kT。预计这些新兴市场的发展将在预测期内推动电池板市场的需求。
  • 根据IEA的数据，到2022年，汽车锂离子（Li-ion）电池的需求量将从2021年的330 GWh大幅增加约65%至550 GWh。这一成长主要得益于电动乘用车日益普及，2022 年新註册量与前一年同期比较大幅增加了 55%。
  • 因此，预计在预测期内，汽车领域将主导电池板市场，因为电动车领域的需求预计将主导电池销售。

亚太地区占市场主导地位

  • 亚太地区主导了 2022 年的市场。中国和印度等国家电动车部署的不断增加、都市化对电子设备的需求增加以及电力购买平价的提高，预计将推动该地区对锂离子电池的需求，从而推动预测期内对电池板的需求。
  • 据估计，亚太地区有相当一部分人口没有用电。他们依靠煤油和柴油等传统燃料来照明和为行动电话充电。由于技术优势和锂离子电池价格的下降，锂离子电池整合能源储存解决方案可能会得到更广泛的应用。预计这将在不久的将来为锂离子电池製造商和电池组件製造商创造许多商机。
  • 中国是最大的电动车市场之一，中国电动车的普及率不断提高，符合清洁能源政策。此外，中国政府也提供财政和非财政奖励来鼓励人们使用电动车。根据IEA预测，至2022年中国电动车电池需求量将为312GWh/年，占全球电动车电池需求量的近56%。
  • 2023年4月，特斯拉宣布计画扩大在中国的业务，在中国建立专门生产大型电池的新工厂。计划在上海建造的工厂每年将能够生产 10,000 个特​​斯拉能源储存设备（称为「Megapacks」）。 Megapack 工厂计划于今年稍后开始建设，电池生产预计将于 2024 年夏季开始。
  • 印度是世界上锂离子电池成长最快的国家之一。该国没有生产锂离子电池所需原料的蕴藏量，电池和电池组都需要从其他国家（中国、越南、泰国）进口。然后，它们要么在国内市场组装，要么直接出售。
  • 2022 年 3 月，印度政府宣布，根据先进化学电池 (ACC) 储能电池生产连结奖励计画(PLI) 计划，向四家中标者授予 50 GWh 电池容量，总额达 22 亿美元。该製造工厂预计将在两年内建成。
  • 奖励将根据印度生产的电池的销售价值支付，重点是在国内实现高附加价值。 ACC电池製造计划将涉及直接投资约55亿美元。该奖励计划旨在鼓励对印度国内供应链的新投资，并促进该国电池製造的本地化。
  • 因此，由于上述因素，预计亚太地区将在预测期内主导电池板市场。

电池极板产业概况

电池板市场是半分割的。市场的主要企业（不分先后顺序）包括 Enersys、Exide Industries Ltd、GS Yuasa Corporation、FIAMM Energy Technology 和 Amara Raja Batteries Limited。

其他福利

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

目录

第 1 章 简介

  • 研究范围
  • 市场定义
  • 调查前提

第二章调查方法

第三章执行摘要

第四章 市场概况

  • 介绍
  • 至2028年市场规模及需求预测（单位：美元）
  • 最新趋势和发展
  • 政府法规和政策
  • 市场动态
    • 驱动程式
      • 锂离子电池价格下跌
      • 提高能源储存系统的渗透率
    • 限制因素
      • 电池原料供需不符
  • 供应链分析
  • 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
    • 替代品的威胁
    • 竞争对手之间的竞争

第五章 市场区隔

  • 依电池类型
    • 铅酸电池
    • 锂离子电池
    • 其他的
  • 按最终用户
    • 车
    • 航太
    • 能源储存
    • 电子产品
    • 其他的
  • 按地区
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 其他亚太地区
    • 欧洲
      • 德国
      • 法国
      • 英国
      • 欧洲其他地区
    • 中东和非洲
      • 沙乌地阿拉伯
      • 阿拉伯聯合大公国
      • 南非
      • 卡达
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地区

第六章 竞争格局

  • 併购、合资、合作与协议
  • 主要企业策略
  • Companies Profiles
    • Exide Industries Ltd.
    • Yokohama Batteries Sdn. Bhd.
    • GS Yuasa Corporation
    • Amara Raja Batteries Ltd.
    • Leoch International Technology Ltd.
    • Crown Battery
    • Hitachi Chemical Energy Technology
    • Enersys
    • Toshiba Corporation
    • Narada Power Source Co. Ltd.
    • Clarios, LLC.
    • Fiamm Energy Storage Solutions SpA

第七章 市场潜力及未来趋势

  • 新材料技术进步提高效率和永续性
简介目录
Product Code: 50000864

The Battery Plate Market size is estimated at USD 485.76 million in 2025, and is expected to reach USD 789.46 million by 2030, at a CAGR of 10.2% during the forecast period (2025-2030).

Battery Plate - Market - IMG1

Key Highlights

  • Over the medium term, factors such as declining prices of lithium-ion batteries and increased penetration of renewable energy driving demand for energy storage systems are likely to drive the battery plate market in the forecast period.
  • On the other hand, the demand-supply mismatch of battery raw materials like cobalt, lithium, copper, etc., which is expected to restrain the demand for battery plates in the studied period.
  • Nevertheless, technological advancements in novel materials (composites, alloys, etc.) and configurations (bag plates) for battery plates to increase efficiency and sustainability will likely create lucrative growth opportunities for the market during the forecast period.
  • Asia-Pacific is the fastest-growing market during the forecast period due to the rising energy demand. This growth is attributed to increasing investments, coupled with supportive government policies in the countries of this region, including India, China, and Australia.

Battery Plate Market Trends

Automotive Sector to Dominate the Market

  • In the early years of the battery industry, the consumer electronics sector was the major consumer of batteries. But in recent years, electric vehicle (EV) manufacturers have become the biggest consumers of lithium-ion batteries, owing to the growing sales of EVs.
  • EVs do not emit CO2, NOX, or any other greenhouse gases and hence, have a lower environmental impact than conventional internal combustion engine (ICE) vehicles. Due to this advantage, many countries are encouraging the use of EVs by introducing subsidies and government programs.
  • Several countries have announced plans to ban the sales of ICE vehicles in the future. Norway announced plans to ban the sales of ICE vehicles by 2025, France by 2040, and the United Kingdom by 2050. India also has plans to phase out ICE engines by 2030, while China's similar plan is currently under the relevant research phase.
  • However, as of 2021, conventional fuel-fired cars cannot be banned in any country, as the EV technology and the EV industry may not be ready for such a move, which can cause significant disruptions in the market. Nonetheless, announcements for the future have encouraged EV manufacturers to invest heavily in R&D activities.
  • The EVs mainly use lithium-ion batteries. The declining lithium-ion battery costs have brought down the cost of EV manufacturing. During the forecast period, EVs are expected to reach price parity with gasoline-fired vehicles.
  • As per International Energy Agency (IEA) statistics 2022, the annual lithium demand for EV batteries accounted for about 77 kT worldwide. Such developments are anticipated to aid the demand for battery plate market during the forecast period.
  • According to the IEA, in 2022, the demand for automotive lithium-ion (Li-ion) batteries increased significantly by about 65% to reach 550 GWh, up from 330 GWh in 2021. This growth was mainly driven by the rising popularity of electric passenger cars, with new registrations showing a remarkable 55% increase in 2022 compared to the previous year.
  • Therefore, as the demand from the EV sector is expected to dominate battery sales, the automobile segment is expected to dominate the battery plate market during the forecast period.

Asia-Pacific to Dominate the Market

  • The Asia-Pacific region dominated the market in 2022. With the increasing deployment of electric vehicles in countries such as China and India and the high demand for electronics with urbanization and increasing power purchase parity, the demand for lithium-ion batteries is expected to witness significant growth in the region, driving demand for battery plates during the forecast period.
  • A significant fraction of Asia-Pacific's population is estimated to live without electricity. It depends on conventional fuels, such as kerosene and diesel, for their lighting and mobile phone charging needs. Lithium-ion battery integrated energy storage solutions are likely to witness an increasing adoption rate due to their technical benefits and declining lithium-ion battery prices. This, in turn, is expected to create a significant number of opportunities for li-ion battery and battery component manufacturers in the near future.
  • China is one of the largest markets for electric vehicles, and the increasing adoption of electric vehicles in the country has been in line with the clean energy policy. Moreover, the Government of China has been providing financial and non-financial incentives to promote the adoption of electric vehicles. According to IEA, as of 2022, the EV battery demand in China stood at 312 GWh/year, accounting for nearly 56% of global EV battery demand.
  • In April 2023, Tesla announced its plans to grow its presence in China by constructing a new factory dedicated to manufacturing large-scale batteries. The upcoming plant, located in Shanghai, will be able to produce 10,000 units of Tesla's "Megapack" energy storage each year. Construction of the Megapack plant is anticipated to commence later this year, with battery production set to begin in the summer of 2024.
  • India is one of the fastest-growing countries globally for lithium-ion batteries. The country does not have reserves of the required raw materials for producing lithium-ion batteries, and the cells and batteries are being imported from other countries (China, Vietnam, and Thailand). They are then either assembled or directly sold in the domestic market.
  • In March 2022, the Government of India announced that 50 GWh of battery capacity had been granted to four successful bidders under the PLI (Production Linked Incentive) Scheme for Advanced Chemistry Cell (ACC) Battery Storage, totaling USD 2.2 billion. The manufacturing facilities are expected to be established within a two-year timeframe.
  • The incentives will be disbursed based on the sale of batteries manufactured in India, focusing on achieving higher domestic value addition. The ACC Battery storage manufacturing projects will involve a direct investment of approximately USD 5.5 billion. The incentive structure aims to encourage the industry to foster new investments in the indigenous supply chain and promote deep localization for battery manufacturing in the country.
  • Therefore, owing to the above factors, Asia-Pacific is expected to dominate the battery plate market during the forecast period.

Battery Plate Industry Overview

The battery plate market is semi fragmented. Some of the major players in the market (in no particular order) include Enersys, Exide Industries Ltd, GS Yuasa Corporation, FIAMM Energy Technology, and Amara Raja Batteries Limited, 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 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, till 2028
  • 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 Prices of Lithium-ion Batteries
      • 4.5.1.2 Increased Penetration of Energy Storage Systems
    • 4.5.2 Restraints
      • 4.5.2.1 Demand-supply Mismatch of Battery Raw Materials
  • 4.6 Supply Chain Analysis
  • 4.7 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

5 MARKET SEGEMENTATION

  • 5.1 By Battery Type
    • 5.1.1 Lead-acid Battery
    • 5.1.2 Lithium-ion Battery
    • 5.1.3 Other Battery Types
  • 5.2 By End-user
    • 5.2.1 Automotive
    • 5.2.2 Aerospace
    • 5.2.3 Energy Storage
    • 5.2.4 Electronics
    • 5.2.5 Other End-Users
  • 5.3 By Geography
    • 5.3.1 North America
      • 5.3.1.1 United States
      • 5.3.1.2 Canada
      • 5.3.1.3 Rest of North America
    • 5.3.2 Asia-Pacific
      • 5.3.2.1 China
      • 5.3.2.2 India
      • 5.3.2.3 Japan
      • 5.3.2.4 Rest of Asia-Pacific
    • 5.3.3 Europe
      • 5.3.3.1 Germany
      • 5.3.3.2 France
      • 5.3.3.3 United Kingdom
      • 5.3.3.4 Rest of Europe
    • 5.3.4 Middle-East and Africa
      • 5.3.4.1 Saudi Arabia
      • 5.3.4.2 United Arab Emirates
      • 5.3.4.3 South Africa
      • 5.3.4.4 Qatar
    • 5.3.5 South America
      • 5.3.5.1 Brazil
      • 5.3.5.2 Argentina
      • 5.3.5.3 Rest of South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Companies Profiles
    • 6.3.1 Exide Industries Ltd.
    • 6.3.2 Yokohama Batteries Sdn. Bhd.
    • 6.3.3 GS Yuasa Corporation
    • 6.3.4 Amara Raja Batteries Ltd.
    • 6.3.5 Leoch International Technology Ltd.
    • 6.3.6 Crown Battery
    • 6.3.7 Hitachi Chemical Energy Technology
    • 6.3.8 Enersys
    • 6.3.9 Toshiba Corporation
    • 6.3.10 Narada Power Source Co. Ltd.
    • 6.3.11 Clarios, LLC.
    • 6.3.12 Fiamm Energy Storage Solutions SpA

7 MARKET OPPORTUNITIES and FUTURE TRENDS

  • 7.1 Technological Advancements in Novel Materials to Increase Efficiency and Sustainability