牵引电池市场规模、份额及成长分析（按产品类型、产能、应用和地区）- 2025-2032 年产业预测

2023 年全球牵引电池市场规模价值为 362 亿美元，预计将从 2024 年的 406.5 亿美元成长到 2032 年的 1028.3 亿美元，预测期内（2025-2032 年）的复合年增长率为 12.3%。

由于技术进步、法律规范和消费者偏好的变化，全球牵引电池市场正在经历快速发展。传动装置製造商面临的挑战是透过优化性能、控製成本和满足环境标准来满足日益增长的电力传输和能源储存解决方案的需求。电池技术的研究以及製造流程的持续开发和优化对于市场参与企业来说至关重要。此外，政府推行的清洁交通和严格的排放标准的政策也在影响着形势，迫使相关人员适应法规环境。为了保持竞争力并利用新的市场机会，公司必须投资研发以顺应这些趋势并预测未来的成长。

目录

介绍

• 调查目的
• 研究范围
• 定义

调查方法

• 资讯采购
• 资料和主要资料方法
• 市场规模预测
• 市场假设与限制

执行摘要

• 全球市场展望
• 供需趋势分析
• 细分市场机会分析

市场动态及展望

• 市场概况
• 市场规模
• 市场动态
  • 驱动因素和机会
  • 限制与挑战
• 波特的分析

主要市场考察

• 关键成功因素
• 竞争程度
• 主要投资机会
• 市场生态系统
• 市场吸引力指数（2024 年）
• PESTEL 分析
• 总体经济指标
• 价值链分析
• 定价分析

牵引电池市场规模（按产品类型和复合年增长率） (2025-2032)

• 市场概况
• 铅酸电池底座
• 镍基
• 锂离子电池
• 其他的

牵引电池市场规模（按容量和复合年增长率） (2025-2032)

• 市场概况
• 小于100Ah
• 100～200Ah
• 200～300Ah
• 300～400Ah
• 超过400Ah

牵引电池市场规模（按应用划分）及复合年增长率（2025-2032）

• 市场概况
• 电动车 (EV)
• 纯电动车 (BEV)
• 插电式混合动力车 (PHEV)
• 混合动力电动车 (HEV)
• 堆高机
• 机械搬运设备
• 产业
• 机车
• 其他的

牵引电池市场规模（按地区划分）及复合年增长率（2025-2032）

• 北美洲
  • 美国
  • 加拿大
• 欧洲
  • 德国
  • 西班牙
  • 法国
  • 英国
  • 义大利
  • 其他欧洲国家
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 其他亚太地区
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲国家
• 中东和非洲
  • 海湾合作委员会国家
  • 南非
  • 其他中东和非洲地区

竞争资讯

• 前 5 家公司对比
• 主要企业市场定位（2024年）
• 主要市场参与者所采用的策略
• 近期市场趋势
• 公司市场占有率分析（2024 年）
• 主要企业简介
  • 公司简介
  • 产品系列分析
  • 按细分市场分析市场份额
  • 收益与前一年同期比较对比（2022-2024 年）

主要企业简介

• CATL（Contemporary Amperex Technology Co., Limited）（China）
• LG Energy Solution（South Korea）
• Panasonic Holdings Corporation（Japan）
• BYD Company Ltd.（China）
• Samsung SDI Co., Ltd.（South Korea）
• SK Innovation Co., Ltd.（South Korea）
• Exide Industries Ltd（India）
• Crown Battery Manufacturing Co.（USA）
• East Penn Manufacturing Company（USA）
• Tesla, Inc.（USA）
• Volkswagen Group（Germany）
• GS Yuasa Corporation（Japan）
• Fiamm Energy Technology SpA（Italy）
• Trojan Battery Company（USA）
• Northvolt AB（Sweden）
• Banner GmbH（Austria）
• TAB Batteries（Slovenia）

结论和建议

Global Traction Battery Market size was valued at USD 36.2 billion in 2023 and is poised to grow from USD 40.65 billion in 2024 to USD 102.83 billion by 2032, growing at a CAGR of 12.3% during the forecast period (2025-2032).

The global traction battery market is experiencing rapid evolution driven by technological advancements, regulatory frameworks, and shifting consumer preferences. Manufacturers face the challenge of optimizing performance while managing costs and meeting environmental standards to satisfy the rising demand for power transmission and energy storage solutions. Continuous development and optimization of manufacturing processes, alongside research in battery technology, are crucial for market participants. Additionally, government policies promoting clean transportation and stringent emissions standards further influence the landscape, compelling stakeholders to adapt to this regulatory environment. To remain competitive and harness emerging market opportunities, companies must invest in research and development that aligns with these trends and anticipates future growth.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Traction Battery market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Traction Battery Market Segmental Analysis

Global Traction Battery Market is segmented by Product Type, Capacity, Application and Region. Based on Product Type, the market is segmented into Lead Acid Based, Nickel Based, Lithium-Ion Based and Others. Based on Capacity, the market is segmented into Less than 100 Ah, 100-200 Ah, 200-300 Ah, 300-400 Ah and 400 Ah and Above. Based on Application, the market is segmented into Electric Vehicle (EV), Battery Electrical Vehicle (BEV), Plug-in hybrid electrical vehicle (PHEV), Hybrid electrical vehicle (HEV), Forklift, Mechanical handling equipment, Industrial, Locomotives and Others. Based on Region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Traction Battery Market

The global traction battery market is significantly influenced by the rising adoption of electric vehicles (EVs) worldwide. As both governments and consumers prioritize sustainability, there is a growing search for alternatives to enhance hybrid vehicle technologies that drive electric cars, buses, trucks, and assorted EVs. This trend is bolstered by stringent environmental regulations, various government incentives, and rapid advancements in battery technology. Additionally, the increasing benefits associated with electricity transmission in the implementation of EVs contribute to the heightened demand for traction batteries, propelling the market forward as more stakeholders recognize the importance of eco-friendly transportation solutions.

Restraints in the Global Traction Battery Market

The traction battery market faces significant restraints primarily due to cost-related issues. The manufacturing expenses linked to producing these batteries pose challenges for affordable electric vehicles and energy storage systems. Companies across various economic scales struggle to optimize their production methods while effectively managing these cost constraints and securing inexpensive raw materials. This financial burden can hinder innovation and limit market growth, as businesses strive to balance quality, affordability, and production efficiency. Consequently, addressing these cost factors is crucial for the expansion and accessibility of traction batteries in the evolving energy landscape.

Market Trends of the Global Traction Battery Market

The global traction battery market is undergoing a transformative shift, primarily driven by advances in solid-state battery technology. These next-generation batteries present substantial benefits over traditional lithium-ion counterparts, such as improved energy density, quicker charging capabilities, enhanced safety, and longer lifespan. As researchers continue to refine solid-state technology and approach commercial viability, electric vehicle manufacturers are positioned to overcome existing performance constraints tied to conventional batteries. This momentum is anticipated to accelerate the adoption of solid-state solutions, igniting innovation and intensifying competition within the traction battery landscape, ultimately reshaping the energy storage paradigm across various applications.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2024
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis

Global Traction Battery Market Size by Product Type & CAGR (2025-2032)

• Market Overview
• Lead Acid Based
• Nickel Based
• Lithium-Ion Based
• Others

Global Traction Battery Market Size by Capacity & CAGR (2025-2032)

• Market Overview
• Less than 100 Ah
• 100-200 Ah
• 200-300 Ah
• 300-400 Ah
• 400 Ah and Above

Global Traction Battery Market Size by Application & CAGR (2025-2032)

• Market Overview
• Electric Vehicle (EV)
• Battery Electrical Vehicle (BEV)
• Plug-in hybrid electrical vehicle (PHEV)
• Hybrid electrical vehicle (HEV)
• Forklift
• Mechanical handling equipment
• Industrial
• Locomotives
• Others

Global Traction Battery Market Size & CAGR (2025-2032)

• North America (Product Type, Capacity, Application)
  • US
  • Canada
• Europe (Product Type, Capacity, Application)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Product Type, Capacity, Application)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Product Type, Capacity, Application)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Product Type, Capacity, Application)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2024
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2024
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2022-2024)

Key Company Profiles

• CATL (Contemporary Amperex Technology Co., Limited) (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• LG Energy Solution (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Panasonic Holdings Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• BYD Company Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Samsung SDI Co., Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• SK Innovation Co., Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Exide Industries Ltd (India)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Crown Battery Manufacturing Co. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• East Penn Manufacturing Company (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Tesla, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Volkswagen Group (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• GS Yuasa Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Fiamm Energy Technology S.p.A. (Italy)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Trojan Battery Company (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Northvolt AB (Sweden)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Banner GmbH (Austria)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• TAB Batteries (Slovenia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations