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市场调查报告书
商品编码
1938224
电动两轮车充电基础设施市场-全球产业规模、份额、趋势、竞争格局、机会及预测:按类型、充电模式、安装位置、连接器类型、地区及竞争格局划分,2021-2031年Electric Two-Wheeler Charging Infrastructure Market - Global Industry Size, Share, Trends, Competition, Opportunity and Forecast, Segmented By Type, By Charging Mode, By Installed Location, By Connector Type, By Region & Competition, 2021-2031F |
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全球电动两轮车充电基础设施市场预计将从 2025 年的 24.9 亿美元成长到 2031 年的 61.2 亿美元,复合年增长率达 16.17%。
这个市场涵盖了电动机车和电动Scooter运作所需的全部软硬体生态系统,从充电桩到换电站,无所不包。该行业的成长主要得益于政府为遏制车辆排放气体而製定的严格法规以及全球快速的都市化,后者催生了对经济高效的微出行解决方案的迫切需求。这些核心驱动因素为长期基础设施投资奠定了坚实的监管和经济基础,使其不受特定电池技术或经营模式的短期趋势影响。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 24.9亿美元 |
| 市场规模:2031年 | 61.2亿美元 |
| 复合年增长率:2026-2031年 | 16.17% |
| 成长最快的细分市场 | 外挂 |
| 最大的市场 | 亚太地区 |
儘管成长势头良好,但该行业在硬体标准化方面仍面临严峻挑战。充电接口和可互换电池组缺乏通用接口,导致市场分散,互通性复杂化,并降低了用户便利性。所需基础设施的庞大规模凸显了这项挑战的严峻性。根据国际能源总署 (IEA) 预测,到 2024 年,全球公共充电桩总数将超过 500 万个。虽然这一数字代表着强劲的成长,但这些网路缺乏统一标准,仍然阻碍着无缝跨平台集成,而这正是支持大众市场普及的关键。
电池更换技术的广泛应用是市场成长的关键驱动力,尤其是在充电等待时间过长、难以承受的人口密集都市区。该模式透过将电池所有权与车辆本身分离,有效克服了高昂的初始投资成本和里程焦虑等普及障碍。因此,基础设施供应商正优先部署可服务多家汽车製造商的换电站,以最大限度地提高运转率和盈利。例如,Gogoro 在 2024 年 8 月发布的「2024 年第二季商业性进展报告」中指出,其网路支援超过 60.5 万月有效用户,这凸显了消费者对换电站基础设施的高度依赖,满足了他们的日常出行需求。
同时,末端配送车辆的电气化是推动独立于公共消费网路之外的专用基础设施建设的重要动力。物流和快消企业正积极向电动两轮车转型,以降低营运成本,从而催生了对专用充电站和高速公共充电终端的需求,以最大限度地减少车辆停机时间。这种企业需求确保了充电网路的稳定基本负载,并降低了投资风险,优于纯粹的公共系统。例如,Zypp Electric在2024年2月的新闻稿中宣布,计划在2026年部署20万辆电动Scooter。这项策略性扩张需要大幅增加专用充电桩的数量。区域趋势进一步推动了这一发展势头。根据印度汽车经销商协会联合会(FADA)预测,2024年印度电动两轮车的零售将年增约30%,这将进一步推动对全球通用充电解决方案的需求。
硬体标准化的缺失是全球电动两轮车充电基础设施市场发展的一大障碍。目前广泛使用的互不相容的互换式电池设计和专有充电介面导致了网路碎片化和品牌专属的局面。这种缺乏互通性严重限制了单一充电桩的潜在市场,迫使基础设施提供者承担投资仅适用于部分车辆的技术的风险。这种碎片化给用户带来了不连贯的体验,加剧了里程焦虑,并阻碍了从内燃机向电动替代能源的过渡。
这种摩擦有效地阻碍了基础设施广泛盈利和部署所需的势头。这些推广障碍的影响在近期的行业趋势中显而易见,显示该行业正努力维持成长。根据欧洲摩托车製造商协会 (ACEM) 发布的 2025 年统计数据,2024 年欧洲主要市场的轻型机踏车註册量下降了 6.5%。作为公共充电解决方案的主要用户之一,轻型出行领域的萎缩表明,诸如硬体不标准化等结构性低效问题仍在阻碍生态系统的广泛扩展。
人工智慧和物联网的整合应用于智慧充电管理,透过以数据为中心的软体实现优化的能源分配,从根本上改变了全球电动摩托车充电基础设施市场。这些智慧网路超越了被动的硬体安装,采用互联作业系统来自动处理支付、监控电网健康状况并即时平衡电力负载——这些功能对于管理庞大Scooter车队不可预测的充电行为至关重要。互联网络的快速增长印证了这种向软体定义基础设施的转变。根据Bolt.Earth于2025年1月发布的「2024:里程碑之年」更新报告,该公司截至2024年底的智慧充电网路已扩展至超过36,000个运作点。这一显着增长得益于旨在最大限度提高分散化城市环境中的充电吞吐量的智慧系统。
同时,采用太阳能和离网充电解决方案已成为降低营运成本和缓解电网不稳定性,尤其是在摩托车普及率高的新兴市场的关键趋势。基础设施供应商正在透过建造由可再生能源供电的自主型充电站,绕过传统公用事业的限制,即使在中心电网停电期间也能确保商业骑士的服务连续性。这种分散式能源弹性趋势也正在获得商业性认可。正如肯亚广播公司(KBC)数位频道2024年11月一篇题为《Roam在内罗毕新增10个太阳能充电站》的报导报道,出行公司Roam已获得资金,用于安装10个新的离网太阳能充电站。每个充电站每天最多可处理500笔充电和电池更换交易,有效将服务可靠性与当地电网的波动脱钩。
The Global Electric Two-Wheeler Charging Infrastructure Market is projected to expand from a valuation of USD 2.49 Billion in 2025 to USD 6.12 Billion by 2031, registering a CAGR of 16.17%. This market encompasses the entire ecosystem of hardware and software required to power electric motorcycles and scooters, ranging from plug-in terminals to battery swapping stations. The sector's growth is fundamentally underpinned by strict government mandates designed to curb vehicular emissions and the rapid rate of global urbanization, which creates an urgent need for cost-effective, efficient micro-mobility solutions. These core drivers establish a solid regulatory and economic foundation for long-term infrastructure investment, operating independently of transient trends such as specific battery technologies or business models.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 2.49 Billion |
| Market Size 2031 | USD 6.12 Billion |
| CAGR 2026-2031 | 16.17% |
| Fastest Growing Segment | Plug-in |
| Largest Market | Asia Pacific |
Despite this positive growth trajectory, the industry confronts a major obstacle in the form of hardware standardization. The absence of a universal interface for charging connectors and swappable battery packs leads to a fragmented landscape, which complicates interoperability and reduces user convenience. The magnitude of this challenge is underscored by the massive scale of infrastructure needed; the International Energy Agency noted that the global stock of publicly accessible charging points exceeded 5 million in 2024. While this figure represents robust expansion, the lack of unified standards across these networks continues to hinder the seamless cross-platform integration required to support mass market adoption.
Market Driver
The widespread adoption of battery swapping technology serves as a primary engine for market growth, especially in dense urban areas where the dwell time required for plug-in charging is often impractical. This model effectively overcomes significant barriers to adoption, such as high upfront asset costs and range anxiety, by separating battery ownership from the vehicle itself. Consequently, infrastructure providers are prioritizing the rollout of swapping stations that can service multiple original equipment manufacturers, thereby maximizing utilization and profitability. As evidence of this model's commercial viability, Gogoro Inc. reported in its 'Q2 2024 Business Update' in August 2024 that its network supports over 605,000 monthly active users, highlighting the high consumer reliance on swapping infrastructure for daily transportation.
In parallel, the electrification of last-mile delivery fleets acts as a strong driver for dedicated infrastructure, distinct from public consumer networks. Logistics and quick-commerce firms are aggressively shifting to electric two-wheelers to lower operational costs, creating a demand for captive charging hubs and high-speed public terminals that minimize vehicle downtime. This corporate demand ensures a consistent base load for charging networks, offering lower investment risks compared to purely public systems. For instance, Zypp Electric announced in a February 2024 press statement that it intends to deploy 200,000 electric scooters by 2026, a strategic expansion necessitating a massive increase in dedicated charging points. This momentum is further supported by regional trends; according to the Federation of Automobile Dealers Associations, electric two-wheeler retail sales in India surged by approximately 30 percent year-on-year in 2024, intensifying the global need for accessible charging solutions.
Market Challenge
The lack of hardware standardization stands as a formidable barrier to the Global Electric Two-Wheeler Charging Infrastructure Market. The current prevalence of incompatible swappable battery designs and proprietary charging connectors results in the development of fragmented, brand-specific networks. This absence of interoperability severely restricts the potential market for any single charging point, forcing infrastructure providers to risk capital on technology that serves only a fraction of the total vehicle fleet. Such fragmentation creates a disjointed experience for users, exacerbating range anxiety and discouraging the transition from internal combustion engines to electric alternatives.
This friction effectively halts the momentum required for widespread infrastructure profitability and deployment. The consequences of these adoption hurdles are visible in recent sector performance, which indicates a struggle to sustain growth. According to the European Association of Motorcycle Manufacturers (ACEM), 2025 statistics revealed that moped registrations in key European markets dropped by 6.5% in 2024. This contraction in the light mobility sector, a major user of public charging solutions, demonstrates how structural inefficiencies like non-standardized hardware continue to impede the broader expansion of the ecosystem.
Market Trends
The incorporation of AI and IoT for Smart Charging Management is fundamentally transforming the Global Electric Two-Wheeler Charging Infrastructure Market by allowing operators to optimize energy distribution through data-centric software. Moving beyond passive hardware installations, these intelligent networks employ connected operating systems to automate payment processing, monitor grid health, and balance electrical loads in real-time, capabilities that are essential for managing the unpredictable charging behaviors of large scooter fleets. This shift toward software-defined infrastructure is demonstrated by the rapid growth of connected networks; in its '2024: A Year of Milestones' update from January 2025, Bolt.Earth reported that its smart charging network expanded to over 36,000 active points by the end of 2024, a vital growth driven by an intelligent system designed to maximize throughput in fragmented urban settings.
Simultaneously, the deployment of solar-powered and off-grid charging solutions has emerged as a crucial trend to reduce operational costs and mitigate grid instability, particularly in emerging markets with high motorcycle density. Infrastructure providers are circumventing traditional utility limitations by establishing self-sufficient hubs that use renewable energy to guarantee service availability for commercial riders, regardless of central power failures. This trend toward decentralized energy resilience is gaining commercial traction; as noted by KBC Digital in November 2024 in the article 'Roam to add 10 solar-powered charging stations in Nairobi', the mobility firm Roam secured funding to install ten new off-grid solar hubs, each capable of handling up to 500 daily charging or swapping transactions, effectively decoupling service reliability from local grid fluctuations.
Report Scope
In this report, the Global Electric Two-Wheeler Charging Infrastructure Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Electric Two-Wheeler Charging Infrastructure Market.
Global Electric Two-Wheeler Charging Infrastructure Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: