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市场调查报告书
商品编码
1953783
废热回收系统市场 - 全球产业规模、份额、趋势、机会及预测(按组件、技术、车辆类型、地区和竞争格局划分,2021-2031年)Exhaust Heat Recovery System Market - Global Industry Size, Share, Trends Opportunity, and Forecast, Segmented By Component, By Technology, By Vehicle Type, By Region & Competition, 2021-2031F |
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全球废气余热回收系统市场预计将从 2025 年的 350.1 亿美元成长到 2031 年的 540.6 亿美元,复合年增长率为 7.51%。
该领域专注于开发和应用能够捕捉内燃机废气流中产生的废热并将其转化为可用机械能或电能的技术。该市场的成长主要受日益严格的国际排放法规以及商用车营运商透过提高燃油经济性来降低总拥有成本的需求所驱动。在传统引擎继续使用的情况下,这些系统可作为重要的过渡解决方案,帮助实现严格的永续性目标。国际能源总署 (IEA) 预测,到 2025 年,重型卡车的近期能源效率提升幅度仅为 2% 至 5%,这凸显了采用先进的温度控管策略以实现所需性能提升的必要性。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 350.1亿美元 |
| 市场规模:2031年 | 540.6亿美元 |
| 复合年增长率:2026-2031年 | 7.51% |
| 成长最快的细分市场 | 废气再循环(EGR) |
| 最大的市场 | 欧洲 |
然而,市场成长面临许多障碍,这主要是由于高昂的整合成本以及全球汽车电气化进程的快速推进。随着各国政府和汽车製造商加大对氢燃料电池和电池式电动车架构的投资,为老旧内燃机平台进行效率升级的经济吸引力正在下降。这种技术优先顺序的转变可能会减缓热回收系统的普及,尤其是在电气化速度最快的轻型汽车领域。
推动排放气体余热回收系统普及的关键因素是政府日益严格的排放法规,这迫使汽车製造商部署先进的温度控管技术。随着监管机构降低二氧化碳 (CO2) 和氮氧化物 (NOx)的排放限值,快速加热引擎冷却液和后处理系统对于符合法规要求至关重要。这在重型车辆行业尤其重要,因为该行业需要高效的温度控管来满足严格的排放法规,尤其是在寒冷天气启动和低负载行驶时。例如,加州空气资源委员会 (CARB) 将于 2025 年 1 月起收紧 2025 年重型引擎的 NOx 标准,强制要求使用复杂的排放控制系统以确保合规。
同时,市场正受到对更高燃油经济性需求的不断增长的推动,製造商们正寻求在全面转型电动车之前优化内燃机和混合动力汽车的性能。朗肯迴圈和冷却式废气再循环(EGR)等技术在回收废热、提高热效率和降低油耗方面发挥关键作用。这种对燃烧效率的持续关注也体现在供应商的发展趋势中。 2025年5月,博格华纳宣布将其与一家北美大型汽车製造商的EGR系统合约延长至2029年,这表明业界对提高效率的持续关注。此外,儘管面临普遍的经济挑战,该产业仍保持着旺盛的商业性活力。法雷奥在2025年7月宣布,其上半年订单成长30%,达到118亿欧元,证实了市场对包括温度控管系统在内的先进汽车解决方案的强劲需求。
废热回收系统市场成长的主要障碍在于高昂的初始安装成本以及全球汽车保有量快速转型至纯电动车。随着商业营运商和汽车製造商将资金重新分配到氢燃料和电池式电动车平台,投资内燃机效率技术的合理性已显着降低。因此,相关人员越来越倾向于将基于燃烧的废热回收方案视为一种临时解决方案,其投资回报率正在下降,导致现有柴油车队的改造计画被推迟甚至取消。
近期商用车註册趋势为这种犹豫提供了实证支持,揭示了传统引擎市场的萎缩。根据欧洲汽车製造商协会(ACEA)的数据,2025年前第一季,欧盟柴油卡车註册量下降了11.5%,而电池动力卡车的市占率上升至3.8%。这些数据凸显了随着零排放技术转型,内燃机需求萎缩,废热回收系统的潜在市场也正在萎缩。
随着造船企业努力满足日益严格的碳强度指数(CII)标准,有机朗肯迴圈(ORC)技术在船舶推进系统中的应用正迅速发展。 ORC系统利用低沸点有机流体从引擎废气和汽缸套水中回收低品位废热,并将其转化为可供船舶使用的电能。这种方法无需更换主燃料即可提高船舶的整体热效率,从而减少对辅助引擎的依赖。 2025年11月,Climeon在其中期报告中宣布,已获得江苏新扬子造船厂价值460万瑞典克朗的HeatPower 300订单,这标誌着该公司在亚洲市场取得了显着进展,并展现了该技术在新造船领域日益增长的商业性可行性。
同时,在长途商用卡车中采用电动涡轮增压系统正成为优化重型车辆效率的关键方法。与传统的机械系统不同,电动涡轮增压系统使用辅助涡轮驱动发电机,回收能量并将其提供给车辆的辅助系统和动力传动系统,从而降低重载运行时的引擎负荷。这种架构能够实现更精确的能源管理,满足现代卡车电子设备日益增长的电力需求,同时也为全面电气化铺平了道路。 SAE International 于 2025 年 3 月发表的一项关于重型燃气引擎涡轮增压系统的研究表明,优化后的涡轮可以将燃油消耗降低 2% 至 4%,从而显着提高长途卡车的效率。
The Global Exhaust Heat Recovery System Market is projected to expand from USD 35.01 Billion in 2025 to USD 54.06 Billion by 2031, registering a CAGR of 7.51%. This sector focuses on creating and deploying technologies that trap waste thermal energy from internal combustion engine exhaust streams, transforming it into functional mechanical or electrical power. Growth in this market is largely driven by strict international emissions mandates and the need for commercial fleet operators to lower total ownership costs via enhanced fuel economy. Serving as a vital interim solution, these systems help meet demanding sustainability goals while traditional engines are still utilized. The International Energy Agency noted in 2025 that near-term efficiency gains for heavy-duty trucks are expected to stay between 2% and 5%, underscoring the need for sophisticated thermal management strategies to realize necessary performance improvements.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 35.01 Billion |
| Market Size 2031 | USD 54.06 Billion |
| CAGR 2026-2031 | 7.51% |
| Fastest Growing Segment | Exhaust Gas Recirculation (EGR) |
| Largest Market | Europe |
However, market growth faces a notable hurdle due to high integration costs combined with the rapid global shift toward fleet electrification. As governments and automakers channel investments into hydrogen fuel cell and battery-electric architectures, the financial appeal of funding efficiency upgrades for fading internal combustion platforms diminishes. This evolving technological priority poses a threat of lowered adoption rates for heat recovery systems, a trend particularly evident in the light-duty vehicle category where electrification is advancing at the fastest pace.
Market Driver
Strict government emission mandates act as the main driver for adopting exhaust heat recovery systems, pushing automakers to incorporate advanced thermal management technologies. With regulators setting lower limits on carbon dioxide and nitrogen oxides (NOx), the capacity to quickly heat engine fluids and aftertreatment components is crucial for adherence to the law. This is especially significant in the heavy-duty industry, where efficient thermal management is necessary to satisfy tough tailpipe requirements during cold starts and low-load conditions. For instance, the California Air Resources Board enforced tighter NOx standards for model year 2025 heavy-duty engines starting in January 2025, requiring the use of complex exhaust control systems to ensure compliance.
Concurrently, the market is propelled by the growing need for better fuel economy, as manufacturers aim to optimize internal combustion and hybrid models prior to the complete shift to electric vehicles. Technologies like Rankine cycle systems and cooled exhaust gas recirculation (EGR) play a vital role in capturing waste energy to boost thermal efficiency and cut fuel usage. This ongoing focus on combustion efficiency is reflected in supplier trends; BorgWarner announced in May 2025 that it extended EGR system contracts with a leading North American OEM through 2029, demonstrating persistent industry interest in efficiency improvements. Additionally, despite wider economic difficulties, the sector remains commercially vibrant, evidenced by Valeo's July 2025 report of a 30% rise in first-half order intake to 11.8 billion euros, indicating strong demand for advanced automotive solutions including thermal systems.
Market Challenge
A major obstacle to the growth of the exhaust heat recovery system market is the substantial initial integration cost combined with the rapid worldwide shift toward complete fleet electrification. As commercial operators and automakers reallocate capital toward hydrogen and battery-electric platforms, the economic case for funding efficiency technologies for internal combustion engines becomes considerably weaker. Consequently, stakeholders increasingly regard combustion-based heat recovery options as temporary solutions with declining investment returns, resulting in the postponement of adoption or the termination of retrofit initiatives for current diesel fleets.
Recent trends in commercial vehicle registrations provide empirical backing for this hesitation, revealing a contraction in the traditional engine sector. Data from the European Automobile Manufacturers' Association (ACEA) shows that in the first three quarters of 2025, diesel truck registrations in the European Union fell by 11.5%, whereas the market share for electrically chargeable trucks rose to 3.8%. These statistics highlight the diminishing potential market for exhaust heat recovery systems, as the volume of internal combustion engines contracts to make way for zero-emission technologies.
Market Trends
The integration of Organic Rankine Cycle (ORC) technology into maritime propulsion systems is progressing quickly as shipbuilders aim to meet stricter Carbon Intensity Indicator (CII) standards. ORC systems use low-boiling-point organic fluids to recover low-grade waste heat from engine exhaust and jacket water, converting it into electricity for use onboard. This approach enhances a vessel's overall thermal efficiency and lowers dependence on auxiliary engines without needing changes to the primary fuel. In November 2025, Climeon reported in its interim statement that it achieved a milestone in Asia with a HeatPower 300 order worth MSEK 4.6 from Jiangsu New Yangzi Shipbuilding, highlighting the growing commercial feasibility of this technology for new ships.
At the same time, the use of electric turbo-compounding in long-haul commercial trucking is becoming a key method for optimizing heavy-duty vehicle efficiency. In contrast to conventional mechanical setups, electric turbo-compounding uses a secondary turbine to power a generator, which sends recovered electrical energy to the vehicle's auxiliary systems or powertrain to ease engine strain during intense operations. This structure facilitates accurate energy management and meets the increasing power needs of modern truck electronics while acting as a bridge toward full electrification. A March 2025 study by SAE International on turbo-compound systems for heavy-duty natural gas engines showed that optimized turbines could lower fuel usage by 2% to 4%, offering significant efficiency benefits for long-haul transport.
Report Scope
In this report, the Global Exhaust Heat Recovery System 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 Exhaust Heat Recovery System Market.
Global Exhaust Heat Recovery System 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: