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市场调查报告书
商品编码
1797916
2032 年电动车二次电池市场预测:按电池类型、销售管道、应用、最终用户和地区进行的全球分析Second-life Electric Vehicle Batteries Market Forecasts to 2032 - Global Analysis By Battery Type (Lithium-ion, Nickel-Metal Hydride, Lead-Acid and Other Battery Types), Sales Channel, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球二手电动车电池市场预计在 2025 年达到 10.1 亿美元,到 2032 年将达到 138.3 亿美元,预测期内的复合年增长率为 45.2%。
二次电池是指电动车(EV)的废弃电池,在车辆使用寿命结束后,这些电池会被重新用于其他用途,而不是被丢弃。即使这些电池不再满足电动车所需的高性能标准,它们仍保留着显着的能源储存容量。二次电池可延长其使用寿命,并为能源储存、可再生能源整合和备用电源系统提供经济高效、永续的解决方案。这种方法可以减少废弃物,最大限度地降低对环境的影响,并最大限度地提高电池资源的价值。透过赋予电动车电池“二次生命”,该行业支持循环经济原则,并促进更清洁、更有效率的能源系统。
国际能源总署数据显示,儘管新冠疫情及其导致的供应链瓶颈,2021年电动车销售仍创下历史新高。与2020年相比,2021年电动车销量几乎翻了一番,达到660万辆。
电动车快速普及,废弃电池供应增加
电动车的快速普及带来了稳定且不断增长的废弃电池供应,大大推动了电动车电池二次利用市场的发展。随着电动车寿命的临近,仍有大量容量可供重复使用的电池可供利用。这种充足的供应降低了能源储存解决方案的成本,促进了可再生能源的整合,并支持了永续的实践。因此,废弃电动车电池的循环利用不断增加,在促进市场成长的同时,也促进了循环经济和环境效益。
标准分散,品质和安全不确定
标准碎片化,加上品质和安全方面的不确定性,导致了业务混乱和缺乏统一性,阻碍了二次电池市场的成长。缺乏统一的法规,製造商、供应商和最终用户在确保可靠性能和跨应用相容性方面面临挑战。安全问题进一步阻碍了二次电池的采用,因为对耐用性和风险管理的担忧削弱了相关人员的信心。标准化的缺乏限制了二次电池的扩充性,减缓了技术创新,并阻碍了二次电池的广泛应用。
强大的经济和环境吸引力
强大的经济和环保吸引力是二次电池市场的主要驱动力。二次电池不仅能提供全新电池的经济高效替代品,还能显着减少对环境的影响,因此正在被各行各业广泛采用。它们在支持清洁能源整合和促进永续性方面发挥着重要作用,推动着市场成长。企业和消费者都被其经济实惠和环保的双重优势所吸引,这增强了市场需求,并将二次电池定位为永续能源储存的关键解决方案。
法规和责任的不确定性
监管和责任的不确定性,营造了一种犹豫不决、规避风险的氛围,对电动车二次电池市场产生了负面影响。模糊的合规要求和对潜在故障不明确的课责,使得企业对大规模部署的投资持谨慎态度。对事故责任、性能问题或环境损害的担忧,阻碍了相关人员之间的合作。这种不明确性减缓了市场扩张,限制了伙伴关係关係,削弱了投资者信心,并最终推迟了二次电池解决方案的采用。
COVID-19的影响
新冠疫情扰乱了全球供应链,导致电动车生产暂停,并推迟了电池再利用计划,对电动车二次电池市场造成了负面影响。出行限制、工厂停工以及物流挑战减缓了废弃电池的再利用。此外,由于产业专注于短期復苏,投资重点发生了变化,对永续性计画的兴趣暂时减弱。然而,随着经济逐渐復苏,人们对二次电池解决方案的兴趣正在重新燃起,这将支持市场的长期成长。
镍氢电池市场预计将成为预测期内最大的市场
镍氢电池领域预计将在预测期内占据最大市场占有率,这得益于其成本效益、安全性和完善的回收基础设施。镍氢电池广泛应用于混合动力汽车,并保留了足够的容量以供固定应用重复使用。其低初始成本和高热稳定性使其成为中等需求环境下能源储存的理想选择。儘管面临来自锂离子技术的竞争,但持续的创新和新兴地区的需求将进一步巩固两家公司的市场领导地位。
预计能源储存系统领域在预测期内将实现最高的复合年增长率
随着可再生能源整合和电网稳定性需求的不断增长推动其应用,能源储存系统领域预计将在预测期内实现最高成长率。二手电动车电池为住宅、商业和公共规模的储能计划提供了一种经济高效且永续的新电池替代方案。它们能够储存多余的太阳能和风力发电,提供备用电源,并提高能源效率,极具吸引力。这种协同效应将增强市场成长,同时支持全球清洁能源和循环经济目标。
预计亚太地区将在预测期内占据最大的市场占有率,这得益于其蓬勃发展的电动车产业、强大的製造业基础以及积极的可再生能源目标。在优惠政策和基础设施的支持下,中国、印度和日本等国家正大力投资电池的再利用和回收。电动车的高普及率、快速的都市化以及对经济实惠的能源储存解决方案的需求进一步推动了该地区的主导地位。战略伙伴关係和试点计划正在扩大二次电池在住宅和工业应用中的使用。
由于积极的研发、法规的製定以及电动车的普及,北美预计将在预测期内实现最高的复合年增长率。该地区对永续性的重视,加上联邦政府对电池回收和再利用的资助,正在推动市场成长。主要企业正在将电动车电池重新用于电网规模储能、备用电源和可再生能源整合。 《通膨控制法案》等措施以及汽车製造商和能源公司之间的合作,正在为二次电池的创新和商业化创造一个肥沃的生态系统。
According to Stratistics MRC, the Global Second-life Electric Vehicle Batteries Market is accounted for $1.01 billion in 2025 and is expected to reach $13.83 billion by 2032 growing at a CAGR of 45.2% during the forecast period. Second-life electric vehicle (EV) batteries refer to used batteries from electric vehicles that, after their automotive life, are repurposed for other applications instead of being discarded. While these batteries may no longer meet the high performance standards required for EVs, they still retain substantial energy storage capacity. Second-life use extends their lifespan, offering cost-effective and sustainable solutions for energy storage, renewable energy integration, and backup power systems. This practice reduces waste, minimizes environmental impact, and maximizes the value of battery resources. By giving EV batteries a "second life," industries support circular economy principles and promote cleaner, more efficient energy systems.
According to the International Energy Agency, despite the COVID-19 pandemic and associated supply chain bottlenecks, EV sales reached a record high in 2021. EV sales in 2021 almost doubled compared to 2020, reaching 6.6 million units.
Rapid EV adoption and rising retired battery supply
The rapid adoption of electric vehicles is significantly driving the Second-life Electric Vehicle Batteries Market by creating a steady and growing supply of retired batteries. As EVs reach the end of their automotive lifespan, their batteries, which still hold considerable capacity, become available for repurposing. This abundant supply lowers costs for energy storage solutions, enhances renewable energy integration, and supports sustainable practices. Consequently, the increasing flow of used EV batteries is fueling market growth while promoting circular economy and environmental benefits.
Fragmented standards, uncertain quality and safety
Fragmented standards, coupled with uncertain quality and safety, hinder the growth of the second-life electric vehicle batteries market by creating confusion and lack of uniformity in operations. Without consistent regulations, manufacturers, suppliers, and end-users face difficulties in ensuring reliable performance and compatibility across applications. Safety concerns further discourage adoption, as doubts over durability and risk management reduce confidence among stakeholders. This lack of standardization limits scalability, slows innovation, and prevents widespread integration of second-life batteries.
Strong economic and environmental appeal
The strong economic and environmental appeal is a major driving force in the Second-life Electric Vehicle Batteries Market. By offering cost-efficient alternatives to new batteries while significantly reducing environmental impact, second-life batteries attract widespread adoption across industries. Their role in supporting clean energy integration and promoting sustainability enhances market growth. Businesses and consumers alike are drawn to their dual advantage of affordability and eco-friendliness, strengthening demand and positioning second-life batteries as a key solution for sustainable energy storage.
Regulatory and liability uncertainties
Regulatory and liability uncertainties negatively impact the second-life electric vehicle batteries market by creating an environment of hesitation and risk aversion. Ambiguities in compliance requirements and unclear accountability for potential failures make companies wary of investing in large-scale deployment. Concerns over responsibility in case of accidents, performance issues, or environmental damage discourage collaboration among stakeholders. This lack of clarity delays market expansion, restricts partnerships, and undermines investor confidence, ultimately slowing the adoption of second-life battery solutions.
Covid-19 Impact
The COVID-19 pandemic negatively impacted the Second-life Electric Vehicle Batteries Market by disrupting global supply chains, halting EV production, and delaying battery repurposing projects. Restricted mobility, factory shutdowns, and logistical challenges slowed the availability of retired batteries for reuse. Additionally, investment priorities shifted as industries focused on immediate recovery, temporarily reducing attention on sustainability initiatives. However, with gradual economic revival, interest in second-life battery solutions has been regaining momentum, supporting long-term market growth.
The nickel-metal hydride segment is expected to be the largest during the forecast period
The nickel-metal hydride segment is expected to account for the largest market share during the forecast period, due to its cost-effectiveness, safety profile, and established recycling infrastructure. NiMH batteries are widely used in hybrid vehicles and retain sufficient capacity for repurposing in stationary applications. Their lower upfront cost and robust thermal stability make them ideal for energy storage in moderate-demand environments. Continued innovation and demand from developing regions further reinforce their market leadership despite competition from lithium-ion technologies.
The energy storage systems segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the energy storage systems segment is predicted to witness the highest growth rate as rising demand for renewable integration and grid stability fuels adoption. Second-life EV batteries offer a cost-effective, sustainable alternative to new batteries for residential, commercial, and utility-scale storage projects. Their ability to store surplus solar and wind energy, provide backup power, and enhance energy efficiency makes them highly attractive. This synergy strengthens market growth while supporting global clean energy and circular economy goals.
During the forecast period, the Asia Pacific region is expected to hold the largest market share due to its booming EV industry, strong manufacturing base, and aggressive renewable energy targets. Countries like China, India, and Japan are investing heavily in battery reuse and recycling, supported by favorable policies and infrastructure. The region's dominance is further fueled by high EV penetration, rapid urbanization, and demand for affordable energy storage solutions. Strategic partnerships and pilot projects are expanding second-life battery applications across residential and industrial sectors.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, owing to robust R&D, supportive regulations, and growing EV adoption. The region's emphasis on sustainability, coupled with federal funding for battery recycling and reuse, is accelerating market growth. Key players are repurposing EV batteries for grid-scale storage, backup power, and renewable integration. Initiatives like the Inflation Reduction Act and collaborations between automakers and energy firms are creating a fertile ecosystem for second-life battery innovation and commercialization.
Key players in the market
Some of the key players profiled in the Second-life Electric Vehicle Batteries Market include Nissan Motor Corporation, Renault Group, BMW AG, Daimler AG, Volkswagen AG, Hyundai Motor Company, General Motors Company, Toyota Motor Corporation, Tesla, Inc., Honda Motor Co., Ltd., Ford Motor Company, Mitsubishi Motors Corporation, Audi AG, BYD Company Limited, LG Energy Solution, Panasonic Corporation, Contemporary Amperex Technology Co. Limited (CATL), Envision AESC, 4R Energy Corporation and Relectrify Pty Ltd.
In May 2025, Mitsubishi Motors has signed an MOU with Foxconn's EV arm Foxtron Vehicle Technologies to supply an OEM electric vehicle, designed by Foxtron and built in Taiwan by Yulon Motor. The model, geared toward excellent EV performance and infotainment, is slated for Australia and New Zealand.
In March 2025, LG Energy Solution inked an agreement to supply 981 MWh of grid scale ESS batteries to PGE Polska Grupa Energetyczna, Poland's largest energy provider. The project includes a 262 MW facility at zarnowiec, featuring locally made LFP long cell batteries, containerized systems, EPC services, and liquid cooling technology. It's the first grid scale ESS deployment from LG's Poland plant, supporting Europe's energy transition and reinforcing LG's "Made in Europe" strategy.
In September 2024, Subaru and Panasonic Energy unveiled a joint initiative, to establish a new lithium ion battery plant in Oizumi, Gunma Prefecture. Set to achieve 20 GWh annual capacity by 2030, this partnership underpins Subaru's electrification strategy.