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市场调查报告书
商品编码
1871908
全球电动汽车电池回收市场:预测至2032年-依化学成分、电池来源、回收流程、回收阶段、最终用户及地区进行分析Electric Vehicle Battery Recycling Market Forecasts to 2032 - Global Analysis By Chemistry, Battery Source, Recycling Process, Recycling Stage, End User and By Geography |
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根据 Stratistics MRC 的一项研究,全球电动车 (EV) 电池回收市场预计在 2025 年达到 6.1981 亿美元,预计到 2032 年将达到 26.7017 亿美元,在预测期内的复合年增长率为 23.2%。
电动汽车电池回收是指从废弃电动汽车电池中回收和再利用材料的过程。这包括收集、拆解和材料回收等步骤,旨在回收锂、钴和镍等关键元素。该过程旨在减少对环境的负面影响,节省关键原材料,并促进永续性。将回收材料重新投入生产线,有助于循环经济的发展,并减少对原生资源开采的依赖。
根据相关规定,镍镉电池、铅酸电池和其他化学电池的重量分别应有约 75.0%、65.0% 和 50% 回收为再生材料。
关键资源的经济价值
随着电动车的日益普及,从废弃电池中回收锂、钴、镍等关键金属的需求也迅速增长。这些材料是先进电池製造的必需品,但其稀缺性和价格却日益高昂。回收利用为回收这些原料提供了一种策略性解决方案,有助于减少对不稳定的全球供应链的依赖。直接回收和湿式冶金技术的创新正在提高提取效率和材料品质。回收高价值材料所带来的经济和环境效益正在推动电池回收基础设施的投资。
技术复杂性和异质性
锂离子电池的不同结构—磷酸铁锂(LFP)、镍钴锰酸锂(NMC)和镍钴铝酸锂(NCA)—需要客製化的拆解和处理流程。人工拆解既危险又低效,尤其是在电池内部整合电子元件和高压组件的情况下。自动化技术仍在发展中,难以适应非标准化的电池组。此外,黏合剂、冷却系统和整合感测器等也会阻碍材料分离,进一步增加了拆解的复杂性。这些技术难题推高了营运成本,并延缓了可扩展回收解决方案的普及。
建立闭合迴路供应链
汽车製造商和回收商正在携手合作,以确保再生原料的供应并减少碳排放。阴极直接再利用和智慧分类技术的突破性进展,使得高效的材料回收成为可能。电池护照和区块链等数位化工具,有助于提升整个回收链的可追溯性和合规性。欧盟和中国等地区的监管要求,透过生产者延伸责任制,正在加速循环经济模式的推广。这些趋势正在推动逆向物流、二次电池应用以及区域回收中心等领域的创新。
新原物料价格波动
原生锂、钴和镍的价格波动威胁再生替代品的竞争力。原物料成本下降可能导致回收业务在经济上不可行,并抑制投资。这种波动使长期规划复杂化,延缓了先进回收技术的应用。它还会影响合约谈判和新设施的资金筹措。一些公司正在探索价格稳定机制和长期采购协议以降低风险。然而,如果没有持续的政策支持或强制使用再生材料的规定,市场仍然容易受到大宗商品价格波动的影响。
新冠疫情扰乱了全球电池供应链,导致回收延误,废弃电池供应受限。劳动力短缺和封锁措施影响了回收和处理作业,造成了暂时的延误。然而,这场危机加速了人工智慧诊断和远端监控系统等数位化工具的应用。疫情也凸显了建构具有韧性的分散式回收基础设施的重要性,以降低对进口的依赖。后疫情时代的策略重点在于自动化、本地采购和监管协调,以加强回收生态系统。
预计在预测期内,锂离子电池细分市场将占据最大的市场份额。
由于锂离子电池在电动车和能源储存系统中的广泛应用,预计在预测期内,锂离子电池将占据最大的市场份额。这些电池含有高浓度的贵金属,使其成为理想的回收对象。湿式冶金製程和直接回收技术的进步正在提高萃取率并减少对环境的影响。不断增长的电动车保有量为废弃电池提供了稳定的来源,从而推动了对回收的需求。製造商在设计电池时就考虑到了报废后的回收利用,从而提高了电池的可回收性。
预计在预测期内,能源储存系统领域将实现最高的复合年增长率。
预计在预测期内,能源储存系统领域将呈现最高的成长率,这主要得益于可再生能源装置容量的扩张。随着太阳能和发电工程规模的扩大,电网级储能的需求也随之成长,导致更多电池被报废。储能係统电池通常具有特殊的配置,需要专门的回收方法。模组化设计和二次利用技术的创新正在简化从再利用到回收的过渡。为了应对日益增长的电池量,公用事业公司和新兴企业正在投资开发专门用于储能係统的回收技术。
亚太地区预计将在预测期内保持最大的市场份额,这主要得益于其在电动车生产和电池製造方面的优势。中国、日本和韩国等国家正在投资先进的回收技术和政策架构。中国的监管要求和产业整合正在加速大型回收设施的建设。该地区的主要企业正在将回收环节垂直整合到其供应链中,以提高效率。政府激励措施和合资企业正在推动自动化拆解和材料回收技术的创新。
在预测期内,北美预计将实现最高的复合年增长率,这主要得益于电动车普及率的提高和相关政策的支持。例如,美国的《通膨控制法案》等政策正在鼓励对国内电池供应链和回收基础设施的投资。像Redwood Materials and Recycling这样的公司正在率先开发可扩展的闭合迴路回收模式。汽车製造商正与回收商合作,以确保关键材料的供应并实现永续性目标。不断扩大的电池回收网路和日益增长的二次利用应用正在扩大该地区的回收基础。
According to Stratistics MRC, the Global Electric Vehicle (EV) Battery Recycling Market is accounted for $619.81 million in 2025 and is expected to reach $2670.17 million by 2032 growing at a CAGR of 23.2% during the forecast period. EV Battery Recycling involves reclaiming and reusing materials from spent or discarded electric vehicle batteries. It includes steps like collection, disassembly, and material recovery of essential elements such as lithium, cobalt, and nickel. The process aims to lessen environmental harm, conserve critical raw materials, and encourage sustainability. By reintroducing recovered materials into production, it supports a circular economy and reduces dependency on virgin resource extraction.
According to the regulations, about 75.0%, 65.0%, and 50% of the weight of battery must be recovered as recycled material for nickel-cadmium, lead-acid, and other chemistries, respectively.
Economic value of critical materials
The surge in electric vehicle adoption is amplifying the need to reclaim essential metals like lithium, cobalt, and nickel from used batteries. These materials are vital for advanced battery production and are becoming increasingly scarce and costly. Recycling offers a strategic solution to recover these inputs, reducing reliance on unstable global supply chains. Innovations in direct recycling and hydrometallurgy are enhancing extraction efficiency and material quality. The financial and environmental benefits of recovering high-value materials are propelling investment in battery recycling infrastructure.
Technical complexity & heterogeneity
Differences in lithium-ion formats-such as LFP, NMC, and NCA-require customized dismantling and processing workflows. Manual disassembly remains hazardous and inefficient, especially with embedded electronics and high-voltage components. Automation is still evolving and struggles with non-standardized battery packs. Additional complications arise from adhesives, cooling systems, and integrated sensors that obstruct clean material separation. These technical challenges elevate operational costs and slow down the deployment of scalable recycling solutions.
Creation of closed-loop supply chains
Automakers and recyclers are collaborating to secure secondary raw materials and reduce carbon footprints. Breakthroughs in direct cathode reuse and smart sorting technologies are enabling efficient material recovery. Digital tools like battery passports and blockchain are improving traceability and compliance across the recycling chain. Regulatory mandates in regions like the EU and China are accelerating circular practices through extended producer responsibility. These trends are driving innovation in reverse logistics, second-life battery applications, and regional recycling hubs.
Fluctuation in virgin raw material prices
Instability in the pricing of virgin lithium, cobalt, and nickel threatens the competitiveness of recycled alternatives. When raw material costs decline, recycling operations may become economically unviable, discouraging investment. This volatility complicates long-term planning and delays the rollout of advanced recycling technologies. It also affects contract negotiations and financing for new facilities. Some companies are exploring price stabilization mechanisms and long-term procurement agreements to mitigate risk. However, without consistent policy support or mandatory recycled content requirements, the market remains exposed to commodity price swings.
The COVID-19 pandemic disrupted global battery supply chains, delaying recycling initiatives and limiting access to end-of-life batteries. Workforce shortages and lockdowns impacted collection and processing operations, causing temporary setbacks. However, the crisis accelerated the adoption of digital tools such as AI-based diagnostics and remote monitoring systems. The pandemic underscored the importance of resilient, decentralized recycling infrastructure to reduce dependency on imports. Post-pandemic strategies now focus on automation, regional sourcing, and harmonized regulations to strengthen the recycling ecosystem.
The lithium-ion batteries segment is expected to be the largest during the forecast period
The lithium-ion batteries segment is expected to account for the largest market share during the forecast period, due to their widespread use in electric vehicles and energy storage systems. These batteries contain high concentrations of valuable metals, making them prime candidates for recovery. Advances in hydrometallurgical and direct recycling methods are improving extraction rates and reducing environmental impact. The growing EV fleet is generating a consistent stream of spent batteries, boosting recycling demand. Manufacturers are increasingly designing batteries with end-of-life recovery in mind, enhancing recyclability.
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, driven by the expansion of renewable energy installations. As solar and wind projects scale up, the demand for grid-level storage is rising, leading to more battery retirements. ESS batteries often have unique configurations that require specialized recycling approaches. Innovations in modular design and second-life applications are streamlining the transition from reuse to recycling. Utilities and startups are investing in ESS-specific recycling technologies to manage increasing volumes.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, supported by its dominance in EV production and battery manufacturing. Countries like China, Japan, and South Korea are investing in advanced recycling technologies and policy frameworks. China's regulatory mandates and industrial consolidation are accelerating the development of large-scale recycling facilities. Major players in the region are vertically integrating recycling into their supply chains to improve efficiency. Government incentives and joint ventures are fostering innovation in automated dismantling and material recovery.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, driven by rising EV adoption and supportive legislation. U.S. policies like the Inflation Reduction Act are channeling investments into domestic battery supply chains and recycling infrastructure. Companies such as Redwood Materials and Li-Cycle are pioneering scalable, closed-loop recycling models. Automakers are partnering with recyclers to secure critical materials and meet sustainability targets. Growth in battery collection networks and second-life applications is expanding the regional recycling footprint.
Key players in the market
Some of the key players in Electric Vehicle (EV) Battery Recycling Market include Redwood, Ecobat, Retriev Technologies, Li-Cycle, Neometals, American Battery Technology Company, Umicore, American Manganese, Sumitomo Metal Mining, Glencore, Ganfeng Lithium, Stena Recycling, Fortum, ACCUREC, and Altilium.
In September 2025, American Battery Technology Company and Call2Recycle announced a strategic partnership to advance the recycling of lithium-ion batteries for consumers across the United States. This collaboration expands ABTC's business model from primarily business-to-business operations to include a direct-to-consumer recycling channel, creating a more robust circular economy for essential battery metals.
In March 2022, Retriev Technologies has acquired Battery Solutions, the North American leader in sustainable, end-to-end management solutions for end-of-life batteries and consumer electronics. The combined offering brings two complementary industry leaders together to create the first and only comprehensive battery management solution in North America.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.