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

预计 2025 年德国电动商用车电池组市场规模将达到 5 亿美元，到 2029 年预计将达到 12 亿美元，预测期内（2025-2029 年）的复合年增长率为 24.72%。

需求增加与成本下降推动德国商用电动车电池组市场

• 预计未来几年德国电动商用车电池组市场将经历显着成长。截至 2021 年，电动商用车占全国商用车持有的不到 1%。然而，随着电动车越来越受欢迎，在政府法规、环境问题和电池技术成本下降的推动下，电动商用车的市场占有率预计将快速成长。德国的目标是到2030年，新註册商用车中40%-50%是电动车，这意味着每年可售出30万多辆电动商用车。
• 随着电动商用车需求的不断增长，德国的电池组市场也大幅成长。电池密度和续航里程逐年稳定提高，锂离子电池成为市场上使用最广泛的技术。电池组成本也在下降，过去十年下降了约 80%。然而，电池组的成本仍然是电动商用车普及的重大障碍，需要进一步降低成本，才能使电动商用车与石化燃料商用车具有成本竞争力。
• 由于技术进步和需求增加，德国电动商用车电池组市场前景光明。最近的趋势是电池组越来越大，一些製造商现在销售容量高达 1,000 kWh 的电池组。这项发展是为了满足延长商用车续航里程和减少充电频率的需求。

德国电动商用车电池组市场趋势

德国电动车领导者大众、梅赛德斯-奔驰、特斯拉、宝马和现代主导着该行业

• 德国电动车市场参与者多样，其中五大参与者占据主要地位，2022 年占据超过 40% 的市场。知名参与者包括大众、宾士、特斯拉、宝马和现代。大众是德国最大的电动车销售商，占有约 10.10% 的市场。该公司在包括德国在内的欧洲国家拥有强大的影响力。该公司旗下拥有众多品牌，并提供一系列电动车产品。凭藉强大的品牌形象和庞大的基本客群，它已成为德国顶级品牌。
• 梅赛德斯-奔驰是德国第二大电动车销售商，在德国的市场占有率约为 8.59%。该公司为高端客户提供各种电动车，并透过遍布德国的强大服务网路为客户提供服务。德国第三大电动车销售商是特斯拉，市场占有率约 7.55%。该公司拥有强大的创新策略，并提供多种纯电动车。
• BMW位居第四，占德国电动车销量的 6.72% 左右。该品牌拥有强大的生产和供应链网络，并提供广泛的混合动力汽车和纯电动车创新和多样化产品。现代在德国电动车市场排名第五，市场占有率约6.25%。在德国销售电动车的其他公司包括奥迪、雷诺、起亚、西亚特和欧宝。

特斯拉和菲亚特领先德国电池组市场

• 过去几年，德国各地对电动车的需求持续成长。此外，近年来对电池的需求不断增加。国内有许多不同的品牌和型号。不过，2022年，特斯拉Model Y、特斯拉Model 3、菲亚特500、福特Kuga、丰田Yaris等前五名车型占据了较大的市场份额。特斯拉Model Y在2022年继续保持榜首位置，销量为35,426辆。 Model Y 因其续航里程长、座位数多、载货空间大而广受欢迎。
• 排名第二的是特斯拉Model 3，2022年在德国的销售量为33,841辆。该车有后轮驱动和性能版本。由于强大的性能特性，Model 3吸引了客户的注意。在电动车销量方面，菲亚特500以29,635辆的销量在德国排名第三。该车提供混合动力和全电动动力传动系统选项，对于寻求经济实惠的小型电动车的消费者来说极具吸引力。
• 销量第四好的电动车是福特 Kuga，在德国卖出 28,410 辆。该车提供混合动力和插电式混合动力两种选择。排名第五的是丰田雅力士，2022 年在德国售出 26,376 辆。其他畅销车型包括大众 ID.3、三菱 Eclipse Cross、西雅特 CUPRA Formentor、现代 Kona 和大众 ID.4。

德国电动商用车电池组产业概况

德国电动商用车电池组市场相当集中，前五大公司占74.88%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）、NorthVolt AB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
  • 德国
• 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

第六章 竞争格局

• 重大策略倡议
• 市场占有率分析
• 业务状况
• 公司简介
  • Akasol AG
  • Automotive Cells Company（ACC）
  • BYD Company Ltd.
  • Contemporary Amperex Technology Co. Ltd.（CATL）
  • Ebusco BV
  • LG Energy Solution Ltd.
  • Liacon GmbH
  • Litens Automotive GmbH & Co. KG
  • NorthVolt AB
  • Panasonic Holdings Corporation
  • SAIC Volkswagen Power Battery Co. Ltd.
  • Samsung SDI Co. Ltd.
  • SK Innovation Co. Ltd.
  • Super B Lithium Power BV
  • Valeo Siemens eAutomotive

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 Germany Electric Commercial Vehicle Battery Pack Market size is estimated at 0.5 billion USD in 2025, and is expected to reach 1.2 billion USD by 2029, growing at a CAGR of 24.72% during the forecast period (2025-2029).

Growing demand and decreasing costs drive the battery pack market for electric commercial vehicles in Germany

• The German commercial electric vehicle battery pack market is expected to grow significantly in the coming years. As of 2021, electric commercial vehicles comprised less than 1% of the country's total commercial vehicle fleet. However, with the increasing adoption of electric vehicles, the market share of electric commercial vehicles is expected to grow rapidly, driven by government regulations, environmental concerns, and the decreasing cost of battery technology. By 2030, Germany aims to have 40-50% of newly registered commercial vehicles to be electric, leading to a potential sales volume of over 300,000 electric commercial vehicles per year.
• With the growing demand for electric commercial vehicles, the battery pack market is also seeing significant growth in Germany. Battery density and range have been steadily increasing over the years, and lithium-ion batteries have become the most widely used technology in the market. The cost of battery packs has also decreased, reducing by around 80% over the past decade. However, battery pack costs remain a significant barrier to adopting electric commercial vehicles, and further cost reductions are required to make electric commercial vehicles more cost-competitive with their fossil fuel counterparts.
• With advancing technology and rising demand, the German market for battery packs for electric commercial vehicles has a bright future. Larger battery packs have been developed more often in recent years, and some manufacturers now sell battery packs with capacities of up to 1,000 kWh. The need to extend the range of commercial vehicles and decrease the charging frequency is driving this development.

Germany Electric Commercial Vehicle Battery Pack Market Trends

TOP GERMAN EV MANUFACTURERS: VOLKSWAGEN, MERCEDES-BENZ, TESLA, BMW, AND HYUNDAI DOMINATE THE INDUSTRY

• The German electric vehicle market has a variety of players and is majorly driven by the five major players, accounting for more than 40% of the market in 2022. Some of the prominent players include Volkswagen, Mercedes-Benz, Tesla, BMW, and Hyundai. Volkswagen is the largest seller of electric vehicles in Germany, accounting for around 10.10% of the market. The company has a strong presence in European countries, including Germany. The company has a wide brand portfolio under its name, with a variety of product offerings in the electric vehicle range. A strong brand image and large customer base have put the brand at the top in Germany.
• Mercedes-Benz is the second largest seller of electric vehicles, accounting for around 8.59% market share across Germany. The company offers a variety of range of EVs for premium customers along with a strong service network across Germany serving customers. Third place in EV sales across Germany is acquired by Tesla, with around 7.55% of the market share. The company has strong innovative strategies and offers a wide variety of pure electric cars under its product offerings.
• BMW is the fourth largest player, acquiring around 6.72% of the market share in EV sales across Germany. The brand has a strong production and supply chain network and wide innovative and diverse product offerings in hybrid and pure electric vehicles. The fifth-largest player operating in the German EV market is Hyundai, maintaining its market share at around 6.25%. Some of the other players selling EVs in Germany include Audi, Renault, Kia, Seat, and Opel.

TESLA AND FIAT DRIVE THE GERMAN BATTERY PACK MARKET

• The demand for electric vehicles has been growing continuously over the past few years across Germany. It has also increased the demand for batteries in recent years. A variety of brands and various models are being sold in the country. However, a major share was acquired by the top five models in 2022, including Tesla Models Y, Tesla Models 3, Fiat 500, Ford Kuga, and Toyota Yaris. Tesla Model Y maintained its position at the top, with 35,426 units sold in 2022. Model Y is highly popular due to its long-range, good seating capacity, and large cargo capacity.
• The Tesla Model 3 took second place with 33,841 sales in Germany in 2022. The car is available in rear-wheel drive and performance versions. Due to its strong performance characteristics, Model 3 is drawing the attention of customers. Fiat 500 took third position in electric car sales, with sales of 29,635 in Germany. The car comes in hybrid and fully electric powertrain options and has highly attracted consumers looking for small electric cars on an affordable budget.
• The fourth place in the electric vehicle models' sales is acquired by the Ford Kuga with 28,410 in Germany. The car comes with the option of a hybrid and a plug-in hybrid option. The fifth place is acquired by the Toyota Yaris, selling 26,376 units in 2022 across Germany. Some of the other top-selling models include Volkswagen ID.3, Mitsubishi Eclipse Cross, Seat CUPRA Formentor, Hyundai Kona, and Volkswagen ID.4

Germany Electric Commercial Vehicle Battery Pack Industry Overview

The Germany Electric Commercial Vehicle Battery Pack Market is fairly consolidated, with the top five companies occupying 74.88%. The major players in this market are Akasol AG, BYD Company Ltd., Contemporary Amperex Technology Co. Ltd. (CATL), NorthVolt AB 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 Germany
• 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

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 Automotive Cells Company (ACC)
  • 6.4.3 BYD Company Ltd.
  • 6.4.4 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.5 Ebusco B.V.
  • 6.4.6 LG Energy Solution Ltd.
  • 6.4.7 Liacon GmbH
  • 6.4.8 Litens Automotive GmbH & Co. KG
  • 6.4.9 NorthVolt AB
  • 6.4.10 Panasonic Holdings Corporation
  • 6.4.11 SAIC Volkswagen Power Battery Co. Ltd.
  • 6.4.12 Samsung SDI Co. Ltd.
  • 6.4.13 SK Innovation Co. Ltd.
  • 6.4.14 Super B Lithium Power B.V.
  • 6.4.15 Valeo Siemens eAutomotive

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