查看购物车
  • Traditional Chinese
  • English
  • Japanese
封面
市场调查报告书
商品编码
1856819

电池电动卡车市场预测至2032年：按车辆类型、电池类型、充电方式、车身类型、最终用户和地区分類的全球分析

Battery Electric Truck Market Forecasts to 2032 - Global Analysis By Vehicle Class (Light-Duty, Medium-Duty and Heavy-Duty), Battery Type, Charging Type, Body Type, End User 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，预计到 2025 年，全球电池电动卡车市场规模将达到 268 亿美元，到 2032 年将达到 1,436 亿美元，预测期内复合年增长率为 27.1%。

纯电动卡车是完全由可充电电池动力来源的商用车辆，无需使用石化燃料。由于采用电动马达驱动，它们尾气零排放，显着降低了对环境的影响。这些卡车常用于货运、物流和配送，与柴油动力车辆相比，运转噪音更低，维护成本也更低。它们非常适合都市区和短途运输，在提高营运效率的同时，也有助于实现永续性目标。它们的普及应用反映了商用车产业转向更清洁、更聪明的交通方式的趋势。

根据彭博新能源财经报道，由于电池成本下降、监管奖励以及续航里程的提高，电池电动卡车在物流车队中越来越受欢迎，尤其是在都市区和区域配送路线上。

严格的废气排放法规推动了技术的普及。

严格的排放法规正在推动各大物流和货运产业转型为电动卡车。世界各国政府都在实施碳中和目标，并透过奖励和监管规定鼓励车队电气化。在永续性目标的驱动下，汽车製造商正在开发具有更高有效载荷效率的先进零排放卡车。此外，企业在环境、社会和治理（ESG）方面的承诺也促使大型物流业者采用电动车队，从而减少对柴油的依赖，并加速向更环保、更合规的运输系统转型。

电池和基础设施成本高昂

电池和基础设施的高昂成本持续阻碍着纯电动卡车的大规模普及。高容量锂离子电池系统和充电基础设施所需的大量前期投资限制了中小型车队营运商的参与。此外，里程焦虑和充电停机时间会造成营运效率低下，尤其是在远距运输应用中。因此，市场参与企业正积极倡导透过模组化电池设计、政府补贴和共用基础设施模式来优化成本，以提高价格可负担性并加速全球市场渗透。

下一代远距电池的研发

新一代远距电池的研发为电动卡车市场带来了变革性的成长机会。固态电池、快速充电技术和高能量密度材料的持续研发可望延长续航里程并缩短充电时间。汽车製造商正与电池生产商进行策略合作，以降低成本并提高热效率。此外，再生煞车和智慧能量管理系统的整合进一步优化了车辆性能，使远距电动卡车成为传统柴油车队的可行替代方案。

材料短缺影响电动车电池

电动车电池原料短缺对生产稳定性和成本可预测性构成重大威胁。锂、镍和钴的全球供应链仍然容易受到地缘政治动盪和采矿限制的影响。这些原料挑战会导致价格波动和生产週期延迟。为了降低这些风险，製造商正在实现采购多元化、投资电池回收以及采用替代化学技术，以减少对稀缺材料的依赖，并确保电动卡车生产的长期永续性。

新冠疫情的影响：

新冠疫情初期扰乱了电动卡车的生产，并延缓了零件供应链，导致市场暂时停滞。然而，随着疫情后经济復苏，物流业者寻求更具韧性、成本效益和永续的车队解决方案，电动卡车的普及速度正在加快。电子商务配送量的成长和绿色出行投资的復苏正在推动市场发展。因此，在有利的政策和基础设施资金的支持下，汽车製造商正在加大电气化倡议，推动市场稳步復苏，并为电动卡车行业的长期成长奠定基础。

预计在预测期内，大型细分市场将占据最大份额。

预计在预测期内，重型卡车市场将占据最大的市场份额，这主要得益于远距物流的扩张和政府主导的电气化项目。车队营运商正在转向电动重型卡车，以符合排放法规并降低整体拥有成本。在电池和快速充电技术进步的支持下，该细分市场凭藉其运营效率、强大的负载容量以及与永续性主导的车辆现代化趋势的契合度而占据主导地位。

预计在预测期内，锂离子电池领域将实现最高的复合年增长率。

预计在预测期内，锂离子电池领域将保持最高的成长率，这主要得益于电池化学、能量密度和成本降低的进步。製造商正致力于研发高性能锂离子电池系统，以实现更长的续航里程和更快的充电速度。此外，规模经济和回收技术的创新也正在降低生产成本。这些进步正使锂离子电池技术成为下一代电动卡车的行业标准，从而促进其在区域和全球物流网络中的广泛应用。

占比最大的地区：

由于快速的工业化进程、严格的排放政策以及众多主要电动车製造商的存在，亚太地区预计将在预测期内占据最大的市场份额。在强有力的政府奖励支持下，中国、日本和韩国在电动卡车生产和电池创新方面处于领先地位。此外，不断增长的物流需求和城市永续性措施正使亚太地区成为全球电动卡车生态系统的中心。

复合年增长率最高的地区：

预计在预测期内，北美将呈现最高的复合年增长率，这主要得益于商用电动车基础设施的扩张和企业强有力的永续性目标。美国和加拿大正透过政府补贴、州级排放法规以及私部门的电气化承诺，加速推广电动车。在快速充电网路和绿色交通政策的推动下，领先的物流公司正积极将电动卡车应用于其都市区和城际营运。

免费客製化服务：

订阅本报告的用户可享有以下免费客製化服务之一：

  • 公司简介
    • 对其他市场参与者（最多 3 家公司）进行全面分析
    • 对主要企业进行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市场估算、预测和复合年增长率分析（註：基于可行性检查）
  • 竞争基准化分析
    • 基于产品系列、地域覆盖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
    • 原始研究资料
    • 次级研究资讯来源
    • 先决条件

第三章 市场趋势分析

  • 司机
  • 抑制因素
  • 机会
  • 威胁
  • 终端用户分析
  • 新兴市场
  • 新冠疫情的影响

第四章 波特五力分析

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

第五章 全球电池电动卡车市场（依车辆类型划分）

  • 轻体力劳动
  • 中号
  • 重负

6. 全球电池电动卡车市场（以电池类型划分）

  • 锂离子
  • 铅酸电池
  • 镍氢化物

第七章 全球电池电动卡车市场（依充电类型划分）

  • 快速充电
  • 标准充电
  • 感应式充电
  • 可更换电池

第八章 全球电池电动卡车市场（依车身类型划分）

  • 厢型车
  • 平板
  • 油船

第九章 全球电池电动卡车市场（依最终用户划分）

  • 物流公司
  • 市政车辆
  • 工业公司
  • 建设公司

第十章 全球电池电动卡车市场（按地区划分）

  • 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
  • 亚太地区
    • 日本
    • 中国
    • 印度
    • 澳洲
    • 纽西兰
    • 韩国
    • 亚太其他地区
  • 南美洲
    • 阿根廷
    • 巴西
    • 智利
    • 其他南美洲
  • 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
  • 收购与併购
  • 新产品上市
  • 业务拓展
  • 其他关键策略

第十二章 企业概况

  • Volvo Group
  • Daimler
  • Rivian
  • Nikola
  • Tesla
  • Ford
  • MAN Truck & Bus
  • Scania
  • Freightliner
  • Iveco
  • Xos, Inc.
  • Lion Electric
  • Workhorse Group
  • AB Volvo
  • Dongfeng
  • Cummins
Product Code: SMRC31691

According to Stratistics MRC, the Global Battery Electric Truck Market is accounted for $26.8 billion in 2025 and is expected to reach $143.6 billion by 2032 growing at a CAGR of 27.1% during the forecast period. A Battery Electric Truck is a commercial vehicle powered solely by rechargeable batteries, eliminating the need for fossil fuels. It runs on electric motors, producing zero tailpipe emissions and significantly reducing environmental impact. Commonly used in freight, logistics, and delivery, these trucks offer quieter operation and lower maintenance than diesel counterparts. Ideal for urban and short-haul applications, they support sustainability goals while enhancing operational efficiency. Their adoption reflects a shift toward cleaner, smarter transportation in the commercial vehicle sector.

According to Bloomberg NEF, battery electric trucks are gaining momentum in logistics fleets due to falling battery costs, regulatory incentives, and improved range, especially for urban and regional delivery routes.

Market Dynamics:

Driver:

Stringent emission norms boosting adoption

Stringent emission norms boosting adoption are fueling the transition toward electric trucks across major logistics and freight industries. Governments worldwide are enforcing carbon-neutrality targets, encouraging fleet electrification through incentives and regulatory mandates. Spurred by sustainability goals, OEMs are developing advanced zero-emission trucks with improved payload efficiency. Furthermore, corporate ESG commitments are prompting large logistics operators to adopt electric fleets, reducing dependency on diesel and reinforcing the shift toward eco-efficient and regulatory-compliant transportation systems.

Restraint:

High battery and infrastructure costs

High battery and infrastructure costs continue to restrain large-scale adoption of battery electric trucks. The substantial upfront investment required for high-capacity lithium-ion battery systems and charging infrastructure limits accessibility for small and mid-sized fleet operators. Additionally, range anxiety and charging downtime create operational inefficiencies, particularly in long-haul applications. Consequently, industry participants are advocating for cost-optimization through modular battery design, government-backed subsidies, and shared infrastructure models to enhance affordability and accelerate market penetration globally.

Opportunity:

Next-gen long-range battery development

Next-generation long-range battery development presents a transformative growth opportunity in the electric truck market. Continuous R&D in solid-state batteries, fast-charging technologies, and energy-dense materials promises extended driving ranges and reduced charging times. OEMs are strategically partnering with battery manufacturers to achieve cost reduction and thermal efficiency improvements. Moreover, the integration of regenerative braking and smart energy management systems is further optimizing vehicle performance, positioning long-range electric trucks as a viable alternative to traditional diesel fleets.

Threat:

Material shortages affecting EV batteries

Material shortages affecting EV batteries pose a critical threat to production stability and cost predictability. The global supply chain for lithium, nickel, and cobalt remains vulnerable to geopolitical disruptions and extraction constraints. These raw material challenges lead to price volatility and delayed manufacturing cycles. To mitigate these risks, manufacturers are diversifying sourcing, investing in battery recycling, and adopting alternative chemistries to reduce dependency on scarce materials, ensuring long-term sustainability in electric truck production.

Covid-19 Impact:

The COVID-19 pandemic initially disrupted electric truck production and delayed component supply chains, leading to temporary market stagnation. However, the post-pandemic recovery has accelerated adoption as logistics operators seek resilient, cost-efficient, and sustainable fleet solutions. Increased e-commerce deliveries and renewed green mobility investments have strengthened market momentum. Consequently, OEMs have ramped up electrification initiatives, supported by favorable policies and infrastructure funding, driving steady recovery and positioning the electric truck sector for long-term growth.

The heavy-duty segment is expected to be the largest during the forecast period

The heavy-duty segment is expected to account for the largest market share during the forecast period, resulting from expanding long-haul logistics and government-led electrification programs. Fleet operators are increasingly transitioning to electric heavy-duty trucks to comply with emission mandates and reduce total cost of ownership. Supported by battery advancements and fast-charging technologies, this segment dominates due to its operational efficiency, strong payload capacity, and alignment with sustainability-driven fleet modernization trends.

The lithium-ion segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the lithium-ion segment is predicted to witness the highest growth rate, propelled by advancements in battery chemistry, energy density, and cost reduction. Manufacturers are focusing on high-performance lithium-ion systems capable of extended range and rapid charging. Furthermore, economies of scale and recycling innovations are lowering production costs. These improvements are positioning lithium-ion technology as the industry standard for next-generation electric trucks, driving widespread adoption across regional and global logistics networks.

Region with largest share:

During the forecast period, the Asia Pacific region is expected to hold the largest market share, attributed to rapid industrialization, stringent emission policies, and the presence of leading EV manufacturers. China, Japan, and South Korea are spearheading electric truck production and battery innovation, supported by robust government incentives. Additionally, rising logistics demand and urban sustainability initiatives are amplifying regional deployment, making Asia Pacific the epicenter of the global electric truck ecosystem.

Region with highest CAGR:

Over the forecast period, the North America region is anticipated to exhibit the highest CAGR associated with expanding commercial EV infrastructure and strong corporate sustainability goals. The U.S. and Canada are witnessing accelerated adoption through government subsidies, state-level emission regulations, and private-sector electrification commitments. Major logistics firms are actively integrating electric trucks into urban and intercity operations, bolstered by advancements in fast-charging networks and supportive green transportation policies across the region.

Key players in the market

Some of the key players in Battery Electric Truck Market include Volvo Group, Daimler, Rivian, Nikola, Tesla, Ford, MAN Truck & Bus, Scania, Freightliner, Iveco, Xos, Inc., Lion Electric, Workhorse Group, AB Volvo, Dongfeng, and Cummins.

Key Developments:

In October 2025, Volvo Group launched its new "Modular Battery Platform" for the Volvo VNR Electric and Volvo FH Electric trucks. This new design allows for easier serviceability and replacement of individual battery modules, significantly reducing downtime and lifecycle costs for fleet operators.

In September 2025, Daimler Truck announced the North American launch of its next-generation Freightliner eCascadia, featuring a new ultra-high-density battery pack that extends the range to up to 550 kilometers (342 miles) on a single charge, specifically targeting long-haul regional freight.

Vehicle Classes Covered:

  • Light-Duty
  • Medium-Duty
  • Heavy-Duty

Battery Types Covered:

  • Lithium-Ion
  • Lead-Acid
  • Nickel-Metal Hydride

Charging Types Covered:

  • Fast-Charging
  • Standard Charging
  • Inductive Charging
  • Swappable Battery

Body Types Covered:

  • Box Truck
  • Flatbed
  • Tanker

End Users Covered:

  • Logistics Companies
  • Municipal Fleets
  • Industrial Enterprises
  • Construction Firms

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 End User 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 Battery Electric Truck Market, By Vehicle Class

  • 5.1 Introduction
  • 5.2 Light-Duty
  • 5.3 Medium-Duty
  • 5.4 Heavy-Duty

6 Global Battery Electric Truck Market, By Battery Type

  • 6.1 Introduction
  • 6.2 Lithium-Ion
  • 6.3 Lead-Acid
  • 6.4 Nickel-Metal Hydride

7 Global Battery Electric Truck Market, By Charging Type

  • 7.1 Introduction
  • 7.2 Fast-Charging
  • 7.3 Standard Charging
  • 7.4 Inductive Charging
  • 7.5 Swappable Battery

8 Global Battery Electric Truck Market, By Body Type

  • 8.1 Introduction
  • 8.2 Box Truck
  • 8.3 Flatbed
  • 8.4 Tanker

9 Global Battery Electric Truck Market, By End User

  • 9.1 Introduction
  • 9.2 Logistics Companies
  • 9.3 Municipal Fleets
  • 9.4 Industrial Enterprises
  • 9.5 Construction Firms

10 Global Battery Electric Truck 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 Volvo Group
  • 12.2 Daimler
  • 12.3 Rivian
  • 12.4 Nikola
  • 12.5 Tesla
  • 12.6 Ford
  • 12.7 MAN Truck & Bus
  • 12.8 Scania
  • 12.9 Freightliner
  • 12.10 Iveco
  • 12.11 Xos, Inc.
  • 12.12 Lion Electric
  • 12.13 Workhorse Group
  • 12.15 AB Volvo
  • 12.16 Dongfeng
  • 12.17 Cummins

List of Tables

  • Table 1 Global Battery Electric Truck Market Outlook, By Region (2024-2032) ($MN)
  • Table 2 Global Battery Electric Truck Market Outlook, By Vehicle Class (2024-2032) ($MN)
  • Table 3 Global Battery Electric Truck Market Outlook, By Light-Duty (2024-2032) ($MN)
  • Table 4 Global Battery Electric Truck Market Outlook, By Medium-Duty (2024-2032) ($MN)
  • Table 5 Global Battery Electric Truck Market Outlook, By Heavy-Duty (2024-2032) ($MN)
  • Table 6 Global Battery Electric Truck Market Outlook, By Battery Type (2024-2032) ($MN)
  • Table 7 Global Battery Electric Truck Market Outlook, By Lithium-Ion (2024-2032) ($MN)
  • Table 8 Global Battery Electric Truck Market Outlook, By Lead-Acid (2024-2032) ($MN)
  • Table 9 Global Battery Electric Truck Market Outlook, By Nickel-Metal Hydride (2024-2032) ($MN)
  • Table 10 Global Battery Electric Truck Market Outlook, By Charging Type (2024-2032) ($MN)
  • Table 11 Global Battery Electric Truck Market Outlook, By Fast-Charging (2024-2032) ($MN)
  • Table 12 Global Battery Electric Truck Market Outlook, By Standard Charging (2024-2032) ($MN)
  • Table 13 Global Battery Electric Truck Market Outlook, By Inductive Charging (2024-2032) ($MN)
  • Table 14 Global Battery Electric Truck Market Outlook, By Swappable Battery (2024-2032) ($MN)
  • Table 15 Global Battery Electric Truck Market Outlook, By Body Type (2024-2032) ($MN)
  • Table 16 Global Battery Electric Truck Market Outlook, By Box Truck (2024-2032) ($MN)
  • Table 17 Global Battery Electric Truck Market Outlook, By Flatbed (2024-2032) ($MN)
  • Table 18 Global Battery Electric Truck Market Outlook, By Tanker (2024-2032) ($MN)
  • Table 19 Global Battery Electric Truck Market Outlook, By End User (2024-2032) ($MN)
  • Table 20 Global Battery Electric Truck Market Outlook, By Logistics Companies (2024-2032) ($MN)
  • Table 21 Global Battery Electric Truck Market Outlook, By Municipal Fleets (2024-2032) ($MN)
  • Table 22 Global Battery Electric Truck Market Outlook, By Industrial Enterprises (2024-2032) ($MN)
  • Table 23 Global Battery Electric Truck Market Outlook, By Construction Firms (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.