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市场调查报告书
商品编码
1948725

汽车二次电池市场－全球产业规模、份额、趋势、机会及预测（依技术、类型、地区及竞争格局划分，2021-2031年）

Automotive Secondary Battery Market - Global Industry Size, Share, Trends, Opportunity, and Forecast Segmented By Technology (Lead-acid Batteries, Lithium-ion Batteries, and Others), By Type (HEV, PHEV, and EV), By Region & Competition, 2021-2031F
出版日期: | 出版商: TechSci Research | 英文 181 Pages | 商品交期: 2-3个工作天内

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简介目录

全球汽车二次电池市场预计将从 2025 年的 625.7 亿美元成长到 2031 年的 1,115.1 亿美元，年复合成长率为 10.11%。

该产业涵盖可充电能源储存系统的设计和製造，主要包括锂离子电池和镍氢电池，用作电动和混合动力汽车的动力和辅助动力来源。推动该产业成长的关键因素包括政府严格的排放法规、汽车电气化进程的加速以及电池能量密度的显着提升。中国汽车电池创新联盟的报告显示，到2024年，动力电池累积装置容量将达到548.4吉瓦时，充分体现了该产业的强劲发展势头。

市场概览
预测期 2027-2031
市场规模：2025年 625.7亿美元
市场规模：2031年 1115.1亿美元
复合年增长率：2026-2031年 10.11%
成长最快的细分市场 铅酸电池
最大的市场 亚太地区

儘管前景乐观，但由于关键原料供应链不稳定，市场仍面临许多挑战。该产业严重依赖锂、钴和镍等矿物，而这些矿物极易受到价格波动和地缘政治贸易风险的影响。这些供应方面的脆弱性可能会阻碍生产扩充性的扩大，并延缓降低成本，进而影响全球对经济型电动车日益增长的需求。

市场驱动因素

全球电动和混合动力汽车的加速普及是全球汽车二次电池市场的主要驱动力。随着各国努力透过逐步淘汰内燃机来实现脱碳目标，对高容量锂离子电池的需求急剧增长，因此需要相应提高产量以满足新车队的需求。强劲的销售数据也印证了这个趋势。根据国际能源总署（IEA）于2024年4月发布的《2024年全球电动车展望》，2023年全球电动车销量将达到约1,400万辆，占汽车市场总量的18%。此外，成本结构的改善也使电动车的价格竞争力更强。高盛在2024年10月的一项研究预测，到年底，全球电池平均价格将降至每度电111美元。这将降低市场准入门槛，并促进电池的广泛采购。

同时，对电池超级工厂和生产基础设施的持续投资正在改变供应模式，以满足激增的需求。各国政府和製造商正积极推动供应链本地化，减少对波动较大的进口市场的依赖，确保生产与销售趋势一致。美国能源局于2024年9月宣布的「投资美国」计画便是这项扩张的关键例证。该计画向14个州的25个计划津贴超过30亿美元，旨在提升国内电池製造和回收能力。这些投资将迅速推动市场规模从试点生产线扩展到大型汽车製造商所需的多吉瓦时级工厂，确保随着交通运输日益电气化，该行业能够维持所需的产能。

市场挑战

关键原料供应链的不稳定性严重限制了全球汽车二次电池市场的成长。製造商对锂、钴、镍等矿产资源的严重依赖，使得这些资源极易受到价格波动和地缘政治贸易风险的影响，导致生产商难以预测长期成本并采购稳定的原材料，从而严重阻碍了生产规模的扩大。原物料价格的不可预测波动使得电池製造商难以维持汽车OEM厂商有效规划车辆电气化策略所需的稳定定价结构，所造成的财务不确定性抑制了投资。

这种结构性脆弱性因上游价值链的高度地域集中而进一步加剧。根据欧洲汽车製造商协会（ACEA）发布的《2025年报告》，欧盟仅占全球电池产量的7%，而中国和美国则控制87%的上游供应链产能。这种差距凸显了市场对贸易紧张局势和区域供应衝击的脆弱性。由于高度依赖有限的供应来源，物流中断可能迅速导致生产停滞。最终，这种供应链的僵化可能会延缓降低电动车成本的进程，直接阻碍二次电池产业的全面扩张。

市场趋势

磷酸锂铁（LFP）电池市场份额的成长标誌着电池化学偏好发生了根本性转变，其驱动力在于产业策略需要降低对昂贵且不稳定的钴镍供应的依赖。这一趋势代表着一场技术转型，汽车製造商在标准续航里程的车辆中，优先考虑的是热稳定性和供应链安全，而非最大能量密度。主要全球市场中三元电池的快速替代印证了这项结构性变化。根据国际能源总署（IEA）于2025年5月发布的《2025年全球电动车展望》，到2024年，LFP电池将占据全球电动车电池市场约50%的份额，凸显其在大众市场领域的统治地位。

同时，低成本汽车采用钠离子电池正成为避免锂资源短缺、进一步降低电动车进入门槛的关键趋势。钠资源丰富，这项技术为入门级乘用车提供了一种经济高效的替代方案，在这些车型中，价格和低温性能比超高能量密度更为重要。这项化学技术的商业性化进程正迅速从研发阶段迈向实用化。例如，宁德时代在2025年4月发布的新闻稿中透露，其新型量产钠离子电池的能量密度已达到175瓦时/公斤，这标誌着商用电动车的性能可行性取得了重大突破。

目录

第一章概述

第二章调查方法

第三章执行摘要

第四章：客户评价

第五章 全球汽车二次电池市场展望

  • 市场规模及预测
    • 按金额
  • 市占率及预测
    • 依技术分类（铅酸电池、锂离子电池、其他）
    • 按类型（HEV、PHEV、EV）
    • 按地区
    • 按公司（2025 年）
  • 市场地图

第六章 北美汽车二次电池市场展望

  • 市场规模及预测
  • 市占率及预测
  • 北美洲：国家分析
    • 我们
    • 加拿大
    • 墨西哥

第七章：欧洲汽车二次电池市场展望

  • 市场规模及预测
  • 市占率及预测
  • 欧洲：国家分析
    • 德国
    • 法国
    • 英国
    • 义大利
    • 西班牙

第八章 亚太地区汽车二次电池市场展望

  • 市场规模及预测
  • 市占率及预测
  • 亚太地区：国家分析
    • 中国
    • 印度
    • 日本
    • 韩国
    • 澳洲

第九章：中东和非洲汽车二次电池市场展望

  • 市场规模及预测
  • 市占率及预测
  • 中东和非洲：国家分析
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 南非

第十章：南美汽车二次电池市场展望

  • 市场规模及预测
  • 市占率及预测
  • 南美洲：国家分析
    • 巴西
    • 哥伦比亚
    • 阿根廷

第十一章 市场动态

  • 司机
  • 任务

第十二章 市场趋势与发展

  • 併购
  • 产品发布
  • 最新进展

第十三章 全球汽车二次电池市场：SWOT分析

第十四章：波特五力分析

  • 产业竞争
  • 新进入者的可能性
  • 供应商电力
  • 顾客权力
  • 替代品的威胁

第十五章 竞争格局

  • Contemporary Amperex Technology Co. Limited
  • BYD Co. Ltd
  • Tesla, Inc.
  • Panasonic Corporation
  • Samsung SDI Co. Ltd
  • LG Chem Ltd
  • GS Yuasa Corporation
  • Duracell Inc.
  • EnerSys
  • Saft Groupe SA

第十六章 策略建议

第十七章：关于研究公司及免责声明

简介目录
Product Code: 19565

The Global Automotive Secondary Battery Market is projected to expand from a valuation of USD 62.57 Billion in 2025 to USD 111.51 Billion by 2031, reflecting a compound annual growth rate of 10.11%. This sector encompasses the engineering and production of rechargeable energy storage systems, primarily lithium-ion and nickel-metal hydride units, used for propulsion and auxiliary power in electric and hybrid vehicles. Growth is fundamentally driven by the implementation of strict government emission regulations, the accelerating shift toward fleet electrification, and significant advancements in battery energy density. Highlighting the sector's robust momentum, the China Automotive Battery Innovation Alliance reported that cumulative power battery installations reached 548.4 GWh in 2024.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 62.57 Billion
Market Size 2031USD 111.51 Billion
CAGR 2026-203110.11%
Fastest Growing SegmentLead-acid Batteries
Largest MarketAsia Pacific

Despite this positive outlook, the market faces a substantial obstacle due to the instability of critical raw material supply chains. The industry depends heavily on minerals such as lithium, cobalt, and nickel, which are often subject to volatile pricing and geopolitical trade risks. These supply vulnerabilities create potential bottlenecks in manufacturing scalability and threaten to delay the cost reductions necessary to meet the increasing global demand for affordable electric mobility.

Market Driver

The accelerating global adoption of electric and hybrid vehicles acts as the primary catalyst for the Global Automotive Secondary Battery Market. As nations strive to meet decarbonization targets by transitioning away from internal combustion engines, the demand for high-capacity lithium-ion units has risen dramatically, necessitating a proportional increase in production output to equip new automotive fleets. This trend is supported by strong sales data; according to the International Energy Agency's "Global EV Outlook 2024" published in April 2024, global electric car sales reached nearly 14 million units in 2023, claiming 18% of the total automotive market. Furthermore, improving cost dynamics are enhancing vehicle affordability, with Goldman Sachs Research projecting in October 2024 that global average battery prices would fall to $111 per kilowatt-hour by the end of the year, thereby lowering entry barriers and stimulating widespread procurement.

Simultaneously, rising investments in battery gigafactories and production infrastructure are transforming the supply landscape to meet this surging demand. Governments and manufacturers are aggressively expanding capabilities to localize supply chains and reduce dependence on volatile import markets, ensuring production aligns with vehicle sales trajectories. A key example of this expansion is the U.S. Department of Energy's announcement in September 2024 regarding the "Investing in America" agenda, which awarded over $3 billion in grants to 25 projects across 14 states to strengthen domestic battery manufacturing and recycling. These investments allow the market to scale rapidly from pilot lines to multi-gigawatt-hour facilities serving major automotive OEMs, ensuring the industry can sustain the throughput required for ongoing transport electrification.

Market Challenge

The instability of critical raw material supply chains presents a formidable barrier to the growth of the Global Automotive Secondary Battery Market. Manufacturers rely heavily on minerals like lithium, cobalt, and nickel, which are prone to price volatility and geopolitical trade risks, creating severe bottlenecks in manufacturing scalability as producers struggle to forecast long-term costs or secure consistent inputs. When raw material prices fluctuate unexpectedly, battery makers find it difficult to maintain the stable pricing structures that automotive OEMs need to effectively plan their fleet electrification strategies, resulting in financial uncertainty that dampens investment.

This structural vulnerability is further aggravated by the intense geographic concentration of the upstream value chain. As reported by the European Automobile Manufacturers' Association in 2025, the European Union held only a 7% share of global battery production, whereas China and the United States controlled 87% of upstream supply chain capacity. This disparity emphasizes the market's exposure to trade tensions and regional supply shocks, where high dependence on limited sources means logistical disruptions can immediately halt manufacturing output. Ultimately, these supply chain rigidities threaten to postpone the cost reductions essential for making electric vehicles affordable, directly hindering the broader expansion of the secondary battery sector.

Market Trends

The growing market share of Lithium Iron Phosphate (LFP) signifies a fundamental shift in battery chemistry preferences, driven by the industry's strategic need to reduce reliance on expensive and volatile cobalt and nickel supplies. This trend represents a technological migration where automotive manufacturers are prioritizing thermal stability and supply chain security over maximum energy density for standard-range fleets. This structural change is demonstrated by the rapid displacement of ternary chemistries in key global markets; according to the International Energy Agency's "Global EV Outlook 2025" released in May 2025, LFP batteries captured nearly 50% of the global electric vehicle battery market share in 2024, highlighting their dominance in the mass-market segment.

Concurrently, the adoption of Sodium-Ion chemistries for budget vehicles is emerging as a critical trend to circumvent lithium scarcity and further lower entry barriers for electrification. Utilizing abundant sodium reserves, this technology offers a cost-effective alternative for entry-level passenger cars where affordability and cold-weather performance are more critical than ultra-high energy density. The commercial viability of this chemistry has accelerated rapidly from research to deployment; for instance, in an April 2025 press statement regarding its "Naxtra" platform, CATL revealed that its new mass-produced sodium-ion cells achieve an energy density of 175 watt-hours per kilogram, marking a significant breakthrough in performance viability for commercial electric vehicles.

Key Market Players

  • Contemporary Amperex Technology Co. Limited
  • BYD Co. Ltd
  • Tesla, Inc.
  • Panasonic Corporation
  • Samsung SDI Co. Ltd
  • LG Chem Ltd
  • GS Yuasa Corporation
  • Duracell Inc.
  • EnerSys
  • Saft Groupe SA

Report Scope

In this report, the Global Automotive Secondary Battery Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Automotive Secondary Battery Market, By Technology

  • Lead-acid Batteries
  • Lithium-ion Batteries
  • Others

Automotive Secondary Battery Market, By Type

  • HEV
  • PHEV
  • EV

Automotive Secondary Battery Market, By Region

  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • France
    • United Kingdom
    • Italy
    • Germany
    • Spain
  • Asia Pacific
    • China
    • India
    • Japan
    • Australia
    • South Korea
  • South America
    • Brazil
    • Argentina
    • Colombia
  • Middle East & Africa
    • South Africa
    • Saudi Arabia
    • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Automotive Secondary Battery Market.

Available Customizations:

Global Automotive Secondary 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:

Company Information

  • Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

  • 1.1. Market Definition
  • 1.2. Scope of the Market
    • 1.2.1. Markets Covered
    • 1.2.2. Years Considered for Study
    • 1.2.3. Key Market Segmentations

2. Research Methodology

  • 2.1. Objective of the Study
  • 2.2. Baseline Methodology
  • 2.3. Key Industry Partners
  • 2.4. Major Association and Secondary Sources
  • 2.5. Forecasting Methodology
  • 2.6. Data Triangulation & Validation
  • 2.7. Assumptions and Limitations

3. Executive Summary

  • 3.1. Overview of the Market
  • 3.2. Overview of Key Market Segmentations
  • 3.3. Overview of Key Market Players
  • 3.4. Overview of Key Regions/Countries
  • 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Automotive Secondary Battery Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Technology (Lead-acid Batteries, Lithium-ion Batteries, Others)
    • 5.2.2. By Type (HEV, PHEV, EV)
    • 5.2.3. By Region
    • 5.2.4. By Company (2025)
  • 5.3. Market Map

6. North America Automotive Secondary Battery Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Technology
    • 6.2.2. By Type
    • 6.2.3. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Automotive Secondary Battery Market Outlook
      • 6.3.1.1. Market Size & Forecast
        • 6.3.1.1.1. By Value
      • 6.3.1.2. Market Share & Forecast
        • 6.3.1.2.1. By Technology
        • 6.3.1.2.2. By Type
    • 6.3.2. Canada Automotive Secondary Battery Market Outlook
      • 6.3.2.1. Market Size & Forecast
        • 6.3.2.1.1. By Value
      • 6.3.2.2. Market Share & Forecast
        • 6.3.2.2.1. By Technology
        • 6.3.2.2.2. By Type
    • 6.3.3. Mexico Automotive Secondary Battery Market Outlook
      • 6.3.3.1. Market Size & Forecast
        • 6.3.3.1.1. By Value
      • 6.3.3.2. Market Share & Forecast
        • 6.3.3.2.1. By Technology
        • 6.3.3.2.2. By Type

7. Europe Automotive Secondary Battery Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Technology
    • 7.2.2. By Type
    • 7.2.3. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Automotive Secondary Battery Market Outlook
      • 7.3.1.1. Market Size & Forecast
        • 7.3.1.1.1. By Value
      • 7.3.1.2. Market Share & Forecast
        • 7.3.1.2.1. By Technology
        • 7.3.1.2.2. By Type
    • 7.3.2. France Automotive Secondary Battery Market Outlook
      • 7.3.2.1. Market Size & Forecast
        • 7.3.2.1.1. By Value
      • 7.3.2.2. Market Share & Forecast
        • 7.3.2.2.1. By Technology
        • 7.3.2.2.2. By Type
    • 7.3.3. United Kingdom Automotive Secondary Battery Market Outlook
      • 7.3.3.1. Market Size & Forecast
        • 7.3.3.1.1. By Value
      • 7.3.3.2. Market Share & Forecast
        • 7.3.3.2.1. By Technology
        • 7.3.3.2.2. By Type
    • 7.3.4. Italy Automotive Secondary Battery Market Outlook
      • 7.3.4.1. Market Size & Forecast
        • 7.3.4.1.1. By Value
      • 7.3.4.2. Market Share & Forecast
        • 7.3.4.2.1. By Technology
        • 7.3.4.2.2. By Type
    • 7.3.5. Spain Automotive Secondary Battery Market Outlook
      • 7.3.5.1. Market Size & Forecast
        • 7.3.5.1.1. By Value
      • 7.3.5.2. Market Share & Forecast
        • 7.3.5.2.1. By Technology
        • 7.3.5.2.2. By Type

8. Asia Pacific Automotive Secondary Battery Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Technology
    • 8.2.2. By Type
    • 8.2.3. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Automotive Secondary Battery Market Outlook
      • 8.3.1.1. Market Size & Forecast
        • 8.3.1.1.1. By Value
      • 8.3.1.2. Market Share & Forecast
        • 8.3.1.2.1. By Technology
        • 8.3.1.2.2. By Type
    • 8.3.2. India Automotive Secondary Battery Market Outlook
      • 8.3.2.1. Market Size & Forecast
        • 8.3.2.1.1. By Value
      • 8.3.2.2. Market Share & Forecast
        • 8.3.2.2.1. By Technology
        • 8.3.2.2.2. By Type
    • 8.3.3. Japan Automotive Secondary Battery Market Outlook
      • 8.3.3.1. Market Size & Forecast
        • 8.3.3.1.1. By Value
      • 8.3.3.2. Market Share & Forecast
        • 8.3.3.2.1. By Technology
        • 8.3.3.2.2. By Type
    • 8.3.4. South Korea Automotive Secondary Battery Market Outlook
      • 8.3.4.1. Market Size & Forecast
        • 8.3.4.1.1. By Value
      • 8.3.4.2. Market Share & Forecast
        • 8.3.4.2.1. By Technology
        • 8.3.4.2.2. By Type
    • 8.3.5. Australia Automotive Secondary Battery Market Outlook
      • 8.3.5.1. Market Size & Forecast
        • 8.3.5.1.1. By Value
      • 8.3.5.2. Market Share & Forecast
        • 8.3.5.2.1. By Technology
        • 8.3.5.2.2. By Type

9. Middle East & Africa Automotive Secondary Battery Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Technology
    • 9.2.2. By Type
    • 9.2.3. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Automotive Secondary Battery Market Outlook
      • 9.3.1.1. Market Size & Forecast
        • 9.3.1.1.1. By Value
      • 9.3.1.2. Market Share & Forecast
        • 9.3.1.2.1. By Technology
        • 9.3.1.2.2. By Type
    • 9.3.2. UAE Automotive Secondary Battery Market Outlook
      • 9.3.2.1. Market Size & Forecast
        • 9.3.2.1.1. By Value
      • 9.3.2.2. Market Share & Forecast
        • 9.3.2.2.1. By Technology
        • 9.3.2.2.2. By Type
    • 9.3.3. South Africa Automotive Secondary Battery Market Outlook
      • 9.3.3.1. Market Size & Forecast
        • 9.3.3.1.1. By Value
      • 9.3.3.2. Market Share & Forecast
        • 9.3.3.2.1. By Technology
        • 9.3.3.2.2. By Type

10. South America Automotive Secondary Battery Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Technology
    • 10.2.2. By Type
    • 10.2.3. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Automotive Secondary Battery Market Outlook
      • 10.3.1.1. Market Size & Forecast
        • 10.3.1.1.1. By Value
      • 10.3.1.2. Market Share & Forecast
        • 10.3.1.2.1. By Technology
        • 10.3.1.2.2. By Type
    • 10.3.2. Colombia Automotive Secondary Battery Market Outlook
      • 10.3.2.1. Market Size & Forecast
        • 10.3.2.1.1. By Value
      • 10.3.2.2. Market Share & Forecast
        • 10.3.2.2.1. By Technology
        • 10.3.2.2.2. By Type
    • 10.3.3. Argentina Automotive Secondary Battery Market Outlook
      • 10.3.3.1. Market Size & Forecast
        • 10.3.3.1.1. By Value
      • 10.3.3.2. Market Share & Forecast
        • 10.3.3.2.1. By Technology
        • 10.3.3.2.2. By Type

11. Market Dynamics

  • 11.1. Drivers
  • 11.2. Challenges

12. Market Trends & Developments

  • 12.1. Merger & Acquisition (If Any)
  • 12.2. Product Launches (If Any)
  • 12.3. Recent Developments

13. Global Automotive Secondary Battery Market: SWOT Analysis

14. Porter's Five Forces Analysis

  • 14.1. Competition in the Industry
  • 14.2. Potential of New Entrants
  • 14.3. Power of Suppliers
  • 14.4. Power of Customers
  • 14.5. Threat of Substitute Products

15. Competitive Landscape

  • 15.1. Contemporary Amperex Technology Co. Limited
    • 15.1.1. Business Overview
    • 15.1.2. Products & Services
    • 15.1.3. Recent Developments
    • 15.1.4. Key Personnel
    • 15.1.5. SWOT Analysis
  • 15.2. BYD Co. Ltd
  • 15.3. Tesla, Inc.
  • 15.4. Panasonic Corporation
  • 15.5. Samsung SDI Co. Ltd
  • 15.6. LG Chem Ltd
  • 15.7. GS Yuasa Corporation
  • 15.8. Duracell Inc.
  • 15.9. EnerSys
  • 15.10. Saft Groupe SA

16. Strategic Recommendations

17. About Us & Disclaimer