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市场调查报告书
商品编码
1880500
先进材料市场预测(适用于电池回收)至2032年:按材料、电池来源、技术、最终用户和地区分類的全球分析Advanced Materials for Battery Recycling Market Forecasts to 2032 - Global Analysis By Material (Lithium, Cobalt, Nickel, Manganese, Graphite and Rare Earth Elements), Battery Source, Technology, End User and By Geography |
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根据 Stratistics MRC 的数据,全球电池回收先进材料市场预计到 2025 年价值 28.7 亿美元,到 2032 年达到 76.4 亿美元,预测期内复合年增长率为 15.0%。
先进材料在现代电池回收中变得至关重要,它们能够提高回收效率、降低成本并支援永续资源管理。这些材料透过先进的吸附剂、选择性薄膜、创新溶剂和优化的催化体系,能够更有效率地提取和纯化锂、钴、镍和其他关键金属。这有助于减少製程排放、提高金属纯度并最大限度地减少废弃物产生。随着电动车的日益普及、全球永续性的推进以及减少对矿产资源依赖的压力不断增加,这些材料的应用正在加速发展。随着回收技术的不断进步,这些材料将增强电池生态系统的循环性,从而实现更清洁、更扩充性的回收作业。
据美国能源局(DOE) 称,截至 2023 年,美国将有可回收超过 35,500 吨电池材料的回收设施,这表明先进材料的回收已大规模展开。
扩大电动车(EV)的使用
全球电动车的日益普及是推动电池回收先进材料市场成长的关键因素。随着电动车製造规模的扩大,废弃锂离子电池的累积速度也正在加快,这增加了对先进回收技术的需求。高效材料,例如先进薄膜、客製化催化剂和选择性萃取化合物,有助于提高回收率,同时最大限度地减少对环境的影响和处理成本。扶持政策、政府奖励和强有力的碳中和目标进一步推动了回收技术的创新。由于电动车电池对关键矿物的依赖性日益增强,先进材料能够确保资源的稳定供应,并促进电池组件的循环利用。技术和监管因素的共同作用,巩固了电动车作为市场关键驱动力的地位。
先进材料和技术高成本
先进材料和配套技术的高成本是阻碍因素。高性能催化剂、选择性分离膜和专用溶剂的生产流程复杂,推高了价格。这些材料相关成本显着增加了回收企业的营运成本,为预算有限的小规模企业带来了挑战。升级回收系统以采用这些材料也需要额外的资本投资、专业的员工培训和持续的设备维护。电池回收的利润率通常很低,资金限制阻碍了其广泛应用。这种成本壁垒减缓了先进回收材料的普及应用,并限制了整体市场的扩张。
直接回收和下一代技术的推广
直接回收和新兴电池回收技术的日益普及,为先进材料製造商创造了巨大的机会。直接回收需要专有的再生化学品、精密溶剂、先进涂层和客製化粘合剂,以保持正极的完整性。随着业界向更清洁、更低能耗的回收模式转型,对支援这些技术的专用材料的需求将会增加。这些技术有助于提高金属回收率、降低成本并增强永续性。活性化的研究活动、政府资助和试点规模的创新正在进一步加速这些技术的应用。这种转型使先进材料供应商能够与技术开发商合作,推出创新解决方案,并在不断变化的回收领域中获得竞争优势。
来自低成本、传统回收方法的竞争
低成本、成熟的回收方法对先进材料构成了强而有力的竞争。许多回收企业仍依赖传统的湿式冶金和火法冶金系统,这些系统资本投入低、操作简便。相较之下,先进材料需要升级设备、受控环境和更高的成本,因此其应用吸引力较低。结果,回收企业往往选择较便宜的传统方法,即使这些方法效率较低、永续性。这减缓了向先进材料主导解决方案的转型,并限制了市场渗透。对传统回收技术的持续偏好扼杀了创新,限制了下一代材料的应用,并降低了先进材料供应商的长期成长潜力。
新冠疫情为电池回收用先进材料市场带来了挑战和成长机会。初期,全球物流中断、工厂停工和劳动力短缺导致高性能催化剂、薄膜和特殊萃取材料的生产放缓。这种供应限制影响了回收作业,并延缓了现代化进程。然而,疫情也增强了长期发展势头,因为许多国家采取了绿色復苏策略,并强调循环资源管理。疫情后电动车的普及扩大了废弃电池的供应来源,并提振了对高效能回收材料的需求。儘管遭遇了暂时的挫折,但新冠疫情最终提高了人们对永续电池处理的认识,并凸显了该市场的战略重要性。
预计在预测期内,锂市场将占据最大的市场份额。
预计在预测期内,锂领域将占据最大的市场份额。锂几乎用于所有主流电动车和便携式设备的电池化学体系中,因此其回收价值极高。为此,诸如高选择性溶剂、专用薄膜和客製化吸附剂等先进材料的设计往往以锂回收为目标。由于锂的广泛应用和重要的经济价值,回收商优先考虑锂的回收,这意味着先进再生材料产业中很大一部分都致力于高效回收锂。
预计在预测期内,直接回收领域将实现最高的复合年增长率。
预计在预测期内,直接回收领域将呈现最高的成长率。这是因为该方法能够保持原有正极材料的成分,从而实现材料的修復而非完全再加工。这种方法依赖先进材料,例如再生化学品、精密溶剂、工程涂层和特殊黏合剂,这些材料用于重建可用的电池组件。直接回收能耗更低、排放更少,且产出价值更高,因此越来越受到寻求永续且经济的回收途径的製造商的青睐。不断扩大的调查计画、技术创新和产业合作正在进一步加速其应用。因此,直接回收的成长速度超过了湿式冶金、火法冶金和机械加工方法。
预计亚太地区将在预测期内占据最大的市场份额。这一主导地位可归功于该地区强大的电池製造基础、电动车的快速成长以及雄心勃勃的环境政策。中国、日本、韩国和印度等主要国家正大力投资回收基础设施和尖端材料回收技术。这些国家在生产大量电池的同时,也产生了大量可回收的废弃电池。该地区对先进吸附剂、工程膜和高效催化剂的需求尤其旺盛,这些产品正在推动该地区的创新,并有助于实现电池价值链中循环经济的更广泛目标。
在预测期内,由于电动车需求不断增长、政府政策支持以及回收业务的快速扩张,北美预计将实现最高的复合年增长率。美国和加拿大都在投资先进的材料回收技术,以提高提取精度并降低加工成本。该地区为减少对进口关键矿物的依赖所做的努力,推动了高性能膜、催化剂、选择性溶剂和分离材料的应用。回收商、原始设备製造商 (OEM) 和研究机构之间的密切合作正在推动技术进步。随着电动车的日益普及和循环经济目标的日益严格,北美有望成为市场成长最快的地区。
According to Stratistics MRC, the Global Advanced Materials for Battery Recycling Market is accounted for $2.87 billion in 2025 and is expected to reach $7.64 billion by 2032 growing at a CAGR of 15.0% during the forecast period. Advanced materials are becoming essential in modern battery recycling by elevating recovery efficiency, reducing costs, and supporting sustainable resource management. These materials streamline the extraction and refinement of lithium, cobalt, nickel, and other key metals through advanced sorbents, selective membranes, innovative solvents, and optimized catalytic systems. Their contribution helps lower processing emissions, boost metal purity, and minimize waste generation. Growing EV adoption, global sustainability commitments, and pressure to decrease dependence on raw mineral mining are accelerating their use. With continuous advancements in recycling technologies, these materials strengthen circularity within the battery ecosystem and pave the way for cleaner, more scalable recycling operations.
According to the U.S. Department of Energy (DOE), in 2023 the United States had domestic battery recycling facilities capable of reclaiming more than 35,500 tons of battery materials, underscoring the scale of advanced material recovery already underway.
Growing adoption of electric vehicles (EVs)
Surging electric vehicle deployment worldwide is a major factor accelerating the Advanced Materials for Battery Recycling Market. As EV manufacturing expands, used lithium-ion batteries are accumulating faster, increasing the need for advanced recycling technologies. High-efficiency materials-such as advanced membranes, tailored catalysts, and selective extraction compounds-help raise recovery rates while minimizing environmental effects and processing expenses. Supportive policies, government incentives, and strong carbon-neutrality goals further encourage recycling innovation. With rising dependence on critical minerals for EV batteries, advanced materials ensure consistent resource availability and promote a circular flow of battery components. This combination of technological and regulatory forces solidifies EV growth as a key market driver.
High cost of advanced materials and technologies
The elevated cost of advanced materials and the technologies needed to support them represents a key limitation for the market. High-performance catalysts, selective separation membranes, and specialized solvents require complex production processes that drive up prices. These material-related expenses significantly increase operating costs for recycling companies, creating challenges for smaller facilities with limited budgets. Upgrading recycling systems to incorporate these materials also demands additional capital investment, specialized workforce training, and ongoing equipment upkeep. Since profit margins in battery recycling are often tight, financial constraints hinder widespread adoption. This cost-related obstacle delays broader use of advanced recycling materials and limits overall market expansion.
Growing adoption of direct recycling and next-generation technologies
Expanding use of direct recycling and emerging battery recovery technologies creates strong opportunities for advanced material manufacturers. Direct recycling maintains cathode integrity, requiring unique rejuvenation chemicals, high-precision solvents, advanced coatings, and tailored binding agents. As the industry shifts toward cleaner, lower-energy recycling models, demand for specialized materials that support these techniques will grow. These technologies help improve metal recovery, reduce costs, and enhance sustainability performance. Increasing research activity, government funding, and pilot-scale innovations further accelerate adoption. This transition allows advanced material providers to collaborate with technology developers, introduce novel solutions, and secure competitive advantages in the evolving recycling landscape.
Competition from low-cost conventional recycling methods
Low-cost, established recycling approaches represent a strong competitive threat to advanced materials. Many recyclers continue to rely on traditional hydrometallurgical or pyrometallurgical systems because they involve lower capital requirements and simpler operational setups. In contrast, advanced materials require upgraded machinery, controlled environments, and higher spending, making adoption less appealing. Consequently, recyclers often choose cheaper conventional methods even if they offer lower efficiency or sustainability benefits. This slows the shift toward advanced, material-driven solutions and restricts market penetration. Continued preference for older recycling technologies undermines innovation, limits adoption of next-generation materials, and reduces long-term growth potential for advanced material providers.
The COVID-19 pandemic produced both challenges and growth pathways for the Advanced Materials for Battery Recycling Market. During early phases, global logistics disruptions, factory shutdowns, and labor shortages slowed production of high-performance catalysts, membranes, and specialized extraction materials. This limited availability affected recycling operations and delayed modernization efforts. Yet, the crisis also strengthened long-term momentum as many countries adopted green recovery strategies and emphasized circular resource management. Post-pandemic surges in electric vehicle adoption expanded the pool of end-of-life batteries, boosting demand for efficient recycling materials. Despite the temporary setbacks, COVID-19 ultimately increased awareness of sustainable battery processing and highlighted the market's strategic importance.
The lithium segment is expected to be the largest during the forecast period
The lithium segment is expected to account for the largest market share during the forecast period. Lithium features in virtually all major battery chemistries for EVs and portable devices, making its reclamation extremely valuable. As a result, cutting-edge materials such as high-selectivity solvents, specialized membranes, and tailored adsorbents are often designed with lithium recovery in mind. Recycling companies prioritize lithium because of its widespread use and economic importance, meaning a substantial share of the advanced recycling-material industry is dedicated to recovering lithium efficiently.
The direct recycling segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the direct recycling segment is predicted to witness the highest growth rate because it enables retention of the original cathode composition, allowing materials to be restored rather than fully reprocessed. This method depends on advanced materials including rejuvenation chemicals, precision-grade solvents, engineered coatings, and specialized binders that rebuild usable battery components. Since direct recycling uses less energy, produces fewer emissions, and generates higher-value output, it is increasingly preferred by manufacturers seeking sustainable and economical recycling pathways. Growing research programs, technological innovation, and industry partnerships further accelerate its adoption. As a result, direct recycling expands more rapidly than hydrometallurgical, pyrometallurgical, and mechanical methods.
During the forecast period, the Asia Pacific region is expected to hold the largest market share. This leadership arises from the region's strong battery production base, rapid EV growth, and ambitious environmental policies. Key countries - notably China, Japan, South Korea, and India - are investing heavily in recycling infrastructure and cutting-edge material recovery technologies. As they produce vast quantities of batteries, they also generate abundant end-of-life units for recycling. Demand for advanced sorbents, engineered membranes, and high-efficiency catalysts are particularly high in this region, fueling both local innovation and contributing to broader circular-economy goals in the battery value chain.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR due to rising electric vehicle demand, supportive government policies, and rapid scaling of recycling operations. Both the U.S. and Canada are channeling investments into advanced material-recovery technologies that improve extraction precision and reduce processing costs. The region's push to cut reliance on imported critical minerals heightens adoption of high-performance membranes, catalysts, selective solvents, and separation materials. Strong partnerships among recyclers, OEMs, and research bodies stimulate technological progress. With expanding EV deployment and stricter circular-economy targets, North America is positioned as the market's most rapidly growing region.
Key players in the market
Some of the key players in Advanced Materials for Battery Recycling Market include Contemporary Amperex Technology Co., Limited (CATL), GEM Co., Ltd., Umicore, Glencore, Fortum, Aqua Metals, Inc., DOE Run Company, East Penn Manufacturing Company, Redwood Materials, Li-Cycle, American Battery Technology Company, Ganfeng Lithium Group Co., Ltd, Attero Recycling Pvt. Ltd., Nickel Asia Corporation and Retriev Technologies.
In November 2025, Contemporary Amperex Technology Co., Limited and Beijing HyperStrong Technology Co., Ltd. have signed a Strategic Cooperation Agreement, marking a new milestone in their long-term partnership. According to the agreement, HyperStrong will procure no less than 200 GWh of battery cells from CATL, laying a solid foundation for the large-scale deployment of its global energy storage business.
In March 2025, Umicore has entered into two separate agreements for the supply of precursor cathode active materials (pCAM) for electric vehicle batteries with CNGR and Eco&Dream Co. (E&D). The pCAM, a critical component of EV batteries, will cater to Umicore's customer contracts in North America and Asia.
In November 2024, GEM Co and Vale's Indonesian unit signed an agreement to build a $1.42-billion nickel plant in the Southeast Asian nation, highlighting the country's drive to boost processing. The two companies signed a framework agreement for a high-pressure acid leach facility on Sunday, GEM said in a filing. The project on Sulawesi island will process nickel laterite ore from the Vale unit into 66,000 tons of mixed hydroxide precipitate annually. That's a form of nickel aimed at automakers.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.