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市场调查报告书
商品编码
1880412
电池回收市场预测至2032年:按电池化学成分、回收材料、供应来源、回收流程和地区分類的全球分析Battery Recycling Market Forecasts to 2032 - Global Analysis By Battery Chemistry (Lead-Acid Batteries, Lithium-Ion Batteries, Nickel-Based Batteries, and Other Battery Chemistries), Material Recovered, Source, Recycling Process, and By Geography |
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根据 Stratistics MRC 的一项研究,预计到 2025 年,全球电池回收市场价值将达到 291 亿美元,到 2032 年将达到 653 亿美元。
预计在预测期内,电池回收业将以12.2%的复合年增长率成长。电池回收是指收集、拆解和处理家用电器、电动车和工业系统中的废弃电池,以回收其中的材料。其目标是利用各种方法回收锂、钴、镍和铜等关键金属。这有助于建立永续体系,减少对矿产资源的需求,减轻环境影响,并确保不断发展的储能和运输业关键材料的稳定供应。
电动车和消费性电子产品的快速成长
电动车的指数级增长以及消费者对智慧型手机和笔记型电脑等电子设备的持续需求是电池回收市场的主要驱动力。这种激增直接转化为废弃锂离子电池供应量的增加,从而形成了一个重要且不断增长的可回收材料来源。此外,严格的政府法规和企业永续性目标正促使製造商确保负责任地处置这些产品,从而正式化并加速了全球范围内对健全的回收基础设施和服务的需求。
复杂的拆卸过程与安全风险
现代电池组,尤其是电动车电池组,设计复杂多样,为高效回收带来了巨大挑战。拆解这些电池组需要耗费大量人力,并且需要专用设备来降低热失控、火灾和接触有害化学物质等重大风险。这些安全隐患需要对先进设施和工人培训进行大量投资,从而增加营运成本。因此,这些经济和技术挑战可能会阻碍市场盈利,并减缓新一代电池化学技术回收业务的扩张。
开发先进的湿式冶金和直接回收技术
下一代回收技术的创新蕴藏着巨大的机会,例如水系冶金製程和直接回收方法。与传统的火法冶金相比,这些先进技术可望提高锂、钴和镍等贵重正极材料的回收率。此外,它们通常还具有更高的能源效率和更少的排放等优势。这项技术飞跃将提升回收的经济效益,并有助于建构循环经济,使其成为策略投资和市场竞争差异化的关键领域。
原物料价格波动
电池回收市场稳定性面临的主要威胁之一是锂、钴等关键原料价格固有的波动性。原生原料价格的突然下跌可能会迅速降低再生电池的经济吸引力,从而削弱回收商的商业模式。这种价格不确定性会使长期投资计画复杂化,并可能阻碍新回收设施所需的资金筹措。因此,全球大宗商品市场不可预测的趋势在一定程度上限制了市场盈利,并造成了持续的财务风险。
新冠疫情初期,全国的封锁措施扰乱了电池回收市场,导致回收中心暂时关闭,供应链和物流严重受阻。这造成废弃电池供应有限,回收作业放缓。然而,随着限制措施的逐步解除,市场展现出韧性并开始復苏。这段时期也凸显了建构本地化、安全可靠的关键电池材料供应链的战略重要性,这或将推动后疫情时代政府对回收业的长期政策支持。
预计在预测期内,铅酸蓄电池细分市场将占据最大的市场份额。
由于铅酸电池拥有完善且发展长达数十年的回收基础设施,以及其在汽车启动电池和不断电系统(UPS)中的广泛应用,预计在预测期内,铅酸电池市场将占据最大的市场份额。由于回收铅的价值高,铅酸电池的回收製程成熟、高效且经济效益显着。此外,全球范围内强制要求回收这些电池的严格法规确保了原材料的稳定充足供应,这有望帮助该市场在可预见的未来保持其最大市场份额的地位。
预计在预测期内,金属板块的复合年增长率将最高。
预计在预测期内,金属产业将实现最高成长率,这主要得益于从废弃锂离子电池中回收锂、钴和镍等高价值材料的迫切需求。这些金属是製造新型电动车电池的关键材料,而从回收来源取得这些材料正成为降低供应链风险和价格波动的重要策略倡议。此外,新的回收技术使得从废弃电池中回收更多、更纯净的金属变得更加容易,也使得金属回收领域的投资更具吸引力。
由于欧盟积极而严格的法规结构,预计欧洲地区在预测期内将保持最大的市场份额。诸如《电池指令》和雄心勃勃的《欧洲绿色交易》等政策,都强调了生产者延伸责任,并设定了高标准的回收和再利用目标。这些监管压力,加上政府对回收的大力支持以及先进的回收设施,共同建立了一个系统化的体系,鼓励企业遵守规则,从而帮助欧洲保持主导地位。
预计亚太地区在预测期内将实现最高的复合年增长率。这主要得益于庞大且快速成长的家用电器市场以及全球成长最快的电动车保有量,尤其是在中国、日本和韩国。这导致电池废弃物数量庞大且不断增长。此外,该地区各国政府正在加强相关政策,以管理这些废弃物并确保关键原材料的国内供应,从而吸引大量投资建设新的回收设施,并推动市场显着扩张。
According to Stratistics MRC, the Global Battery Recycling Market is accounted for $29.1 billion in 2025 and is expected to reach $65.3 billion by 2032, growing at a CAGR of 12.2% during the forecast period. Battery recycling involves the collection, disassembly, processing, and material recovery of used batteries from consumer electronics, electric vehicles, and industrial systems. It aims to recover important metals like lithium, cobalt, nickel, and copper using different methods, which helps create a sustainable system, decreases the need for mined materials, lessens environmental harm, and provides a steady supply of essential materials for the expanding energy-storage and transportation industries.
Rapid growth in electric vehicles (EVs) and consumer electronics
The exponential adoption of electric vehicles and the relentless consumer demand for electronics like smartphones and laptops are primary engines for the battery recycling market. This surge directly translates into a growing stream of end-of-life lithium-ion batteries, creating a critical and expanding supply of recyclable materials. Furthermore, stringent government regulations and corporate sustainability goals are pressuring manufacturers to secure a responsible end-of-life for these products, thereby formalizing and accelerating the need for robust recycling infrastructure and services on a global scale.
Complex disassembly processes and safety hazards
The intricate and varied designs of modern battery packs, particularly for EVs, pose a significant barrier to efficient recycling. Disassembling these units is highly labor-intensive and requires specialized equipment to mitigate serious risks, including thermal runaway, fires, and exposure to toxic chemicals. These safety hazards necessitate substantial investment in advanced facilities and worker training, which increases operational expenses. Consequently, this economic and technical challenge can hinder market profitability and slow down the scaling of recycling operations for newer battery chemistries.
Development of advanced hydrometallurgical and direct recycling technologies
Significant opportunity lies in the innovation of next-generation recycling technologies, such as hydrometallurgical processes and direct recycling methods. These advanced techniques promise higher recovery rates of valuable cathode materials like lithium, cobalt, and nickel compared to traditional pyrometallurgy. Moreover, they are often more energy-efficient and generate fewer emissions. This technological leap enhances the economic viability of recycling and supports the creation of a circular economy, making it a key area for strategic investment and competitive differentiation within the market.
Volatility in raw material prices
A major threat to the battery recycling market's stability is the inherent volatility in the prices of key raw materials, such as lithium and cobalt. Sharp declines in virgin material prices can suddenly make recycled alternatives less economically attractive, undermining the business case for recyclers. This price uncertainty complicates long-term investment planning and can deter the financing needed for new recycling facilities. Therefore, the unpredictable dynamics of the global commodity markets partially tether the market's profitability, creating a persistent financial risk.
The COVID-19 pandemic initially disrupted the battery recycling market through nationwide lockdowns, which caused temporary collection center closures and severe bottlenecks in supply chains and logistics. This led to a constricted supply of end-of-life batteries and delayed recycling operations. However, the market demonstrated resilience and began recovering as restrictions eased. The period also reinforced the strategic importance of establishing localized and secure supply chains for critical battery materials, potentially accelerating long-term policy support for the recycling industry in a post-pandemic era.
The lead-acid batteries segment is expected to be the largest during the forecast period
The lead-acid batteries segment is expected to account for the largest market share during the forecast period, attributed to its well-established, decades-old recycling infrastructure and its ubiquitous use in automotive starter batteries and uninterruptible power supplies. Due to the high value of recovered lead, the recycling process for lead-acid is mature, highly efficient, and economically compelling. Additionally, stringent global regulations mandating the recycling of these batteries ensure a consistent and high-volume feedstock, securing its position as the largest segment for the foreseeable future.
The metals segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the metals segment is predicted to witness the highest growth rate, driven by the urgent need to recover high-value materials like lithium, cobalt, and nickel from spent lithium-ion batteries. These metals are critical for manufacturing new EV batteries, and their procurement from recycled sources is becoming a strategic imperative to mitigate supply chain risks and price volatility. Also, new recycling technologies are making it easier to get more and cleaner metals from old batteries, making it more attractive to invest in metal recovery.
During the forecast period, the Europe region is expected to hold the largest market share due to the European Union's proactive and stringent regulatory framework. Policies like the Battery Directive and the ambitious European Green Deal impose extended producer responsibility, setting high collection and recycling targets. This pressure from regulations, along with strong government backing for recycling and advanced recycling facilities, creates a well-organized system that forces companies to follow the rules and helps Europe lead in battery recycling worldwide.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by a massive and rapidly expanding consumer electronics market and the world's fastest-growing EV fleet, particularly in China, Japan, and South Korea. This generates an immense and growing volume of battery waste. Moreover, governments in the region are increasingly implementing policies to manage this waste stream and secure domestic supplies of critical raw materials, attracting substantial investments in new recycling capacity and driving remarkable market expansion.
Key players in the market
Some of the key players in Battery Recycling Market include Umicore N.V., Li-Cycle Holdings Corp., Redwood Materials, Inc., Glencore plc, Stena Metall AB, Ecobat Limited, Accurec Recycling GmbH, American Battery Technology Company, Inc., RecycLiCo Battery Materials Inc., Neometals Ltd, Duesenfeld GmbH, Retriev Technologies, Inc., Cirba Solutions, LLC, Fortum Corporation, Ganfeng Lithium Group Co., Ltd., LG Energy Solution, Ltd., Call2Recycle, Inc., Aqua Metals, Inc., and East Penn Manufacturing Co.
In June 2025, Redwood Materials announced a $350M Series E to accelerate critical-materials recovery and published multiple 2025 site expansions and R&D centre openings.
In April 2025, LG Energy Solution announced a battery-recycling joint venture in Europe with Derichebourg (pre-processing facility) and additional US/partner recycling ventures.
In April 2025, Umicore announced new battery-recycling service agreements and continues to publish battery-recycling updates on its Battery Recycling Solutions pages.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.