查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1776777

2032 年电动车电池租赁市场预测：按化学成分、电池、车辆类型、经营模式、应用和地区进行的全球分析

EV Battery Leasing Market Forecasts to 2032 - Global Analysis By Chemistry (Lead Acid, FlowBattery and Sodium Sulfur), Battery, Vehicle, Business Model, Application, and By Geography
出版日期: | 出版商: Stratistics Market Research Consulting | 英文 200+ Pages | 商品交期: 2-3个工作天内

价格

根据 Stratistics MRC 的数据，全球电动车电池租赁市场预计在 2025 年达到 59 亿美元，到 2032 年将达到 278 亿美元，预测期内的复合年增长率为 24.6%。

电动汽车电池租赁是一种服务模式，其中电动汽车电池不随车辆出售，而是以租赁的方式单独提供。这使得用户可以定期支付电池使用费用，同时可以灵活地更换或升级电池。车辆和电池被视为独立资产，电池的所有权和责任转移给供应商。这将电动车的资本支出和营运成本区分开来。

电动车的普及

随着电动车普及率的飙升，全球向电动车转型的势头强劲，这极大地推动了对电池租赁解决方案的需求。为了降低前期购置成本，电池租赁已成为一种可行的财务模式，将电池所有权与车辆成本分开。该模式对于商用车队和出行即服务营运商的扩充性，正在推动其在各个地区广泛采用。在电池能量密度不断提升和电池即服务(BaaS) 平台不断进步的支持下，租赁已成为永续的电动车赋能者。

电池租赁基础设施有限

儘管市场成长潜力巨大，但有限的电池租赁基础设施仍然是一大限制因素，尤其是在新兴市场。由于缺乏标准化的租赁政策和服务网络分散，电池租赁的普及面临物流方面的挑战。在某些地区，由于缺乏官民合作关係关係，包括服务站、诊断系统和数位平台在内的必要租赁生态系统仍然欠发达。鑑于这些差距，电动车製造商和政府需要共同努力，建立一个可扩展且相容的租赁框架。

创新电池回收解决方案

人们对永续性和循环经济模式的日益重视，为电池回收与租赁项目相结合创造了丰厚的机会。受能源储存系统中二次电池应用兴起的推动，租赁电池可以创造超越出行领域的更广泛价值。在租赁商和回收商伙伴关係的推动下，闭合迴路系统正在部署，以优化材料回收。在环境法规和生产者责任指令的推动下，电池收集、回收和再加工的技术创新正在加速。

与传统电动车购买的竞争

电动车直接所有权日益增长的吸引力，并持续挑战电池租赁模式的广泛应用。在家用充电解决方案和先进电池保固的广泛应用的支持下，某些细分市场对外部租赁服务的需求正在下降。受原始设备製造OEM）对直接拥有汽车的奖励的驱动，製造商通常优先考虑捆绑电池服务，而不是非捆绑电池服务。在这种市场行为的驱动下，电池租赁业者必须提高其服务的透明度、残值保证和可近性，才能保持竞争力。

COVID-19的影响：

新冠疫情改变了电动车的格局，并以独特的方式影响了电池租赁的普及。受经济不确定性和可用资金减少的刺激，许多消费者将偏好转向灵活的所有权模式，包括电池租赁。由于封锁期间车辆使用率下降，租赁模式提供了营运成本优势，并最大限度地减少了长期承诺。受疫情后永续復苏的驱动，各国政府开始探索与租赁和能源共用解决方案相关的新奖励。

预计预测期内锂离子电池领域将成为最大的市场。

锂离子 (Li-ion) 电池预计将在预测期内占据最大的市场占有率，这得益于其作为电动车首选化学材料的主导地位。锂离子电池卓越的性能和可靠性使其成为租赁专案的首选电池。锂离子技术的扩充性使其能够为各种类型的电动车提供灵活的租赁模式。快速充电和轻量化锂离子电池的进步使租赁更具吸引力。配备锂离子电池的电动车产量不断增长，推动了对租赁解决方案的需求。锂离子电池成熟的基础设施和成本优势进一步巩固了其市场主导。

付费模式部分预计将在预测期内实现最高的复合年增长率。

预计按使用付费模式细分市场将在预测期内实现最高成长率，这主要得益于对灵活且以用户为中心的电池使用解决方案的需求。此模式允许使用者根据行驶距离或时间支付电池使用费用，从而降低前期成本。按使用付费模式与共用出行的兴起以及电动车在都市区的普及相契合。电池监控和数位支付系统的技术进步正在支持该模式的扩展。按使用付费租赁的便利性正在吸引那些注重成本、寻求灵活电动车解决方案的消费者。

占比最大的地区：

预计亚太地区将在预测期内占据最大市场占有率，这得益于快速的交通电气化和政府对电池租赁框架的广泛支持。中国积极推动电动车普及和电池租赁计划，正在推动该地区的主导地位。政府的奖励和对电池技术的投资进一步巩固了市场。主要电动汽车製造商和租赁供应商的存在正在推动成长。不断增长的可支配收入和日益增强的环保意识将进一步增强该地区的领导地位。

复合年增长率最高的地区：

预计北美地区在预测期内的复合年增长率最高。美国在电池租赁和更换技术方面投入巨大，处于领先地位。消费者对电动车的高需求以及经济高效的租赁模式正在推动快速成长。政府推动清洁能源和电动车普及的政策正在推动市场扩张。该地区强大的金融生态系统将支持租赁项目的发展。订阅式租赁模式的日益普及将进一步推动成长。

免费客製化服务：

订阅此报告的客户可享有以下免费自订选项之一：

  • 公司简介
    • 对最多三家其他市场公司进行全面分析
    • 主要企业的SWOT分析（最多3家公司）
  • 区域细分
    • 根据客户兴趣对主要国家进行的市场估计、预测和复合年增长率（註：基于可行性检查）
  • 竞争基准化分析
    • 根据产品系列、地理分布和策略联盟对主要企业基准化分析

目录

第一章执行摘要

第二章 前言

  • 概述
  • 相关利益者
  • 调查范围
  • 调查方法
    • 资料探勘
    • 数据分析
    • 数据检验
    • 研究途径
  • 研究材料
    • 主要研究资料
    • 次级研究资讯来源
    • 先决条件

第三章市场走势分析

  • 驱动程式
  • 抑制因素
  • 机会
  • 威胁
  • 应用分析
  • 新兴市场
  • COVID-19的影响

第四章 波特五力分析

  • 供应商的议价能力
  • 买家的议价能力
  • 替代品的威胁
  • 新进入者的威胁
  • 竞争对手之间的竞争

5. 全球电动车电池租赁市场（依化学成分）

  • 铅酸电池
  • 液流电池
  • 硫钠

第六章 全球电动车电池租赁市场（以电池类型）

  • 锂离子（Li-ion）
  • 镍金属混合物（NiMh）

第七章全球电动车电池租赁市场（按车型）

  • 搭乘用车
  • 商用车
  • 两轮车/三轮车

第八章全球电动车电池租赁市场（依经营模式）

  • 订阅服务
  • 计量收费模式

第九章 全球电动车电池租赁市场（按应用）

  • 电动车
  • 能源储存系统（ESS）
  • 工业设备
  • 家电
  • 无人机和无人驾驶飞行器
  • 其他用途

第 10 章全球电动车电池租赁市场（按地区）

  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 欧洲
    • 德国
    • 英国
    • 义大利
    • 法国
    • 西班牙
    • 其他欧洲国家
  • 亚太地区
    • 日本
    • 中国
    • 印度
    • 澳洲
    • 纽西兰
    • 韩国
    • 其他亚太地区
  • 南美洲
    • 阿根廷
    • 巴西
    • 智利
    • 南美洲其他地区
  • 中东和非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 卡达
    • 南非
    • 其他中东和非洲地区

第十一章 重大进展

  • 协议、伙伴关係、合作和合资企业
  • 收购与合併
  • 新产品发布
  • 业务扩展
  • 其他关键策略

第十二章：企业概况

  • Easymile
  • BlueSG
  • Mahindra Electric
  • Ampere Vehicles
  • Ather Energy
  • Hero Electric
  • Bollore Group
  • HOP Energy
  • Eneco eMobility
  • Go Electric
  • NIO Inc.
  • Tesla Inc.
  • BYD Company Limited
  • Hyundai Motor Company
  • LG Energy Solution Ltd.
  • SK Innovation Co., Ltd.
  • Panasonic Holdings Corporation
  • BMW AG
  • Daimler Truck AG
  • Volkswagen Group
Product Code: SMRC30108

According to Stratistics MRC, the Global EV Battery Leasing Market is accounted for $5.9 billion in 2025 and is expected to reach $27.8 billion by 2032 growing at a CAGR of 24.6% during the forecast period. EV Battery Leasing is a service model where the electric vehicle's battery is not sold with the vehicle but is provided separately on a lease basis. This structure allows users to pay a recurring fee for battery use while retaining flexibility around battery replacement and upgrades. The vehicle and the battery are treated as distinct assets, shifting the ownership and responsibility of the battery to the provider. It separates capital expenditure from operating cost in electric vehicle usage.

Market Dynamics:

Driver:

Rising adoption of electric vehicles

The rising global transition toward electric mobility is significantly driving demand for battery leasing solutions as EV adoption surges. Spurred by the need to reduce upfront purchase costs, battery leasing has emerged as a viable financial model that separates battery ownership from vehicle cost. Motivated by the scalability of this model for commercial fleets and mobility-as-a-service operators, adoption is widening across regions. Backed by rising energy density in batteries and advancements in battery-as-a-service (BaaS) platforms, leasing is positioned as a sustainable EV enabler.

Restraint:

Limited battery leasing infrastructure

Despite the market's growth potential, limited battery leasing infrastructure poses a major restraint, especially in emerging markets. Driven by a lack of standardized leasing policies and fragmented service networks, adoption faces logistical challenges. Backed by inadequate public-private partnerships in some regions, the required ecosystem for leasing-including service stations, diagnostics, and digital platforms-remains underdeveloped. Fueled by these gaps, EV manufacturers and governments must collaborate to establish scalable, cross-compatible leasing frameworks.

Opportunity:

Innovative battery recycling solutions

The growing emphasis on sustainability and circular economy models is creating lucrative opportunities in battery recycling integrated with leasing programs. Backed by the rise of second-life battery applications in energy storage systems, leased batteries can generate extended value beyond mobility. Fueled by partnerships between leasing providers and recycling firms, closed-loop systems are being deployed to optimize material recovery. Motivated by environmental regulations and producer responsibility directives, innovation in battery collection, refurbishing, and reprocessing is accelerating.

Threat:

Competition from traditional EV purchasing

The growing appeal of outright EV ownership continues to challenge the widespread adoption of battery leasing models. Backed by the proliferation of home-charging solutions and advanced battery warranties, the need for external leasing services diminishes in some segments. Guided by OEM-led incentives on full vehicle ownership, manufacturers often prioritize bundled offerings over unbundled battery services. Motivated by these market behaviors, battery leasing providers must enhance service transparency, residual value assurance, and ease of access to stay competitive.

Covid-19 Impact:

The COVID-19 pandemic reshaped the EV landscape, influencing battery leasing uptake in unique ways. Spurred by economic uncertainty and reduced capital availability, many consumers shifted their preference toward flexible ownership models, including battery leasing. Driven by lower vehicle utilization during lockdowns, leasing models offered operational cost advantages and minimized long-term commitments. Motivated by the post-pandemic focus on sustainable recovery, governments began exploring new incentives tied to leasing and energy-sharing solutions.

The lithium-ion (Li-ion) segment is expected to be the largest during the forecast period

The lithium-ion (Li-ion) segment is expected to account for the largest market share during the forecast period, propelled by its dominance as the preferred chemistry in EVs. Their superior performance and reliability make them the preferred choice for leasing programs. The scalability of lithium-ion technology allows for flexible leasing models across various EV types. Advances in fast-charging and lightweight lithium-ion batteries enhance leasing appeal. The growing production of EVs with lithium-ion batteries drives demand for leasing solutions. Their established infrastructure and cost advantages further solidify market leadership.

The pay-per-use model segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the pay-per-use model segment is predicted to witness the highest growth rate, influenced by demand for flexible and user-centric battery access solutions. This model allows users to pay for battery usage based on mileage or time, reducing upfront costs. Pay-per-use models align with the rise of shared mobility and urban EV adoption. Technological advancements in battery monitoring and digital payment systems support this model's expansion. The convenience of pay-per-use leasing attracts cost-conscious consumers seeking flexible EV solutions.

Region with largest share:

During the forecast period, the Asia Pacific region is expected to hold the largest market share, fuelled by, rapid electrification of transport and widespread government support for battery leasing frameworks. China's aggressive push for EV adoption and battery leasing programs drives regional dominance. Government incentives and investments in battery technology further strengthen the market. The presence of major EV manufacturers and leasing providers enhances growth. Rising disposable incomes and environmental awareness fuel the region's leadership.

Region with highest CAGR:

Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, driven by a growing focus on energy resilience and modular EV ownership. The U.S. leads with significant investments in battery leasing and swapping technologies. High consumer demand for EVs and cost-effective leasing models drive rapid growth. Government policies promoting clean energy and EV adoption accelerate market expansion. The region's strong financial ecosystem supports leasing program development. Increasing adoption of subscription-based leasing models further boosts growth.

Key players in the market

Some of the key players in EV Battery Leasing Market include Easymile, BlueSG, Mahindra Electric, Ampere Vehicles, Ather Energy, Hero Electric, Bollore Group, HOP Energy, Eneco eMobility, Go Electric, NIO Inc., Tesla Inc., BYD Company Limited, Hyundai Motor Company, LG Energy Solution Ltd., SK Innovation Co., Ltd., Panasonic Holdings Corporation, BMW AG, Daimler Truck AG, and Volkswagen Group.

Key Developments:

In June 2025, Easymile introduced a battery leasing program for its autonomous shuttles. It reduces upfront costs for urban mobility solutions, offering flexible payment plans and maintenance services to enhance affordability and accessibility.

In April 2025, Mahindra Electric introduced a battery leasing model for its electric SUVs. It offers flexible payment plans for fleet operators, reducing ownership costs and promoting EV adoption in commercial transportation sectors.

In March 2025, Ampere Vehicles unveiled a battery leasing program for its electric two-wheelers. Targeting cost-conscious consumers in India, it offers affordable battery subscriptions with maintenance, boosting EV accessibility and sustainability.

Chemistries Covered:

  • Lead Acid
  • Flow Battery
  • Sodium Sulfur

Batteries Covered:

  • Lithium-ion (Li-ion)
  • Nickel Metal Hybrid (NiMh)

Vehicles Covered:

  • Passenger Vehicle
  • Commercial Vehicle
  • Two/Three-Wheelers

Business Models Covered:

  • Subscription Service
  • Pay-Per-Use Model

Applications Covered:

  • Electric Vehicles
  • Energy Storage Systems (ESS)
  • Industrial Equipment
  • Consumer Electronics
  • Drones & UAVs
  • Other Applications

Regions Covered:

  • North America
    • US
    • Canada
    • Mexico
  • Europe
    • Germany
    • UK
    • Italy
    • France
    • Spain
    • Rest of Europe
  • Asia Pacific
    • Japan
    • China
    • India
    • Australia
    • New Zealand
    • South Korea
    • Rest of Asia Pacific
  • South America
    • Argentina
    • Brazil
    • Chile
    • Rest of South America
  • Middle East & Africa
    • Saudi Arabia
    • UAE
    • Qatar
    • South Africa
    • Rest of Middle East & Africa

What our report offers:

  • Market share assessments for the regional and country-level segments
  • Strategic recommendations for the new entrants
  • Covers Market data for the years 2024, 2025, 2026, 2028, and 2032
  • Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
  • Strategic recommendations in key business segments based on the market estimations
  • Competitive landscaping mapping the key common trends
  • Company profiling with detailed strategies, financials, and recent developments
  • Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

  • Company Profiling
    • Comprehensive profiling of additional market players (up to 3)
    • SWOT Analysis of key players (up to 3)
  • Regional Segmentation
    • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
  • Competitive Benchmarking
    • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

  • 2.1 Abstract
  • 2.2 Stake Holders
  • 2.3 Research Scope
  • 2.4 Research Methodology
    • 2.4.1 Data Mining
    • 2.4.2 Data Analysis
    • 2.4.3 Data Validation
    • 2.4.4 Research Approach
  • 2.5 Research Sources
    • 2.5.1 Primary Research Sources
    • 2.5.2 Secondary Research Sources
    • 2.5.3 Assumptions

3 Market Trend Analysis

  • 3.1 Introduction
  • 3.2 Drivers
  • 3.3 Restraints
  • 3.4 Opportunities
  • 3.5 Threats
  • 3.6 Application Analysis
  • 3.7 Emerging Markets
  • 3.8 Impact of Covid-19

4 Porters Five Force Analysis

  • 4.1 Bargaining power of suppliers
  • 4.2 Bargaining power of buyers
  • 4.3 Threat of substitutes
  • 4.4 Threat of new entrants
  • 4.5 Competitive rivalry

5 Global EV Battery Leasing Market, By Chemistry

  • 5.1 Introduction
  • 5.2 Lead Acid
  • 5.3 Flow Battery
  • 5.4 Sodium Sulfur

6 Global EV Battery Leasing Market, By Battery

  • 6.1 Introduction
  • 6.2 Lithium-ion (Li-ion)
  • 6.3 Nickel Metal Hybrid (NiMh)

7 Global EV Battery Leasing Market, By Vehicle

  • 7.1 Introduction
  • 7.2 Passenger Vehicle
  • 7.3 Commercial Vehicle
  • 7.4 Two/Three-Wheelers

8 Global EV Battery Leasing Market, By Business Model

  • 8.1 Introduction
  • 8.2 Subscription Service
  • 8.3 Pay-Per-Use Model

9 Global EV Battery Leasing Market, By Application

  • 9.1 Introduction
  • 9.2 Electric Vehicles
  • 9.3 Energy Storage Systems (ESS)
  • 9.4 Industrial Equipment
  • 9.5 Consumer Electronics
  • 9.6 Drones & UAVs
  • 9.7 Other Applications

10 Global EV Battery Leasing Market, By Geography

  • 10.1 Introduction
  • 10.2 North America
    • 10.2.1 US
    • 10.2.2 Canada
    • 10.2.3 Mexico
  • 10.3 Europe
    • 10.3.1 Germany
    • 10.3.2 UK
    • 10.3.3 Italy
    • 10.3.4 France
    • 10.3.5 Spain
    • 10.3.6 Rest of Europe
  • 10.4 Asia Pacific
    • 10.4.1 Japan
    • 10.4.2 China
    • 10.4.3 India
    • 10.4.4 Australia
    • 10.4.5 New Zealand
    • 10.4.6 South Korea
    • 10.4.7 Rest of Asia Pacific
  • 10.5 South America
    • 10.5.1 Argentina
    • 10.5.2 Brazil
    • 10.5.3 Chile
    • 10.5.4 Rest of South America
  • 10.6 Middle East & Africa
    • 10.6.1 Saudi Arabia
    • 10.6.2 UAE
    • 10.6.3 Qatar
    • 10.6.4 South Africa
    • 10.6.5 Rest of Middle East & Africa

11 Key Developments

  • 11.1 Agreements, Partnerships, Collaborations and Joint Ventures
  • 11.2 Acquisitions & Mergers
  • 11.3 New Product Launch
  • 11.4 Expansions
  • 11.5 Other Key Strategies

12 Company Profiling

  • 12.1 Easymile
  • 12.2 BlueSG
  • 12.3 Mahindra Electric
  • 12.4 Ampere Vehicles
  • 12.5 Ather Energy
  • 12.6 Hero Electric
  • 12.7 Bollore Group
  • 12.8 HOP Energy
  • 12.9 Eneco eMobility
  • 12.10 Go Electric
  • 12.11 NIO Inc.
  • 12.12 Tesla Inc.
  • 12.13 BYD Company Limited
  • 12.14 Hyundai Motor Company
  • 12.15 LG Energy Solution Ltd.
  • 12.16 SK Innovation Co., Ltd.
  • 12.17 Panasonic Holdings Corporation
  • 12.18 BMW AG
  • 12.19 Daimler Truck AG
  • 12.20 Volkswagen Group

List of Tables

  • Table 1 Global EV Battery Leasing Market Outlook, By Region (2024-2032) ($MN)
  • Table 2 Global EV Battery Leasing Market Outlook, By Chemistry (2024-2032) ($MN)
  • Table 3 Global EV Battery Leasing Market Outlook, By Li-ion (2024-2032) ($MN)
  • Table 4 Global EV Battery Leasing Market Outlook, By Flow Battery (2024-2032) ($MN)
  • Table 5 Global EV Battery Leasing Market Outlook, By Sodium Sulfur (2024-2032) ($MN)
  • Table 6 Global EV Battery Leasing Market Outlook, By Battery (2024-2032) ($MN)
  • Table 7 Global EV Battery Leasing Market Outlook, By Lithium-ion (Li-ion) (2024-2032) ($MN)
  • Table 8 Global EV Battery Leasing Market Outlook, By Nickel Metal Hybrid (NiMh) (2024-2032) ($MN)
  • Table 9 Global EV Battery Leasing Market Outlook, By Vehicle (2024-2032) ($MN)
  • Table 10 Global EV Battery Leasing Market Outlook, By Passenger Vehicle (2024-2032) ($MN)
  • Table 11 Global EV Battery Leasing Market Outlook, By Commercial Vehicle (2024-2032) ($MN)
  • Table 12 Global EV Battery Leasing Market Outlook, By Two/Three-Wheelers (2024-2032) ($MN)
  • Table 13 Global EV Battery Leasing Market Outlook, By Business Model (2024-2032) ($MN)
  • Table 14 Global EV Battery Leasing Market Outlook, By Subscription Service (2024-2032) ($MN)
  • Table 15 Global EV Battery Leasing Market Outlook, By Pay-Per-Use Model (2024-2032) ($MN)
  • Table 16 Global EV Battery Leasing Market Outlook, By Application (2024-2032) ($MN)
  • Table 17 Global EV Battery Leasing Market Outlook, By Electric Vehicles (2024-2032) ($MN)
  • Table 18 Global EV Battery Leasing Market Outlook, By Energy Storage Systems (ESS) (2024-2032) ($MN)
  • Table 19 Global EV Battery Leasing Market Outlook, By Industrial Equipment (2024-2032) ($MN)
  • Table 20 Global EV Battery Leasing Market Outlook, By Consumer Electronics (2024-2032) ($MN)
  • Table 21 Global EV Battery Leasing Market Outlook, By Drones & UAVs (2024-2032) ($MN)
  • Table 22 Global EV Battery Leasing Market Outlook, By Other Applications (2024-2032) ($MN)

Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.