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市场调查报告书
商品编码
1662596
2030 年电动车流体市场预测:依产品类型、车辆类型、推进类型、填充类型和地区进行分析Electric Vehicle Fluids Market Forecasts to 2030 - Global Analysis By Product Type, Vehicle Type, Propulsion Type, Fill Type and By Geography |
根据 Stratistics MRC 的数据,全球电动车液体市场预计在 2024 年达到 9.346 亿美元,到 2030 年达到 44.491 亿美元,预测期内的复合年增长率为 29.7%。
被称为电动车液体的专用液体对于电动车 (EV) 的寿命和功能至关重要。电动车的冷却和润滑要求与内燃机不同。这些液体包括用于传动系统中的齿轮和轴承以确保平稳运行的润滑剂、用于液压制动系统的製动液、用于各种部件的特种润滑脂以及用于电池和马达的冷却剂以控制电气部件产生的热量。为了确保电动车性能安全有效,这些液体通常需要特定的电气性能和材料相容性。
据中国工业协会(CAAM)称,中国继续巩固其作为世界领先汽车製造中心之一的地位。 2022年7月电池式电动车(EV)产量与去年同期相比激增117.3%。这一大幅成长意味着当月产销量约为 617,000 辆。
电动车日益普及
环境问题、政府激励措施和电池技术的进步正在推动电动车 (EV) 的普及,从而产生对 EV 专用液体的需求。这些液体,例如电池冷却液和变速箱油,对于优化电动车性能、确保温度控管和延长车辆寿命至关重要。随着全球范围内,尤其是亚太和欧洲等地区电动车的生产和销售不断增长,对满足电动车特定要求的高效耐用流体的需求持续增长,从而极大地促进了市场的发展。
电动车基础设施有限
充电网路不足会使潜在买家望而却步,从而减缓电动车的普及率,并最终减少对电动车液压油的需求。这项挑战在基础设施不发达的开发中地区尤为明显。此外,不同电动车车型对流体的要求并不统一,这使得生产和分销变得复杂,进一步阻碍了市场的成长。
电动车型扩展
各种电动车车型在乘用车、商用车和两轮车等领域的扩展为电动车流体市场创造了巨大的机会。製造商正在不断开发专用液体以满足不同车型的特定要求。随着汽车製造商推出新车型以满足日益增长的消费者需求和政府对零排放汽车的要求,对先进的冷却、润滑和变速箱油的需求激增,预计这将推动市场成长。
电动车高成本
电动车的高初始成本仍然是市场面临的一大威胁。儘管各国政府都在提供补贴和奖励来鼓励人们购买电动车,但价格问题仍然是许多消费者面临的障碍。这限制了电动车在价格敏感市场的整体渗透率,并抑制了对电动车专用液体的需求。此外,经济不确定性和通膨压力可能会进一步抑制消费者向电动车的转变,进而影响市场成长。
由于製造业务关闭和供应链中断,COVID-19 疫情扰乱了电动车液压油市场。停产期间汽车产量和销量的下降影响了对电动车液体的需求。然而,疫情后的復苏努力见证了对永续旅行解决方案的投资復苏。各国政府对绿色復苏计画的关注加速了电动车的普及,间接推动了对特殊输液的需求。这场疫情凸显了有韧性的供应链和流畅的技术创新对支持未来成长的重要性。
预测期内,电池冷却剂市场预计将成长至最大
预计电池冷却剂部分将在预测期内占据最大的市场占有率,因为它在维持最佳电池温度和确保电动车的温度控管方面发挥关键作用。这些冷却剂可防止过热和冻结,从而提高电池效率,延长电池寿命并提高整体性能。该领域的成长主要得益于针对现代电动车高性能电池而定制的冷却液配方的进步。随着电池技术不断发展,能量密度越来越高,对先进冷却解决方案的需求也日益增加。
预计预测期内商用车领域将以最高的复合年增长率成长。
由于严格的排放法规推动公车、卡车和送货车的电气化,商用车领域预计将在预测期内实现最高成长率。这些车辆的重型和长时间使用需要强大的温度控管系统。专为高性能冷却和润滑而设计的专用流体对于确保效率和耐用性至关重要。物流公司越来越多地采用电动商用车,进一步推动了这一领域的成长。
在预测期内,预计亚太地区将占据最大的市场占有率,这得益于中国、日本和韩国等国家在电动车生产和销售方面处于领先地位。政府透过补贴和投资充电基础设施来推动电动车的发展,从而推动该地区的成长。主要汽车和流体製造商的存在进一步增强了亚太地区的主导地位。消费者对永续交通解决方案的认识不断提高也为该地区的主导地位做出了巨大贡献。
由于工业化的快速发展和电动车製造基础设施投资的增加,预计亚太地区在预测期内将呈现最高的复合年增长率。印度等国家在政府优惠政策的支持下,不断扩大国内製造能力,正逐渐成为主要参与企业。该地区不断增长的中阶人口将推动对经济实惠的电动车解决方案的需求,从而促进各种车型的液体消费。电池技术的持续进步将进一步增强亚太地区的成长轨迹。
According to Stratistics MRC, the Global Electric Vehicle Fluids Market is accounted for $934.6 million in 2024 and is expected to reach $4449.1 million by 2030 growing at a CAGR of 29.7% during the forecast period. Specialized liquids known as electric vehicle fluids are essential to the longevity and functionality of electric vehicles (EVs). EVs have different cooling and lubrication requirements than internal combustion engines. These fluids include lubricants for gears and bearings in the drivetrain, which ensure smooth operation; brake fluids for hydraulic braking systems; specialized greases for different components; and coolants for batteries and motors, which control heat produced by electrical components. To guarantee safe and effective EV performance, these fluids frequently have particular electrical characteristics and material compatibility requirements.
According to the China Association of Automobile Manufacturers (CAAM), China continues to solidify its position as the world's leading automotive production hub. The production of battery-powered electric vehicles (EVs) in July 2022 surged by 117.3% compared to the same period in the previous year. This significant increase culminated in the production and sale of approximately 617,000 units within the month.
Growth in electric vehicle adoption
The increasing adoption of electric vehicles (EVs) due to environmental concerns, government incentives, and advancements in battery technology drives the demand for specialized EV fluids. These fluids, including battery coolants and e-transmission fluids, are essential for optimizing EV performance, ensuring thermal management, and extending vehicle lifespan. As EV production and sales rise globally, especially in regions like Asia Pacific and Europe, the need for efficient and durable fluids tailored to EV-specific requirements continues to grow, significantly boosting the market.
Limited EV infrastructure
Inadequate charging networks discourage potential buyers, slowing EV adoption rates and consequently reducing demand for EV fluids. This challenge is particularly pronounced in developing regions where infrastructure development lags. Additionally, the lack of standardized fluid requirements across various EV models complicates production and distribution, further hindering market growth.
Expansion of EV models
The expansion of diverse EV models across segments such as passenger cars, commercial vehicles, and two-wheelers presents significant opportunities for the electric vehicle fluids market. Manufacturers are increasingly developing specialized fluids to cater to the unique requirements of different vehicle types. With automakers launching new models to meet growing consumer demand and government mandates for zero-emission vehicles, the need for advanced cooling, lubrication, and transmission fluids is expected to surge, driving market growth.
High cost of electric vehicles
The high upfront cost of electric vehicles remains a major threat to the market. While governments provide subsidies and incentives to promote EV adoption, affordability remains a barrier for many consumers. This limits the overall penetration of EVs in price-sensitive markets, thereby constraining the demand for specialized EV fluids. Additionally, economic uncertainties and inflationary pressures can further deter consumers from transitioning to EVs, impacting market growth.
The COVID-19 pandemic disrupted the electric vehicle fluids market due to halted manufacturing operations and supply chain interruptions. Reduced vehicle production and sales during lockdowns impacted demand for EV fluids. However, post-pandemic recovery efforts saw renewed investments in sustainable mobility solutions. Governments' focus on green recovery initiatives accelerated EV adoption, indirectly boosting demand for specialized fluids. The pandemic highlighted the importance of resilient supply chains and innovation in fluid technologies to support future growth.
The battery coolants segment is expected to be the largest during the forecast period
The battery coolants segment is expected to account for the largest market share during the forecast period due to its critical role in maintaining optimal battery temperature and ensuring thermal management in electric vehicles. These coolants enhance battery efficiency by preventing overheating or freezing, thereby extending battery life and improving overall performance. The segment's growth is driven by advancements in coolant formulations tailored for high-performance batteries used in modern EVs. As battery technology evolves with higher energy densities, the demand for advanced cooling solutions continues to rise.
The commercial vehicles segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the commercial vehicles segment is predicted to witness the highest growth rate due to increasing electrification of buses, trucks, and delivery vans driven by stringent emission regulations. These vehicles require robust thermal management systems due to their heavy-duty operations and extended usage hours. Specialized fluids designed for high-performance cooling and lubrication are essential for ensuring efficiency and durability. The growing adoption of electric commercial fleets by logistics companies further accelerates this segment's growth.
During the forecast period, the Asia Pacific region is expected to hold the largest market share due to its leadership in EV production and sales, particularly in countries like China, Japan, and South Korea. Government initiatives promoting e-mobility through subsidies and investments in charging infrastructure drive regional growth. The presence of major automakers and fluid manufacturers further strengthens Asia Pacific's dominance. Rising consumer awareness about sustainable transportation solutions also contributes significantly to the region's leading position.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR due to rapid industrialization and increasing investments in EV manufacturing infrastructure. Countries like India are emerging as key players with growing domestic production capabilities supported by favorable government policies. The region's expanding middle-class population drives demand for affordable electric mobility solutions, boosting fluid consumption across various vehicle types. Continuous advancements in battery technology further enhance Asia Pacific's growth trajectory.
Key players in the market
Some of the key players in Electric Vehicle Fluids Market include ExxonMobil Corporation, Shell plc, TotalEnergies SE, BP plc, FUCHS Petrolub AG, Valvoline Inc., PETRONAS, ENEOS Corporation, Repsol S.A., PTT Public Company Limited, Castrol Limited, Aramco, Lubrizol Corporation, Afton Chemical Corporation, Gulf Oil Lubricants India Limited, 3M Company, Electrolube Limited and Kluber Lubrication Munchen GmbH & Co. KG.
In November 2024, bp opened its first Gigahub(TM) in the Southern Hemisphere, located at New Zealand's Christchurch Airport. New Zealand Prime Minister Christopher Luxon was on hand to officially open the hub, which has 12 fast EV charge points.
In October 2024, Aramco, a global integrated energy and chemicals company, and ENOWA, NEOM's energy and Water Company, have signed a joint development agreement to construct and establish a first-of-its-kind synthetic electro fuel (e-fuel) demonstration plant. It will be located in ENOWA's Hydrogen Innovation and Development Center (HIDC) and aims to demonstrate technical feasibility and commercial viability by producing 35 barrels per day of low-carbon, synthetic gasoline from renewable-based hydrogen and captured carbon dioxide (CO2).