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市场调查报告书
商品编码
1943669
摩托车电池市场 - 全球产业规模、份额、趋势、机会及预测(按车辆类型、电池类型、驱动系统、地区和竞争格局划分,2021-2031年)Two-Wheeler Battery Market - Global Industry Size, Share, Trends Opportunity, and Forecast Segmented By Vehicle Type, By Battery Type, By Drive Type, By Region & Competition, 2021-2031F |
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全球摩托车电池市场预计将从 2025 年的 71.2 亿美元成长到 2031 年的 108.9 亿美元,复合年增长率为 7.34%。
该行业主要从事电化学能源储存系统的生产和分销,包括铅酸电池和锂离子电池,旨在为内燃机提供启动、照明和点火功能,或为电动Scooter和摩托车提供动力。新兴经济体的快速都市化、对经济型个人交通途径日益增长的需求以及全球范围内向零排放车辆的监管转变是推动该市场发展的主要因素。强劲的汽车产量支撑着这一成长,并直接影响电池需求。例如,印度汽车製造商协会 (SIAM) 报告称,2024 年 4 月至 9 月期间,印度国内两轮车销量将达到 1,016 万辆,这凸显了对储能解决方案的巨大需求。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 71.2亿美元 |
| 市场规模:2031年 | 108.9亿美元 |
| 复合年增长率:2026-2031年 | 7.34% |
| 成长最快的细分市场 | 铅酸 |
| 最大的市场 | 亚太地区 |
然而,市场发展面临的一大障碍是原物料价格的波动,例如先进电池化学体系所需的锂、镍和钴等原料。这些关键矿物供应链的不稳定性会导致生产成本频繁波动,进而对电池的最终价格产生负面影响。这种不确定性限制了成本敏感型市场的接受度,而与传统内燃机汽车保持价格竞争力仍然是消费者接受度的关键决定因素。
全球电动两轮车的快速普及是推动两轮车电池市场发展的主要动力。随着各国逐步淘汰内燃机以减少都市区污染,这项转变正推动电动机车和Scooter的产量激增,从而直接催生了对锂离子电池和先进铅酸电池等储能设备的需求。在两轮车是主要交通途径且车辆电气化是优先事项的高成长发展中地区,这一趋势尤其明显。例如,印度汽车经销商协会联合会(FADA)在2024年11月发布的报告显示,仅2024年10月,印度註册电动两轮车的销量就达到了139,031辆,凸显了为这些新型车辆提供动力的电池组的巨大月度需求。
此外,政府对电动车购买的诱因和补贴正在加速市场扩张,因为它们降低了电池技术相关的高前期成本。直接购车补贴、报废奖励和与产量挂钩的激励等金融机制正在帮助电动车提升价格竞争力,刺激消费者购买力并维持生产订单。在印度,新闻资讯局于2024年9月报道称,政府核准在「总理电动车发展计画」 (奖励 E-DRIVE)下拨款1,090亿卢比,用于补贴电动车的普及和充电基础设施建设,确保电池生态系统的长期资金流入。同样,新华社于2025年1月报告称,中国的国家补贴计画将在2024年更换超过138万辆电动自行车,这将显着增加对替换电池的需求。
全球摩托车电池市场面临的一项关键挑战是关键原料(包括锂、镍和钴等重要矿物)价格的波动性。这种波动性导致生产成本存在显着的不确定性,使这个对价格高度敏感的消费产业处于不利地位。摩托车买家通常预算有限,因此,即使矿物价格飙升导致电池组成本小幅上涨,也可能缩小电动车和内燃机汽车之间的价格差距。因此,当供应链受到成本波动的影响时,製造商难以维持稳定且合理的价格,这可能会阻碍他们扩大生产规模并推迟新车上市。
该行业对这些特定矿物的严重依赖加剧了风险,因为市场容易受到供应链瓶颈的影响,导致价格波动。这种高度依赖性显着阻碍了製造商以可预测的价格获得稳定、长期的供应。根据国际能源总署(IEA)的数据,在报告发布上年度(2024年),全球对锂(特别是用于电池应用的锂)的需求量约为14万吨。这种巨大的依赖凸显了供应链不稳定和资源短缺如何直接威胁到维持市场持续成长所需的生产稳定性。
电池即服务 (BaaS) 和换电生态系统的蓬勃发展,正从根本上重塑市场格局,将储能成本与车辆所有权脱钩。这种模式有效解决了电动摩托车高昂的初始购置成本问题(这在成本敏感地区是一个关键障碍),同时透过快速充电基础设施缓解了里程焦虑。用户只需订阅能源计划,即可在几分钟内将耗尽的电池组更换为充满电的电池组,从而构建了一个可扩展的共用资源经济,与固定电池架构相比,显着提高了资产利用率。换电网路的快速成长正是这种商业扩张的有力证明。根据 ElectroRide 杂誌 2024 年 6 月的一份报告显示,Battery Smart 已在 30 个城市建立了 1000 个换电站的强大网络,累计换电次数超过 3500 万次,充分展现了该生态系统的高吞吐量和消费者接受度。
同时,加速钠离子电池技术的商业化标誌着供应链韧性和成本效益策略的转变,直接因应锂基原物料价格波动所带来的风险。由于钠前驱体在全球范围内储量丰富,且在低温环境下性能优异,製造商正加速将钠离子技术应用于量产Scooter和轻型机踏车,以确保其在各种气候条件下都能可靠运作。该技术正迅速从原型走向商业化应用,为都市区出行提供了一种切实可行的低成本替代方案,同时保持了足够的性能。根据雅迪科技集团2025年1月发布的新闻稿,新整合的钠离子电池组能量密度达到145Wh/kg,循环寿命达1500次,显示该技术已成熟,可即时应用于摩托车领域。
The Global Two-Wheeler Battery Market is projected to expand from USD 7.12 Billion in 2025 to USD 10.89 Billion by 2031, reflecting a compound annual growth rate of 7.34%. This sector involves the production and distribution of electrochemical energy storage systems, primarily lead-acid and lithium-ion types, which are engineered to support starting, lighting, and ignition functions in internal combustion engines or to provide propulsion for electric scooters and motorcycles. The market is fundamentally underpinned by rapid urbanization in emerging economies, a growing demand for affordable personal transportation, and a worldwide regulatory transition toward zero-emission vehicles. This growth is substantiated by strong vehicle production figures that directly influence battery demand; for example, the Society of Indian Automobile Manufacturers reported that domestic two-wheeler sales reached 10.16 million units between April and September 2024, highlighting the immense volume of new vehicles necessitating energy storage solutions.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 7.12 Billion |
| Market Size 2031 | USD 10.89 Billion |
| CAGR 2026-2031 | 7.34% |
| Fastest Growing Segment | Lead Acid |
| Largest Market | Asia Pacific |
However, a substantial obstacle threatening market progression is the volatility of raw material prices, specifically for lithium, nickel, and cobalt required in advanced battery chemistries. Instability within the supply chain for these critical minerals frequently results in fluctuating production costs, which can adversely affect the final pricing of batteries. This unpredictability restricts adoption in cost-sensitive markets, where maintaining price parity with traditional internal combustion engine vehicles remains a vital determinant for consumer acceptance.
Market Driver
The rapid global adoption of electric two-wheelers acts as the primary catalyst driving the two-wheeler battery market, as nations shift away from internal combustion engines to reduce urban pollution. This transition has led to an exponential increase in the manufacturing volume of electric motorcycles and scooters, creating a direct and parallel demand for lithium-ion and advanced lead-acid energy storage units. This trend is especially prominent in high-growth developing regions where two-wheelers are the dominant mode of transport and fleet electrification is a priority. For instance, the Federation of Automobile Dealers Associations reported in November 2024 that registered electric two-wheeler sales in India reached 139,031 units in October 2024 alone, emphasizing the massive monthly requirement for battery packs to equip these new vehicles.
Furthermore, favorable government incentives and subsidies for electric vehicle procurement accelerate market expansion by mitigating the high upfront costs associated with battery technology. Financial mechanisms such as direct purchase grants, scrappage bonuses, and manufacturing-linked incentive schemes render electric variants price-competitive, thereby stimulating consumer uptake and sustaining production orders. In India, the Press Information Bureau noted in September 2024 that the government sanctioned INR 10,900 crore under the PM E-DRIVE Scheme to subsidize EV adoption and charging infrastructure, securing long-term capital flow into the battery ecosystem. Similarly, Xinhua News Agency reported in January 2025 that China's national subsidy program facilitated the trade-in of over 1.38 million electric bicycles in 2024, driving significant demand for replacement batteries.
Market Challenge
The principal challenge obstructing the Global Two-Wheeler Battery Market is the price volatility of essential raw materials, particularly critical minerals such as lithium, nickel, and cobalt. This instability generates significant unpredictability in manufacturing costs, which is detrimental in a sector where consumer demand is highly sensitive to price. Since two-wheeler buyers often operate with limited budgets, even marginal increases in battery pack costs-driven by sudden spikes in mineral prices-can disrupt the price parity between electric and internal combustion engine vehicles. Consequently, manufacturers struggle to maintain stable, affordable pricing structures when their supply chains are subject to erratic cost fluctuations, leading to hesitation in scaling production and potential delays in vehicle rollouts.
The industry's profound reliance on these specific minerals exacerbates the risk, as the market is exposed to supply chain bottlenecks that trigger these price swings. This high exposure significantly hampers the ability of manufacturers to secure consistent long-term supplies at predictable rates. According to the International Energy Agency, global demand for lithium specifically for battery applications rose to approximately 140 kilotonnes during the year preceding their 2024 report. This substantial volume of reliance underscores how supply chain instability and material scarcity directly threaten the manufacturing consistency required for sustained market growth.
Market Trends
The proliferation of Battery-as-a-Service (BaaS) and swapping ecosystems is fundamentally reshaping the market by decoupling energy storage costs from vehicle ownership. This model effectively addresses the high upfront acquisition price of electric two-wheelers-a critical barrier in cost-sensitive regions-while simultaneously mitigating range anxiety through rapid refueling infrastructure. By enabling users to subscribe to energy plans and exchange depleted packs for charged ones in minutes, the industry is fostering a scalable, shared-resource economy that enhances asset utilization rates compared to fixed-battery architectures. This operational expansion is evident in the rapid growth of swapping networks; as reported by ElectroRide in June 2024, Battery Smart has established a robust network of 1,000 swap stations across 30 cities, facilitating over 35 million total battery swaps, which underscores the high throughput and consumer acceptance of this ecosystem.
Concurrently, the accelerated commercialization of sodium-ion battery chemistry represents a strategic pivot toward supply chain resilience and cost efficiency, directly countering the volatility associated with lithium-based inputs. Manufacturers are increasingly validating sodium-ion technology for mass-market scooters and mopeds due to the global abundance of sodium precursors and their superior performance in low-temperature environments, which ensures reliable operation in diverse climatic zones. This technology is moving swiftly from the prototype phase to commercial integration, offering a viable, lower-cost alternative that maintains adequate performance for urban mobility. According to Yadea Technology Group's January 2025 press release, their newly integrated sodium-ion battery pack achieves an energy density of 145 Wh/kg and a cycle life of 1,500 cycles, signaling the technology's maturity for immediate deployment in the two-wheeler sector.
Report Scope
In this report, the Global Two-Wheeler Battery 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 Two-Wheeler Battery Market.
Global Two-Wheeler Battery 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: