欧洲电动商用车电池组：市场占有率分析、产业趋势与统计、成长预测（2025-2029 年）

预计 2025 年欧洲电动商用车电池组市场规模将达到 18.3 亿美元，预计到 2029 年将达到 40.9 亿美元，预测期内（2025-2029 年）的复合年增长率为 22.29%。

成本下降和技术进步推动欧洲电动商用车市场对电池组的需求

• 欧洲电动商用车电池组市场在2017年至2022年间大幅成长，报告显示，2020年欧洲电动商用车销量成长57%，销量超过3.6万辆。轻型商用车（LCV）和中重型卡车（M&HDT）是最受欢迎的类别，占总销量的80％以上。在法规和奖励的推动下，未来几年电动商用车的采用和普及率预计将成长。
• 电动商用车需求的不断增长也增加了对电池组的需求。电池密度和续航里程正在迅速提高，光是过去一年，电动商用车的平均续航里程就增加了 20% 以上。然而，电池组的成本仍然是广泛采用的主要障碍。由于规模经济和技术进步，预计到 2030 年电动商用车电池组成本将下降 56%。
• 展望未来，欧洲商用车纯电动电池组市场预计将持续成长。随着环境法规的收紧和碳中和经济的持续发展，许多公司正在考虑将其汽车电气化。电池技术发展也存在巨大机会，包括固态电池和电池回收。此外，充电基础设施的发展对于支援电动商用车的广泛应用至关重要。

政府支持并投资推动欧洲电动车的普及

• 2017年至2021年期间，欧洲电动商用车电池组市场经历了显着成长。这一增长受到许多因素的推动，例如人们越来越关注环境问题、政府法规鼓励人们使用电动车，以及电池技术的进步提高了电动商用车的性能和可靠性。
• 2022年欧洲电动商用车电池组市场将持续呈现正成长。推动这一成长的因素包括公司对电动商用车长期成本节约的认识不断提高、充电基础设施的扩大以及电池技术的持续进步，从而使电池组更加高效、更具吸引力。
• 预计 2023-2029 年预测期内欧洲电动商用车电池组市场将呈现强劲成长。由于政府推动交通电气化的倡议、电池组成本下降以及持续进行提高电池性能的研究和开发等因素，预计这一增长还将继续。消费者意识的不断增强和对电动车环境效益的高度关注正在推动向永续交通的转变。随着这些因素不断融合，电动车电池市场在未来几年可能会继续成长和进步，使电动车对全球消费者更具吸引力、更容易获得。

欧洲电动商用车电池组市场趋势

丰田集团引领欧洲电动车市场，其次是雷诺、特斯拉、起亚和宝马

• 欧洲电动车市场正在经历强劲成长，儘管活跃的参与者很多，但主要由五家主要公司推动，到 2022 年，这五家公司将占据 50% 以上的市场份额。这五家公司包括丰田集团、起亚汽车、雷诺、特斯拉、起亚汽车和大众。丰田集团是欧洲最大的电动车经销商，市占率约14.84%。该公司拥有强大的供应和分销网络，可满足其整个欧洲客户的需求和供应。雷诺在电动车市场提供了广泛的产品系列。
• 雷诺的市场占有率约为 7.47%，是欧洲第二大电动车销售商。雷诺拥有强大的品牌形象和强劲的财务状况。我们与日产等领先品牌建立了联盟和策略伙伴关係。特斯拉以6.71%的销量位居电动车第三名。特斯拉致力于尖端技术创新，与包括电池在内的电动车零件製造商建立了强大的策略合作伙伴关係。
• 起亚是欧洲第四大电动车销售商，市场占有率约 6.26%。该公司为不同类型的客户提供广泛的产品类型，并且与其他品牌相比，为每种预算提供多种选择。在欧洲电动车市场中排名第五的是BMW，市场占有率约为6.14%。其他在欧洲国家销售电动车的公司包括现代、宾士、宝马、奥迪和福特。

由于欧洲电动车的广泛销售，特斯拉和雷诺将成为 2022 年电池组需求的最大贡献者。

• 过去几年，整个欧洲对电动车的需求急剧增长。电动车如今在欧洲道路上更为普遍。消费者对购买电动车的兴趣因地区和国家而异，但在德国和英国这两个最大的电动车市场，SUV 是最受欢迎的电动车类型。由于人们对舒适交通的兴趣日益浓厚，而且 SUV 比轿车拥有更大的内部空间，欧洲国家对电动 SUV 的需求超过了轿车。
• 欧洲各地消费者对小型 SUV 的购买量正在急剧增加。特斯拉 Model Y 配备全马达、五星级 NCAP 安全认证、可容纳多达七名乘客的宽敞座位以及远距续航里程等特点。 2022年，它成为英国、德国等几个欧洲主要市场最受欢迎的车型之一。雷诺Arkana配备全混合动力发动机，由于其燃油效率和有竞争力的价格，获得了包括法国在内的多个欧洲国家客户的强烈销售反响。
• Captur 是雷诺 2022 年在欧洲国家最畅销的汽车之一，因为它提供混合动力和插电式混合动力传动系统，并配备了一系列吸引买家的功能。欧洲电动车市场还拥有一系列国际品牌的电动 SUV 和轿车。常见的汽车包括丰田雅力士和福特 Kuga，这两款车在 2022 年的销量强劲。欧洲电动车市场的其他竞争对手包括菲亚特 500 和丰田雅力士 Cross。

欧洲电动商用车电池组产业概况

欧洲电动商用车电池组市场比较集中，前五大公司占74.45%的市场。市场的主要企业有：Akasol AG、比亚迪股份有限公司、宁德时代新能源科技股份有限公司（CATL）、LG能源解决方案有限公司和上汽大众动力电池（按字母顺序排列）。

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 章执行摘要和主要发现

第二章 报告要约

第 3 章 简介

• 研究假设和市场定义
• 研究范围
• 调查方法

第四章 产业主要趋势

• 电动商用车销售
• 电动商用车销量（OEM）
• 最畅销的电动车车型
• 具有首选电池化学成分的OEM
• 电池组价格
• 电池材料成本
• 每种电池化学成分的价格表
• 谁供给谁？
• 电动车电池容量和效率
• 发布的电动车车型数量
• 法律规范
  • 比利时
  • 法国
  • 德国
  • 匈牙利
  • 波兰
  • 英国
• 价值链与通路分析

第五章 市场区隔

• 体型
  • 公车
  • LCV
  • M&HDT
• 推进类型
  • BEV
  • PHEV
• 电池化学
  • LFP
  • NCA
  • NCM
  • NMC
  • 其他的
• 容量
  • 15 kWh～40 kWh
  • 40 kWh～80 kWh
  • 超过80度
  • 少于15千瓦时
• 电池形状
  • 圆柱形
  • 小袋
  • 方块
• 方法
  • 雷射
  • 金属丝
• 成分
  • 阳极
  • 阴极
  • 电解
  • 分隔符
• 材料类型
  • 钴
  • 锂
  • 锰
  • 天然石墨
  • 镍
  • 其他材料
• 国家名称
  • 法国
  • 德国
  • 匈牙利
  • 义大利
  • 波兰
  • 瑞典
  • 英国
  • 其他欧洲国家

第六章 竞争格局

• 主要策略趋势
• 市场占有率分析
• 业务状况
• 公司简介
  • Akasol AG
  • BMZ Batterien-Montage-Zentrum GmbH
  • BYD Company Ltd.
  • Contemporary Amperex Technology Co. Ltd.（CATL）
  • LG Energy Solution Ltd.
  • Microvast Holdings Inc
  • NorthVolt AB
  • Panasonic Holdings Corporation
  • SAIC Volkswagen Power Battery Co. Ltd.
  • Samsung SDI Co. Ltd.
  • SK Innovation Co. Ltd.
  • SVOLT Energy Technology Co. Ltd.（SVOLT）
  • TOSHIBA Corp.

第七章：执行长的关键策略问题

第 8 章 附录

• 世界概况
  • 概述
  • 五力分析框架
  • 全球价值链分析
  • 市场动态(DRO)
• 资讯来源和进一步阅读
• 图片列表
• 关键见解
• 资料包
• 词彙表

The Europe Electric Commercial Vehicle Battery Pack Market size is estimated at 1.83 billion USD in 2025, and is expected to reach 4.09 billion USD by 2029, growing at a CAGR of 22.29% during the forecast period (2025-2029).

Cost decline and technological advancements drive demand for battery packs in the European electric commercial vehicle market

• The European electric commercial vehicle battery pack market grew significantly from 2017 to 2022. According to a report, Europe witnessed a 57% increase in electric commercial vehicle sales in 2020, with over 36,000 units sold. LCVs and M&HDT were the most popular categories, representing over 80% of total sales. The adoption and penetration of electric commercial vehicles are expected to grow in the coming years, driven by regulations and incentives.
• The growing demand for electric commercial vehicles has also increased the demand for battery packs. Battery density and range have been improving rapidly, with the average range of electric commercial vehicles increasing by over 20% in the past year alone. However, the cost of battery packs remains a significant barrier to adoption. The cost of battery packs for electric commercial vehicles is expected to decline by 56% by 2030, driven by economies of scale and technological advancements.
• Looking toward the future, the pure electric battery pack market for commercial vehicles is expected to continue to grow in Europe. With increasing environmental regulations and a push toward a carbon-neutral economy, many companies are looking to electrify their fleets. There are also significant opportunities in the development of battery technology, including solid-state batteries and battery recycling. Additionally, the development of charging infrastructure will be critical to support the widespread adoption of electric commercial vehicles.

Government support and investments drive electric vehicle adoption in Europe

• Between 2017 and 2021, the European electric commercial vehicle battery pack market experienced significant growth. This growth was driven by factors such as rising environmental concerns, government regulations promoting electric vehicle adoption, and advancements in battery technology, which improved the performance and reliability of electric commercial vehicles.
• In 2022, the European electric commercial vehicle battery pack market continued its positive trajectory. This growth was influenced by factors such as increased awareness among businesses about long-term cost savings associated with electric commercial vehicles, the expansion of charging infrastructure, and ongoing advancements in battery technology, which enhanced the efficiency and appeal of battery packs.
• During the forecast period of 2023-2029, the European electric commercial vehicle battery pack market is expected to exhibit strong growth. This growth is expected to increase due to factors such as government initiatives promoting the electrification of transportation, decreasing costs of battery packs, and ongoing research and development efforts to improve battery performance. Heightened consumer awareness and a strong focus on the environmental advantages of electric vehicles are propelling the transition toward sustainable transportation. As these factors continue to converge, the EV battery market is poised to see continued growth and advancements in the coming years, making electric vehicles attractive and accessible for consumers worldwide.

Europe Electric Commercial Vehicle Battery Pack Market Trends

TOYOTA GROUP LEADS THE EUROPEAN EV MARKET, FOLLOWED BY RENAULT, TESLA, KIA, AND BMW

• The market for electric vehicles in various European countries is growing significantly, with numerous players operating, but it is largely driven by five major companies, which held more than 50% of the market in 2022. These companies include Toyota Group, Kia, Renault, Tesla, Kia, and Volkswagen. Toyota Group is the largest seller of electric vehicles in Europe, accounting for around 14.84% share of the electric car market. The company has a strong supply and distribution network catering to the demand and supply of customers in various European countries. The company has a wide product portfolio offering in the EV market.
• Renault holds a market share of around 7.47%, making it the second-largest seller of electric vehicles across Europe. The company has a good brand image and a strong financial position. The company has alliances and strategic partnerships with good brands such as Nissan. The 3rd highest market share, 6.71%, for electric vehicle sales was recorded by Tesla. The business focuses on cutting-edge innovations and has solid strategic alliances with producers of several EV parts, including batteries.
• The 4th largest place in European EV sales is Kia, accounting for around 6.26% of the market share. The company has wide product offerings for various types of customers with various budget-friendly options compared to other brands. The 5th largest player operating in the European EV market is BMW, maintaining its market share at around 6.14%. Some of the other players selling EVs in various European countries include Hyundai, Mercedes-Benz, BMW, Audi, and Ford.

Tesla and Renault are the largest contributors to the demand for battery packs, as a result of the widespread sale of EVs in Europe in 2022

• The demand for electric vehicles has dramatically increased during the past several years in every part of Europe. Electric vehicles are now more prevalent on European roadways. Although consumer interest in buying electric vehicles varies by area and by country, SUVs are the most popular type of electric vehicle in Germany and the United Kingdom, the region's two biggest markets for electric vehicles. The demand for electric SUVs is outpacing that for sedans in various European countries due to the increased interest in comfortable transportation and the fact that SUVs are roomier than sedans.
• The number of compact SUVs purchased by consumers has increased dramatically across Europe. The Tesla Model Y offers a fully electric motor, a 5-star NCAP safety certification, spacious seating for up to 7 passengers, a long-range, and other features. It became one of the most popular models in several major European markets, including the United Kingdom and Germany, in 2022. The Renault Arkana provides a full hybrid engine, which has received a strong sales reaction from customers in several European nations like France due to its fuel efficiency and competitive pricing.
• Captur was one of the best sellers from Renault in the European countries in 2022, owing to its offering of a hybrid and a plug-in hybrid powertrain, and is packed with lots of features attracting buyers. The European EV market also features a variety of electric SUVs and sedans from various international brands. One of the common cars is the Toyota Yaris and Ford Kuga, which recorded good sales in 2022. Other cars in the European EV market that are in the competition include the Fiat 500 and Toyota Yaris Cross.

Europe Electric Commercial Vehicle Battery Pack Industry Overview

The Europe Electric Commercial Vehicle Battery Pack Market is fairly consolidated, with the top five companies occupying 74.45%. The major players in this market are Akasol AG, BYD Company Ltd., Contemporary Amperex Technology Co. Ltd. (CATL), LG Energy Solution Ltd. and SAIC Volkswagen Power Battery Co. Ltd. (sorted alphabetically).

Additional Benefits:

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

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

• 3.1 Study Assumptions & Market Definition
• 3.2 Scope of the Study
• 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

• 4.1 Electric Commercial Vehicle Sales
• 4.2 Electric Commercial Vehicle Sales By OEMs
• 4.3 Best-selling EV Models
• 4.4 OEMs With Preferable Battery Chemistry
• 4.5 Battery Pack Price
• 4.6 Battery Material Cost
• 4.7 Price Chart Of Different Battery Chemistry
• 4.8 Who Supply Whom
• 4.9 EV Battery Capacity And Efficiency
• 4.10 Number Of EV Models Launched
• 4.11 Regulatory Framework
  • 4.11.1 Belgium
  • 4.11.2 France
  • 4.11.3 Germany
  • 4.11.4 Hungary
  • 4.11.5 Poland
  • 4.11.6 UK
• 4.12 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes market size in Value in USD and Volume, Forecasts up to 2029 and analysis of growth prospects)

• 5.1 Body Type
  • 5.1.1 Bus
  • 5.1.2 LCV
  • 5.1.3 M&HDT
• 5.2 Propulsion Type
  • 5.2.1 BEV
  • 5.2.2 PHEV
• 5.3 Battery Chemistry
  • 5.3.1 LFP
  • 5.3.2 NCA
  • 5.3.3 NCM
  • 5.3.4 NMC
  • 5.3.5 Others
• 5.4 Capacity
  • 5.4.1 15 kWh to 40 kWh
  • 5.4.2 40 kWh to 80 kWh
  • 5.4.3 Above 80 kWh
  • 5.4.4 Less than 15 kWh
• 5.5 Battery Form
  • 5.5.1 Cylindrical
  • 5.5.2 Pouch
  • 5.5.3 Prismatic
• 5.6 Method
  • 5.6.1 Laser
  • 5.6.2 Wire
• 5.7 Component
  • 5.7.1 Anode
  • 5.7.2 Cathode
  • 5.7.3 Electrolyte
  • 5.7.4 Separator
• 5.8 Material Type
  • 5.8.1 Cobalt
  • 5.8.2 Lithium
  • 5.8.3 Manganese
  • 5.8.4 Natural Graphite
  • 5.8.5 Nickel
  • 5.8.6 Other Materials
• 5.9 Country
  • 5.9.1 France
  • 5.9.2 Germany
  • 5.9.3 Hungary
  • 5.9.4 Italy
  • 5.9.5 Poland
  • 5.9.6 Sweden
  • 5.9.7 UK
  • 5.9.8 Rest-of-Europe

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 Akasol AG
  • 6.4.2 BMZ Batterien-Montage-Zentrum GmbH
  • 6.4.3 BYD Company Ltd.
  • 6.4.4 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.5 LG Energy Solution Ltd.
  • 6.4.6 Microvast Holdings Inc
  • 6.4.7 NorthVolt AB
  • 6.4.8 Panasonic Holdings Corporation
  • 6.4.9 SAIC Volkswagen Power Battery Co. Ltd.
  • 6.4.10 Samsung SDI Co. Ltd.
  • 6.4.11 SK Innovation Co. Ltd.
  • 6.4.12 SVOLT Energy Technology Co. Ltd. (SVOLT)
  • 6.4.13 TOSHIBA Corp.

7 KEY STRATEGIC QUESTIONS FOR EV BATTERY PACK CEOS

8 APPENDIX

• 8.1 Global Overview
  • 8.1.1 Overview
  • 8.1.2 Porter's Five Forces Framework
  • 8.1.3 Global Value Chain Analysis
  • 8.1.4 Market Dynamics (DROs)
• 8.2 Sources & References
• 8.3 List of Tables & Figures
• 8.4 Primary Insights
• 8.5 Data Pack
• 8.6 Glossary of Terms