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1636506

歐洲電動車電池負極：市場佔有率分析、產業趨勢/統計、成長預測（2025-2030）

Europe Electric Vehicle Battery Anode - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 115 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計2025年歐洲電動車電池負極市場規模為8.1億美元，2030年將達14.7億美元，預測期間（2025-2030年）複合年成長率為12.61%。

歐洲電動車電池負極-市場-IMG1

主要亮點

  • 未來幾年，在電動車的普及、電池原料成本下降（導致鋰離子電池價格下降）以及政府支持措施的推動下，歐洲電動車電池陽極市場預計將成長。
  • 相反，原料蘊藏量有限和供應鏈缺口等挑戰可能會阻礙歐洲電動車電池陽極市場的成長。
  • 然而，電池陽極技術的進步和電動車雄心勃勃的長期目標為歐洲電動車電池陽極市場的參與企業提供了重大機會。
  • 在歐洲主要參與企業中，法國預計將在歐洲電動車電池負極市場實現顯著成長。

歐洲電動車電池負極市場趨勢

鋰離子電池領域佔市場主導地位

  • 在鋰離子電池產業的早期，家用電子電器是主要市場。然而，隨著時間的推移，電動車（EV）製造商已成為鋰離子電池的主要消費者。電動車領域對鋰離子電池的需求不斷成長，增強了電池負極材料的市場。
  • 在過去的十年中，歐洲鋰離子電池的採用迅速增加，特別是在汽車領域。由於鋰離子二次電池優越的容量重量比，法國、英國、德國、義大利和西班牙等國家越來越青睞鋰離子二次電池。此外，電動車中安裝的鋰電池不會排放氮氧化物、二氧化碳或其他溫室氣體，因此它們對環境的影響比傳統內燃機（ICE）汽車低得多。認知到這一優勢，一些歐洲國家正在積極推廣鋰離子技術主導的電動車，並透過補貼和政府舉措鼓勵電動車電池陽極市場的發展。
  • 彭博社報道稱，2023年，電動車（EV）所用鋰離子電池組的全球與前一年同期比較價格年減13%，至139美元/kWh。此次下降是在價格出現較早上漲趨勢之後出現的。由於技術的持續進步和製造效率的提高，預計價格將繼續下降。據預測，2025年將降至113美元/千瓦時，2030年進一步降至80美元/度。這些發展將在預測期內加強鋰離子電池領域在歐洲電動車電池陽極市場的主導地位。
  • 根據國際能源總署 (IEA) 的數據，主要採用鋰離子電池技術（佔比超過 95%）的電動車在英國的銷量將從 2022 年的 37 萬輛增至 2023 年的 45 萬輛。鑑於電動車領域的強勁成長，鋰離子電池憑藉其獨特的優勢，預計將在歐洲電動車電池負極市場佔有重要佔有率。
  • 2024 年 6 月，斯道拉恩索和 Altris 宣佈建立合作夥伴關係，旨在在歐洲建立永續的電池價值鏈和材料鏈。兩家公司之間的合作重點是整合斯道拉恩索的硬碳解決方案 Rignode，作為 Altris 鈉離子電池中的陽極材料。這些電池設計用於道路和固定儲能。斯道拉恩索 (Stora Enso) 所描述的 Lignode 是一種源自木質素（紙漿生產產品）的永續硬碳。這種新型陽極材料與鋰離子和鈉離子電池相容，使其成為比傳統陽極解決方案更具永續性的選擇。
  • 鑑於這些新興市場的發展，很明顯，鋰離子電池領域將在未來幾年主導歐洲電動車電池負極市場。

法國主導歐洲電動車電池負極市場

  • 法國作為已開發國家的代表，近來面臨大幅減少溫室氣體排放的艱鉅任務。除了將再生能源來源納入能源結構外，法國還將解決汽車排放作為應對氣候變遷的關鍵策略。這項重點為電動車電池負極市場的參與企業創造了利潤豐厚的機會。許多外國公司已遷往法國，並不斷擴大其製造能力。
  • 2024年10月14日，在巴黎車展上，鋰陶瓷電池創新領跑者輝能科技宣布推出全球首款採用100%矽複合負極的電動車電池。這款革命性的電池充電僅需 8.5 分鐘。這些進展證實了歐洲陽極市場的快速成長，該市場正在積極致力於電動車電池陽極材料的技術創新。
  • 2024年5月，清潔能源技術公司AnteoTech透露，一家著名的電動車製造商將在原型電池中使用其電池陽極技術。在斯特拉斯堡舉行的第14屆國際先進汽車電池會議（AABC）上，AnteoTech與電池製造商進行了會談，其中包括與EV1計劃管理團隊的會議。全球電動車製造商 EV1 正在評估將 AnteoTech XTM 技術整合到其車輛中。 AnteoTech強調，EV1證實Anteo XTM不僅降低了投入成本，也增強了其獨特負極的表現。
  • 2024年8月，專注於二氧化矽和矽基負極材料綠色工程的法國子公司Novacium SAS在電池創新方面達到了一個關鍵里程碑。該公司最新的電池將石墨與精製第三代（GEN3）矽基負極結合，容量已超過4,030mAh。這接近18650電池4,095mAh的世界紀錄。這項壯舉使 Novacium SAS 成為全球僅有的三家報告電池容量超過 4,000 mAh 的 18,650 的公司之一。這些里程碑增強了法國電動車電池負極材料的市場前景。
  • 國際能源總署(IEA)的資料顯示，法國電動車銷量將從2022年的34萬輛增加至2023年的47萬輛，其中95%以上依賴鋰離子電池技術。鑑於電動車領域的快速成長，鋰離子電池因其獨特的優勢將在法國電動車電池負極市場佔據重要佔有率。
  • 因此，這些新興市場的發展將使法國在未來幾年的歐洲電動車陽極市場中處於至關重要的地位。

歐洲電動車電池負極產業概況

歐洲電動車電池負極市場適度整合。市場主要企業（排名不分先後）包括貝特瑞新材料集團、Novacium SAS、輝能科技、Talga Group 和 NEO Battery Materials Ltd。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 調查範圍
  • 市場定義
  • 研究場所

第 2 章執行摘要

第3章調查方法

第4章市場概況

  • 介紹
  • 2029年之前的市場規模與需求預測（單位：美元）
  • 最新趨勢和發展
  • 政府法規和措施
  • 市場動態
    • 促進因素
      • 電動車的擴張
      • 政府有利措施
      • 鋰離子電池價格下降
    • 抑制因素
      • 供應鏈缺口
  • 供應鏈分析
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代產品/服務的威脅
    • 競爭公司之間的敵對關係

第5章市場區隔

  • 依電池類型
    • 鋰離子
    • 鉛酸電池
    • 其他
  • 依材料類型
    • 矽
    • 石墨
    • 鋰
    • 其他
  • 按地區
    • 法國
    • 英國
    • 德國
    • 西班牙
    • 義大利
    • 北歐國家
    • 歐洲其他地區

第6章 競爭狀況

  • 併購、合資、聯盟、協議
  • 主要企業策略
  • 公司簡介
    • BTR New Material Group Co., Ltd
    • Novacium SAS
    • ProLogium Technology Co., Ltd
    • Talga Group
    • NEO Battery Materials Ltd
    • IPCEI European Battery Innovation
    • Vianode
    • Epsilon Advanced Materials Pvt. Ltd.
    • Altech Batteries Ltd
  • 其他知名公司名單
  • 市場排名/佔有率（%）分析

第7章市場機會與未來趨勢

  • 負極材料的持續研究和進展
簡介目錄
Product Code: 50003835

The Europe Electric Vehicle Battery Anode Market size is estimated at USD 0.81 billion in 2025, and is expected to reach USD 1.47 billion by 2030, at a CAGR of 12.61% during the forecast period (2025-2030).

Europe Electric Vehicle Battery Anode - Market - IMG1

Key Highlights

  • In the coming years, the Europe electric vehicle battery anode market is poised for growth, driven by the rising adoption of electric vehicles, decreasing costs of battery raw materials (leading to lower prices for Li-ion batteries), and supportive government policies.
  • Conversely, challenges such as limited raw material reserves and gaps in the supply chain may hinder the growth of the Europe electric vehicle battery anode market.
  • However, advancements in battery anode technologies and ambitious long-term targets for electric vehicles present significant opportunities for players in the European electric Vehicle Battery Anode Market.
  • Among the key players in Europe, France is set to experience notable growth in the Europe electric vehicle battery anode market.

Europe Electric Vehicle Battery Anode Market Trends

Lithium-ion Battery Segment to Dominate the Market

  • In the early days of the lithium-ion battery industry, consumer electronics were the primary market. However, over time, electric vehicle (EV) manufacturers emerged as the leading consumers of these batteries, driven by a surge in EV sales, particularly in plug-in hybrid electric vehicles (PHEVs). This growing demand for lithium-ion batteries in the EV sector bolstered the market for battery anode materials.
  • Over the past decade, Europe has seen a meteoric rise in the adoption of lithium-ion batteries, especially in the automotive sector. Countries like France, the UK, Germany, Italy, and Spain are increasingly favoring lithium-ion rechargeable batteries, due to their superior capacity-to-weight ratio. Moreover, lithium batteries in EVs produce no emissions of NOX, CO2, or other greenhouse gases, resulting in a significantly lower environmental impact compared to traditional internal combustion engine (ICE) vehicles. Recognizing this advantage, several European nations are actively promoting lithium-ion technology-driven EVs and fostering the development of the Electric Vehicle Battery Anode Market through subsidies and government initiatives.
  • Bloomberg reported that in 2023, global average prices for lithium-ion battery packs used in electric vehicles (EVs) fell to USD 139/kWh, a 13% drop from the previous year. This decline followed a trend of rising prices in earlier years. With ongoing technological advancements and improved manufacturing efficiencies, prices are projected to continue their downward trajectory. Forecasts indicate a price drop to USD 113/kWh by 2025, and an even steeper decline to USD 80/kWh by 2030. Such trends bolster the dominance of the lithium-ion battery segment in Europe's Electric Vehicle Battery Anode Market during the forecast period.
  • According to the International Energy Agency (IEA), in 2023, electric vehicle sales in the United Kingdom, predominantly utilizing lithium-ion battery technology (over 95% share), reached 450,000, up from 370,000 in 2022. Given this robust growth in the battery electric vehicle sector, lithium-ion batteries, with their distinct advantages, are poised to capture a significant share of Europe's Electric Vehicle Battery Anode Market.
  • In June 2024, Stora Enso and Altris unveiled their partnership aimed at establishing a sustainable battery value and materials chain in Europe. Their collaboration focuses on integrating Stora Enso's Lignode, a hard carbon solution, as an anode material in Altris' sodium-ion battery cells. These cells are designed for both motive and stationary power storage. Lignode, as described by Stora Enso, is a sustainable hard carbon derived from lignin, a pulp manufacturing byproduct. This novel anode material boasts compatibility with both lithium-ion and sodium-ion batteries, marking it as a more sustainable choice compared to conventional anode solutions.
  • Given these developments, it's evident that the lithium-ion battery segment is set to dominate Europe's Electric Vehicle Battery Anode Market in the coming years.

France to Dominate the Electric Vehicle Battery Anode Market in Europe

  • France, a leading developed nation, has taken on the monumental challenge of significantly reducing its greenhouse gas emissions in recent years. In addition to integrating renewable energy sources into its energy mix, France has prioritized tackling vehicular emissions as a key strategy in its fight against climate change. This focus has opened up lucrative opportunities for players in the EV battery anode market. Numerous foreign companies have set up operations in France, consistently expanding their manufacturing capabilities.
  • On October 14th, 2024, at the Paris Motor Show, ProLogium Technology, a frontrunner in lithium ceramic battery innovation, unveiled the world's first EV battery featuring a 100% silicon composite anode. This revolutionary battery can be charged in a mere 8.5 minutes. Such advancements underscore the burgeoning anode market in Europe, with companies actively innovating in EV battery anode materials.
  • In May 2024, AnteoTech, a clean energy tech firm, revealed that a prominent electric vehicle maker will adopt its battery anode technology in their prototype batteries. At the 14th International Advanced Automotive Battery Conference (AABC) in Strasbourg, AnteoTech held talks with battery manufacturers, including a meeting with EV1's project management team. EV1, a global electric vehicle manufacturer, is evaluating the integration of Anteo XTM technology into its vehicles. AnteoTech highlights that EV1 has confirmed that Anteo XTM not only reduces their input costs but also boosts the performance of their proprietary anode.
  • In August 2024, Novacium SAS, a French subsidiary focused on green engineering of silica and silicon-based anode materials, reached a pivotal milestone in battery innovation. Their latest batteries, combining graphite with a refined third-generation (GEN3) silicon-based anode, achieved a capacity of over 4,030 mAh. This is nearing the world record of 4,095 mAh for 18650 batteries. With this feat, Novacium SAS becomes one of only three companies worldwide to report 18650 battery capacities surpassing 4,000 mAh. Such milestones bolster the prospects of the EV battery anode material market in France.
  • Data from the International Energy Agency (IEA) reveals that in 2023, France saw electric vehicle sales hit 470,000, up from 340,000 in 2022, with over 95% relying on Li-ion battery technology. Given this surge in the battery electric vehicle sector, lithium-ion batteries, with their distinct advantages, are poised to command a substantial share of the Electric Vehicle Battery Anode Market in France.
  • Consequently, these developments position France as a pivotal player in the European Electric Vehicle Battery Anode Market in the coming years.

Europe Electric Vehicle Battery Anode Industry Overview

The Europe Electric Vehicle Battery Anode Market is moderately consolidated. Some of the major players in the market (in no particular order) include BTR New Material Group Co., Ltd., Novacium SAS, ProLogium Technology Co., Ltd, Talga Group, and NEO Battery Materials Ltd, among others.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

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
      • 4.5.1.2 Favorable Government Policies
      • 4.5.1.3 Decreasing Price of Lithium-ion Batteries
    • 4.5.2 Restraints
      • 4.5.2.1 The Supply Chain Gap
  • 4.6 Supply Chain Analysis
  • 4.7 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 By Battery type
    • 5.1.1 Lithium-ion
    • 5.1.2 Lead-acid
    • 5.1.3 Other technology
  • 5.2 By Material Type
    • 5.2.1 Silicon
    • 5.2.2 Graphite
    • 5.2.3 Lithium
    • 5.2.4 Other Materials
  • 5.3 Geography
    • 5.3.1 France
    • 5.3.2 United Kingdom
    • 5.3.3 Germany
    • 5.3.4 Spain
    • 5.3.5 Italy
    • 5.3.6 Nordic countries
    • 5.3.7 Rest of Europe

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 BTR New Material Group Co., Ltd
    • 6.3.2 Novacium SAS
    • 6.3.3 ProLogium Technology Co., Ltd
    • 6.3.4 Talga Group
    • 6.3.5 NEO Battery Materials Ltd
    • 6.3.6 IPCEI European Battery Innovation
    • 6.3.7 Vianode
    • 6.3.8 Epsilon Advanced Materials Pvt. Ltd.
    • 6.3.9 Altech Batteries Ltd
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Ongoing Research and Advancement in Anode Material