法國電動車電池電解：市場佔有率分析、產業趨勢、成長預測（2025-2030）

France Electric Vehicle Battery Electrolyte - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年01月05日 | 出版商:

Mordor Intelligence | 英文 95 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計2025年法國電動車電池電解市場規模為2,399萬美元，2030年將達4,561萬美元，預測期間（2025-2030年）複合年成長率為13.71%。

主要亮點

從中期來看，電動車普及率的提高、政府的支持以及鋰離子電池價格的下降預計將在預測期內推動市場發展。
另一方面，國內電池組件生產的缺乏預計將抑制未來市場的成長。
電解配方的創新可提高電池性能、安全性和壽命，特別是高性能或遠距電動車，將在不久的將來為法國電動車電池電解市場創造重大成長機會。

法國電動車電池電解市場趨勢

鋰離子電池預計將佔較大佔有率

近年來，鋰離子電池因其能量密度高、循環壽命長、綜合效率高等優點成為電動車的首選。
此外，隨著鋰離子電池成本的持續下降，也將對法國電動車鋰離子電池電解市場產生重大影響。 2023年，鋰離子電池組價格將比前一年下降14%，達到139美元/kWh。電池價格的下降將導致電動車價格更加實惠，從而提高電動車的採用率和市場佔有率。因此，需求的增加不僅會推高電解等電池組件的消耗，還將刺激旨在提高電池性能的技術進步。
此外，法國對電動車鋰離子電池生產的投資正在迅速增加，進一步增加了對鋰離子電池電解質材料的需求。
例如，2024年2月，Automotive Cells公司獲得47億美元資金，策略性地位於法國、德國和義大利建立三個電動車鋰離子電池超級工廠。此類舉措支持了對鋰離子電池材料（尤其是電解質）不斷成長的需求。
隨著法國加強投資擴大電動車鋰離子電池生產設施，電動車鋰離子電池電解液市場預計未來將大幅成長。
例如，AESC 計劃在 2025 年之前在上法蘭西省杜埃建立一家電池超級工廠。該工廠的第一階段建設將為雷諾 ECHO 5 和 4Ever 跨界多功能車生產先進的鋰離子電池。它的生產能力為9吉瓦時，預計每年為20萬輛電動車提供動力。預計此類投資將在未來幾年加強鋰離子電池電解質市場。
總而言之，隨著電動車中鋰離子電池的日益採用和價格的暴跌，鋰離子電池電解領域預計在預測期內將顯著成長。

預計該市場將受到電動車普及率的不斷提高和政府支持的推動

法國的政策舉措和投資在塑造電動車電池電解質市場方面發揮著至關重要的作用。透過國家低碳戰略等計劃和積極參與歐洲綠色交易，法國處於重大碳減排努力的前沿。這些努力不僅拉動了電動車的需求，還增加了對電動車電池的需求，並帶動了對電池電解的需求。
此外，法國正在參與歐洲電池聯盟的一個競爭性計劃，旨在在歐洲建立永續且有競爭力的電池供應鏈，並增加對電池製造的投資。這些舉措，加上政府對電動車採用的獎勵，確保了先進電池組件（包括電解質）的強勁市場。
例如，2023年8月，歐盟委員會宣布法國將依據歐盟國家援助規則出資15億歐元，支持輝能科技（「輝核准」）研發下一代電動車電池。政府的支持旨在擴大電動車電池的生產並增加對電池電解的需求。
超級工廠和研發方面的巨額投資正在推動對高性能電解質材料的需求。根據國際能源總署（IEA）的報告，2023年法國電動車銷量將達47萬輛，高於2022年的34萬輛。
隨著未來對更高效電動車電池的研究和開發的加強，電池電解質的進步機會越來越多，這對於提高電池效率至關重要。例如，2024年7月，Stellantis與全球著名研究機構CEA宣佈建立為期五年的夥伴關係，生產下一代電動車電池。
鑑於這些動態，很明顯，法國在電池製造方面增加的措施和投資將在未來幾年提振市場。

法國電動汽車電池電解液產業概況

法國電動車電池電解市場溫和。市場的主要企業包括（排名不分先後）阿科瑪全球公司、BASF、索爾維公司、優美科公司和三菱化學集團公司。

其他好處

Excel 格式的市場預測 (ME) 表
3 個月分析師支持

Key Highlights

Over the medium term, the growing adoption of electric vehicles, government support, and the decreasing price of lithium-ion batteries are expected to drive the market in the forecast period.
On the other hand, the lack of domestic manufacturing for battery components is expected to restrain market growth in the future.
Nevertheless, the innovation in electrolyte formulations that improve battery performance, safety, and lifespan, particularly for high-performance or long-range EVs, creates significant growth opportunities in the France electric vehicle battery electrolyte market in the near future.

France Electric Vehicle Battery Electrolyte Market Trends

Lithium-ion Battery is Expected to Have a Major Share

In recent years, lithium-ion batteries have become the preferred choice for electric vehicles due to their high energy density, long cycle life, and overall efficiency.
Moreover, as the cost of lithium-ion batteries continues to decline, it's set to have a pronounced effect on France's market for electric vehicle lithium-ion battery electrolytes. In 2023, the price of lithium-ion battery packs dropped by 14% from the previous year, settling at USD 139/kWh. This decrease in battery prices translates to more affordable EVs, leading to heightened adoption and an expanded market share for electric vehicles. Consequently, this rising demand will not only boost the consumption of battery components, such as electrolytes but also spur technological advancements aimed at enhancing battery performance.
Furthermore, France has seen a surge in investments directed towards EV lithium-ion battery manufacturing, further amplifying the demand for lithium-ion battery electrolyte materials.
For example, in February 2024, Automotive Cells Company secured a substantial USD 4.7 billion to fund the creation of three lithium-ion battery gigafactories for EVs, strategically located in France, Germany, and Italy. Such initiatives underscore the growing demand for lithium-ion battery materials, particularly electrolytes.
Looking ahead, as France ramps up its investments in expanding EV lithium-ion battery manufacturing facilities, the market for EV lithium-ion battery electrolytes is poised for significant growth.
As a case in point, AESC is set to inaugurate a battery gigafactory in Douai, Hauts-de-France, by 2025. The inaugural phase of this facility will churn out advanced lithium-ion batteries tailored for Renault's ECHO 5 and 4Ever crossover utility vehicles. With a capacity of 9 Gigawatt-hours, this phase is primed to power 200,000 electric cars each year. Such investments are anticipated to bolster the lithium-ion battery electrolyte market in the coming years.
In conclusion, driven by the rising adoption of lithium-ion batteries in electric vehicles and their plummeting prices, the lithium-ion battery electrolyte segment is set for substantial growth in the forecast period.

The Growing Adoption of Electric Vehicles and Government's Support is Expected to Drive the Market

France's policy initiatives and investments play a pivotal role in shaping the EV battery electrolyte market. Through programs like the National Low-Carbon Strategy and active participation in the European Green Deal, France is at the forefront of significant carbon reduction efforts. This dedication not only boosts the demand for electric vehicles but also intensifies the need for their batteries, subsequently driving up the demand for battery electrolytes.
Moreover, France's engagement in the European Battery Alliance and IPCEI projects, aimed at establishing a sustainable and competitive battery supply chain in Europe, bolsters investments in battery manufacturing. Coupled with government incentives for EV adoption, these initiatives ensure a robust market for advanced battery components, including electrolytes.
For example, in August 2023, the European Commission approved a EUR 1.5 billion initiative from France, under EU State aid rules, to support ProLogium Technologies ('ProLogium') in researching and developing next-gen electric vehicle batteries. Such backing from the government is poised to amplify EV battery manufacturing, subsequently increasing the demand for battery electrolytes.
Significant investments in gigafactories and R&D are escalating the demand for high-performance electrolyte materials, essential for meeting the surging needs of the nation's electric vehicle sector. The International Energy Agency reported that in 2023, France's EV car sales reached 0.47 million units, up from 0.34 million in 2022.
Looking ahead, as research and development efforts intensify for more efficient EV batteries, there's a growing opportunity for the advancement of battery electrolytes, which are vital for enhancing battery efficiency. A case in point: in July 2024, Stellantis and CEA, a prominent global research institution, unveiled a five-year partnership to craft next-generation battery cells for electric vehicles.
Given these dynamics, it's evident that France's bolstered policies and investments in battery manufacturing are set to propel the market in the coming years.

France Electric Vehicle Battery Electrolyte Industry Overview

The France electric vehicle battery electrolyte market is moderate. Some of the major players in the market (in no particular order) include Arkema Global, BASF SE, Solvay SA, Umicore SA, and Mitsubishi Chemical Group.

Additional Benefits:

The market estimate (ME) sheet in Excel format
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1 INTRODUCTION

1.1 Scope of the Study
1.2 Market Definition
1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

4.1 Introduction
4.2 Market Size and Demand Forecast in USD, till 2029
4.3 Recent Trends and Developments
4.4 Government Policies and Regulations
4.5 Market Dynamics
- 4.5.1 Drivers
  - 4.5.1.1 The Growing Adoption of Electric Vehicles and Government's Support
  - 4.5.1.2 Decreasing Price of Lithium-ion Batteries
- 4.5.2 Restraints
  - 4.5.2.1 The Lack of Domestic Manufacturing for Battery Components
4.6 Supply Chain Analysis
4.7 PESTLE ANALYSIS
4.8 Investment Analysis

5 MARKET SEGMENTATION

5.1 Battery Type
- 5.1.1 Lithium-ion
- 5.1.2 Lead-Acid
- 5.1.3 Other Battery Types
5.2 Electrolyte Type
- 5.2.1 Liquid Electrolyte
- 5.2.2 Gel Electrolyte
- 5.2.3 Solid Electrolyte

6 COMPETITIVE LANDSCAPE

6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
6.2 Strategies Adopted by Leading Players
6.3 Company Profiles
- 6.3.1 Arkema Global
- 6.3.2 BASF SE
- 6.3.3 Solvay SA
- 6.3.4 Mitsubishi Chemical Group.
- 6.3.5 Umicore SA
- 6.3.6 Targray Industries Inc.
- 6.3.7 3M Company
- 6.3.8 NEI Corporation
- 6.3.9 Cabot Corporation
- 6.3.10 Samsung SDI
6.4 List of Other Prominent Companies
6.5 Market Ranking Analysis