电动公车电池组：市场占有率分析、产业趋势与统计、成长预测（2025-2029）

2025 年电动公车电池组市场规模预估为 59.9 亿美元，预计到 2029 年将达到 81.9 亿美元，预测期内（2025-2029 年）的复合年增长率为 8.15%。

日益增长的环境问题和政府措施将推动全球电动公车市场的成长，并得益于电池製造的扩大

• 儘管公车在全球范围内仍是一种流行的交通途径，但日益增长的环境问题和政府逐步淘汰柴油和汽油公车等传统车辆的倡议正在刺激对电动公车的需求。然而，由于新冠疫情等因素，2020 年电动公车的需求下降。随着电动车市场的復苏，2021年电动公车销量飙升32%，电池组销量同年成长30.9%。
• 由于公共运输服务的扩大，对电动公车的需求不断增加，从而推动了对电池电动公车和插电式混合动力公车的各种类型电池的需求。尤其是美国，2022年的电动公车销量明显激增，与前一年同期比较增长了66%。加州等州已经设定了雄心勃勃的零排放目标，计划在 2030 年才销售零排放公车。这些发展导致 2022 年全球对公车电池的需求与 2021 年相比增加了 15%。
• 2023 年 4 月，加拿大电池公司 Lion Electric 开设了一家新的製造工厂，专门生产包括巴士在内的中型和重型车辆的电池。该公司的目标是到 2023年终实现 1.7GWh 的生产能力。无论是在加拿大还是在全球范围内，这样的努力都将在未来几年内提​​振对电动公车电池的需求。

以中国为首的亚太地区以强劲成长主导全球电动公车电池组市场

• 受全球多个国家电动公车日益普及的推动，全球电动公车电池组市场在历史时期（2017-2021 年）内见证了显着增长。电动公车的普及是由于人们对清洁、绿色公共交通的需求日益增长，以对抗空气污染和温室气体排放。此外，领先的电池製造商不断进行研发，开发出具有高能量密度和长寿命的先进电动公车电池组，使其成为传统石化燃料驱动公车的理想替代品。
• 以 2022-2023 年为基准年，全球电动公车电池组市场预计将实现稳步增长，这归因于对环保公共交通的需求不断增长、对电动车的需求不断增长以及政府推动采用清洁能源的倡议等多种因素。此外，人们对可再生能源和永续基础设施的日益关注预计将推动世界各地对电动公车的需求。
• 由于电动公车的普及率不断提高、对清洁绿色公共交通的需求日益增长以及电动车市场的不断扩大，全球电动公车电池组市场预计将在预测期内（2023-2029 年）出现显着增长。此外，领先的OEM和电池製造商正在大力投资研发，以推出具有更好性能和效率的新型先进技术，预计将进一步推动市场成长。

电动公车电池组市场趋势

比亚迪和特斯拉引领电动车市场并塑造未来

• 2022年，比亚迪在电动车销量方面领先市场，占13.3%的份额。比亚迪的主导地位得益于几个因素。比亚迪专注于生产电动车及相关技术，是电动车产业的早期和主要参与者。作为一个较早进入该市场的品牌，比亚迪已经赢得了广大消费者的认可。比亚迪也积极进行全球扩张、建立伙伴关係以及投资研发，所有这些都有助于巩固主导地位。
• 特斯拉一直处于电动车创新的前沿，并在电动车的全球普及中发挥了关键作用。 2022 年，特斯拉是电动车产业的重要参与者，市场占有率为 12.2%。特斯拉强大的品牌形象、最尖端科技和广泛的超级充电网路为其成功做出了贡献。
• 在电动车市场的其他主要企业中，还有其他几家公司占有相当大的市场占有率。 BMW在汽车产业享有盛誉，并且正在不断扩大其市场占有率，同时也透过其子品牌 BMW i 致力于电动车的发展。同样，大众汽车在 2022 年的市场占有率为 3.9%，在「大众汽车集团」的保护下，正在积极投资电动车。这些公司与梅赛德斯·奔驰、起亚和现代等其他公司一起，利用现有的品牌知名度，推出引人注目的电动车车型，并投资于提高电动车续航里程和性能的技术，重新占领电动车行业。

特斯拉和比亚迪在 2022 年最畅销的电动车车型中占据主导地位

• 2022 年最畅销的电动车车型由两大原始OEM製造商主导：特斯拉和比亚迪。特斯拉以两款车型Model Y和Model 3分别占据第一和第三的位置，确立了市场强势地位。特斯拉的Model Y是最受欢迎的插电式电动车，2022年全球销量约77.13万辆。同年，特斯拉Model 3和Model Y的销量突破120万辆，成为特斯拉最畅销的车型，与前一年同期比较成长36.77%。最畅销的五款插电式电动车 (PEV) 车型中有两款是特斯拉品牌，但这家电池电动车製造商在 2022 年面临亚洲品牌的竞争。由于其丰富的插电式混合动力电动车车型阵容，总部位于中国的比亚迪将在 2022 年超越特斯拉成为最畅销的 PEV 品牌。紧接在特斯拉Model Y之后的是比亚迪宋Plus（BEV+PHEV），以477,090辆的销量位居第二。比亚迪在中国市场占有重要地位，以生产可靠、技术先进的电动车而闻名，这可能促成了宋 Plus 车型的强劲销售表现。
• 大众 ID.4 在最畅销的电动车车型中脱颖而出，成为唯一进入前十名的欧洲 PEV（插电式电动车）。 ID.4 在 2022 年的销量为 174,090 辆，彰显了大众对电动车的承诺及其在电动车市场日益增长的影响力。
• 总体而言，特斯拉和比亚迪的这些顶级电动车车型，以及五菱宏光 MINI EV 和大众 ID.4 等其他知名竞争对手，都显示消费者对电动车的需求日益增长。

电动公车电池组产业概况

电动客车电池组市场格局比较集中，前五大厂商的市占率合计达88.11%。该市场的主要企业为：比亚迪股份有限公司、中国航空电池（CALB）、宁德时代（CATL）、国轩高科和国轩高科（依字母顺序排列）。

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

• 电动公车销量
• 电动公车销售（依OEM）
• 最畅销的电动车车型
• 首选电池化学OEM
• 电池组价格
• 电池材料成本
• 不同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
  • 巴西
  • 加拿大
  • 中国
  • 哥伦比亚
  • 法国
  • 德国
  • 匈牙利
  • 印度
  • 印尼
  • 日本
  • 墨西哥
  • 波兰
  • 泰国
  • 英国
  • 美国
• 价值链与通路分析

第五章 市场区隔

• 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
• 地区
  • 亚太地区
    • 按国家
    • 中国
    • 印度
    • 日本
    • 韩国
    • 泰国
    • 其他亚太地区
  • 欧洲
    • 按国家
    • 法国
    • 德国
    • 匈牙利
    • 义大利
    • 波兰
    • 瑞典
    • 英国
    • 其他欧洲国家
  • 中东和非洲
  • 北美洲
    • 按国家
    • 加拿大
    • 美国
  • 南美洲

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
  • BMZ Batterien-Montage-Zentrum GmbH
  • BYD Company Ltd.
  • China Aviation Battery Co. Ltd.（CALB）
  • Contemporary Amperex Technology Co. Ltd.（CATL）
  • Farasis Energy（Ganzhou）Co. Ltd.
  • Gotion High-Tech Co. Ltd.
  • Guoxuan High-tech Co. Ltd.
  • Leclanche SA
  • LG Energy Solution Ltd.
  • NFI Group Inc.
  • Panasonic Holdings Corporation
  • Proterra Operating Company Inc.
  • Samsung SDI Co. Ltd.
  • Sunwoda Electric Vehicle Battery Co. Ltd.（Sunwoda）
  • Tata Autocomp Systems Ltd.
  • 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 Electric Bus Battery Pack Market size is estimated at 5.99 billion USD in 2025, and is expected to reach 8.19 billion USD by 2029, growing at a CAGR of 8.15% during the forecast period (2025-2029).

Rising environmental concerns and governmental initiatives are driving the growth of the global electric bus market, supported by expansions in battery manufacturing

• Buses remain a popular mode of transportation globally, but rising environmental concerns and governmental moves to phase out conventional vehicles, like diesel and petrol buses, are fueling the demand for e-buses. However, factors like the COVID-19 pandemic led to a dip in e-bus demand in 2020. As the EV market rebounded, e-bus sales surged by 32% in 2021, propelling battery pack sales up by 30.9% in the same year.
• The growing demand for electric buses, driven by expanding public transportation services, is spurring the need for diverse battery types in both battery electric and plug-in hybrid buses. Notably, the US witnessed a remarkable 66% surge in transit electric bus sales in 2022 compared to the previous year. States like California are setting ambitious zero-emission targets, aiming to sell only zero-emission buses by 2030. These developments collectively pushed the global demand for bus batteries up by 15% in 2022 over 2021.
• In April 2023, Lion Electric, a Canada-based battery company, inaugurated a new manufacturing facility dedicated to batteries for medium- and heavy-duty vehicles, including buses. The company was eyeing a production capacity of 1.7 GWh by the close of 2023. Such initiatives, seen not only in Canada but globally, are poised to bolster the demand for electric bus batteries in the coming years.

Asia-Pacific, led by China, dominates the global EV battery pack market with remarkable growth

• The global electric bus battery pack market witnessed significant growth during the historical period (2017-2021), driven by the increasing adoption of electric buses in several countries worldwide. The adoption of electric buses is driven by the growing need for clean and green public transportation to combat air pollution and greenhouse gas emissions. Additionally, the continuous research and development activities undertaken by leading battery manufacturers have resulted in the development of advanced electric bus battery packs with high energy density and longer lifespan, which are an ideal replacement for traditional fossil fuel-based buses.
• In the base year of 2022-2023, the global electric bus battery pack market is expected to witness steady growth, driven by several factors such as the increasing need for eco-friendly public transportation, the rising demand for electric vehicles, and the government initiatives to promote the adoption of clean energy. Furthermore, the growing focus on renewable energy and sustainable infrastructure is expected to boost the demand for electric buses in various regions across the world.
• The global electric bus battery pack market is expected to witness significant growth, driven by the increasing adoption of electric buses, the rising need for clean and green public transportation, and the expanding electric vehicle market during the forecast (2023-2029). Furthermore, leading OEMs and battery manufacturers are investing heavily in research and development to create new and advanced technologies that offer better performance and efficiency, which is expected to further boost the growth of the market.

Electric Bus Battery Pack Market Trends

BYD AND TESLA ARE LEADING THE CHARGE IN THE EV MARKET AND SHAPING THE FUTURE

• In 2022, BYD was the market leader in electric vehicle sales and held a share of 13.3%. BYD's leading position can be attributed to several factors. It has been an early and prominent player in the EV industry, with a strong focus on producing electric vehicles and related technologies. The company's early entry into the market allowed it to establish a solid foundation and gain recognition among consumers. BYD has also been actively expanding its operations globally, forging partnerships, and investing in research and development, all of which contribute to its leading position.
• Tesla has been at the forefront of electric vehicle innovation and has played a crucial role in popularizing EVs worldwide. Tesla was a significant player in the EV industry in 2022, with a market share of 12.2%. Tesla's strong brand image, cutting-edge technology, and extensive Supercharger network have contributed to its success.
• Among the other players in the EV market, there are several notable companies that hold significant market shares. BMW's established reputation in the automotive industry, coupled with its commitment to electric mobility through its "BMW i" sub-brand, has contributed to its market presence. Similarly, Volkswagen, which held a market share of 3.9% in 2022, has been actively investing in electric mobility under its "Volkswagen Group" umbrella. These companies, along with others like Mercedes-Benz, Kia, and Hyundai, are recolonizing the EV industry by leveraging their existing brand recognition, introducing compelling electric vehicle models, and investing in technology to enhance the range and performance of their electric offerings.

TESLA AND BYD DOMINATED THE BEST-SELLING EV MODELS OF 2022

• The best-selling EV models in 2022 were dominated by two key OEMs: Tesla and BYD. Tesla held a strong market position with two of its models, the Model Y and Model 3, capturing the first and third spots, respectively. The Tesla Model Y was the most popular plug-in electric vehicle, with global unit sales of roughly 771,300 in 2022. That year, deliveries of Tesla's Model 3 and Model Y surpassed 1.2 million, a Y-o-Y increase of 36.77% for Tesla's best-selling models. While two of the five best-selling plug-in electric vehicle (PEV) models were Tesla-branded, the battery electric vehicle manufacturer faced competition from Asian brands in 2022. China-based BYD overtook Tesla as the best-selling PEV brand in 2022, relying on a large offering of plug-in hybrid electric models. Following closely behind the Tesla Model Y, the BYD Song Plus (BEV + PHEV) secured the second spot, with sales reaching 477,090 units. BYD's established presence in the Chinese market, along with its reputation for producing reliable and technologically advanced electric vehicles, likely contributed to the strong sales performance of the Song Plus models.
• The Volkswagen ID.4 stood out among the best-selling EV models as the only European PEV (Plug-in Electric Vehicle) in the top ten. With a sales volume of 174,090 units in 2022, the ID.4 demonstrated Volkswagen's commitment to electric mobility and its growing presence in the EV market.
• Overall, these top-performing EV models from Tesla and BYD, along with other notable contenders like the Wuling Hong Guang MINI EV and Volkswagen ID.4, demonstrate the increasing consumer demand for electric vehicles.

Electric Bus Battery Pack Industry Overview

The Electric Bus Battery Pack Market is fairly consolidated, with the top five companies occupying 88.11%. The major players in this market are BYD Company Ltd., China Aviation Battery Co. Ltd. (CALB), Contemporary Amperex Technology Co. Ltd. (CATL), Gotion High-Tech Co. Ltd. and Guoxuan High-tech 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 Bus Sales
• 4.2 Electric Bus 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 Brazil
  • 4.11.3 Canada
  • 4.11.4 China
  • 4.11.5 Colombia
  • 4.11.6 France
  • 4.11.7 Germany
  • 4.11.8 Hungary
  • 4.11.9 India
  • 4.11.10 Indonesia
  • 4.11.11 Japan
  • 4.11.12 Mexico
  • 4.11.13 Poland
  • 4.11.14 Thailand
  • 4.11.15 UK
  • 4.11.16 US
• 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 Propulsion Type
  • 5.1.1 BEV
  • 5.1.2 PHEV
• 5.2 Battery Chemistry
  • 5.2.1 LFP
  • 5.2.2 NCA
  • 5.2.3 NCM
  • 5.2.4 NMC
  • 5.2.5 Others
• 5.3 Capacity
  • 5.3.1 15 kWh to 40 kWh
  • 5.3.2 40 kWh to 80 kWh
  • 5.3.3 Above 80 kWh
  • 5.3.4 Less than 15 kWh
• 5.4 Battery Form
  • 5.4.1 Cylindrical
  • 5.4.2 Pouch
  • 5.4.3 Prismatic
• 5.5 Method
  • 5.5.1 Laser
  • 5.5.2 Wire
• 5.6 Component
  • 5.6.1 Anode
  • 5.6.2 Cathode
  • 5.6.3 Electrolyte
  • 5.6.4 Separator
• 5.7 Material Type
  • 5.7.1 Cobalt
  • 5.7.2 Lithium
  • 5.7.3 Manganese
  • 5.7.4 Natural Graphite
  • 5.7.5 Nickel
  • 5.7.6 Other Materials
• 5.8 Region
  • 5.8.1 Asia-Pacific
    • 5.8.1.1 By Country
    • 5.8.1.1.1 China
    • 5.8.1.1.2 India
    • 5.8.1.1.3 Japan
    • 5.8.1.1.4 South Korea
    • 5.8.1.1.5 Thailand
    • 5.8.1.1.6 Rest-of-Asia-Pacific
  • 5.8.2 Europe
    • 5.8.2.1 By Country
    • 5.8.2.1.1 France
    • 5.8.2.1.2 Germany
    • 5.8.2.1.3 Hungary
    • 5.8.2.1.4 Italy
    • 5.8.2.1.5 Poland
    • 5.8.2.1.6 Sweden
    • 5.8.2.1.7 UK
    • 5.8.2.1.8 Rest-of-Europe
  • 5.8.3 Middle East & Africa
  • 5.8.4 North America
    • 5.8.4.1 By Country
    • 5.8.4.1.1 Canada
    • 5.8.4.1.2 US
  • 5.8.5 South America

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 BMZ Batterien-Montage-Zentrum GmbH
  • 6.4.2 BYD Company Ltd.
  • 6.4.3 China Aviation Battery Co. Ltd. (CALB)
  • 6.4.4 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.5 Farasis Energy (Ganzhou) Co. Ltd.
  • 6.4.6 Gotion High-Tech Co. Ltd.
  • 6.4.7 Guoxuan High-tech Co. Ltd.
  • 6.4.8 Leclanche SA
  • 6.4.9 LG Energy Solution Ltd.
  • 6.4.10 NFI Group Inc.
  • 6.4.11 Panasonic Holdings Corporation
  • 6.4.12 Proterra Operating Company Inc.
  • 6.4.13 Samsung SDI Co. Ltd.
  • 6.4.14 Sunwoda Electric Vehicle Battery Co. Ltd. (Sunwoda)
  • 6.4.15 Tata Autocomp Systems Ltd.
  • 6.4.16 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