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市场调查报告书
商品编码
1725055
2032 年气候科技市场预测:按组件、公司类型、技术、应用和地区进行的全球分析Climate Tech Market Forecasts to 2032 - Global Analysis By Component (Software, Hardware and Services), Enterprise Type (Large Enterprises, SMEs and Government/Public Sector), Technology, Application and By Geography |
根据 Stratistics MRC 的数据,全球气候技术市场预计在 2025 年达到 296.4 亿美元,到 2032 年将达到 1,255.5 亿美元,预测期内的复合年增长率为 22.9%。
气候技术是指为减轻气候变迁的影响或应对气候变迁而开发的多种技术的总称。这包括能源效率、气候适应基础设施、永续农业、捕碳封存以及可再生能源的进步。这些技术创新旨在促进低碳经济、提高环境永续性并减少温室气体排放。此外,随着世界各国政府、企业和社区承诺实现净零目标,气候科技正成为环境保护和经济机会的关键力量,吸引大量投资并鼓励跨部门合作。
根据普华永道《2023 年气候技术状况》报告,2023 年全球创投和股权对气候科技新兴企业的投资下降了 40.5%,反映出更广泛的经济不确定性。儘管出现这种下降,但对具有高排放潜力的技术的投资仍在增加,例如太阳能、绿色氢能和碳捕获、利用和储存(CCUS)。
公众意识的提高和气候变迁风险
热浪、干旱、洪水和野火等气候相关灾害发生的频率和严重性不断增加,推动了社会对气候行动的需求。媒体报道、激进运动和教育活动提高了人们对不作为的有害影响的认识,促使政府和企业迅速采取行动。此外,投资者和消费者对低碳产品和服务的需求不断增长,推动各行各业将气候技术纳入其风险降低和永续性计画。
初始资本成本过高
虽然许多气候技术解决方案能够实现长期成本节约和效率提升,但它们的初始实施往往需要大量投资。绿色氢气生产、捕碳封存(CCS)以及可再生能源所需的基础设施可能需要专业劳动力、昂贵的原材料和先进的工程。对于气候科技领域的新兴企业创企业和小型企业来说,早期资金筹措通常很困难,尤其是在金融体係不发达的开发中国家。此外,这些最初的财务障碍可能会限制市场渗透并减缓采用速度,尤其是在低收入地区。
开发碳补偿平台与市场
随着碳定价机制和总量管制与交易制度的日益普及,自愿和合规碳市场越来越受欢迎。能够追踪、检验和管理碳信用额的技术将从中受益匪浅。人们对碳足迹计算器、基于区块链的抵消登记册和数位 MRV(监控、报告和检验)平台的需求强劲。此外,随着企业努力实现净零目标,可扩展且透明的抵销解决方案将至关重要,这为数据公司和气候技术新兴企业创造了机会。
贸易中断与地缘政治紧张局势
国际贸易在全球气候技术供应链中发挥重要作用,特别是用于太阳能板、风力发电机和电池的关键矿物,如锂、钴和稀土元素。贸易战、制裁和领土争端等地缘政治紧张局势加剧可能会扰乱这些供应链、延误生产并增加材料成本。例如,某些金属依赖俄罗斯、稀土依赖中国,这会带来战略风险。此外,气候技术创新的扩充性和成本竞争力直接受到这种地缘政治不确定性的威胁。
新冠疫情对气候技术市场产生了多方面的影响。最初,由于政府和企业将注意力转向更紧迫的经济和健康问题,这导致计划延迟、全球和供应链中断以及对永续性和清洁能源计划的投资下降。但这场疫情也敲响了警钟,凸显了全球和系统性的相互依存关係,以及抵御气候变迁等系统性威胁的必要性。疫情爆发后,远距办公增加、商务旅行减少等行为变化进一步激发了人们对气候技术的兴趣和创新,在短期内减少了排放,并激发了关于长期永续性的更广泛讨论。
预计硬体部分将成为预测期内最大的部分
由于部署能源储存系统、电动车、气候适应型技术和可再生能源基础设施需要大量资本支出,预计硬体部分将在预测期内占据最大的市场占有率。气候技术计划的基础是硬件,包括碳捕获设备、太阳能电池板、风力发电机、电动车、电池系统和智慧电网设备。这些实体资产是关键产业、交通运输和能源脱碳所必需的。此外,由于全球对净零排放的承诺不断增加,干净科技的大规模部署正在加速,特别是在提供奖励和补贴的地区。
预计人工智慧 (AI) 产业在预测期内将以最高复合年增长率成长
预计人工智慧 (AI) 领域将在预测期内见证最高成长率,因为其能力将彻底改变各种与气候相关的应用。人工智慧越来越多地被用于预测天气和气候模式、改进气候风险模型、优化能源使用、改善电网管理以及加速干净科技材料的发现。大型数据集的即时分析使碳计量、交通运输、农业和可再生能源等行业能够做出更智慧的决策。此外,随着气候挑战变得越来越复杂和紧迫,人工智慧解决方案在政府、新兴企业和大型企业中越来越受欢迎,推动了快速采用和投资。
在预测期内,北美预计将占据最大的市场占有率,这得益于其在永续基础设施、脱碳技术和可再生能源方面的大量支出。政府对清洁能源工作的大力支持、蓬勃发展的气候新兴企业生态系统以及对能源储存、智慧电网技术和电动汽车等行业创新的大量资金投入,使美国成为主要参与者。此外,北美先进的技术环境、早期采用的企业永续性实践以及获得创业投资的机会巩固了该国在全球气候技术领域的主导地位。
预计亚太地区在预测期内的复合年增长率最高。这是由快速工业化、都市化和日益增强的应对气候变迁的承诺所推动的。中国、印度和日本等国家在可再生能源计划、能源效率技术和电动车方面进行大规模投资,处于领先地位。该地区也出现了政府支持的绿色措施激增,包括中国在 2060 年实现碳中和的目标以及印度扩大可再生能源的计画。此外,新兴经济体对永续解决方案的需求不断增长以及对气候风险的认识不断提高,推动了气候技术应用的显着增长。
According to Stratistics MRC, the Global Climate Tech Market is accounted for $29.64 billion in 2025 and is expected to reach $125.55 billion by 2032 growing at a CAGR of 22.9% during the forecast period. A wide range of technologies created to lessen or prepare for the effects of climate change are collectively referred to as climate tech. This covers advancements in energy efficiency, climate-resilient infrastructure, sustainable agriculture, carbon capture and storage, and renewable energy. These innovations seek to advance a low-carbon economy, improve environmental sustainability, and lower greenhouse gas emissions. Moreover, climate technology is emerging as a key force behind environmental preservation and economic opportunity, drawing substantial investment and encouraging cross-sector cooperation as governments, corporations, and communities around the world pledge to achieve net-zero goals.
According to PwC's 2023 State of Climate Tech report, global venture capital and private equity investment in climate tech startups declined by 40.5% in 2023, reflecting broader economic uncertainties. Despite this downturn, investments have increasingly targeted technologies with higher emissions reduction potential, such as solar power, green hydrogen, and carbon capture, utilization, and storage (CCUS).
Growing public awareness and climate risks
Public demand for climate action has increased as a result of the increasing frequency and severity of climate-related disasters like heat waves, droughts, floods, and wildfires. Because of increased awareness of the negative effects of inaction brought about by media coverage, activist movements, and educational initiatives, governments and corporations are acting quickly. Additionally, the increasing demand for low-carbon goods and services from investors and consumers is driving industries to incorporate climate technology into their risk reduction and sustainability plans.
Exorbitant initial capital expenses
The initial deployment of many climate technologies often necessitates a significant investment, even though they offer long-term cost savings and efficiency gains. The infrastructure required for green hydrogen production, carbon capture and storage (CCS), and renewable energy can require specialized labor, expensive raw materials, and sophisticated engineering. Early funding is often difficult for startups and small-to-medium businesses (SMEs) in the climate tech sector, particularly in developing nations where financial systems may be less developed. Furthermore, these initial financial obstacles may restrict market penetration and slow adoption, especially in areas with lower incomes.
Development of carbon offsetting platforms and markets
Voluntary and compliance Carbon markets are growing in popularity as carbon pricing mechanisms and cap-and-trade schemes become more prevalent. Technologies that can track, validate, and manage carbon credits stand to gain greatly from this. There is a strong demand for carbon footprint calculators, block chain-based offset registries, and digital MRV (monitoring, reporting, and verification) platforms. Moreover, scalable and transparent offset solutions will become crucial as businesses strive to reach net-zero goals, creating opportunities for data companies and climate tech startups.
Trade disruptions and geopolitical tensions
International trade plays a major role in global climate tech supply chains, especially for vital minerals like lithium, cobalt, and rare earth elements used in solar panels, wind turbines, and batteries. These supply chains can be disrupted, production delayed, and material costs raised by increased geopolitical tensions, such as trade wars, sanctions, or territorial conflicts. Dependence on Russia for specific metals or China for rare earths, for instance, poses a strategic risk. Additionally, the scalability and cost-competitiveness of climate technology innovations are directly threatened by these geopolitical uncertainties.
The COVID-19 pandemic had a mixed effect on the climate technology market. At first, it caused delays in projects, disruptions in global supply chains, and a decrease in investments in sustainability and clean energy projects as governments and corporations turned their attention to pressing economic and health issues. The pandemic did, however, also act as a wake-up call, emphasizing the interdependence of global systems and the necessity of resilience against systemic threats, such as climate change. After the pandemic, interest and innovation in climate tech were further boosted by behavioural changes like more remote work and less travel, which temporarily reduced emissions and promoted more extensive conversations about long-term sustainability.
The hardware segment is expected to be the largest during the forecast period
The hardware segment is expected to account for the largest market share during the forecast period, driven by the substantial financial outlay needed to implement energy storage systems, electric cars, climate-resilient technologies, and renewable energy infrastructure. The foundation of climate tech projects is hardware, which includes carbon capture devices, solar panels, wind turbines, electric vehicles, battery systems, and smart grid devices. Decarbonizing important industries, transportation, and energy requires these physical assets. Moreover, large-scale adoption of clean technologies is speeding up due to growing global commitments to net-zero emissions, particularly in areas that provide incentives and subsidies.
The artificial intelligence (AI) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the artificial intelligence (AI) segment is predicted to witness the highest growth rate because of its capacity to revolutionize a variety of climate-related applications. AI is being used more and more to forecast weather and climate patterns, improve climate risk modeling, optimize energy use, improve grid management, and speed up the discovery of materials for clean technologies. Its real-time analysis of large datasets enables more intelligent decision-making in industries like carbon accounting, transportation, agriculture, and renewable energy. Additionally, AI-driven solutions are gaining popularity among governments, startups, and large corporations alike as climate challenges grow more complicated and pressing, which is driving rapid adoption and investment.
During the forecast period, the North America region is expected to hold the largest market share, propelled by large expenditures on sustainable infrastructure, decarbonization technologies, and renewable energy. With robust government support for clean energy initiatives, a flourishing climate tech startup ecosystem, and significant funding for innovation in industries like energy storage, smart grid technologies, and electric vehicles, the US is a major player. Furthermore, North America's leading position in the global climate tech scene has been cemented by its advanced technological landscape, early corporate adoption of sustainability practices, and access to venture capital.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by rapid industrialization, urbanization, and a growing commitment to addressing climate change. Countries like China, India, and Japan are leading the charge, with large-scale investments in renewable energy projects, energy efficiency technologies, and electric vehicles. The region is also seeing a surge in government-backed green initiatives, such as China's push for carbon neutrality by 2060 and India's renewable energy expansion plans. Additionally, the growing demand for sustainable solutions in emerging economies, coupled with increasing awareness of climate risks, is driving substantial growth in climate tech adoption.
Key players in the market
Some of the key players in Climate Tech Market include Schneider Electric, Microsoft Corporation, IBM, Tesla, Inc., Google LLC (Alphabet, Inc.), BYD Company, Pachama, Inc., CropX Inc., General Electric (GE), First Solar, Inc., Intelex Technologies, Siemens AG, Orsted Inc, Salesforce Inc and Johnson Controls.
In April 2025, Schneider Electric has signed a new agreement with Egypt's Ministry of Electricity and the Egyptian Electricity Holding Company to digitize the power control system of the Sharm El Sheikh distribution control center, Invest-Gate reports. The agreement is part of the project's second phase, which also includes control centers in Minya, Upper Egypt, and South Delta.
In April 2025, IBM and Tokyo Electron announced an extension of their agreement for the joint research and development of advanced semiconductor technologies. The new 5-year agreement will focus on the continued advancement of technology for next-generation semiconductor nodes and architectures to power the age of generative AI.
In June 2024, Microsoft Corp. and Hitachi Ltd. announced projected multibillion-dollar collaboration over the next three years that will accelerate social innovation with generative AI. Through this strategic alliance, Hitachi will propel growth of the Lumada business, with a planned revenue of 2.65 trillion yen (18.9 billion USD)*1 in FY2024, and will promote operational efficiency and productivity improvements for Hitachi Group's 270,000 employees.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.