能源转型市场规模、份额、成长分析（按能源来源、技术、应用和地区）- 产业预测，2025 年至 2032 年

2023 年全球能源转型市场价值为 2.4 兆美元，预计将从 2024 年的 2.63 兆美元成长到 2032 年的 5.43 兆美元，预测期内（2025-2032 年）的复合年增长率为 9.5%。

随着智慧电网基础设施、可再生能源技术和能源储存解决方案的不断完善，全球能源转型市场正在快速发展。随着风力发电和太阳能成本的大幅下降以及各国对雄心勃勃的净零目标的承诺不断增加，可再生能源总装置容量已超过2000吉瓦。电动车的崛起值得关注，预计未来几年电动车将占全球新车销量的30%以上，同时智慧电网计画也将大规模投资。然而，该行业面临网路安全威胁、监管障碍和供应链漏洞等挑战，这些挑战可能会影响其成长率和稳定性。儘管如此，企业、消费者和政府对永续性和低碳化的推动可能会继续推动能源转型产业的扩张。

目录

介绍

• 调查目标
• 调查范围
• 定义

调查方法

• 资讯收集
• 二次资料和一次资料方法
• 市场规模预测
• 市场假设与约束

执行摘要

• 全球市场展望
• 供需趋势分析
• 细分机会分析

市场动态与展望

• 市场概览
• 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

关键市场考察

• 关键成功因素
• 竞争程度
• 关键投资机会
• 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
• 案例研究

能源转型市场规模（依能源来源划分）及复合年增长率（2025-2032 年）

• 市场概览
• 可再生能源
• 不可可再生能源

能源转型市场规模（依技术及复合年增长率） (2025-2032)

• 市场概览
• 能源储存系统
  • 电池
  • 抽水蓄能发电
• 电动车（EV）
• 智慧电网
• 碳捕获与储存（CCS）

能源转型市场规模（依应用划分）及复合年增长率（2025-2032）

• 市场概览
• 用于发电
• 运输
• 工业的
• 住宅
• 商业的

能源转型市场规模（按地区）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
  • 其他欧洲国家地区
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 其他亚太地区
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲地区
• 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

• 前五大公司对比
• 主要企业市场定位（2024年）
• 主要市场参与者所采取的策略
• 近期市场趋势
• 公司市场占有率分析（2024年）
• 主要企业简介
  • 公司详情
  • 产品系列分析
  • 按部门分類的公司份额分析
  • 收益同比对比（2022-2024 年）

主要企业简介

• GE Vernova（US）
• Iberdrola, SA（Spain）
• NextEra Energy, Inc.（US）
• Constellation（US）
• First Solar（US）
• Orsted A/S（Denmark）
• Dongfang Electric Corporation（China）
• ABB（Switzerland）
• Eaton（Ireland）
• Siemens AG（Germany）
• Danfoss（Denmark）
• Ameresco（US）
• Daikin Industries Ltd.（Japan）
• Orion Energy Systems, Inc.（US）

结论和建议

Global Energy Transition Market size was valued at USD 2.4 trillion in 2023 and is poised to grow from USD 2.63 trillion in 2024 to USD 5.43 trillion by 2032, growing at a CAGR of 9.5% during the forecast period (2025-2032).

The global energy transition market is rapidly evolving, driven by enhancements in smart grid infrastructure, renewable energy technologies, and energy storage solutions. With plummeting costs for wind and solar energy and growing commitments to ambitious net-zero targets, total renewable capacity has surpassed 2,000 GW. The rise of electric vehicles is notable, with expectations that they will account for over 30% of new car sales worldwide in the coming years, complemented by significant investments in smart grid initiatives. However, the industry faces challenges, including cybersecurity threats, regulatory hurdles, and supply chain vulnerabilities, potentially affecting growth rates and stability. Nevertheless, the push for sustainability and low-carbon alternatives from businesses, consumers, and governments will continue to drive expansion in the energy transition sector.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Energy Transition 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 Energy Transition Market Segments Analysis

Global Energy Transition Market is segmented by Energy Source, Technology, Application and region. Based on Energy Source, the market is segmented into Renewable Energy and Non-Renewable Energy. Based on Technology, the market is segmented into Energy Storage Systems, Electric Vehicles (EVs), Smart Grids and Carbon Capture and Storage (CCS). Based on Application, the market is segmented into Power Generation, Transportation, Industrial, Residential and Commercial. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Energy Transition Market

The Global Energy Transition is significantly driven by rapid advancements in renewable energy technologies such as solar, wind, and energy storage systems. Innovations in photovoltaic cells and solid-state batteries are not only lowering the costs associated with these technologies but also enhancing their scalability. Moreover, the substantial reduction in solar photovoltaic installation expenses has played a pivotal role in this transition, coinciding with a marked increase in global capacity. As the market expands, the adoption of electric vehicles and other sustainable solutions continues to rise, illustrating the growing integration of clean energy alternatives across various sectors.

Restraints in the Global Energy Transition Market

The initial investment required for establishing renewable energy infrastructure, such as solar farms and electric vehicle charging networks, poses a significant challenge, especially in developing regions. While large commercial rooftop photovoltaic systems are nearing cost competitiveness with traditional energy sources, their substantial capital expenses remain a barrier to widespread adoption in price-sensitive markets. This financial hurdle can deter potential investors and stakeholders from pursuing renewable energy options, slowing the momentum of transition efforts and limiting the growth of sustainable energy solutions in regions that would benefit greatly from cleaner alternatives.

Market Trends of the Global Energy Transition Market

The Global Energy Transition market is witnessing a significant trend in the accelerated adoption of Electric Vehicles (EVs) and the expansion of supporting infrastructure. With battery costs continually decreasing and favorable policy incentives enhancing consumer appeal, EV sales are anticipated to soar at a compound annual growth rate (CAGR) of 20-25% through 2032. Leading manufacturers like BYD and Tesla are ramping up production to meet this burgeoning demand. Concurrently, substantial investments in charging infrastructure-projected to surpass 500,000 public stations across Europe by 2025-are pivotal, promoting wider adoption and seamless integration with renewable energy grids, ultimately driving the shift towards sustainable transportation.

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
• Case Studies

Global Energy Transition Market Size by Energy Source & CAGR (2025-2032)

• Market Overview
• Renewable Energy
• Non-Renewable Energy

Global Energy Transition Market Size by Technology & CAGR (2025-2032)

• Market Overview
• Energy Storage Systems
  • Batteries
  • Pumped Hydro
• Electric Vehicles (EVs)
• Smart Grids
• Carbon Capture and Storage (CCS)

Global Energy Transition Market Size by Application & CAGR (2025-2032)

• Market Overview
• Power Generation
• Transportation
• Industrial
• Residential
• Commercial

Global Energy Transition Market Size & CAGR (2025-2032)

• North America (Energy Source, Technology, Application)
  • US
  • Canada
• Europe (Energy Source, Technology, Application)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Energy Source, Technology, Application)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Energy Source, Technology, Application)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Energy Source, Technology, 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

• GE Vernova (U.S.)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Iberdrola, S.A. (Spain)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NextEra Energy, Inc. (U.S.)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Constellation (U.S.)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• First Solar (U.S.)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Orsted A/S (Denmark)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Dongfang Electric Corporation (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ABB (Switzerland)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Eaton (Ireland)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Siemens AG (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Danfoss (Denmark)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Ameresco (U.S.)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Daikin Industries Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Orion Energy Systems, Inc. (U.S.)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations