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市场调查报告书
商品编码
2000428
电池护照和二次储能市场预测至2034年-按产品类型、电池类型、组件、技术、应用和地区分類的全球分析Battery Passport & Second-Life Energy Storage Market Forecasts to 2034 - Global Analysis By Product, By Battery Type, By Component, By Technology, By Application and By Geography |
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根据 Stratistics MRC 的数据,全球电池护照和二次储能市场预计将在 2026 年达到 75 亿美元,并在预测期内以 26% 的复合年增长率增长,到 2034 年达到 485 亿美元。
电池护照和二次能源储存是指追踪电池生命週期资料并实现电池在首次使用后重复利用的技术和系统。电池护照储存电池的来源、成分、性能历史和环境影响等信息,有助于提高可追溯性和合规性。电池在电动车中首次使用后,通常会重新用于其他用途,例如固定式储能。这些解决方案可以延长电池寿命、减少废弃物并提高资源利用效率。它们还支持循环经济模式,实现可再生能源的储存以及对锂、钴和镍等关键材料的妥善管理。
对电池生命週期追踪的需求日益增长
电池护照提供数位化记录,追踪电池的来源、成分、性能和回收状态。这种透明度使製造商、监管机构和消费者更容易监控电池的永续性和合规性。随着电动车和能源储存系统的快速普及,电池生命週期管理变得日益重要。电池护照还提供必要的技术数据,支援电池的回收和再利用工作。随着全球电池产量的成长,对生命週期追踪解决方案的需求也持续成长。
缺乏标准化的电池数据框架
不同的电池製造商使用不同的资料格式和追踪系统,这使得在整个供应链中建立统一的电池护照平台变得困难。缺乏通用标准,製造商、回收商和能源公司之间就难以共用电池资讯。此外,缺乏统一的监管指南也减缓了部分地区的应用。这些挑战可能会延缓电池护照解决方案的大规模部署。
拓展二次电池的应用
废弃电动车电池通常仍能保留相当一部分原始容量。这些电池可以重新用于固定式储能应用。二手电池正越来越多地应用于可再生能源储存、电网稳定和备用电源系统。电池护照系统有助于追踪电池的健康状况和可重复使用性。随着全球可再生能源装置容量的成长,对二手储能解决方案的需求预计也将成长。
回收电池的安全风险
二手电池的性能会随时间劣化而下降并出现波动。不当操作或监控不足会导致过热、短路和其他安全危险。确保翻新电池的性能和安全标准至关重要。製造商和监管机构必须实施严格的测试和监控程序。如果无法充分解决安全问题,可能会阻碍二手电池系统的普及应用。
新冠疫情对电池护照和二次储能市场产生了一定程度的影响。疫情初期,供应链中断影响了电池生产和回收业务,电动车製造也经历了短暂的放缓。然而,疫情加速了对可再生能源和永续技术的投资。世界各国政府实施了绿色復苏计划,以支持电池创新和循环经济措施。
在预测期内,锂离子电池细分市场预计将成为规模最大的市场。
预计在预测期内,锂离子电池将占据最大的市场份额。这是因为锂离子技术在电动车和储能产业中占据主导地位。这些电池具有高能量密度、长循环寿命和卓越的性能。目前,大多数电池护照计画都专注于电动车中使用的锂离子电池。追踪这些电池的生命週期对于回收和二次利用至关重要。随着全球电动车普及率的持续成长,锂离子电池将继续成为电池护照系统的重点。
预计在预测期内,可再生能源併网领域将呈现最高的复合年增长率。
在预测期内,由于对储能解决方案的需求不断增长,可再生能源併网领域预计将呈现最高的成长率。太阳能和风能等再生能源来源需要高效率的储能係统来应对间歇性发电。二手电池为固定式储能提供了经济高效的选择。这些电池可以储存多余的可再生能源,并在用电高峰期供电。电池通行证系统支援安全且有效率地部署再利用电池。随着全球可再生能源装置容量的扩大,预计该领域将快速成长。
在预测期内,亚太地区预计将占据最大的市场份额,这主要得益于其在电池和电动车製造商中的强大实力。中国、日本和韩国等国家是锂离子电池生产领域的全球领导者。该地区电动车的普及和储能计划也正经历快速成长。这些国家的政府正在大力投资电池技术研发和回收基础建设。此外,大规模的製造生态系统也为电池生命週期追踪解决方案的普及提供了支援。
在预测期内,欧洲地区预计将呈现最高的复合年增长率,这主要得益于强有力的监管措施,这些措施旨在促进电池永续性和循环经济实践。欧盟已出台政策,强制要求电池护照和负责任的电池回收。这些法规鼓励製造商实施透明的电池生命週期追踪系统。欧洲也正在大力投资可再生能源基础设施和储能计划。不断扩大的电动车市场进一步推动了对电池再利用和回收解决方案的需求。预计这些趋势将推动该地区市场快速成长。
According to Stratistics MRC, the Global Battery Passport & Second-Life Energy Storage Market is accounted for $7.5 billion in 2026 and is expected to reach $48.5 billion by 2034 growing at a CAGR of 26% during the forecast period. Battery Passport & Second-Life Energy Storage refers to technologies and systems that track battery lifecycle data and enable reuse of batteries after their initial application. A battery passport stores information about origin, composition, performance history, and environmental impact, improving traceability and regulatory compliance. After primary use commonly in electric vehicles batteries can be repurposed for second-life applications such as stationary energy storage. These solutions extend battery lifespan, reduce waste, and improve resource efficiency. They support circular economy models while enabling renewable energy storage and better management of critical materials such as lithium, cobalt, and nickel.
Growing demand for battery lifecycle tracking
Battery passports provide digital records that track the origin, composition, performance, and recycling status of batteries. This transparency helps manufacturers, regulators, and consumers monitor battery sustainability and compliance. With the rapid growth of electric vehicles and energy storage systems, managing battery lifecycles has become increasingly important. Battery passports also support recycling and reuse initiatives by providing essential technical data. As battery production increases globally, the demand for lifecycle tracking solutions continues to expand.
Lack of standardized battery data frameworks
Different battery manufacturers use varying data formats and tracking systems. This makes it difficult to create unified battery passport platforms across the supply chain. Without common standards, sharing battery information between manufacturers, recyclers, and energy operators becomes challenging. The absence of harmonized regulatory guidelines also slows implementation in some regions. These issues can delay large-scale adoption of battery passport solutions.
Expansion of second-life battery applications
Used electric vehicle batteries often retain a large portion of their original capacity. These batteries can be repurposed for stationary energy storage applications. Second-life batteries are increasingly used in renewable energy storage, grid stabilization, and backup power systems. Battery passport systems help track battery health and suitability for reuse. As renewable energy installations increase globally, the demand for second-life energy storage solutions is expected to grow.
Safety risks in reused batteries
Second-life batteries may experience degradation or performance variability over time. Improper handling or inadequate monitoring could lead to overheating, short circuits, or other safety hazards. Ensuring reliable performance and safety standards for reused batteries is a key challenge. Manufacturers and regulators must implement strict testing and monitoring procedures. If safety concerns are not properly addressed, adoption of second-life battery systems may slow.
The COVID-19 pandemic had a moderate impact on the Battery Passport and Second-Life Energy Storage market. During the early stages of the pandemic, disruptions in supply chains affected battery production and recycling operations. Electric vehicle manufacturing also experienced temporary slowdowns. However, the pandemic accelerated investments in renewable energy and sustainable technologies. Governments introduced green recovery programs that supported battery innovation and circular economy initiatives.
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 as lithium-ion technology dominates the electric vehicle and energy storage industries. These batteries offer high energy density, long cycle life, and strong performance characteristics. Most battery passport initiatives are currently focused on lithium-ion batteries used in electric vehicles. Tracking the lifecycle of these batteries is critical for recycling and second-life applications. As global EV adoption continues to increase, lithium-ion batteries will remain the primary focus of battery passport systems.
The renewable energy integration segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the renewable energy integration segment is predicted to witness the highest growth rate due to increasing demand for energy storage solutions. Renewable energy sources such as solar and wind require efficient storage systems to manage intermittent power generation. Second-life batteries provide a cost-effective option for stationary energy storage. These batteries can store excess renewable energy and supply electricity during peak demand periods. Battery passport systems help ensure safe and efficient deployment of reused batteries. As renewable energy installations expand globally, this segment is expected to grow rapidly.
During the forecast period, the Asia Pacific region is expected to hold the largest market share owing to the strong presence of battery manufacturers and electric vehicle producers. Countries such as China, Japan, and South Korea are global leaders in lithium-ion battery production. The region has also seen rapid growth in electric vehicle adoption and energy storage projects. Governments are investing heavily in battery technology development and recycling infrastructure. Additionally, the large manufacturing ecosystem supports the implementation of battery lifecycle tracking solutions.
Over the forecast period, the Europe region is anticipated to exhibit the highest CAGR driven by strong regulatory initiatives promoting battery sustainability and circular economy practices. The European Union has introduced policies requiring battery passports and responsible battery recycling. These regulations encourage manufacturers to implement transparent battery lifecycle tracking systems. Europe is also investing heavily in renewable energy infrastructure and energy storage projects. The growing electric vehicle market further supports the need for battery reuse and recycling solutions. These developments are expected to drive rapid market growth in the region.
Key players in the market
Some of the key players in Battery Passport & Second-Life Energy Storage Market include Tesla Inc., LG Energy Solution, Panasonic Holdings Corporation, CATL, Samsung SDI, BYD Company Ltd., Northvolt AB, Contemporary Amperex Technology, Umicore, Circunomics GmbH, Redwood Materials, Bosch GmbH, Siemens Energy, ABB Ltd. and Honeywell International Inc.
In February 2026, Tesla agreed with LG Energy Solution to produce lithium iron phosphate (LFP) batteries for its Megapack products at LG's 50 GWh plant in Michigan . This strategic move diversifies Tesla's supply chain for stationary storage and strengthens compliance with U.S. Inflation Reduction Act requirements.
In June 2025, LG Energy Solution established Green Metals Battery Innovations, LLC, a joint venture with Toyota Tsusho in North Carolina . The facility will process 13,500 tons of battery scrap annually (equivalent to over 40,000 automotive batteries) to extract black mass for a closed-loop battery system.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) are also represented in the same manner as above.