西班牙充電電池：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030）

Spain Rechargeable Battery - 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 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

西班牙充電電池市場規模預計到2025年為26億美元，預計到2030年將達到51.7億美元，預測期內（2025-2030年）複合年成長率為14.72%。

主要亮點

從中期來看，鋰離子電池價格的下降、電動車普及率的提高以及政府主導的可再生能源領域的擴張預計將在預測期內推動西班牙二次電池市場的發展。
另一方面，原料供需不匹配以及與電池技術相關的安全問題預計將阻礙預測期內的市場成長。
隨著新電池技術和先進電池化學物質的不斷發展，西班牙二次電池市場可能會出現機會。

西班牙二次電池市場趨勢

鋰離子電池成長迅速

在各種電池技術中，鋰離子電池（LIB）在二次電池市場中佔據主導地位，預計在預測期內將快速成長。鋰離子電池由於其優越的容量重量比、較長的保存期限、較低的維護要求以及不斷下降的價格而變得比其他電池更受歡迎。
與傳統鉛酸電池相比，鋰離子電池具有明顯的技術優勢。例如，鉛酸電池的使用壽命約為 400 至 500 次循環，而可充電鋰離子電池的使用壽命可達 5,000 次以上。此外，鋰離子電池需要較少的維護和更換。它還可以在整個放電週期中保持穩定的電壓，從而提高所連接電氣組件的效率。
近年來，產業龍頭企業加大研發和生產投入，提升鋰離子電池性能，加劇競爭，降低價格。由於技術進步、製造最佳化以及原料成本降低，鋰離子電池的平均價格已從2013年的780美元/千瓦時暴跌至2023年的139美元/千瓦時。預計到 2025 年，價格將進一步降至約 113 美元/千瓦時，到 2030 年，價格將進一步降至約 80 美元/千瓦時，鋰離子電池將成為越來越有吸引力的選擇。
從歷史上看，鋰離子電池曾為行動電話和筆記型電腦等家用電子電器產品提供動力。然而，其應用正在擴展到可再生能源領域的混合動力汽車、全電動汽車（BEV）和電池能源儲存系統（BESS）。
2022 年初，大眾汽車集團與其合作夥伴宣布計劃在巴倫西亞附近的薩貢托建造一座鋰離子電池超級工廠。這個地點的戰略選擇是為了向附近的馬托雷爾和潘普洛納電動汽車工廠供應電池。該計劃估計費用32.5億美元，目標年產能40GWh。預計 2023 年第一季開始施工，預計於 2026 年開始生產。繼瑞典和德國的現有工廠之後，超級工廠將成為大眾汽車的第三個工廠。此外，大眾汽車集團也計劃在歐洲再建立六座40GWh超級工廠，到2030年累積產能達到240GWh。
有鑑於永續發展的重要性，西班牙正迅速加大回收鋰離子電池的力度。安全回收不僅可以保護必需礦物質，還可以提供永續的廢棄物替代品。 2023年7月，韓國電池和回收專家SungEel HiTech與西班牙BeePlanet Factory合作成立了一個聯盟，專注於電動車鋰離子電池的再利用和回收。
該財團名為 BeeCycle，將在卡帕羅索（納瓦拉）建造一家回收工廠並開始運作。該工廠計劃於 2025 年開始營運，將處理報廢電池和電池製造過程中產生的廢料。其年加工量為1萬噸，目標是生產相當於25,000輛汽車年產量的「黑色物質」（從電池中粉碎的金屬複合材料）。
2023年4月，嘉能可、FCC Ambito和Iberdrola宣布聯手在西班牙建立大規模鋰離子電池回收解決方案。他們的目標是透過建立專門的設施來解決回收鋰離子電池的緊迫挑戰，提供二次利用和報廢回收解決方案。
鑑於鋰離子電池重量輕、充電速度快、充電週期長、成本下降和工業進步，預計在預測期內將成為西班牙二次電池市場成長最快的電池技術。

電動車的普及正在推動市場

隨著西班牙電動車（EV）的普及，西班牙的二次電池市場，特別是鋰離子電池市場將快速成長。國際能源總署（IEA）的最新資料凸顯了這一趨勢。 2023年西班牙的純電動車銷量將激增至約57,000輛，比2022年的33,000輛增加72%。此外，到 2023 年，PEV 銷量將達到約 65,000 輛。電動車的激增表明西班牙對二次電池的需求增加。
2023年，西班牙純電動車保有量將達到約16萬輛，較2022年的9.6萬輛成長66%。同時，PEV庫存增加了50%，達到約20萬輛。儘管實現了這一成長，西班牙的汽車總保有量仍低於政府到 2030 年實現 550 萬輛電動車的雄心勃勃的目標。這一差距證實了未來二次電池的需求強勁。
近年來，西班牙已成為電動車參與企業的焦點。值得注意的是，2024年4月，埃布羅電動汽車與奇瑞汽車在巴塞隆納成立了一家合資企業，使奇瑞汽車成為第一家在歐洲生產的中國汽車製造商，利用埃布羅的前日產工廠。
另一項重大舉措是，電動車供應商摩比斯宣布計劃於 2024 年 4 月在西班牙納瓦拉地區投資 1.28 億美元。這項投資旨在建立西歐第一家專用電氣化工廠。納瓦拉地理位置優越，位於西班牙北端，與法國位置，是通往歐洲當地的門戶。摩比斯原本來自首爾，在韓國、中國和捷克共和國擁有電池系統生產設施，並正在美國和印尼建造工廠。
Mobis 西班牙工廠計劃於 2026 年開始大規模生產，目標是每年生產 36 萬個電池系統組件 (BSA)。這些組件對於電動車的效率和安全性至關重要，並整合了電子元件和電池管理系統 (BMS)。作為一項策略性舉措，摩比斯於 2023 年與大眾汽車簽署了重要的 BSA 協議。新工廠生產的BSA將用於大眾下一代EV平台，並在潘普洛納生產。
隨著這些發展，在不斷發展的電動車格局的推動下，西班牙充電電池市場有望成長。

西班牙二次電池產業概況

西班牙的二次電池市場較為分散。該市場的主要企業包括（排名不分先後）松下公司、比亞迪有限公司、AESCGroup Limited、三星SDI和LG能源解決方案有限公司。

其他好處

Excel 格式的市場預測 (ME) 表
3 個月分析師支持

併購、合資、聯盟、協議
主要企業策略
公司簡介
- Panasonic Corporation
- BYD Company Ltd.
- AESC Group Ltd.
- Contemporary Amperex Technology Co. Limited
- Exide Technologies
- Toshiba Corporation
- Samsung SDI Co. Ltd
- Duracell Inc.
- Clarios, LLC.
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

新型電池技術與先進電池化學材料的開發進展

簡介目錄

Product Code: 50004024

The Spain Rechargeable Battery Market size is estimated at USD 2.60 billion in 2025, and is expected to reach USD 5.17 billion by 2030, at a CAGR of 14.72% during the forecast period (2025-2030).

Spain Rechargeable Battery - Market - IMG1

Key Highlights

Over the medium term, the declining lithium-ion battery prices, increasing adoption of electric vehicles, and the growing renewable energy sector aided by government initiatives are expected to drive the Spain rechargeable battery market during the forecast period.
On the other hand, the demand-supply mismatch of raw materials, and the safety issues related to battery technologies are expected to hinder the market's growth during the forecast period.
Nevertheless, the growing progress in developing new battery technologies and advanced battery chemistries will likely create opportunities for the Spain rechargeable battery market.

Spain Rechargeable Battery Market Trends

Lithium-ion Battery to be the Fastest Growing

Among various battery technologies, lithium-ion batteries (LIBs) are poised to dominate the rechargeable battery market, experiencing rapid growth during the forecast period. Their rising popularity over other battery types can be attributed to their superior capacity-to-weight ratio, extended shelf life, reduced maintenance needs, and declining prices.
Li-ion batteries boast distinct technical advantages over traditional lead-acid batteries. For instance, while lead-acid batteries offer a lifespan of approximately 400-500 cycles, rechargeable Li-ion batteries can exceed 5,000 cycles. Moreover, Li-ion batteries require less frequent maintenance and replacement. They also maintain consistent voltage throughout their discharge cycle, ensuring prolonged efficiency for connected electrical components.
In recent years, major industry players have ramped up investments in R&D and production to enhance lithium-ion battery performance, intensifying competition and driving down prices. Due to technological advancements, manufacturing optimizations, and falling raw material costs, the average price of lithium-ion batteries plummeted from USD 780/kWh in 2013 to USD 139/kWh in 2023. Projections suggest a further decline to around USD 113/kWh by 2025 and USD 80/kWh by 2030, making lithium-ion batteries an increasingly attractive option.
Historically, lithium-ion batteries powered consumer electronics like mobile phones and laptops. However, their application has expanded to include hybrids, fully electric vehicles (BEVs), and battery energy storage systems (BESS) in the renewable energy sector.
In early 2022, the Volkswagen Group, in collaboration with partners, announced plans for a lithium-ion battery gigafactory in Sagunto, near Valencia. This location was strategically selected to supply battery cells to nearby EV plants in Martorell and Pamplona. The project, with an estimated cost of USD 3.25 billion, aims for an annual production capacity of 40 GWh. Construction commenced in Q1 2023, with production slated to begin in 2026. This gigafactory will be Volkswagen's third, joining existing sites in Sweden and Germany. Furthermore, the group envisions establishing six additional 40 GWh gigafactories across Europe, targeting a cumulative capacity of 240 GWh by 2030.
Recognizing the importance of sustainable practices, Spain has seen a surge in lithium-ion battery recycling initiatives. Safe recycling not only conserves essential minerals but also presents a sustainable alternative to disposal. In July 2023, South Korean battery recycling specialist SungEel HiTech partnered with Spain's BeePlanet Factory to form a consortium focused on reusing and recycling lithium-ion batteries from electric vehicles.
This consortium, named BeeCycle, will kick off its operations by constructing a recycling plant in Caparroso (Navarre). Set to commence in 2025, the facility will handle batteries at the end of their life cycle and scrap from battery cell manufacturing. With a processing capacity of 10,000 tonnes annually, it aims to produce 'black mass' - a crushed metal composite from batteries - equivalent to the output of 25,000 cars per year.
In April 2023, Glencore, FCC Ambito, and Iberdrola announced a collaborative effort to establish large-scale lithium-ion battery recycling solutions in Spain. Their goal is to address the pressing challenge of lithium-ion battery recycling by setting up a dedicated facility that offers both second-life repurposing and end-of-life recycling solutions.
Given their lightweight nature, rapid charging capabilities, extended charging cycles, decreasing costs, and advancements in the industry, lithium-ion batteries are set to become the fastest-growing battery technology in Spain's rechargeable battery market during the forecast period.

Increasing Adoption of Electric Vehicles To Drive the Market

Spain's rechargeable battery market, especially for lithium-ion batteries, is set to surge, driven by the country's accelerating adoption of electric vehicles (EVs). Recent data from the International Energy Agency (IEA) highlights this trend: BEV sales in Spain jumped to approximately 57,000 units in 2023, marking a 72% increase from 33,000 units in 2022. Additionally, PEV sales reached around 65,000 units in 2023. This uptick in EV adoption signals a corresponding rise in demand for rechargeable batteries in Spain.
In 2023, BEV stocks in Spain hit about 160,000 units, a notable 66% increase from 96,000 in 2022. Meanwhile, PEV stocks grew by 50%, reaching around 200,000 units. Despite this growth, Spain's total vehicle stock falls short of the government's ambitious target of 5.5 million electric vehicles by 2030. This gap underscores a robust future demand for rechargeable batteries.
Spain has become a focal point for EV players in recent years. Notably, in April 2024, Ebro-EV Motors and Chery Automobile forged a joint venture in Barcelona, marking Chery as the first Chinese automaker to produce in Europe, utilizing Ebro's former Nissan plant.
In another significant move, EV supplier Mobis, in April 2024, unveiled plans for a USD 128 million investment in Navarre, Spain. This investment aims to establish Western Europe's inaugural electrification-dedicated plant. Navarre, strategically located at Spain's northern tip bordering France, offers a gateway into mainland Europe. Mobis, hailing from Seoul, boasts battery system production facilities across Korea, China, and the Czech Republic, with additional plants underway in the U.S. and Indonesia.
Set to commence mass production in 2026, Mobis' Spanish facility aims for an ambitious output of 360,000 annual battery system assemblies (BSA). These assemblies, crucial for EV efficiency and safety, integrate electronic components and the Battery Management System (BMS). In a strategic move, Mobis clinched a significant BSA contract with Volkswagen in 2023. The BSAs from the new plant are destined for Volkswagen's next-gen EV platforms, set to be produced in Pamplona.
Given these developments, Spain's rechargeable battery market is poised for growth, driven by the nation's evolving EV landscape.

Spain Rechargeable Battery Industry Overview

The Spain rechargeable battery market is semi-fragmented. Some of the key players in the market (not in any particular order) include Panasonic Corporation, BYD Company Ltd., AESC Group Ltd., Samsung SDI Co. Ltd., and LG Energy Solution Ltd.

Additional Benefits:

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

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 Increasing Adoption of Electric Vehicles
  - 4.5.1.2 Declining Lithium-ion Battery Cost
- 4.5.2 Restraints
  - 4.5.2.1 Demand-Supply Mismatch of Raw Materials
4.6 Supply Chain Analysis
4.7 PESTLE Analysis
4.8 Investment Analysis

5 MARKET SEGMENTATION

5.1 Technology
- 5.1.1 Lead-Acid
- 5.1.2 Lithium-Ion
- 5.1.3 Other Technologies (NiMh, Nicd, etc.)
5.2 Application
- 5.2.1 Automotive Batteries
- 5.2.2 Industrial Batteries (Motive, Stationary (Telecom, UPS, Energy Storage Systems (ESS), etc.)
- 5.2.3 Portable Batteries (Consumer Electronics, etc.)
- 5.2.4 Other Applications

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 Panasonic Corporation
- 6.3.2 BYD Company Ltd.
- 6.3.3 AESC Group Ltd.
- 6.3.4 Contemporary Amperex Technology Co. Limited
- 6.3.5 Exide Technologies
- 6.3.6 Toshiba Corporation
- 6.3.7 Samsung SDI Co. Ltd
- 6.3.8 Duracell Inc.
- 6.3.9 Clarios, LLC.
6.4 List of Other Prominent Companies
6.5 Market Ranking/Share (%) Analysis