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市场调查报告书
商品编码
1856976
全球二手电动车电池市场:预测至2032年-按电池化学成分、供应来源、经营模式、技术、应用和区域进行分析Second Life EV Battery Market Forecasts to 2032 - Global Analysis By Battery Chemistry, Source Type, Business Model, Technology, Application and By Geography |
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根据 Stratistics MRC 的数据,预计 2025 年全球电动车二手电池市场规模将达到 145 亿美元,到 2032 年将达到 2,130 亿美元,预测期内复合年增长率为 46.7%。
二手电动车电池是指已达到使用寿命终点(通常容量约70-80%)的电动车电池。这些电池不会被直接丢弃,而是被重新用于对储能要求较低的应用,例如固定式电网储能、可再生能源併网和备用电源系统。这种方法可以延长电池的使用寿命,减少对环境的影响,并降低储能成本。二手电动车电池是电动车循环经济的关键组成部分,它有助于在应对日益增长的电池废弃物问题的同时,促进永续性和资源高效利用。
电动车越来越受欢迎
电动车会产生大量的锂离子电池,即使车辆报废后,这些电池仍能维持70-80%的原始容量。公用事业公司和工业营运商正在将这些电池回收利用,用于负载平衡、抑低尖峰负载和可再生能源併网。二次利用电池可以减少对环境的影响,并为新储能係统提供低成本的替代方案。汽车製造商和能源公司正在伙伴关係建造循环供应链和电池再利用中心。这一趋势正在推动二次利用电池生态系统的规模成长和基础设施投资。
供应链挑战
对废弃电动车电池进行收集、分类和检测需要专门的物流和诊断工具,以确保安全性和性能。由于缺乏标准化的电池分级和认证通讯协定,不同化学成分和外形规格的电池难以重复使用。运输法规和危险品物料输送要求增加了营运的复杂性和成本。电池生命週期各阶段所有权分散和资料缺失阻碍了可追溯性和库存管理。这些限制因素持续阻碍电力设备製造商和能源服务提供者对电池的采用。
经济高效的储能
与新型锂离子电池系统相比,二次利用电池可显着降低成本,同时支援永续性目标和循环经济的要求。其应用场景包括电动车充电站、微电网、备用电源以及太阳能和风能发电场的可再生能源平滑。模组化电池组可灵活部署于各种环境并支援容量扩展。各国政府和公用事业公司正在资助试点项目和奖励计划,以加速可充电电池的普及。这些趋势正在扩大储能网路的市场准入和营运可行性。
与新型电池技术的竞争
固体钠离子电池和液流电池等新型电池技术具有更高的能量密度、更长的使用寿命和更佳的安全性。原始设备製造商 (OEM) 和能源公司可能会优先考虑下一代系统用于未来的部署,从而降低对二手锂离子电池的需求。技术的不确定性和快速的创新週期使策略规划和基础设施协调变得更加复杂。市场对高效能、有保障的解决方案的偏好可能会限制二次电池在关键应用领域的可用性。这些风险为二次电池製造商带来了差异化和规模化的挑战。
疫情扰乱了全球电动车电池生产、回收和储能计划。封锁和供应链中断减缓了废弃电池的收集和再利用流程。然而,疫情后的復苏策略强调永续性和能源韧性,重新激发了人们对电池二次利用解决方案的兴趣。公用事业公司和原始设备製造商加快了试点部署,以支援电网稳定和可再生能源併网。消费者群体和政策制定者对资源效率和循环经济原则的认识不断提高。这种转变加强了对电池二次利用基础设施的长期投资和监管支持。
预计在预测期内,翻新和转售行业将成为最大的行业。
由于再製造和转售环节在能源和旅游领域的电池修復和再分配中发挥核心作用,预计在预测期内,该环节将占据最大的市场份额。专业公司对退役电动车电池进行测试和重新包装,使其能够二次用于固定式储能和低速车辆。与电池管理系统和性能分析的集成,确保了电池在各种应用中的安全性和可靠性。商业、工业和住宅领域对经认证的再製造设备的需求正在增长。这些能力正在巩固该环节在二次电池供应链中的主导地位。
预计在预测期内,锂离子电池细分市场将以最高的复合年增长率成长。
预计在预测期内,锂离子电池领域将在全球范围内实现最高成长率,因为其广泛应用于电动车和能源储存系统。锂离子电池的高能量密度、长循环寿命和广泛的可用性使其成为二次利用的理想选择。诊断工具和再利用技术的进步正在提高再利用电池组的效能可预测性和安全性。电网支援、通讯备用和电动车充电基础设施对锂离子储能的需求不断增长。这些趋势正在推动整个锂离子电池再利用和部署平台的成长。
在预测期内,由于电动车市场日趋成熟的监管环境以及对储能的投资,北美预计将占据最大的市场份额。美国和加拿大的公用事业公司正在部署二手电池,用于电网稳定、抑低尖峰负载和可再生能源併网计划。汽车原始设备製造商和回收商正在建立区域中心,用于电池的收集、测试和转售。联邦和州政府计画支持循环经济倡议和电池再利用奖励。领先的电动车製造商和能源公司正在推动创新和商业化。这些因素正在巩固北美在电动车二次电池部署的领先地位。
预计亚太地区在预测期内将呈现最高的复合年增长率,这主要得益于电动车普及和永续性要求在都市区和工业区推动的能源需求成长。中国、印度、日本和韩国等国家正在通讯基础设施微电网和公共运输系统中扩大二次电池平台的应用规模。政府支持的计画正在扶持电池再利用标准的先导计画和新兴企业。当地企业正在推出模组化、低成本的解决方案,以满足区域能源需求和电网条件。农村电气化和可再生能源併网的推进正在推动对便利、可扩展储能的需求。这些趋势正在促进亚太地区二次电池生态系统的发展。
According to Stratistics MRC, the Global Second Life EV Battery Market is accounted for $14.5 billion in 2025 and is expected to reach $213.0 billion by 2032 growing at a CAGR of 46.7% during the forecast period. A Second Life EV Battery refers to an electric vehicle (EV) battery that has reached the end of its automotive lifespan-typically when its capacity drops to around 70-80%-but still retains sufficient performance for alternative applications. Instead of being discarded, these batteries are repurposed for less demanding energy storage uses, such as stationary grid storage, renewable energy integration, or backup power systems. This approach extends the battery's useful life, reduces environmental impact, and lowers energy storage costs. Second Life EV Batteries are a key component in the circular economy for EVs, promoting sustainability and resource efficiency while managing growing battery waste.
Increasing electric vehicle adoption
EVs generate large volumes of lithium-ion batteries that retain up to 70-80% of their original capacity after vehicle retirement. Utilities and industrial operators repurpose these batteries for load balancing peak shaving and renewable energy integration. Second-life batteries offer a lower-cost alternative to new storage systems with reduced environmental impact. Automotive OEMs and energy firms are forming partnerships to build circular supply chains and battery repurposing hubs. These developments are driving volume growth and infrastructure investment across second-life battery ecosystems.
Supply chain challenges
Collection sorting and testing of retired EV batteries require specialized logistics and diagnostic tools to ensure safety and performance. Lack of standardized protocols for battery grading and certification complicates reuse across different chemistries and form factors. Transportation regulations and hazardous material handling requirements increase operational complexity and cost. Fragmented ownership and data gaps across battery lifecycle stages hinder traceability and inventory management. These constraints continue to slow adoption across utilities OEMs and energy service providers.
Cost-effective energy storage
Repurposed batteries offer significant cost savings compared to new lithium-ion systems while supporting sustainability goals and circular economy mandates. Use cases include backup power EV charging stations microgrids and renewable energy smoothing across solar and wind installations. Modular battery packs enable flexible deployment and capacity scaling across diverse environments. Governments and utilities are funding pilot programs and incentive schemes to accelerate second-life battery adoption. These trends are expanding market access and operational viability across energy storage networks.
Competition from new battery technologies
Emerging chemistries such as solid-state sodium-ion and flow batteries offer higher energy density longer lifespans and improved safety profiles. OEMs and energy firms may prioritize next-generation systems for future deployments reducing demand for repurposed lithium-ion units. Technological uncertainty and rapid innovation cycles complicate strategic planning and infrastructure alignment. Market preference for high-performance and warranty-backed solutions may limit second-life battery uptake in critical applications. These risks continue to challenge differentiation and scalability across second-life battery providers.
The pandemic disrupted EV production battery recycling and energy storage projects across global markets. Lockdowns and supply chain interruptions delayed battery retirement collection and repurposing workflows. However post-pandemic recovery strategies emphasized sustainability and energy resilience driving renewed interest in second-life battery solutions. Utilities and OEMs accelerated pilot deployments to support grid stability and renewable integration. Public awareness of resource efficiency and circular economy principles increased across consumer and policy segments. These shifts are reinforcing long-term investment in second-life battery infrastructure and regulatory support
The refurbishment & resale segment is expected to be the largest during the forecast period
The refurbishment & resale segment is expected to account for the largest market share during the forecast period due to its central role in enabling battery grading reconditioning and redistribution across energy and mobility sectors. Specialized firms test and repackage retired EV batteries for secondary use in stationary storage and low-speed vehicles. Integration with battery management systems and performance analytics ensures safety and reliability across diverse applications. Demand for certified refurbished units is rising across commercial industrial and residential segments. These capabilities are driving segment dominance across second-life battery supply chains
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 as the dominant chemistry used in EVs and energy storage systems globally. High energy density long cycle life and widespread availability make lithium-ion batteries ideal for second-life applications. Advances in diagnostic tools and repurposing techniques improve performance predictability and safety across reused packs. Demand for lithium-ion storage is rising across grid support telecom backup and EV charging infrastructure. These dynamics are accelerating growth across lithium-ion repurposing and deployment platforms.
During the forecast period, the North America region is expected to hold the largest market share due to its mature EV market regulatory clarity and energy storage investment. U.S. and Canadian utilities deploy second-life batteries across grid stabilization peak shaving and renewable integration projects. Automotive OEMs and recyclers establish regional hubs for battery collection testing and resale. Federal and state programs support circular economy initiatives and battery reuse incentives. Presence of leading EV manufacturers and energy firms drives innovation and commercialization. These factors are reinforcing North America's leadership in second-life EV battery deployment.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR as EV penetration energy demand and sustainability mandates converge across urban and industrial regions. Countries like China India Japan and South Korea scale second-life battery platforms across telecom infrastructure microgrids and public transit systems. Government-backed programs support battery repurposing standards pilot projects and startup incubation. Local firms launch modular and low-cost solutions tailored to regional energy needs and grid conditions. Demand for accessible and scalable storage is rising across rural electrification and renewable integration initiatives. These trends are accelerating regional growth across second-life battery ecosystems.
Key players in the market
Some of the key players in Second Life EV Battery Market include BMW, Nissan, Tesla, General Motors, Volkswagen, Renault, Mercedes-Benz Group AG, Hyundai Motor Company, Toyota Motor Corporation, BYD Company Limited, Stellantis N.V., RePurpose Energy, B2U Storage Solutions, Connected Energy and BeePlanet Factory.
In July 2025, Tesla was highlighted in the HTF Market Intelligence report as a key player in the second-life battery market, alongside LG Chem and CATL. Tesla continues collaborating with energy utilities and commercial clients to repurpose retired EV batteries into stationary storage systems, supporting grid resilience and renewable integration.
In June 2025, BMW unveiled its Neue Klasse platform, which includes modular battery packs designed for easy disassembly and second-life repurposing. The platform debuts with the iX3 Sports Activity Vehicle and supports faster charging, reduced production costs, and enhanced recyclability. This marks a strategic shift toward sustainable EV architecture.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.