V2X弹性服务

具备双向充电功能的电动车正成为提升电网弹性的宝贵资源。这些技术统称为 "车联网" (V2X)，能够将电动车的电力传输到家庭、建筑和电网，有助于平衡电力供需。随着电动车普及率的提高，可用于电网支援的累积电池容量预计将成为管理尖峰需求和提高系统弹性的关键资产。

本报告研究了全球 V2X 灵活性服务和双向充电市场，并针对五个关键用例（校车 V2G、商用车 V2B、商用车 V2G、住宅 V2H 和住宅 V2G）提供了详细的设备销售额、收入、能源需求影响和消费者成本节省预测。

目录

第1章 摘要整理

• 简介
• 范围
• 市场预测

第2章 市场问题

• 简介
• V2X概要
  • V2X的实行
  • 双向充电器与系统设计
• 支撑电网的弹性的车辆所扮演的角色
• 使用案例
  • 校车
  • 商用车队
  • 住宅
  • V2X适sa没有的使用案例
• 推动市场要素
  • V2X支援EV和双向充电器的增加
  • 能源成本的节约和收益的预定
  • 韧性
• 障碍
  • 利害关係人优先事项衝突
  • 互通性和标准化
  • V2X 成本
  • 消费者采用率低

第3章 产业价值链

• 竞争情形
  • M&A活动
  • 价格设定
  • 经营模式的演进

第4章 市场预测

• 调查手法
• 全球预测
  • 双向充电器销售与部署
  • 双向充电器销售
  • V2X 应用对能源需求的影响
  • 客户成本节约与收入

第5章 结论与建议

• 3个大的要点
• 建议
  • 汽车OEM
  • EVSE厂商
  • V2X软体供应商
  • 公共事业

第6章 缩写和简称的清单

第7章 目录

第8章 图表

第9章 调查范围，资讯来源，调查手法，註记

EVs equipped with bidirectional charging capabilities are emerging as a valuable resource for grid flexibility. Known collectively as vehicle-to-everything (V2X), these technologies allow EVs to transfer energy to homes, buildings, and the grid, helping to balance electricity supply and demand. As the number of EVs on the road increases, the cumulative battery capacity available for grid support is expected to become a significant asset for managing peak demand and enhancing system resilience.

This report analyzes the global market for V2X flexibility services and bidirectional charging equipment from 2025 to 2034. It provides detailed forecasts for equipment sales, revenue, energy demand impact, and consumer cost savings across five key use cases: school bus vehicle-to-grid (V2G), commercial fleet vehicle-to-building (V2B), commercial fleet V2G, residential vehicle-to-home (V2H), and residential V2G. Charging equipment revenue is segmented into hardware, installation, power management systems, operations, and maintenance. The report also examines regional trends in North America, Europe, and OECD Asia-Pacific, highlighting the policy, technology, and market factors shaping adoption.

Guidehouse Research expects the market for bidirectional charging equipment to grow substantially over the next decade as V2X technologies move from pilot projects to broader deployment. Residential use cases are projected to account for the largest share of installations, reflecting the high number of individually owned EVs with V2X capabilities. The report offers guidance for stakeholders-including vehicle OEMs, EV supply equipment (EVSE) manufacturers, software providers, utilities, and grid operators-on how bidirectional charging systems may evolve to support grid flexibility and enable new energy management strategies.

Table of Contents

1. Executive Summary

• 1.1 Introduction
• 1.2 Scope
• 1.3 Market Outlook

2. Market Issues

• 2.1 Introduction
• 2.2 Overview of V2X
  • 2.2.1 V2X Implementation
  • 2.2.2 Bidirectional Charging Equipment and System Design
• 2.3 Role of Vehicles in Supporting Grid Flexibility
• 2.4 Use Cases
  • 2.4.1 School Buses
  • 2.4.2 Commercial Fleets
  • 2.4.3 Residential
  • 2.4.4 Use Cases Not Suited for V2X
• 2.5 Market Drivers
  • 2.5.1 Growth of V2X-Capable EVs and Bidirectional Chargers
  • 2.5.2 Energy Cost Savings and Revenue Potential
  • 2.5.3 Resilience
• 2.6 Barriers
  • 2.6.1 Conflicting Stakeholder Priorities
  • 2.6.2 Interoperability and Standardization
  • 2.6.3 V2X Costs
  • 2.6.4 Low Consumer Participation

3. Industry Value Chain

• 3.1 Competitive Landscape
  • 3.1.1 M&A Activities
  • 3.1.2 Pricing
  • 3.1.3 Business Model Evolution

4. Market Forecasts

• 4.1 Methodology
  • 4.1.1 Key Assumptions
  • 4.1.2 Modeling Limitations
• 4.2 Global Forecasts
  • 4.2.1 Bidirectional Charger Sales and Deployment
  • 4.2.2 Bidirectional Charging Equipment Revenue
    • 4.2.2.1 Hardware Revenue
    • 4.2.2.2 Installation Revenue
    • 4.2.2.3 Power Management System Revenue
    • 4.2.2.4 Operations and Maintenance Revenue
  • 4.2.3 Energy Demand Impact of V2X Applications
  • 4.2.4 Customer Cost Savings and Revenue

5. Conclusions and Recommendations

• 5.1 Three Big Takeaways
• 5.2 Recommendations
  • 5.2.1 Vehicle OEMs
  • 5.2.2 EVSE Manufacturers
  • 5.2.3 V2X Software Providers
  • 5.2.4 Utilities

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources, Methodology and Note

List of Tables

• Table 3-1. Examples of Companies in the V2X Value Chain
• Table 3-2 Typical Costs for V2X Implementation (Per Charger)
• Table 4-1. Cost Component Descriptions
• Table 4-2. Model Inputs and Outputs

List of Figures

• Chart 1-1. Bidirectional Charging Equipment Revenue by Region, World Markets: 2025-2034
• Chart 4-1. Bidirectional Charger Population by Use Case, World Markets: 2025-2034
• Chart 4-2. Bidirectional Charging Equipment Revenue by Cost Component, World Markets: 2025-2034
• Chart 4-3. Bidirectional Charging Hardware Revenue by Use Case, World Markets: 2025-2034
• Chart 4-4. Bidirectional Charging Installation Revenue by Use Case, World Markets: 2025-2034
• Chart 4-5. Bidirectional Charging Power Management System Revenue by Use Case, World Markets: 2025-2034
• Chart 4-6. Bidirectional Charging Operations and Maintenance Revenue by Use Case, World Markets: 2025-2034
• Chart 4-7. Annual Energy Demand Impact by Use Case, World Markets: 2025-2034
• Chart 4-8. Consumer Cost Savings and Revenue by Use Case, World Markets: 2025-2034
• Figure 2-1. Visual Representation of V2X Applications
• Figure 2-2. Equipment Required for V2H and V2B Applications
• Figure 3-1. V2X Value Chain