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電動車商用車

市場調查報告書

商品編碼

1698282

電動商用車市場機會、成長動力、產業趨勢分析及 2025 - 2034 年預測

Electric Commercial Vehicle Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025 - 2034

出版日期: 2025年02月07日 | 出版商:

Global Market Insights Inc. | 英文 170 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄

2024 年全球電動商用車市場價值為 723 億美元，預計 2025 年至 2034 年期間的複合年成長率將達到 12.7%。世界各國政府正在透過補貼、稅收抵免和鼓勵採用的政策來推動這一成長。減排目標、碳中和承諾和監管激勵措施正在促使企業和車隊營運商投資電動車隊。補貼充電基礎設施、道路稅減免和財政支持計畫使電動商用車成為傳統燃料驅動車的經濟高效的替代品。

由於技術進步和材料管理的改進，電池成本下降，提高了可負擔性。電池效率提高，從而延長行駛里程並提高車輛性能。擴大充電網路和電池更換技術的進步進一步促進了更廣泛的應用。公共和私營部門對快速充電解決方案和再生能源整合的投資使電動商用車更加實用。 2024 年電動車充電站市場價值為 397 億美元，預計到 2034 年將超過 3,500 億美元。

市場範圍
起始年份	2024
預測年份	2025-2034
起始值	723億美元
預測值	2357億美元
複合年成長率	12.7％

電動商用車包括皮卡車、卡車、貨車和巴士。廂型車佔了超過 36% 的市場佔有率，預計到 2034 年其市場規模將超過 500 億美元。廂型車體積小巧、機動性強，是城市物流和最後一哩配送的理想選擇。企業正在轉向電動貨車，以降低燃料和維護成本，同時遵守低排放區法規。財政激勵和稅收減免進一步提高了車隊營運商的承受能力。

電池容量細分包括低於100kWh、101-250kWh、251-400kWh、401-550kWh、以及高於550kWh。 2024 年，100 千瓦時以下類別佔據主導地位，創造了 220 億美元的收入。更輕的電池組提高了能源效率、車輛操控性和性能。它們的充電速度也更快，使其與大多數充電網路相容。每次充電 250-400 英里的最佳續航里程平衡了實用性和成本效益，使小型電池組成為城市交通和商用貨車的首選。

電動商用車分為電池電動車（BEV）、燃料電池電動車（FCEV）、混合動力商用電動車（HCEV）。由於維護成本較低且營運效率較高，純電動車將在 2024 年佔據 50% 的市場。與混合動力車或燃料電池汽車相比，純電動車的運動部件更少，因此可以降低個人和車隊營運商的長期開支。政府補貼和更嚴格的排放法規進一步推動了純電動車的普及。城市零排放區的擴張正在加速這一趨勢，使純電動車成為商用車隊的首選。

根據最終用途應用，市場細分包括最後一哩交付、現場服務、配送服務、長途運輸和垃圾車。受電子商務擴張和對具有成本效益的永續運輸解決方案的需求增加的推動，最後一英里配送行業預計將以 15% 的複合年成長率最快成長。電動運輸車輛的燃料和維護成本較低，易於在擁擠地區行駛，並符合低排放法規。它們能夠最佳化規劃路線和安排充電，從而減少停機時間並提高營運效率。

北美以 36% 的佔有率領先全球電動商用車市場，其中美國在 2024 年創造了 262 億美元的收入。優惠政策、稅收抵免、補助和基礎設施投資推動了電動商用車的採用。政府措施鼓勵車隊轉向使用電力，而聯邦資金則支持全國範圍內的電動車充電站擴建。因此，美國繼續成為全球向永續交通轉變的主要參與者。

產業生態系統分析
- 供應商格局
  - 原物料供應商
  - 零件供應商
  - 製造商
  - 技術提供者
  - 最終用途
- 利潤率分析
技術與創新格局
專利分析
監管格局
價格趨勢
衝擊力
- 成長動力
  - 政府政策和激勵措施
  - 電池成本下降
  - 企業永續發展目標與 ESG 合規性
  - 城市化和最後一哩配送的成長
  - 技術進步
- 產業陷阱與挑戰
  - 監管和法律障礙
  - 開發成本高
成長潛力分析
波特的分析
PESTEL 分析

第4章：競爭格局

介紹
公司市佔率分析
競爭定位矩陣
戰略展望矩陣

第5章：市場估計與預測：依車型，2021 - 2034 年

主要趨勢
皮卡車
卡車
貨車
公車和長途客車

第6章：市場估計與預測：以推進方式，2021 - 2034 年

主要趨勢
純電動車
燃料電池電動車
丙型肝炎病毒

第7章：市場估計與預測：按電池容量，2021 - 2034 年

主要趨勢
少於100度
101-250千瓦時
251-400千瓦時
401-550千瓦時
超過550度

第8章：市場估計與預測：依最終用途，2021 - 2034 年

主要趨勢
最後一哩配送
現場服務
配送服務
長途運輸
垃圾車

第9章：市場估計與預測：按地區，2021 - 2034 年

主要趨勢
北美洲
- 美國
- 加拿大
歐洲
- 英國
- 德國
- 法國
- 義大利
- 西班牙
- 俄羅斯
- 北歐人
亞太地區
- 中國
- 印度
- 日本
- 澳洲
- 韓國
- 東南亞
拉丁美洲
- 巴西
- 墨西哥
- 阿根廷
中東及非洲
- 阿拉伯聯合大公國
- 南非
- 沙烏地阿拉伯

第10章：公司簡介

AB Volvo
Bollinger Motors
BYD
Dongfeng Motor
Ford Motor
Irizar Group
Isuzu Motors
IVECO
Mercedes Benz
Nikola
Paccar
Proterra
Renault
Rivian
Scania
Tata Motors
Tesla
VDL Groep
Workhorse Group
Yutong

簡介目錄

Product Code: 13163

The Global Electric Commercial Vehicle Market, valued at USD 72.3 billion in 2024, is expected to expand at a 12.7% CAGR between 2025 and 2034. Governments worldwide are driving this growth through subsidies, tax credits, and policies designed to encourage adoption. Emission reduction targets, carbon neutrality commitments, and regulatory incentives are prompting businesses and fleet operators to invest in electric fleets. Subsidized charging infrastructure, road tax exemptions, and financial support programs make electric commercial vehicles a cost-effective alternative to conventional fuel-powered options.

Electric Commercial Vehicle Market - IMG1

The declining cost of batteries due to technological advancements and improved material management has enhanced affordability. Battery efficiency has increased, leading to longer ranges and improved vehicle performance. Expanding charging networks and advancements in battery-swapping technology are further enabling wider adoption. Investments from public and private sectors in fast-charging solutions and renewable energy integration make electric commercial vehicles more practical. The EV charging station market, valued at USD 39.7 billion in 2024, is projected to surpass USD 350 billion by 2034.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$72.3 Billion
Forecast Value	$235.7 Billion
CAGR	12.7%

Electric commercial vehicles include pickup trucks, trucks, vans, and buses. Vans, accounting for over 36% of the market, are expected to exceed USD 50 billion by 2034. Their compact size and maneuverability make them ideal for urban logistics and last-mile deliveries. Businesses are transitioning to electric vans to lower fuel and maintenance costs while complying with low-emission zone regulations. Financial incentives and tax exemptions further enhance affordability for fleet operators.

Battery capacity segmentation includes less than 100 kWh, 101-250 kWh, 251-400 kWh, 401-550 kWh, and more than 550 kWh. The sub-100 kWh category dominated in 2024, generating USD 22 billion in revenue. Lighter battery packs enhance energy efficiency, vehicle handling, and performance. They also charge faster, making them compatible with most charging networks. The optimal range of 250-400 miles per charge balances practicality and cost-effectiveness, making smaller battery packs the preferred choice for urban mobility and commercial vans.

Electric commercial vehicles are classified into battery electric vehicles (BEV), fuel cell electric vehicles (FCEV), and hybrid commercial electric vehicles (HCEV). BEVs accounted for 50% of the market in 2024 due to lower maintenance costs and operational efficiency. With fewer moving parts than hybrids or fuel cell vehicles, BEVs reduce long-term expenses for both individuals and fleet operators. Government subsidies and stricter emission regulations further drive BEV adoption. The expansion of zero-emission zones in urban areas is accelerating this trend, making BEVs the primary choice for commercial fleets.

By end-use application, the market segments include last-mile delivery, field services, distribution services, long-haul transportation, and refuse trucks. The last-mile delivery sector is set to grow at the fastest rate of 15% CAGR, driven by e-commerce expansion and increased demand for cost-effective, sustainable transport solutions. Electric delivery vehicles offer lower fuel and maintenance costs, easy navigation in congested areas, and compliance with low-emission regulations. Their ability to optimize planned routes and schedule charging reduces downtime and enhances operational efficiency.

North America leads the global electric commercial vehicle market with a 36% share, with the U.S. generating USD 26.2 billion in revenue in 2024. Favorable policies, tax credits, grants, and infrastructure investments fuel adoption. Government initiatives encourage fleet transitions to electric power, while federal funding supports nationwide EV charging station expansion. As a result, the U.S. continues to be a major player in the global shift toward sustainable transportation.

Chapter 1 Methodology & Scope

1.1 Research design
- 1.1.1 Research approach
- 1.1.2 Data collection methods
1.2 Base estimates & calculations
- 1.2.1 Base year calculation
- 1.2.2 Key trends for market estimation
1.3 Forecast model
1.4 Primary research and validation
- 1.4.1 Primary sources
- 1.4.2 Data mining sources
1.5 Market scope & definition

Chapter 2 Executive Summary

2.1 Industry 360⁰ synopsis, 2021 - 2034

Chapter 3 Industry Insights

3.1 Industry ecosystem analysis
- 3.1.1 Supplier landscape
  - 3.1.1.1 Raw material suppliers
  - 3.1.1.2 Component suppliers
  - 3.1.1.3 Manufacturers
  - 3.1.1.4 Technology providers
  - 3.1.1.5 End use
- 3.1.2 Profit margin analysis
3.2 Technology & innovation landscape
3.3 Patent analysis
3.4 Regulatory landscape
3.5 Price trend
3.6 Impact forces
- 3.6.1 Growth drivers
  - 3.6.1.1 Government policies & incentives
  - 3.6.1.2 Declining battery costs
  - 3.6.1.3 Corporate sustainability goals & ESG compliance
  - 3.6.1.4 Urbanization & last-mile delivery growth
  - 3.6.1.5 Technological advancements
- 3.6.2 Industry pitfalls & challenges
  - 3.6.2.1 Regulatory and legal hurdles
  - 3.6.2.2 High development costs
3.7 Growth potential analysis
3.8 Porter's analysis
3.9 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

4.1 Introduction
4.2 Company market share analysis
4.3 Competitive positioning matrix
4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Vehicle, 2021 - 2034 ($Bn, Units)

5.1 Key trends
5.2 Pickup trucks
5.3 Trucks
5.4 Vans
5.5 Buses & coaches

Chapter 6 Market Estimates & Forecast, By Propulsion, 2021 - 2034 ($Bn, Units)

6.1 Key trends
6.2 BEV
6.3 FCEV
6.4 HCEV

Chapter 7 Market Estimates & Forecast, By Battery Capacity, 2021 - 2034 ($Bn, Units)

7.1 Key trends
7.2 Less than 100 KWH
7.3 101-250 KWH
7.4 251-400 KWH
7.5 401-550 KWH
7.6 More than 550 KWH

Chapter 8 Market Estimates & Forecast, By End Use, 2021 - 2034 ($Bn, Units)

8.1 Key trends
8.2 Last-mile delivery
8.3 Field services
8.4 Distribution services
8.5 Long-haul transportation
8.6 Refuse trucks

Chapter 9 Market Estimates & Forecast, By Region, 2021 - 2034 ($Bn, Units)

9.1 Key trends
9.2 North America
- 9.2.1 U.S.
- 9.2.2 Canada
9.3 Europe
- 9.3.1 UK
- 9.3.2 Germany
- 9.3.3 France
- 9.3.4 Italy
- 9.3.5 Spain
- 9.3.6 Russia
- 9.3.7 Nordics
9.4 Asia Pacific
- 9.4.1 China
- 9.4.2 India
- 9.4.3 Japan
- 9.4.4 Australia
- 9.4.5 South Korea
- 9.4.6 Southeast Asia
9.5 Latin America
- 9.5.1 Brazil
- 9.5.2 Mexico
- 9.5.3 Argentina
9.6 MEA
- 9.6.1 UAE
- 9.6.2 South Africa
- 9.6.3 Saudi Arabia