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市场调查报告书
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1689683

电池能源储存系统係统-市场占有率分析、产业趋势与统计、成长预测（2025-2030）

Battery Energy Storage System - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 200 Pages | 商品交期: 2-3个工作天内

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简介目录

电池能源储存系统市场规模预计在 2025 年为 372 亿美元，预计到 2030 年将达到 565.1 亿美元，预测期内（2025-2030 年）的复合年增长率为 8.72%。

电池储能係统-市场-IMG1

关键亮点

  • 从中期来看，预计锂离子电池价格下降和可再生能源渗透率提高等因素将在预测期内推动电池能源储存系统係统市场的发展。
  • 另一方面，钴、锂和铜等原材料的供需不匹配可能会在研究期间阻碍电池能源储存系统(BESS) 市场的成长。
  • 在预测期内，用于储存能源的新电池技术的进步可能会为 BESS 市场创造丰厚的成长机会。
  • 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。

电池能源储存系统係统市场趋势

住宅用途预计将快速成长

  • 住宅能源储存系统係统是小型可充电电池与分散式发电源相结合，通常是屋顶太阳能光伏 (PV) 系统。大多数住宅储能係统 (BESS) 的容量在 2.5 至 25.2 kWh 之间，标称电压约为 50V。大多数锂离子 BESS 都是采用锂镍锰钴氧化物 (NMC) 或磷酸铁锂 (LiFePO4) 电池化学成分。
  • 近年来，随着全国对可再生能源基础设施的投资不断增加，能源储存系统（ESS）经历了显着增长，尤其是在住宅领域。由于年度可支配所得的增加、在家工作趋势的上升以及全球电力消耗的增加，预计预测期内住宅部门的电力消耗将会增加。能源储存系统用于在尖峰时段停电期间为家庭提供持续电力。
  • 据SolarPower Europe称，2021年欧洲将安装约2.3GWh的住宅电池储能，与前一年同期比较翻倍。安装量的增加是由于欧盟委员会要求在新建和重建的建筑物中安装太阳能係统，以及作为国家能源和气候计画（NECP）制定的国家清洁灵活性计画的一部分的电池储存目标。未来这种情况可能还会进一步升级。
  • 许多欧洲国家已经制定了引入能源储存的目标。例如，据西班牙能源储存协会称，作为新策略的一部分，该国的目标是到 2030 年实现 20GW 的能源储存容量，到 2050 年实现 30GW 的能源储存容量。
  • 由于政府的激励措施和税收减免，电池储能係统的成本已经下降。例如，2022 年 3 月，英国政府推出了新立法，推翻了欧盟法院带来的法律变化，该变化规定对住宅节能技术（包括住宅BESS 装置）征收零增值税。此减税措施有效期限为五年，之后增值税税率可能回落至5%。
  • 在可再生能源中，大部分住宅需求来自太阳能，这就产生了对住宅电池储存系统的需求。例如，根据法国Territoire Solaire的数据，2023年第四季法国住宅太阳能容量将达到2,645兆瓦，比2022年第四季成长36.4％。
  • 2022年6月，丰田推出住宅蓄电池“大内九电系统”，进军储能市场。丰田发布了额定输出功率为5.5kWh、额定容量为8.7kWh的储能係统。它采用了该公司的电动车电池技术。将太阳能发电系统连接到屋顶可以为您的家庭提供日夜供电。该公司最初的目标是在日本销售其储能係统。
  • 因此，预计在预测期内，住宅应用将在电池储存市场产生良好的需求。

亚太地区可望进一步成长

  • 预计未来几年亚太地区将继续引领电池能源储存市场。该地区由两种主要类型的电网组成，每种类型的电网都有不同的特点和能源储存系统机会。一方面，日本、韩国、纽西兰和澳洲等高度发展的国家，拥有特大城市和采用最新技术的先进电网。
  • 2023年上半年，中国能源储存新增项目持续高速发展，新增计划850个（含规划、在建、委託计划），较2022年同期成长一倍以上；新增委託容量8.0GW/16.7GWh，超过去年2022年全年新增容量水准（7.3GW/15.9GWh）。新增计划主要在6月运作，容量达3.95GW/8.31GWh，占2023年上半年运作计划新增容量的50%，并且预计未来几年仍将维持显着成长。
  • 同样，在印度，政府表示能源储存需求将激增至 7,393 万千瓦（2,669 万千瓦 PSP 和 4,724 万千瓦 BESS），预计到 2031-32 年储存容量将达到 4,114 万吉瓦时。据估计，2022 年至 2032 年间，PSP 将需要 5,420.3 亿印度卢比，BESS 将需要 67 亿美元来开发储存容量。
  • 此外，从长远来看，CEA预测，随着该国在2070年实现净零排放的目标以及可再生能源的快速成长，到2047年，该国的能源储存需求将达到约320GW（90GW PSP和230GW BESS），总能源储存容量将达到2,380GWh。
  • 根据世界能源资料统计评论，亚太地区2022年的发电量将比2021年增加4%，其中大部分来自可再生。此外，日本政府也设定了2050年实现碳中和的目标，政府的目标是到2030年将可再生能源发电占总发电量的36-38%，其中太阳能和风能占19-21%。该国先前的目标是在2019-20年将再生能源占比从18%提高到22-24%。
  • 中国正大力投资电池能源储存系统（BESS），目标是到2030年实现100GW的能源储存容量。 「十四五」规划推出了支持各类BESS的政策，包括新型锂离子电池、钠离子电池、铅碳电池和氧化还原液流电池。电池具有容量大、成本低、寿命长、反应快等优点。目标是鼓励在未来几年建造独立拥有的电池能源储存设施，以支持和平衡风力发电机和太阳能电池板快速成长但不稳定的发电能力。
  • 此外，2023 年 9 月，印度联邦内阁核准了可行性缺口融资计画 (VGF)，用于为过剩的风能和太阳能建造强大的储能係统。根据该计划，预计到 2031 财年将开发总合4,000 兆瓦时 (MWh) 的电池储能係统 (BESS)计划。该计划已提供初始支出 11.2818 亿美元，其中包括 4.5127 亿美元的预算支持。
  • 因此，预计亚太地区将在预测期内占据市场主导地位。

电池能源储存系统係统产业概况

电池能源储存系统市场较分散。市场主要企业（不分先后顺序）包括比亚迪股份有限公司、松下公司、LG能源解决方案有限公司、特斯拉公司和宁德时代新能源科技股份有限公司。

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

第一章 引言

  • 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 市场概述

  • 介绍
  • 至2029年的市场规模及需求预测（单位：美元）
  • 近期趋势和发展
  • 政府法规和政策
  • 市场动态
    • 驱动程式
      • 可再生能源需求不断成长
      • 锂离子电池价格下跌
    • 限制因素
      • 原料供应减少
  • 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强度

第五章市场区隔

  • 类型
    • 锂离子电池
    • 铅酸电池
    • 镍氢电池
    • 其他类型（钠硫电池、液流电池）
  • 应用
    • 公共产业
    • 商业/工业
    • 住宅
  • 地区
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 欧洲
      • 德国
      • 法国
      • 英国
      • 义大利
      • 西班牙
      • 北欧的
      • 土耳其
      • 俄罗斯
      • 其他欧洲国家
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 澳洲
      • 马来西亚
      • 泰国
      • 印尼
      • 越南
      • 其他亚太地区
    • 南美洲
      • 巴西
      • 阿根廷
      • 智利
      • 哥伦比亚
      • 南美洲其他地区
    • 中东和非洲
      • 沙乌地阿拉伯
      • 阿拉伯聯合大公国
      • 南非
      • 卡达
      • 奈及利亚
      • 埃及
      • 其他中东和非洲地区

第六章竞争格局

  • 併购、合资、合作与协议
  • 主要企业策略
  • 公司简介
    • BYD Company Limited
    • Panasonic Corporation
    • LG Energy Solution Ltd.
    • Contemporary Amperex Technology Co. Limited
    • Sony Corp.
    • Varta AG
    • Tesla Inc.
    • Samsung SDI Co. Ltd.
    • Cellcube Energy Storage System Inc.
  • 市场排名分析

第七章 市场机会与未来趋势

  • 新电池技术的技术进步
简介目录
Product Code: 67278

The Battery Energy Storage System Market size is estimated at USD 37.20 billion in 2025, and is expected to reach USD 56.51 billion by 2030, at a CAGR of 8.72% during the forecast period (2025-2030).

Battery Energy Storage System - Market - IMG1

Key Highlights

  • Over the medium term, factors such as declining prices of lithium-ion batteries and increased penetration of renewable energy are likely to drive the battery energy storage systems market in the forecast period.
  • On the other hand, the demand-supply mismatch of raw materials like cobalt, lithium, copper, etc., will likely hinder the growth of the battery energy storage systems (BESS) market in the studied period.
  • Nevertheless, technological advancements in new battery technologies to store energy will likely create lucrative growth opportunities for the BESS 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 Energy Storage System Market Trends

Residential Expected to be the Fastest-growing Segment

  • Residential energy storage systems are small-scale rechargeable batteries paired with distributed generation sources, mainly rooftop solar photovoltaic (PV) systems. Most residential battery energy storage systems (BESS) have a capacity of 2.5-25.2 kWh and a nominal voltage of nearly 50 V. However, systems with higher nominal voltage outputs are available in the market. Most of these Li-ion BESS are of Lithium Nickel Manganese Cobalt Oxide (NMC) or Lithium Iron Phosphate (LiFePO4) battery chemistry.
  • In recent years, the energy storage system (ESS) has experienced significant growth, especially in the residential sector, along with rising investments in renewable energy infrastructure across the country. Electricity consumption in the residential sector is estimated to increase during the forecast period due to increasing annual disposable incomes, rising work-from-home trends, and rising power consumption across the globe. Energy storage systems are used for continuous power supply at homes during power outages at peak hours.
  • According to SolarPower Europe, the European region installed residential battery energy storage of about 2.3 GWh in 2021, a two-fold increase from the previous year. The rise in installations was attributed to the mandatory installation of solar energy systems on new and renovated buildings as directed by the European Commission and battery storage targets as part of the National Clean Flexibility Plan as per ' National Energy and Climate Plans (NECPs). This is likely to escalate the same in the future as well.
  • Many European countries have charted energy storage installation targets. For instance, according to the Spanish Energy Storage Association, the nation aims to achieve 20 GW of energy storage installations by 2030 and 30 GW by 2050 as part of its new strategy.
  • The cost of battery energy storage systems declined due to favorable government incentives and tax cuts. For instance, in March 2022, the UK government introduced new legislation, reversing the legislative changes brought in by the Court of Justice of the European Union, through which the government mandated a zero VAT rate for energy-saving technologies for residential accommodations, including residential BESS units. This tax cut would be valid for five years, after which the VAT rate will likely be revised to 5%.
  • In renewable power sources, the majority of residential demand comes from the solar energy segment, which, in turn, creates demand for residential battery energy storage systems. For instance, according to France Territoire Solaire, in Q4 2023, France's total residential photovoltaic solar energy capacity accounted for 2,645 MW, an increase of 36.4 % compared to Q4 2022.
  • In June 2022, Toyota entered the energy storage market by launching the O-Uchi Kyuden System, a residential battery product. Toyota launched a rated output of 5.5 kWh and a rated capacity of 8.7 kWh battery storage system. It uses the company's electric vehicle battery technology. When connected to a photovoltaic rooftop system, the system can power a home day and night. Initially, the company aimed to sell the storage system in Japan.
  • Therefore, owing to these factors, the residential application is expected to create lucrative demand in the battery energy storage systems market during the forecast period.

Asia-Pacific Expected to Witness Faster Growth

  • Asia-Pacific is expected to keep leading the market for battery energy storage over the next few years. The region consists of two main types of power grids, each with different characteristics and opportunities for energy storage systems. On one side are highly developed countries like Japan, South Korea, New Zealand, and Australia, as well as other large cities with advanced grids that work well and use the latest technologies.
  • In the first half of 2023, China's new energy storage continued to develop at a high speed, with 850 projects (including planning, under construction, and commissioned projects), over twice that of the same period in 2022. The newly commissioned scale is 8.0GW/16.7 GWh, higher than the new scale level last year (7.3GW/15.9GWh) in 2022. The newly added projects were mainly put into operation in June, and the capacity reached 3.95GW/8.31GWh, accounting for 50% of the total increased capacity of operating projects in the first half of 2023. Further, it is expected that it will likely continue to maintain significant growth in the coming years.
  • Similarly, in India, According to the government, the energy storage requirement is expected to soar to 73.93 GW (26.69 GW PSP and 47.24 GW BESS) with a significant storage capacity of 411.4 GWh by 2031-32. To develop the energy storage capacity from 2022 to 2032, an estimated fund requirement of over INR 54,203 crore for PSP and USD 6.7 billion for BESS is anticipated.
  • Further, CEA has also set its sights on the long-term, projecting that by 2047, the country's energy storage demand will likely reach about 320 GW (90 GW PSP and 230 GW BESS) with a total energy storage capacity of 2,380 GWh, aligning with the country's aim to achieve the net zero emissions by 2070 and the rapid renewable energy growth.
  • According to the Statistical Review of World Energy Data, in the Asia Pacific region, electricity generation will increase by 4% in 2022 as compared to 2021, the majority due to renewable sources of energy. Furthermore, the Japanese government has set a goal of reaching carbon neutrality by 2050. It intends to boost production from renewables in the overall energy generation to 36-38% by 2030, with solar and wind accounting for 19-21%. The country's prior objective was for renewables to increase from 18% to 22-24% in 2019-2020.
  • China is investing heavily in battery energy storage systems (BESS), targeting 100 GW energy storage capacity by 2030. The 14th FYP set the tone to support all types of BESS, including novel lithium-ion, sodium-ion, lead-carbon, and redox flow. The battery energy storages have the advantages of high capacity, low cost, long life cycles, and fast response times. The goal is to boost the build-out of independently owned battery energy storage facilities to support and balance the rapidly growing but intermittent generation capacity from wind turbines and solar panels in the coming years.
  • Furthermore, in September 2023, the Union Cabinet of India approved the viability gap funding scheme (VGF) to create a robust storage system for excess wind and solar power production. A total of 4,000 megawatt hours (MWh) of Battery Energy Storage System (BESS) projects will be developed by FY31 under the scheme. An initial outlay of USD 1,128.18 million, including budgetary support of USD 451.27 million, has been provided under the scheme.
  • Therefore, owing to such factors, Asia-Pacific is expected to dominate the market during the forecast period.

Battery Energy Storage System Industry Overview

The battery energy storage system market is fragmented. Some of the major players in the market (in no particular order) are BYD Company Limited, Panasonic Corporation, LG Energy Solution Ltd., Tesla Inc., and Contemporary Amperex Technology Co. Limited.

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, until 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 Increased Demand of Renewable Energy
      • 4.5.1.2 Reducing Prices of Lithium-ion Batteries
    • 4.5.2 Restraints
      • 4.5.2.1 Reduction in Supply of 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 SEGMENTATION

  • 5.1 Type
    • 5.1.1 Lithium-ion Batteries
    • 5.1.2 Lead-acid Batteries
    • 5.1.3 Nickel Metal Hydride
    • 5.1.4 Other Types (Sodium-sulfur Batteries and Flow Batteries)
  • 5.2 Application
    • 5.2.1 Utility
    • 5.2.2 Commercial and Industrial
    • 5.2.3 Residential
  • 5.3 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 Europe
      • 5.3.2.1 Germany
      • 5.3.2.2 France
      • 5.3.2.3 United Kingdom
      • 5.3.2.4 Italy
      • 5.3.2.5 Spain
      • 5.3.2.6 Nordic
      • 5.3.2.7 Turkey
      • 5.3.2.8 Russia
      • 5.3.2.9 Rest of Europe
    • 5.3.3 Asia-Pacific
      • 5.3.3.1 China
      • 5.3.3.2 India
      • 5.3.3.3 Japan
      • 5.3.3.4 Australia
      • 5.3.3.5 Malaysia
      • 5.3.3.6 Thailand
      • 5.3.3.7 Indonesia
      • 5.3.3.8 Vietnam
      • 5.3.3.9 Rest of Asia-pacific
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Chile
      • 5.3.4.4 Colombia
      • 5.3.4.5 Rest of South America
    • 5.3.5 Middle East and Africa
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 United Arab Emirates
      • 5.3.5.3 South Africa
      • 5.3.5.4 Qatar
      • 5.3.5.5 Nigeria
      • 5.3.5.6 Egypt
      • 5.3.5.7 Rest of Middle East & Africa

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 BYD Company Limited
    • 6.3.2 Panasonic Corporation
    • 6.3.3 LG Energy Solution Ltd.
    • 6.3.4 Contemporary Amperex Technology Co. Limited
    • 6.3.5 Sony Corp.
    • 6.3.6 Varta AG
    • 6.3.7 Tesla Inc.
    • 6.3.8 Samsung SDI Co. Ltd.
    • 6.3.9 Cellcube Energy Storage System Inc.
  • 6.4 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Technological Advancements in New Battery Technologies