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市場調查報告書
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1636516

中國電動車閥控密封鉛酸電池:市場佔有率分析、產業趨勢與統計、成長預測(2025-2030)

China Electric Vehicle Vrla Batteries - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: | 出版商: Mordor Intelligence | 英文 90 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計2025年中國電動車VRLA電池市場規模為3.0992億美元,預計2030年將降至3.073億美元。

中國電動車VRLA電池-市場-IMG1

主要亮點

  • 電動車對 VRLA 電池的需求預計在未來幾年將會增加。這是由於其與鋰離子電池相比具有較高的成本效益,以及電動Scooter和電動摩托車在全國範圍內的迅速普及。
  • 相反,快速過渡到先進鋰離子電池正在成為高性能電動車的標準,這對電動車 VRLA 電池市場的成長構成了挑戰。
  • 然而,VRLA 電池作為電動車的輔助電源或備用電源仍然具有價值,特別是在可靠性優先於能量密度的情況下。這個利基市場在不久的將來為電動車 VRLA 電池市場提供了巨大的成長潛力。

中國電動車VRLA電池市場趨勢

吸收式玻璃氈電池大幅成長

  • VRLA 電池,尤其是吸收式玻璃纖維氈 (AGM) 型電池,由於其經濟高效、可靠且免維護的特點,在中國電動車產業中廣泛使用。 AGM 電池比鋰離子電池更便宜,這使其成為電動車的有吸引力的選擇。
  • 吸收式玻璃氈 (AGM) 電池是 VRLA 電池的子集,因其優於傳統鉛酸電池的性能而備受關注。 AGM 電池利用玻璃墊隔板吸收電解,具有獨特的優勢,特別適合某些電動車應用,特別是低成本電動車。
  • 隨著兩輪和三輪電動車在中國的普及,該領域對 AGM 電池的需求正在迅速增加。然而,由於最近二輪車和三輪車的銷量下降,AGM電池產業正感受到壓力。國際能源總署(IEA)的資料顯示,中國電動摩托車銷量正在下降,從2021年的1,020萬輛銳減至590萬輛。展望未來,以鋰離子為首的替代電池技術的興起將為 AGM 市場帶來挑戰。
  • 中國電動車電池市場主要受到新能源汽車(NEV)激增的推動,而政府的指令進一步加速了這一成長。例如,2023年6月,財政部宣布對2024年和2025年購買的新能源汽車每輛車免徵3萬元人民幣(4,170美元)的銷售稅。 2026年至2027年期間購買的免稅額將降至15,000元。此外,為進一步刺激電動車銷售而於 2020 年 4 月推出的中國國家新能源汽車補貼計畫原定於 2020年終結束,但因 COVID-19 疫情而延長至 2022 年。
  • AGM 電池在電動車領域(尤其是在成本敏感地區)日益重要,凸顯了 VRLA 技術的持續重要性。此外,政府協議和舉措強調了增加電動車採用和加強區域電動車基礎設施的承諾。
  • 因此,這些舉措不僅將提高該地區的電動車產量,還將增加未來幾年電動車對 VRLA 電池的需求。

中國針對新能源汽車充電基礎設施的舉措

  • 根據中國電動車充電基礎設施促進會(EVCIPA)統計,截至2023年8月,中國擁有充電基礎設施(公共和私營)720.8萬個​​。其中,2,272,000 個為公共充電站,4,936,000 個指定為私人使用。
  • 預計2024年終,中國電動車充電樁保有量將快速成長至958萬台,大幅成長約84%。這種上升趨勢凸顯了電動車充電器市場的巨大潛力和機會。
  • 中國正在推出一系列有針對性的措施來加強電動車充電市場,關鍵日期如下:
  • 2023年6月(政策文件:關於進一步建造高品質充電基礎設施體系的指導意見):該措施旨在建立覆蓋都市區、高速公路和農村的統一充電網路。它強調標準化、監管和市場監控的必要性,並制定了到 2030 年主導全球充電技術的願景。
  • 2023年5月(政策文件:加速充電基礎設施發展,更好支持新能源汽車普及和農村區域振興):此措施旨在加速充電基礎設施發展,更好支持新能源汽車普及和公共振興地方政府,促進商業建築、交通樞紐和高速公路停車場安裝充電站。
  • 2023年1月(政策文件:關於促進能源電子產業發展的指導意見):重點推動能源電子產品在5G基地台、新能源汽車充電站等新興設備中的應用。
  • 2022年12月(政策文件:「十四五」擴大內需實施方案):重點加強停車場、充電站、換電站、加氫站等配套設施建設。
  • 例如,與「十四五」規劃一致的《北京市城市管理與發展規劃》目標是到2025年電動車充電樁總數達到70萬個。
  • 這些政府措施的重點是提高充電設施的安全性、智慧性和連接性,而不僅僅是數量。這些進步可能會在未來幾年推動電動車產業的發展並加強電池市場。

中國電動汽車閥控密封鉛酸蓄電池產業概況

中國電動車VRLA電池市場適度細分。主要企業(排名不分先後)包括NPP電力集團、雄芯電池集團、南都電源、理士電池公司等。

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
      • VRLA 電池的成本效益
      • 電動Scooter和電動摩托車的成長
    • 抑制因素
      • 替代電池技術的可用性
  • 供應鏈分析
  • 產業吸引力PESTLE分析
  • 投資分析

第5章市場區隔

  • 按類型
    • 吸收玻璃墊電池
    • 膠體電池
  • 按車型
    • 摩托車
    • 低速電動車
    • 工業電動車

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
    • LEOCH Battery Corporation
    • Zhejiang Narada Power Source Co., Ltd.
    • NPP Power Group
    • C&D Technologies
    • Shenzhen Ritar Power Co Ltd
    • Clarious LLC
    • Ritar Power
    • GS Yuasa Battery Ltd.
    • JYC Battery Manufacturer Co. Ltd.
    • Chilwee Battery
  • 其他知名公司名單
  • 市場排名/佔有率分析

第7章 市場機會及未來趨勢

  • 備份和輔助應用程式
簡介目錄
Product Code: 50003869

The China Electric Vehicle Vrla Batteries Market size is estimated at USD 309.92 million in 2025, and is expected to decline to USD 307.30 million by 2030.

China Electric Vehicle Vrla Batteries - Market - IMG1

Key Highlights

  • In the coming years, the demand for electric vehicle VRLA batteries is projected to rise, driven by their cost-effectiveness compared to lithium-ion batteries and the surging popularity of electric scooters and bikes nationwide.
  • Conversely, the swift transition to advanced lithium-ion batteries, which are becoming the standard for high-performance EVs, poses a challenge to the growth of the electric vehicle VRLA batteries market.
  • However, VRLA batteries still hold value as auxiliary power sources or backups in electric vehicles, especially in scenarios prioritizing reliability over energy density. This niche presents substantial growth potential for the electric vehicle VRLA batteries market in the near future.

China Electric Vehicle Vrla Batteries Market Trends

Absorbed Glass Mat Battery Witness Significant Growth

  • Due to their cost-effectiveness, reliability, and maintenance-free nature, VRLA batteries, particularly Absorbed Glass Mat (AGM) types, are frequently utilized in China's EV industry. AGM batteries, being more affordable than lithium-ion counterparts, present an attractive option for electric vehicles.
  • AGM (Absorbed Glass Mat) batteries, a subset of VRLA batteries, have garnered attention for outperforming traditional lead-acid variants. By utilizing a glass mat separator to absorb the electrolyte, AGM batteries offer distinct advantages, making them particularly suited for certain EV applications, especially in budget-friendly electric mobility.
  • As two and three-wheeler electric vehicles gain traction in China, the demand for AGM batteries in this segment has surged. Yet, with a recent downturn in two and three-wheeler sales, the AGM battery sector is feeling the pinch. Data from the International Energy Agency (IEA) reveals a drop in electric two-wheeler sales in China, plummeting from 10.2 million in 2021 to 5.9 million. Looking ahead, the rise of alternative battery technologies, notably lithium-ion, poses a challenge to the AGM market.
  • China's electric vehicle battery market is primarily propelled by the uptake of new energy vehicles (NEVs), a momentum further fueled by government mandates. For example, in June 2023, The Ministry of Finance announced a sales tax exemption of CNY 30,000 (USD 4,170) per vehicle for NEVs purchased in 2024 and 2025. This exemption will taper to CNY 15,000 for purchases made between 2026 and 2027. Additionally, China's national New Energy Vehicle Subsidy Program, initiated in April 2020 to further stimulate EV sales, was originally set to conclude at the end of 2020 but received an extension until 2022 due to the COVID-19 pandemic.
  • The growing prominence of AGM batteries in the EV domain, especially in cost-sensitive regions, underscores the sustained significance of VRLA technology. Furthermore, government agreements and initiatives underscore a commitment to bolster EV adoption and enhance the region's EV infrastructure.
  • Consequently, these initiatives are poised to not only boost EV production in the region but also elevate the demand for EV VRLA batteries in the coming years.

Chinese Policies Targeting Charging Infrastructure for New Energy Vehicles

  • As of August 2023, China boasted 7,208,000 charging infrastructure units (both public and private), according to the China Electric Vehicle Charging Infrastructure Promotion Alliance (EVCIPA). Out of these, 2,272,000 were public charging stands, while 4,936,000 were designated for private use.
  • Projections for the end of 2024 suggest that the number of EV chargers in China will surge to 9.58 million units, representing a substantial growth rate of approximately 84 percent. This upward trajectory underscores the immense potential and opportunities within the EV charging market.
  • China has introduced a series of targeted policies to strengthen its EV charging market, with the following key dates:
  • June 2023 (Policy Document: Guiding Opinions on Further Constructing a High-Quality Charging Infrastructure System): The policy aims to establish a unified charging network across urban, highway, and rural areas. It emphasizes the need for standardization, regulation, and market oversight, with a vision to dominate global charging technologies by 2030.
  • May 2023 (Policy Document: Accelerating the Development of Charging Infrastructure to Better Support the Deployment of New Energy Vehicles in Rural Areas and Rural Revitalization): This initiative supports local governments in setting up public charging networks at the county level and facilitates the installation of charging points in commercial buildings, traffic hubs, and highway parking areas.
  • January 2023 (Policy Document: Guiding Opinions on Promoting the Development of Energy Electronics Industry): Focuses on boosting the application of energy electronic products in emerging facilities, including 5G base stations and new energy vehicle charging stations.
  • December 2022 (Policy Document: Implementation Plan for Expanding Domestic Demand in the 14th Five-Year Plan): Emphasizes the enhancement of supporting facilities like parking lots, charging stations, battery swapping stations, and hydrogen refueling stations.
  • For example, the Beijing Urban Management Development Plan, aligned with the 14th Five-Year Plan, targets a cumulative total of 700,000 electric vehicle chargers by 2025.
  • These governmental efforts are not just about numbers; they focus on elevating the safety, intelligence, and connectivity of charging facilities. Such advancements are poised to propel the EV industry forward, potentially bolstering the battery market in the coming years.

China Electric Vehicle Vrla Batteries Industry Overview

The China Electric Vehicle VRLA Batteries market is moderately fragmented. Some of the key players (not in particular order) are NPP Power Group., Vision Battery Group, Zhejiang Narada Power Source Co., Ltd., and LEOCH Battery Corporation, 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 Cost-Effectiveness of VRLA batteries
      • 4.5.1.2 Growth in Electric Scooters and Bikes
    • 4.5.2 Restraints
      • 4.5.2.1 Availability of Alternate Battery Technology
  • 4.6 Supply Chain Analysis
  • 4.7 Industry Attractiveness - PESTLE Analysis
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 By Type
    • 5.1.1 Absorbed Glass Mat Battery
    • 5.1.2 Gel Battery
  • 5.2 By Vehicle Type
    • 5.2.1 Two-Wheelers
    • 5.2.2 Low-Speed EVs
    • 5.2.3 Industrial Evs

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 LEOCH Battery Corporation
    • 6.3.2 Zhejiang Narada Power Source Co., Ltd.
    • 6.3.3 NPP Power Group
    • 6.3.4 C&D Technologies
    • 6.3.5 Shenzhen Ritar Power Co Ltd
    • 6.3.6 Clarious LLC
    • 6.3.7 Ritar Power
    • 6.3.8 GS Yuasa Battery Ltd.
    • 6.3.9 JYC Battery Manufacturer Co. Ltd.
    • 6.3.10 Chilwee Battery
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/ Share Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Backup and Auxiliary Applications