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市场调查报告书
商品编码
1871958
全球电池式电动车市场:预测至2032年-按车辆类型、组件、电池类型、电池容量、驱动系统、续航里程、充电速度、充电桩位置、技术、最终用户和地区进行分析Battery Electric Vehicle Market Forecasts to 2032 - Global Analysis By Vehicle Type, Component, Battery Type, Battery Capacity, Drive Type, Range, Charger Speed, Charger Location, Technology, End User, and By Geography |
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根据 Stratistics MRC 的一项研究,预计到 2025 年,全球电池式电动车(BEV) 市场价值将达到 6,987 亿美元,到 2032 年将达到 19,160 亿美元。
预计在预测期内,纯电动车市场将以15.5%的复合年增长率成长。电池式电动车(BEV)完全依靠可充电电池中储存的电力驱动,而无需汽油或柴油。它们使用电动马达驱动,并可透过外部电源充电。纯电动车环保,因为它们不排放任何排放气体。这些车辆以其运行安静、维护成本低和续航里程不断提升而着称,在向永续清洁交通途径转型过程中发挥关键作用。
根据欧盟统计局和美国交通统计局发布的数据,电池式电动车(BEV) 和电动商用车市场持续经历创纪录的成长,预计到 2024 年,欧洲新电动车註册量将超过 250 万辆。
政府严格的排放气体法规和零排放车辆强制令
严格的政府排放气体法规和零排放车辆强制令透过明确政策方向和市场确定性,加速了纯电动车的普及。汽车製造商正在扩大其电动车产品线和产量以满足车队目标,而补贴和公共采购政策也鼓励了个人和商业车队购买电动车。此外,这些法规还刺激了对电池供应链、充电基础设施和製造自动化的投资,随着时间的推移,这些措施将提高续航里程并降低成本,从而促进更广泛的商业化和创新。
与内燃机汽车相比,车辆初始成本较高
与内燃机汽车相比,电动车(BEV)较高的初始购车成本仍然是其普及的主要障碍,尤其对于价格敏感型消费者和车队采购者而言更是如此。高昂的购车价格反映了电池组成本、认证要求以及部分车型的产能限制,即使营运成本低,也可能导致较长的投资回收期。此外,人们对残值以及整体拥有成本(TCO)的不同认知也阻碍了电动车的普及。应对这项挑战需要透过多种融资方案、创新的租赁模式、有吸引力的电池保固以及二手市场支援来提高电动车的可负担性和增强消费者信心。
下一代电池技术的开发
下一代电池技术的开发为提升纯电动车的经济性和性能带来了巨大机会。电芯化学、固态电池概念和快速充电技术的进步有望提高能量密度、增强安全性并降低每千瓦时成本,从而实现更长的续航里程和更小的车身尺寸。此外,生产规模、回收和二次利用的创新可以降低生命週期成本和材料消耗。能够将这些突破性技术商业化的汽车製造商和供应商将获得决定性的竞争优势和可观的市场份额。
政府补贴可能减少或取消
儘管购车奖励、税收减免和优惠政策促进了早期普及,但取消这些措施可能会减缓消费者接受度并延长投资回收期,尤其是在总成本优势有限的情况下。此外,政策的不确定性可能会抑制对本地製造和充电基础设施的投资。为了保持发展势头,产业和政策制定者必须提出切实可行的商业模式,加强次市场建设,并发出明确的长期讯号,支持电气化投资。
新冠疫情初期扰乱了汽车生产和全球供应链,导致纯电动车推广速度放缓,半导体短缺也限制了交付。然而,这场危机也促使政府推出绿色奖励策略,重新关注具有韧性的低碳出行方式,同时也促使消费者转向更清洁的个人交通选择。儘管供应链瓶颈导致短期成本上升,但产业的韧性、製造业回流以及对电气化领域的持续投资最终增强了纯电动车的长期需求基础,并促进了策略性供应多元化。
预计在预测期内,乘用车细分市场将占据最大的市场份额。
预计在预测期内,乘用车细分市场将占据最大的市场份额,因为消费者的偏好正迅速转向个人电动出行。续航里程的提升、涵盖不同价格分布的更丰富的车型阵容以及不断完善的充电基础设施,使得纯电动车越来越适合日常使用。都市区排放气体法规以及对许多消费者而言极具吸引力的总拥有成本(TCO)也是推动纯电动车普及的重要因素。随着汽车製造商优先考虑并扩大乘用车电气化规模,预计该细分市场将在销售和收入方面保持领先地位,并进一步推动全球产品多元化。
预计在预测期内,电池组和系统细分市场将呈现最高的复合年增长率。
预计在预测期内,电池组及系统领域将实现最高增速,主要受能量密度需求上升和大规模生产带来的成本降低的推动。电池管理系统(BMS)功能的整合、快速充电能力的提升以及安全性的提高,正在提升单车价值,促使整车製造商(OEM)投资于专用电池组设计。供应链在地化、回收措施以及汽车製造商与电池製造商之间的策略联盟将进一步推动成长,而售后市场和二次利用的机会正在改善全球电池组的经济效益和风险状况。
预计亚太地区将在整个预测期内保持最大的市场份额,这主要得益于其完善的电动车供应链、强大的製造能力以及中国及其周边市场的强劲需求。政府政策、区域奖励和国内电池生产将降低成本,加速各价格分布电动车的供应。快速的都市化和收入成长将扩大目标消费群体,而对充电网路和公共交通电动化的投资将支持乘用车和商用车领域的持续普及。
预计亚太地区在预测期内将实现最高的复合年增长率,这主要得益于各国政府积极的电气化目标和基础建设。快速成长的汽车市场、不断提高的人均收入以及都市区的强劲需求,为纯电动车的普及创造了有利条件。本土製造商和新兴企业正致力于研发价格亲民的车型和电池解决方案,而国际整车製造商则透过成立合资企业来扩大生产规模。政策支持、市场规模和供应链整合等因素的综合作用,将推动纯电动车的普及速度超过其他地区。
According to Stratistics MRC, the Global Battery Electric Vehicle (BEV) Market is accounted for $698.7 billion in 2025 and is expected to reach $1,916.0 billion by 2032, growing at a CAGR of 15.5% during the forecast period. A Battery Electric Vehicle (BEV) runs entirely on electric power stored in rechargeable batteries, eliminating the need for gasoline or diesel. It uses electric motors for propulsion and can be charged through external power sources. BEVs produce zero tailpipe emissions, making them environmentally friendly. Known for their quiet operation, lower maintenance, and growing driving range, these vehicles are becoming a key part of the transition toward sustainable and clean transportation.
According to data published in Eurostat and the U.S. Bureau of Transportation Statistics, the Battery Electric Vehicle (BEV) Market and Electric Commercial Vehicle Market continue to see record growth, with new EV registrations in Europe surpassing 2.5 million in 2024.
Stringent government emissions regulations and zero-emission vehicle mandates
Stringent government emissions regulations and zero-emission vehicle mandates have accelerated BEV adoption by creating clear policy direction and market certainty. Automakers are expanding electric model lineups and scaling production to comply with fleet targets, while subsidies and public procurement encourage purchases across private and commercial fleets. Moreover, these regulations spur investment in battery supply chains, charging infrastructure, and manufacturing automation, improving range and reducing costs over time and fostering broader commercialisation and innovation.
High upfront vehicle costs compared to internal combustion engine vehicles
High upfront vehicle costs compared to internal combustion engine vehicles remain a major restraint for BEV adoption, especially among price-sensitive consumers and fleet buyers. Higher purchase prices reflect battery pack costs, certification, and limited scale for some models, which can lengthen payback periods despite lower operating expenses. Moreover, residual value concerns and uneven total-cost-of-ownership perceptions deter mainstream buyers. Addressing this requires financing options, innovative leasing, attractive battery warranties and secondary-market support to improve affordability and buyer confidence.
Development of next-generation battery technologies
Development of next-generation battery technologies presents a significant opportunity to transform BEV economics and performance. Advances in cell chemistry, solid-state concepts, and fast-charging capabilities promise higher energy density, improved safety, and lower cost per kilowatt-hour, enabling longer ranges and smaller packs. Additionally, innovations in manufacturing scale, recycling and second-life applications can cut lifecycle costs and reduce material exposure. Automakers and suppliers that commercialise such breakthroughs can gain decisive competitive advantage and meaningful market share.
Potential reduction or elimination of government subsidies
Purchase incentives, tax breaks and favourable regulations have eased early adoption; their withdrawal could slow consumer uptake and lengthen payback periods, particularly where total-cost advantages are marginal. Moreover, policy uncertainty may discourage investment in local manufacturing and charging infrastructure. To preserve progress, industry and policymakers must demonstrate viable commercial models, strengthen secondary markets and communicate clear long-term signals that support electrification investments.
The Covid-19 pandemic initially disrupted vehicle production and global supply chains, causing delays to BEV rollouts and contributing to semiconductor shortages that constrained deliveries. Yet the crisis also prompted green stimulus measures and revived policy focus on resilient, low-carbon mobility, while shifting consumer interest toward cleaner personal transport. Supply-chain bottlenecks raised short-term costs, but industry resilience, reshoring efforts and renewed investment in electrification ultimately reinforced long-term BEV demand fundamentals and strategic supply diversification.
The passenger cars segment is expected to be the largest during the forecast period
The passenger cars segment is expected to account for the largest market share during the forecast period because consumer preference is shifting rapidly toward personal electrified mobility. Improved driving range, expanding model availability across price tiers, and growing charging infrastructure make BEVs increasingly practical for daily use. Urban emission policies and attractive total-cost-of-ownership for many buyers further support uptake. Automakers prioritise passenger car electrification and scale manufacturing, reinforcing this segment's dominance in unit volumes and revenue and stimulate continued product diversification globally.
The battery pack & system segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the battery pack & system segment is predicted to witness the highest growth rate due to rising energy density demands and cost declines from scaled manufacturing. Integration of BMS functionality, fast-charging compatibility, and safety enhancements increases the value per vehicle, prompting OEM investment in specialised pack engineering. Supply-chain localisation, recycling initiatives and strategic partnerships between automakers and cell makers further catalyse growth, while aftermarket and second-life opportunities improve economics and risk profiles globally.
During the forecast period, the Asia Pacific region is expected to hold the largest market share driven by EV supply chains, strong manufacturing capacity, and robust demand in China and neighbouring markets. Government policies, local incentives and domestic battery production lower costs and accelerate vehicle availability across price bands. Rapid urbanisation and rising incomes expand addressable consumer segments, while investments in charging networks and public fleet electrification support sustained adoption across passenger and commercial vehicles.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR as governments pursue aggressive electrification targets and infrastructure rollouts. Rapidly growing vehicle markets, rising per-capita incomes and strong urban demand create fertile conditions for BEV expansion. Local manufacturers and startups are innovating in affordable models and battery solutions, while international OEMs form joint ventures to scale production. Combined policy support, market size and supply-chain integration will drive faster adoption compared with other regions.
Key players in the market
Some of the key players in Battery Electric Vehicle (BEV) Market include Tesla, Inc., BYD Company Limited, Volkswagen AG, Hyundai Motor Company, Kia Corporation, BMW AG, Mercedes-Benz Group AG, Nissan Motor Co., Ltd., Stellantis N.V., General Motors Company, Ford Motor Company, SAIC Motor Corporation Limited, Geely Automobile Holdings Limited, Volvo, Renault Group, NIO Inc., XPeng Inc., Li Auto Inc., Rivian Automotive, Inc., and Tata Motors Limited.
In September 2025, Volkswagen AG announced it had developed a test vehicle with a solid-state battery and the "Electric Urban Car Family" as part of its BEV / battery strategy, with plants in Europe to support the rollout.
In July 2025, Hyundai Motor Company unveiled the first teaser images of the all-new IONIQ 6 N BEV, marking a significant step in its electrification journey.
In April 2024, Tesla, Inc. launched the "new Model 3 Performance" high-performance BEV trim leveraging updated manufacturing and engineering capabilities.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.