商用车热管理系统市场－全球产业规模、份额、趋势、机会与预测：按车辆类型、应用、推进系统、地区和竞争格局划分，2021-2031年

全球商用车热力系统市场预计将从 2025 年的 366.2 亿美元成长到 2031 年的 590.5 亿美元，复合年增长率为 8.29%。

这些系统包含对卡车、巴士和厢型车的动力传动系统、驾驶室和电池组的温度控制至关重要的整合技术。推动成长的关键因素是日益严格的排放气体法规要求提高引擎效率，以及物流车辆的快速电气化。随着电气化的发展，精确的温度控管对于优化电池安全性和续航里程至关重要。欧洲汽车製造商协会 (ACEA) 的数据也印证了这项需求，2024 年欧盟新厢型车註册量成长 8.3%，进一步凸显了对这些组件的需求。

然而，市场扩张面临一个重大障碍：电动车先进热设计架构的高研发成本。这些系统技术复杂，需要同时对电池组和电力电子设备温度控管，这使得整合难度增加，并导致车辆价格上涨。因此，高成本可能会阻碍对成本敏感的车队营运商采用此类技术。

市场驱动因素

电动和混合动力商用车的快速发展正在从根本上改变温度控管的要求，因为这些平台需要复杂的架构来将电池温度维持在最佳范围内。与内燃机不同，电动动力传动系统依靠精确控制来确保安全、延长续航里程并实现快速充电，这通常需要采用高性能液冷板和复杂的迴路隔离技术。对零排放重型车辆日益增长的需求进一步凸显了这一趋势。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 年全球电动卡车销量成长了 35%，超过 5 万辆。此外，公共交通领域也在推动这项成长。根据欧洲汽车製造商协会 (ACEA) 于 2025 年 1 月发布的报告，2024 年欧盟新公车註册量将增加 9.2%。

同时，全球低温运输物流和冷藏运输的成长为动力传动系统以外的先进温控技术创造了独特的机会。在消费者对生鲜食品需求不断增长的推动下，运输商正越来越多地采用具有卓越温控性能和能源效率的运输製冷机组 (TRU)。此外，该产业也正在向电动 TRU 转型，以减少装载作业期间的排放气体，进一步整合推进系统和冷冻系统的热需求。此优势体现在财务业绩；2024 年 10 月，特灵科技公布其欧洲、中东和非洲业务板块（包括运输冷冻机组）第三季收入净额年增 8%。

市场挑战

电动商用车的温度控管架构需要大量的研发投入，这成为市场成长的主要障碍。随着产业向电气化转型，电池组和电力电子设备的温度管理技术要求日益复杂。这种复杂性迫使製造商在专用组件和整合方法上投入巨资，推高了整体生产成本。这些成本最终导致车辆价格上涨，对于那些优先考虑即时资本效益而非长期成本节约的物流公司而言，这构成了一道准入门槛。

这些财务限制直接减缓了车队向电动平台的转型，并减少了先进温度控管系统的订单。这些经济压力也反映在近期的产业数据中。根据欧洲汽车製造商协会（ACEA）的数据，2024年前九个月，可充电厢型车的新註册量年减了12.8%。这项降幅凸显了车辆成本高昂（主要源自于复杂的热整合）限制了市场扩张的潜力。

市场趋势

在复杂的电动商用车领域，节省空间和减轻重量的需求正推动整合式温度控管模组 (ITMM) 的整合趋势。原始设备製造商 (OEM) 不再单独采购泵浦、阀门和热交换器，而是采用「一体化」解决方案，将这些组件整合到一个预先测试过的单元中。这简化了组装并减少了洩漏途径。模组化带来的效率提升也反映在主要供应商的财务表现中。根据马勒公司于 2024 年 4 月发布的《2023 财年年度报告》，在强劲的整合技术需求推动下，温度控管业务部门的销售额达到 46 亿欧元（年成长 4.1%）。

同时，欧盟对氟氯化碳（CFC）的限制以及美国的《国际运输管理法案》（I'M Act）等日益严格的环境法规，正推动市场转型为低全球暖化潜值（GWP）冷媒（液化石油气）。业者正用二氧化碳和丙烷等永续的冷媒系统取代传统的氢氟碳化合物（HFC）系统，这需要重新设计压缩机和密封件，以承受更高的压力和更高的易燃性。这种朝向符合法规要求的冷冻技术的转变，正在刺激物流业的资本投资。根据开利全球公司于2024年10月发布的2024年第三季财报，货柜冷冻系统的销量成长超过30%，这表明物流网路正在快速升级以满足监管标准。

目录

第一章概述

第二章：调查方法

第三章执行摘要

第四章：客户心声

第五章：商用车热管理系统全球市场展望

• 市场规模及预测
  • 按金额
• 市占率及预测
  • 车辆类型（轻型、中型、重型）
  • 依应用领域（暖通空调、动力传动系统冷却、流体输送、其他）
  • 透过推进系统（内燃机、电力）
  • 按地区
  • 按公司（2025 年）
• 市场地图

第六章：北美商用车热力系统市场展望

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

第七章：欧洲商用车热管理系统市场展望

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

第八章：亚太地区商用车热管理系统市场展望

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

第九章：中东与非洲商用车热管理系统市场展望

• 市场规模及预测
• 市占率及预测
• 中东与非洲：国别分析
  • 沙乌地阿拉伯
  • 阿拉伯聯合大公国
  • 南非

第十章：南美洲商用车热管理系统市场展望

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

第十一章 市场动态

• 促进因素
• 任务

第十二章 市场趋势与发展

• 併购
• 产品发布
• 近期趋势

第十三章 全球商用车热管理系统市场：SWOT分析

第十四章：波特五力分析

• 产业竞争
• 新进入者的潜力
• 供应商的议价能力
• 顾客权力
• 替代品的威胁

第十五章 竞争格局

• Robert Bosch GmbH
• Dana Incorporated
• MAHLE GmbH
• Gentherm Inc.
• Hanon Systems
• Denso Corporation
• BorgWarner Inc.
• Valeo SE
• Modine Manufacturing Company
• Schaeffler AG

第十六章 策略建议

第十七章：关于研究公司及免责声明

The Global Commercial Vehicle Thermal System Market is projected to expand from USD 36.62 Billion in 2025 to USD 59.05 Billion by 2031, reflecting a CAGR of 8.29%. These systems comprise integrated technologies essential for regulating temperatures within the powertrain, cabin, and battery packs of trucks, buses, and vans. Growth is largely propelled by strict emission standards that demand greater engine efficiency and the rapid electrification of logistics fleets, which necessitates precise thermal management for battery safety and range optimization. Data from the European Automobile Manufacturers' Association highlights this demand, noting an 8.3 percent rise in new EU van registrations in 2024, which fuels the need for such components.

However, market expansion faces a significant hurdle due to the high development costs linked to advanced thermal architectures for electric vehicles. These systems are technically intricate, requiring simultaneous heat management for battery packs and power electronics, which complicates integration and raises vehicle prices. Consequently, these elevated costs may discourage adoption among cost-sensitive fleet operators.

Market Driver

The rapid shift toward electric and hybrid commercial vehicles is fundamentally transforming thermal management requirements, as these platforms demand sophisticated architectures to keep battery temperatures within optimal ranges. Unlike internal combustion engines, electric powertrains rely on precise regulation to ensure safety, extend range, and enable fast charging, often utilizing high-performance liquid cooling plates and complex loop separation. This trend is underscored by the rising demand for zero-emission heavy-duty vehicles; according to the International Energy Agency's "Global EV Outlook 2024" published in April 2024, global electric truck sales jumped by 35 percent in 2023, exceeding 50,000 units. Additionally, the public transport sector reinforces this growth, with the European Automobile Manufacturers' Association reporting in January 2025 that new EU bus registrations rose by 9.2 percent in 2024.

Concurrently, the growth of global cold chain logistics and refrigerated transport offers unique opportunities for advanced thermal regulation outside the powertrain. Rising consumer demand for perishables is prompting fleet operators to acquire transport refrigeration units (TRUs) that provide superior temperature control and energy efficiency. The industry is also moving toward electric TRUs to eliminate emissions during loading operations, further blending propulsion and refrigeration thermal needs. This sector's strength is evident in financial results; Trane Technologies reported in October 2024 that its Europe, Middle East, and Africa segment, which includes transport refrigeration, achieved an 8 percent year-over-year increase in net revenues in the third quarter.

Market Challenge

The significant development costs required for electric commercial vehicle thermal management architectures pose a major barrier to market growth. As the industry transitions to electrification, the technical demands for managing temperatures in battery packs and power electronics have become increasingly complex. This intricacy compels manufacturers to invest heavily in specialized components and integration methods, driving up overall production costs. These expenses ultimately increase the final vehicle price, making entry difficult for logistics companies that value immediate capital efficiency over long-term savings.

Such financial constraints directly slow the transition of fleets to electric platforms, reducing the volume of orders for advanced thermal systems. The effect of these economic pressures is reflected in recent industry data; according to the European Automobile Manufacturers' Association, new registrations of electrically chargeable vans fell by 12.8 percent in the first three quarters of 2024 compared to the prior year. This decline highlights how high vehicle costs, resulting in part from complex thermal integration, are limiting the market's expansion potential.

Market Trends

A prevailing trend is the consolidation into Integrated Thermal Management Modules, driven by the need to save space and reduce weight in complex electric commercial vehicles. OEMs are moving away from sourcing separate pumps, valves, and heat exchangers in favor of "one-box" solutions that combine these components into a single, pre-tested unit, which simplifies assembly and reduces leak paths. This shift toward modular efficiency is visible in the financial results of key suppliers; Mahle's April 2024 "Annual Report 2023" noted that sales in its Thermal Management business unit rose by 4.1 percent to 4.6 billion euros, fueled by strong demand for these integrated technologies.

Simultaneously, the market is shifting toward Low-Global Warming Potential Refrigerants due to stricter environmental rules like the EU F-Gas regulations and the U.S. AIM Act. Operators are replacing legacy hydrofluorocarbon systems with sustainable options such as carbon dioxide and propane, requiring re-engineered compressors and seals to manage higher pressures and flammability. This move toward compliant cooling technologies is driving capital turnover in logistics; Carrier Global Corporation reported in its "Third Quarter 2024 Results" in October 2024 that container refrigeration sales increased by over 30 percent, demonstrating the rapid pace at which the logistics network is upgrading to meet regulatory standards.

Key Market Players

• Robert Bosch GmbH
• Dana Incorporated
• MAHLE GmbH
• Gentherm Inc.
• Hanon Systems
• Denso Corporation
• BorgWarner Inc.
• Valeo SE
• Modine Manufacturing Company
• Schaeffler AG

Report Scope

In this report, the Global Commercial Vehicle Thermal System Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Commercial Vehicle Thermal System Market, By Vehicle Type

• Light
• Medium
• Heavy

Commercial Vehicle Thermal System Market, By Application

• HVAC
• Powertrain Cooling
• Fluid Transport
• Others

Commercial Vehicle Thermal System Market, By Propulsion

• ICE
• Electric

Commercial Vehicle Thermal System 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 Commercial Vehicle Thermal System Market.

Available Customizations:

Global Commercial Vehicle Thermal 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:

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 Commercial Vehicle Thermal System Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Vehicle Type (Light, Medium, Heavy)
  • 5.2.2. By Application (HVAC, Powertrain Cooling, Fluid Transport, Others)
  • 5.2.3. By Propulsion (ICE, Electric)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Commercial Vehicle Thermal System Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Vehicle Type
  • 6.2.2. By Application
  • 6.2.3. By Propulsion
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Commercial Vehicle Thermal System 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 Vehicle Type
      • 6.3.1.2.2. By Application
      • 6.3.1.2.3. By Propulsion
  • 6.3.2. Canada Commercial Vehicle Thermal System 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 Vehicle Type
      • 6.3.2.2.2. By Application
      • 6.3.2.2.3. By Propulsion
  • 6.3.3. Mexico Commercial Vehicle Thermal System 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 Vehicle Type
      • 6.3.3.2.2. By Application
      • 6.3.3.2.3. By Propulsion

7. Europe Commercial Vehicle Thermal System Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Vehicle Type
  • 7.2.2. By Application
  • 7.2.3. By Propulsion
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Commercial Vehicle Thermal System 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 Vehicle Type
      • 7.3.1.2.2. By Application
      • 7.3.1.2.3. By Propulsion
  • 7.3.2. France Commercial Vehicle Thermal System 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 Vehicle Type
      • 7.3.2.2.2. By Application
      • 7.3.2.2.3. By Propulsion
  • 7.3.3. United Kingdom Commercial Vehicle Thermal System 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 Vehicle Type
      • 7.3.3.2.2. By Application
      • 7.3.3.2.3. By Propulsion
  • 7.3.4. Italy Commercial Vehicle Thermal System 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 Vehicle Type
      • 7.3.4.2.2. By Application
      • 7.3.4.2.3. By Propulsion
  • 7.3.5. Spain Commercial Vehicle Thermal System 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 Vehicle Type
      • 7.3.5.2.2. By Application
      • 7.3.5.2.3. By Propulsion

8. Asia Pacific Commercial Vehicle Thermal System Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Vehicle Type
  • 8.2.2. By Application
  • 8.2.3. By Propulsion
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Commercial Vehicle Thermal System 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 Vehicle Type
      • 8.3.1.2.2. By Application
      • 8.3.1.2.3. By Propulsion
  • 8.3.2. India Commercial Vehicle Thermal System 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 Vehicle Type
      • 8.3.2.2.2. By Application
      • 8.3.2.2.3. By Propulsion
  • 8.3.3. Japan Commercial Vehicle Thermal System 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 Vehicle Type
      • 8.3.3.2.2. By Application
      • 8.3.3.2.3. By Propulsion
  • 8.3.4. South Korea Commercial Vehicle Thermal System 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 Vehicle Type
      • 8.3.4.2.2. By Application
      • 8.3.4.2.3. By Propulsion
  • 8.3.5. Australia Commercial Vehicle Thermal System 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 Vehicle Type
      • 8.3.5.2.2. By Application
      • 8.3.5.2.3. By Propulsion

9. Middle East & Africa Commercial Vehicle Thermal System Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Vehicle Type
  • 9.2.2. By Application
  • 9.2.3. By Propulsion
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Commercial Vehicle Thermal System 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 Vehicle Type
      • 9.3.1.2.2. By Application
      • 9.3.1.2.3. By Propulsion
  • 9.3.2. UAE Commercial Vehicle Thermal System 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 Vehicle Type
      • 9.3.2.2.2. By Application
      • 9.3.2.2.3. By Propulsion
  • 9.3.3. South Africa Commercial Vehicle Thermal System 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 Vehicle Type
      • 9.3.3.2.2. By Application
      • 9.3.3.2.3. By Propulsion

10. South America Commercial Vehicle Thermal System Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Vehicle Type
  • 10.2.2. By Application
  • 10.2.3. By Propulsion
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Commercial Vehicle Thermal System 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 Vehicle Type
      • 10.3.1.2.2. By Application
      • 10.3.1.2.3. By Propulsion
  • 10.3.2. Colombia Commercial Vehicle Thermal System 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 Vehicle Type
      • 10.3.2.2.2. By Application
      • 10.3.2.2.3. By Propulsion
  • 10.3.3. Argentina Commercial Vehicle Thermal System 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 Vehicle Type
      • 10.3.3.2.2. By Application
      • 10.3.3.2.3. By Propulsion

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 Commercial Vehicle Thermal System 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. Robert Bosch GmbH
  • 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. Dana Incorporated
• 15.3. MAHLE GmbH
• 15.4. Gentherm Inc.
• 15.5. Hanon Systems
• 15.6. Denso Corporation
• 15.7. BorgWarner Inc.
• 15.8. Valeo SE
• 15.9. Modine Manufacturing Company
• 15.10. Schaeffler AG

16. Strategic Recommendations

17. About Us & Disclaimer