全球商用车电气化市场：按车型、混合动力和区域范围分類的预测

商用车电气化市场规模及预测

2024 年商用车电气化市场规模为 844.6 亿美元，预计 2031 年将达到 5,067 亿美元，2024 年至 2031 年的复合年增长率为 25.10%。

商用车电气化是指将电动动力传动系统整合到卡车、巴士和厢型车等商用车辆中，以取代传统的内燃机。这项转变涉及利用各种电动车 (EV) 技术，包括纯电动车 (BEV)、混合动力电动车 (HEV) 和插电式混合动力电动车 (PHEV)，以减少对石化燃料的依赖并降低温室气体排放。

商用车电气化的应用多种多样，且日益普及。电动卡车用于远距和区域运输，与柴油车相比，排放和营运成本更低。电动公车正以其零排放能力改变城市公共交通，改善城市空气品质。

在电池技术进步、政府扶持政策以及环保意识不断增强的推动下，商用车电气化的未来前景一片光明。随着电池续航里程的提升和充电基础设施的扩展，电动商用车预计将在各行各业中广泛使用。

全球商用车电气化市场动态

影响全球商用车电气化市场的关键市场动态包括：

关键市场驱动因素

政府法规和奖励：全球范围内，严格的排放法规和政府奖励正在推动电动商用车的普及。美国环保署 (EPA) 的「清洁卡车」计画旨在 2031 年将氮氧化物排放减少 90%，进一步推动电动化进程。

降低总拥有成本：由于燃油和维护成本的降低，电动商用车的成本效益越来越高。一份2023年的报告预测，未来十年，电动卡车的总拥有成本将比柴油卡车低15-20%。

电池技术的进步：更高的能量密度和更快的充电速度等电池技术的改进正在推动市场成长。到2023年，电动商用车的平均电池续航力将达到350公里，比前一年增长30%。

清洁能源运输需求不断增长：随着全球对永续性的日益关注，对清洁能源运输解决方案的需求也日益增长。到2024年，受政府强制要求和消费者对永续选择的需求推动，全球整体物流和配送车队中的电动卡车数量预计将增加40%。

主要挑战

初始成本高：全球商用车电气化市场面临的主要挑战之一是电动商用车（ECV）的初始成本高昂，包括电池成本，这使得它们比传统的内燃机车更昂贵。儘管营运成本降低且政府提供激励措施，但高昂的初始投资仍然是许多车队营运商面临的障碍。

充电基础设施有限：缺乏广泛的充电基础设施是电动商用车普及的一大障碍，尤其是在远距行驶方面。许多地区仍然缺乏足够的快速充电站，这使得企业难以有效率地运作电动卡车和公车远距。

续航里程限制：续航里程焦虑一直是商用车队营运商的一大担忧，尤其是在重型车辆领域。目前的电池技术限制了电动商用车的续航里程，使得在不充电的情况下无法完成远距行驶成为物流和运输等行业的一大挑战。

电池供应链与永续性：确保电池（尤其是锂离子电池）的稳定和永续供应也是一项关键挑战。商用车产业严重依赖锂、钴和镍等原材料，这些材料易受供应链中断和价格波动的影响。此外，电池生产和处置对环境的影响也引发了人们对永续性的担忧。

主要趋势：

政府法规与排放标准：全球日益严格的排放气体法规正在推动商用车转型为电气化。各国政府正实施碳减排政策，例如欧洲设定的目标，即到2040年将商用车的二氧化碳排放减少90%，加速电动卡车和电动公车的普及。

电池技术的进步：电池效率、续航里程和成本的提升是电动商用车领域成长的关键驱动力。固态电池和快速充电技术的发展可以延长续航里程并减少停机时间，使电动车比传统内燃机汽车更具竞争力。

扩大充电基础设施：充电基础设施投资，尤其是重型电动车充电基础设施投资正在迅速成长。政府和私人公司正在合作，在主要货运路线沿线建造高容量充电网络，以支持电动商用车的长期发展。

物流公司正在推进车队电动化：越来越多的物流和电商公司正在积极推进车队电动化，以降低营运成本并实现永续性目标。领先的公司正在引领这一趋势，采用电动送货货车和卡车，进一步推动了对电动商用车的需求。

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目录

第一章：全球商用车电气化市场简介

• 市场概况
• 调查范围
• 先决条件

第二章执行摘要

第三章：已验证的市场研究调查方法

• 资料探勘
• 验证
• 第一手资料
• 资料来源列表

第四章 全球商用车电动化市场展望

• 概述
• 市场动态
  • 驱动程式
  • 抑制因素
  • 机会
• 波特五力模型
• 价值链分析

第五章全球商用车电气化市场（依车型）

• 概述
• 轻型商用车
• 大型商用车

第六章全球商用车电气化市场（依混合动力）

• 概述
• 内燃机（ICE）和微型混合动力汽车
• 混合动力电动车（HEV）
• 插电式混合动力汽车（PHEV）
• 纯电动车（BEV）
• 48 V

第七章全球商用车电气化市场（按地区）

• 概述
• 北美洲
  • 美国
  • 加拿大
  • 墨西哥
• 欧洲
  • 德国
  • 英国
  • 法国
  • 其他欧洲国家
• 亚太地区
  • 中国
  • 日本
  • 印度
  • 其他亚太地区
• 世界其他地区
  • 中东和非洲
  • 南美洲

第八章：全球商用车电气化市场的竞争格局

• 概述
• 各公司市场排名
• 主要发展策略

第九章：公司简介

• Volvo Trucks
• Daimler
• Scania
• Isuzu
• Tata Motors
• Robert Bosch GmbH
• Nikola Motor Company
• Groupe PSA
• Denso Corporation
• Mitsubishi

第十章 附录

• 相关调查

Commercial Vehicle Electrification Market Size And Forecast

Commercial Vehicle Electrification Market size was valued at USD 84.46 Billion in 2024 and is projected to reach USD 506.7 Billion by 2031, growing at a CAGR of 25.10% from 2024 to 2031.

Commercial vehicle electrification refers to the integration of electric powertrains into commercial vehicles, including trucks, buses, and vans, to replace traditional internal combustion engines. This shift involves utilizing various electric vehicle (EV) technologies such as Battery Electric Vehicles (BEVs), Hybrid Electric Vehicles (HEVs), and Plug-In Hybrid Electric Vehicles (PHEVs) to reduce reliance on fossil fuels and lower greenhouse gas emissions.

The applications of commercial vehicle electrification are diverse and increasingly prevalent. Electric trucks are used for long-haul and regional transportation, offering lower emissions and operating costs compared to diesel counterparts. Electric buses are transforming urban public transport with zero-emission capabilities, enhancing air quality in cities.

The future of commercial vehicle electrification is promising, driven by advancements in battery technology, supportive government policies, and increasing environmental awareness. As battery ranges improve and charging infrastructure expands, electric commercial vehicles are expected to see broader adoption across various sectors.

Global Commercial Vehicle Electrification Market Dynamics

The key market dynamics that are shaping the global commercial vehicle electrification market include:

Key Market Drivers:

Government Regulations and Incentives: Globally, stringent emissions regulations and government incentives are driving the adoption of electric commercial vehicles. According to the U.S. Environmental Protection Agency's (EPA) Clean Trucks Plan aims to reduce nitrogen oxide emissions by 90% by 2031, promoting electrification.

Lower Total Cost of Ownership: Electric commercial vehicles are becoming more cost-effective due to lower fuel and maintenance costs. According to a 2023 report, the total cost of ownership for electric trucks is expected to be 15-20% lower than diesel trucks over a 10-year period.

Advancements in Battery Technology: Improvements in battery technology, including higher energy density and faster charging, are accelerating market growth. The average battery range for electric commercial vehicles increased to 350 kilometers in 2023, a 30% improvement over the previous year.

Rising Demand for Clean Energy Transportation: With increasing global focus on sustainability, there is rising demand for clean energy transportation solutions. By 2024, the number of electric trucks in logistics and delivery fleets globally is expected to grow by 40%, driven by both government mandates and consumer demand for sustainable options.

Key Challenges:

High Initial Costs: One of the major challenges in the global commercial vehicle electrification market is the high upfront cost of electric commercial vehicles (ECVs), including battery costs, which make them more expensive than conventional internal combustion engine vehicles. Although operational savings and government incentives exist, the high initial investment remains a barrier for many fleet operators.

Limited Charging Infrastructure: The lack of widespread charging infrastructure is a significant hurdle for the adoption of electric commercial vehicles, especially for long-haul applications. Many regions still lack adequate fast-charging stations, making it difficult for companies to operate electric trucks or buses over longer distances efficiently.

Range Limitations: Range anxiety continues to be a concern for commercial fleet operators, particularly in heavy-duty segments. Current battery technology limits the driving range of electric commercial vehicles, and for sectors like logistics and transport, the inability to complete long-distance trips without recharging is a major challenge.

Battery Supply Chain and Sustainability: Ensuring a stable and sustainable supply of batteries, especially lithium-ion batteries, is another key challenge. The commercial vehicle industry is highly dependent on raw materials such as lithium, cobalt, and nickel, which are subject to supply chain disruptions and price volatility. Additionally, the environmental impact of battery production and disposal poses sustainability concerns.

Key Trends:

Government Regulations and Emission Standards: Stringent global emissions regulations are driving the shift toward electrification in commercial vehicles. Governments are implementing carbon-reduction policies, such as Europe's target to cut CO2 emissions from commercial vehicles by 90% by 2040, accelerating the adoption of electric trucks and buses.

Advancements in Battery Technology: Improvements in battery efficiency, range, and cost are major drivers of growth in the electric commercial vehicle sector. The development of solid-state batteries and fast-charging technologies is enabling longer driving ranges and reducing downtime, making electric vehicles more competitive with traditional internal combustion engines.

Expansion of Charging Infrastructure: Investment in charging infrastructure, particularly for heavy-duty electric vehicles, is rapidly expanding. Governments and private companies are collaborating to build high-capacity charging networks along major freight corridors, supporting the long-term viability of electric commercial fleets.

Fleet Electrification by Logistics Companies: Logistics and e-commerce companies are increasingly electrifying their fleets to reduce operating costs and meet sustainability targets. Major players are leading this trend by adopting electric delivery vans and trucks, further propelling the demand for electric commercial vehicles.

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Global Commercial Vehicle Electrification Market Regional Analysis

Here is a more detailed regional analysis of the global commercial vehicle electrification market:

Asia Pacific:

Asia Pacific is the dominant region in the global commercial vehicle electrification market, particularly China, is the dominant region in the global commercial vehicle electrification market. The Chinese government has been highly supportive of the electrification transition, offering subsidies and incentives for electric commercial vehicle manufacturers. In 2023, China accounted for over 60% of global electric commercial vehicle sales, fueled by stringent emissions regulations and ambitious electrification goals outlined in its 14th Five-Year Plan, which includes achieving 20% new energy vehicle penetration by 2025.

Japan is another key player in the Asia Pacific region, driving commercial vehicle electrification. In 2024, Japan announced an investment of over $1 billion into developing infrastructure for electric commercial vehicles, aiming to reach 100% electrification of new commercial vehicle sales by 2040. Japanese automakers, such as Toyota and Mitsubishi Fuso, have significantly advanced in launching electric trucks and buses, positioning Japan as a leader in the regional electrification push.

Europe:

Europe is the fastest-growing region in the commercial vehicle electrification market, driven by the European Union's Green Deal and its goal of achieving carbon neutrality by 2050. Recent government data reveals that sales of electric commercial vehicles in Europe surged by 40% year-on-year in 2023, supported by stringent emissions regulations and substantial government funding for electric mobility projects. The European Commission also plans to reduce CO2 emissions from commercial vehicles by 90% by 2040, further accelerating the market's growth.

Germany, as a leading automotive hub in Europe, is rapidly expanding its electric commercial vehicle fleet. In 2024, the German government allocated €5 billion towards electric vehicle infrastructure and subsidies for commercial fleet electrification. The country's electric truck sales are expected to grow by 35% annually, reflecting strong demand and government-backed incentives. This rapid expansion positions Germany as a key contributor to Europe's growth in the commercial vehicle electrification market.

Global Commercial Vehicle Electrification Market: Segmentation Analysis

The Global Commercial Vehicle Electrification Market is Segmented Based on Vehicle Type, Hybridization, and Geography

Commercial Vehicle Electrification Market, By Vehicle Type

Light Commercial Vehicle

Heavy-Duty Commercial Vehicle

Based on Vehicle Type, the Global Commercial Vehicle Electrification Market is segmented into Light Commercial Vehicle, Heavy-Duty Commercial Vehicle. the Heavy-Duty Commercial Vehicle (HCV) segment is dominant, driven by the increasing demand for electric trucks and buses, particularly in regions focusing on reducing emissions. The Light Commercial Vehicle (LCV) segment is the fastest-growing, fueled by the rising adoption of electric vans for last-mile delivery and urban transportation, where environmental regulations and cost savings are key factors.

Commercial Vehicle Electrification Market, By Hybridization

Internal Combustion Engine (ICE) & Micro-Hybrid Vehicle

Hybrid Electric Vehicle (HEV)

Plug-In Hybrid Electric Vehicle (PHEV)

Battery Electric Vehicle (BEV)

48 V

Based on Hybridization, the Global Commercial Vehicle Electrification Market is segmented into Internal Combustion Engine (ICE) & Micro-Hybrid Vehicle, Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV), Battery Electric Vehicle (BEV), and 48V. Internal Combustion Engine (ICE) & Micro-Hybrid Vehicles is the dominant segment due to their widespread use and established infrastructure. However, the Battery Electric Vehicle (BEV) segment is the fastest-growing, driven by advancements in battery technology, government incentives, and growing demand for zero-emission vehicles, particularly in urban and regulated areas.

Commercial Vehicle Electrification Market, By Geography

North America

Europe

Asia Pacific

Rest of the World

Based on the Geography, the Global Commercial Vehicle Electrification Market are classified into North America, Europe, Asia Pacific, and Rest of World. Asia Pacific is the dominant region, driven by strong government support, significant electric vehicle production, and high demand in countries like China and Japan. Europe is the fastest-growing region, propelled by stringent emissions regulations, ambitious electrification targets, and increasing investments in electric commercial vehicle infrastructure.

Key Players

The "Global Commercial Vehicle Electrification Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are Volvo Trucks, Daimler, Scania, Isuzu, Tata Motors, Robert Bosch GmbH, Denso Corporation, Groupe PSA, Nikola Motor Company, and Mitsubishi.

Our market analysis also entails a section solely dedicated to such major players wherein our analysts provide an insight into the financial statements of all the major players, along with its product benchmarking and SWOT analysis. The competitive landscape section also includes key development strategies, market share, and market ranking analysis of the above-mentioned players globally.

TABLE OF CONTENTS

1 INTRODUCTION OF GLOBAL COMMERCIAL VEHICLE ELECTRIFICATION MARKET

• 1.1 Overview of the Market
• 1.2 Scope of Report
• 1.3 Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY OF VERIFIED MARKET RESEARCH

• 3.1 Data Mining
• 3.2 Validation
• 3.3 Primary Interviews
• 3.4 List of Data Sources

4 GLOBAL COMMERCIAL VEHICLE ELECTRIFICATION MARKET OUTLOOK

• 4.1 Overview
• 4.2 Market Dynamics
  • 4.2.1 Drivers
  • 4.2.2 Restraints
  • 4.2.3 Opportunities
• 4.3 Porters Five Force Model
• 4.4 Value Chain Analysis

5 GLOBAL COMMERCIAL VEHICLE ELECTRIFICATION MARKET, BY VEHICLE TYPE

• 5.1 Overview
• 5.2 Light Commercial Vehicle
• 5.3 Heavy-duty Commercial Vehicle

6 GLOBAL COMMERCIAL VEHICLE ELECTRIFICATION MARKET, BY HYBRIDIZATION

• 6.1 Overview
• 6.2 Internal Combustion Engine (ICE) & Micro-Hybrid Vehicle
• 6.3 Hybrid Electric Vehicle (HEV)
• 6.4 Plug-In Hybrid Electric Vehicle (PHEV)
• 6.5 Battery Electric Vehicle (BEV)
• 6.6 48 V

7 GLOBAL COMMERCIAL VEHICLE ELECTRIFICATION MARKET, BY GEOGRAPHY

• 7.1 Overview
• 7.2 North America
  • 7.2.1 U.S.
  • 7.2.2 Canada
  • 7.2.3 Mexico
• 7.3 Europe
  • 7.3.1 Germany
  • 7.3.2 U.K.
  • 7.3.3 France
  • 7.3.4 Rest of Europe
• 7.4 Asia Pacific
  • 7.4.1 China
  • 7.4.2 Japan
  • 7.4.3 India
  • 7.4.4 Rest of Asia Pacific
• 7.5 Rest of the World
  • 7.5.1 Middle East and Africa
  • 7.5.2 South America

8 GLOBAL COMMERCIAL VEHICLE ELECTRIFICATION MARKET COMPETITIVE LANDSCAPE

• 8.1 Overview
• 8.2 Company Market ranking
• 8.3 Key Development Strategies

9 COMPANY PROFILES

• 9.1 Volvo Trucks
  • 9.1.1 Overview
  • 9.1.2 Financial Performance
  • 9.1.3 Product Outlook
  • 9.1.4 Key Developments
• 9.2 Daimler
  • 9.2.1 Overview
  • 9.2.2 Financial Performance
  • 9.2.3 Product Outlook
  • 9.2.4 Key Developments
• 9.3 Scania
  • 9.3.1 Overview
  • 9.3.2 Financial Performance
  • 9.3.3 Product Outlook
  • 9.3.4 Key Developments
• 9.4 Isuzu
  • 9.4.1 Overview
  • 9.4.2 Financial Performance
  • 9.4.3 Product Outlook
  • 9.4.4 Key Developments
• 9.5 Tata Motors
  • 9.5.1 Overview
  • 9.5.2 Financial Performance
  • 9.5.3 Product Outlook
  • 9.5.4 Key Developments
• 9.6 Robert Bosch GmbH
  • 9.6.1 Overview
  • 9.6.2 Financial Performance
  • 9.6.3 Product Outlook
  • 9.6.4 Key Developments
• 9.7 Nikola Motor Company
  • 9.7.1 Overview
  • 9.7.2 Financial Performance
  • 9.7.3 Product Outlook
  • 9.7.4 Key Developments
• 9.8 Groupe PSA
  • 9.8.1 Overview
  • 9.8.2 Financial Performance
  • 9.8.3 Product Outlook
  • 9.8.4 Key Developments
• 9.9 Denso Corporation
  • 9.9.1 Overview
  • 9.9.2 Financial Performance
  • 9.9.3 Product Outlook
  • 9.9.4 Key Developments
• 9.10 Mitsubishi
  • 9.10.1 Overview
  • 9.10.2 Financial Performance
  • 9.10.3 Product Outlook
  • 9.10.4 Key Developments

10 APPENDIX

• 10.1 Related Research