電動公車電池組：市場佔有率分析、產業趨勢與統計、成長預測（2025-2029）

2025 年電動公車電池組市場規模預估為 59.9 億美元，預計到 2029 年將達到 81.9 億美元，預測期內（2025-2029 年）的複合年成長率為 8.15%。

日益成長的環境問題和政府措施將推動全球電動公車市場的成長，並得益於電池製造的擴大

• 儘管公車在全球範圍內仍是一種流行的交通途徑，但日益成長的環境問題和政府逐步淘汰柴油和汽油公車等傳統車輛的舉措正在刺激對電動公車的需求。然而，由於新冠疫情等因素，2020 年電動公車的需求下降。隨著電動車市場的復甦，2021年電動公車銷量飆升32%，電池組銷量同年成長30.9%。
• 由於公共運輸服務的擴大，對電動公車的需求不斷增加，從而推動了對電池電動公車和插電式混合動力公車的各種類型電池的需求。尤其是美國，2022年的電動公車銷量明顯激增，與前一年同期比較成長了66%。加州等州已經設定了雄心勃勃的零排放目標，計劃在 2030 年才銷售零排放公車。這些發展導致 2022 年全球對公車電池的需求與 2021 年相比增加了 15%。
• 2023 年 4 月，加拿大電池公司 Lion Electric 開設了一家新的製造工廠，專門生產包括巴士在內的中型和重型車輛的電池。該公司的目標是到 2023年終實現 1.7GWh 的生產能力。無論是在加拿大還是在全球範圍內，這樣的努力都將在未來幾年內提​​振對電動公車電池的需求。

以中國為首的亞太地區以強勁成長主導全球電動公車電池組市場

• 受全球多個國家電動公車日益普及的推動，全球電動公車電池組市場在歷史時期（2017-2021 年）內見證了顯著成長。電動公車的普及是由於人們對清潔、綠色公共交通的需求日益成長，以對抗空氣污染和溫室氣體排放。此外，領先的電池製造商不斷進行研發，開發出具有高能量密度和長壽命的先進電動公車電池組，使其成為傳統石化燃料驅動公車的理想替代品。
• 以 2022-2023 年為基準年，全球電動公車電池組市場預計將實現穩步成長，這歸因於對環保公共交通的需求不斷成長、對電動車的需求不斷成長以及政府推動採用清潔能源的舉措等多種因素。此外，人們對可再生能源和永續基礎設施的日益關注預計將推動世界各地對電動公車的需求。
• 由於電動公車的普及率不斷提高、對清潔綠色公共交通的需求日益成長以及電動車市場的不斷擴大，全球電動公車電池組市場預計將在預測期內（2023-2029 年）出現顯著成長。此外，領先的OEM和電池製造商正在大力投資研發，以推出具有更好性能和效率的新型先進技術，預計將進一步推動市場成長。

電動公車電池組市場趨勢

比亞迪和特斯拉引領電動車市場並塑造未來

• 2022年，比亞迪在電動車銷量方面領先市場，佔13.3%的佔有率。比亞迪的主導地位得益於幾個因素。比亞迪專注於生產電動車及相關技術，是電動車產業的早期和主要參與者。作為一個較早進入該市場的品牌，比亞迪已經贏得了廣大消費者的認可。比亞迪也積極進行全球擴張、建立夥伴關係以及投資研發，所有這些都有助於鞏固主導地位。
• 特斯拉一直處於電動車創新的前沿，並在電動車的全球普及中發揮了關鍵作用。 2022 年，特斯拉是電動車產業的重要參與者，市場佔有率為 12.2%。特斯拉強大的品牌形象、最尖端科技和廣泛的超級充電網路為其成功做出了貢獻。
• 在電動車市場的其他主要企業中，還有其他幾家公司佔有相當大的市場佔有率。 BMW在汽車產業享有盛譽，並且正在不斷擴大其市場佔有率，同時也透過其子品牌 BMW i 致力於電動車的發展。同樣，大眾汽車在 2022 年的市場佔有率為 3.9%，在「大眾汽車集團」的保護下，正在積極投資電動車。這些公司與梅賽德斯·奔馳、起亞和現代等其他公司一起，利用現有的品牌知名度，推出引人注目的電動車車型，並投資於提高電動車續航里程和性能的技術，重新佔領電動車行業。

特斯拉和比亞迪在 2022 年最暢銷的電動車車型中佔據主導地位

• 2022 年最暢銷的電動車車型由兩大原始OEM製造商主導：特斯拉和比亞迪。特斯拉以兩款車型Model Y和Model 3分別佔據第一和第三的位置，確立了市場強勢地位。特斯拉的Model Y是最受歡迎的插電式電動車，2022年全球銷量約77.13萬輛。同年，特斯拉Model 3和Model Y的銷量突破120萬輛，成為特斯拉最暢銷的車型，與前一年同期比較成長36.77%。最暢銷的五款插電式電動車 (PEV) 車型中有兩款是特斯拉品牌，但這家電池電動車製造商在 2022 年面臨亞洲品牌的競爭。由於其豐富的插電式混合動力電動車車型陣容，總部位於中國的比亞迪將在 2022 年超越特斯拉成為最暢銷的 PEV 品牌。緊接在特斯拉Model Y之後的是比亞迪宋Plus（BEV+PHEV），以477,090輛的銷量位居第二。比亞迪在中國市場佔有重要地位，以生產可靠、技術先進的電動車而聞名，這可能促成了宋 Plus 車型的強勁銷售表現。
• 大眾 ID.4 在最暢銷的電動車車型中脫穎而出，成為唯一進入前十名的歐洲 PEV（插電式電動車）。 ID.4 在 2022 年的銷量為 174,090 輛，彰顯了大眾對電動車的承諾及其在電動車市場日益成長的影響力。
• 總體而言，特斯拉和比亞迪的這些頂級電動車車型，以及五菱宏光 MINI EV 和大眾 ID.4 等其他知名競爭對手，都顯示消費者對電動車的需求日益成長。

電動公車電池組產業概況

電動客車電池組市場格局比較集中，前五大廠商的市佔率合計達88.11%。該市場的主要企業為：比亞迪股份有限公司、中國航空電池（CALB）、寧德時代（CATL）、國軒高科和國軒高科（依字母順序排列）。

其他福利

• Excel 格式的市場預測 (ME) 表
• 3 個月的分析師支持

目錄

第 1 章執行摘要和主要發現

第2章 報告要約

第 3 章 簡介

• 研究假設和市場定義
• 研究範圍
• 調查方法

第4章 產業主要趨勢

• 電動公車銷量
• 電動公車銷售（依OEM）
• 最暢銷的電動車車型
• 首選電池化學OEM
• 電池組價格
• 電池材料成本
• 不同電池化學成分的價格表
• 誰供給誰？
• 電動車電池容量和效率
• 發布的電動車車型數量
• 法律規範
  • 比利時
  • 巴西
  • 加拿大
  • 中國
  • 哥倫比亞
  • 法國
  • 德國
  • 匈牙利
  • 印度
  • 印尼
  • 日本
  • 墨西哥
  • 波蘭
  • 泰國
  • 英國
  • 美國
• 價值鏈與通路分析

第5章 市場區隔

• 推進類型
  • BEV
  • PHEV
• 電池化學
  • LFP
  • NCA
  • NCM
  • NMC
  • 其他
• 容量
  • 15 kWh～40 kWh
  • 40 kWh～80 kWh
  • 超過80度
  • 少於15千瓦時
• 電池形狀
  • 圓柱形
  • 小袋
  • 方塊
• 方法
  • 雷射
  • 金屬絲
• 成分
  • 陽極
  • 陰極
  • 電解
  • 分隔符
• 材料類型
  • 鈷
  • 鋰
  • 錳
  • 天然石墨
  • 鎳
  • 其他材料
• 地區
  • 亞太地區
    • 按國家
    • 中國
    • 印度
    • 日本
    • 韓國
    • 泰國
    • 其他亞太地區
  • 歐洲
    • 按國家
    • 法國
    • 德國
    • 匈牙利
    • 義大利
    • 波蘭
    • 瑞典
    • 英國
    • 其他歐洲國家
  • 中東和非洲
  • 北美洲
    • 按國家
    • 加拿大
    • 美國
  • 南美洲

第6章 競爭格局

• 主要策略趨勢
• 市場佔有率分析
• 業務狀況
• 公司簡介
  • BMZ Batterien-Montage-Zentrum GmbH
  • BYD Company Ltd.
  • China Aviation Battery Co. Ltd.（CALB）
  • Contemporary Amperex Technology Co. Ltd.（CATL）
  • Farasis Energy（Ganzhou）Co. Ltd.
  • Gotion High-Tech Co. Ltd.
  • Guoxuan High-tech Co. Ltd.
  • Leclanche SA
  • LG Energy Solution Ltd.
  • NFI Group Inc.
  • Panasonic Holdings Corporation
  • Proterra Operating Company Inc.
  • Samsung SDI Co. Ltd.
  • Sunwoda Electric Vehicle Battery Co. Ltd.（Sunwoda）
  • Tata Autocomp Systems Ltd.
  • TOSHIBA Corp.

第7章：執行長的關鍵策略問題

第 8 章 附錄

• 世界概況
  • 概述
  • 五力分析框架
  • 全球價值鏈分析
  • 市場動態(DRO)
• 資訊來源和進一步閱讀
• 圖片列表
• 關鍵見解
• 資料包
• 詞彙表

The Electric Bus Battery Pack Market size is estimated at 5.99 billion USD in 2025, and is expected to reach 8.19 billion USD by 2029, growing at a CAGR of 8.15% during the forecast period (2025-2029).

Rising environmental concerns and governmental initiatives are driving the growth of the global electric bus market, supported by expansions in battery manufacturing

• Buses remain a popular mode of transportation globally, but rising environmental concerns and governmental moves to phase out conventional vehicles, like diesel and petrol buses, are fueling the demand for e-buses. However, factors like the COVID-19 pandemic led to a dip in e-bus demand in 2020. As the EV market rebounded, e-bus sales surged by 32% in 2021, propelling battery pack sales up by 30.9% in the same year.
• The growing demand for electric buses, driven by expanding public transportation services, is spurring the need for diverse battery types in both battery electric and plug-in hybrid buses. Notably, the US witnessed a remarkable 66% surge in transit electric bus sales in 2022 compared to the previous year. States like California are setting ambitious zero-emission targets, aiming to sell only zero-emission buses by 2030. These developments collectively pushed the global demand for bus batteries up by 15% in 2022 over 2021.
• In April 2023, Lion Electric, a Canada-based battery company, inaugurated a new manufacturing facility dedicated to batteries for medium- and heavy-duty vehicles, including buses. The company was eyeing a production capacity of 1.7 GWh by the close of 2023. Such initiatives, seen not only in Canada but globally, are poised to bolster the demand for electric bus batteries in the coming years.

Asia-Pacific, led by China, dominates the global EV battery pack market with remarkable growth

• The global electric bus battery pack market witnessed significant growth during the historical period (2017-2021), driven by the increasing adoption of electric buses in several countries worldwide. The adoption of electric buses is driven by the growing need for clean and green public transportation to combat air pollution and greenhouse gas emissions. Additionally, the continuous research and development activities undertaken by leading battery manufacturers have resulted in the development of advanced electric bus battery packs with high energy density and longer lifespan, which are an ideal replacement for traditional fossil fuel-based buses.
• In the base year of 2022-2023, the global electric bus battery pack market is expected to witness steady growth, driven by several factors such as the increasing need for eco-friendly public transportation, the rising demand for electric vehicles, and the government initiatives to promote the adoption of clean energy. Furthermore, the growing focus on renewable energy and sustainable infrastructure is expected to boost the demand for electric buses in various regions across the world.
• The global electric bus battery pack market is expected to witness significant growth, driven by the increasing adoption of electric buses, the rising need for clean and green public transportation, and the expanding electric vehicle market during the forecast (2023-2029). Furthermore, leading OEMs and battery manufacturers are investing heavily in research and development to create new and advanced technologies that offer better performance and efficiency, which is expected to further boost the growth of the market.

Electric Bus Battery Pack Market Trends

BYD AND TESLA ARE LEADING THE CHARGE IN THE EV MARKET AND SHAPING THE FUTURE

• In 2022, BYD was the market leader in electric vehicle sales and held a share of 13.3%. BYD's leading position can be attributed to several factors. It has been an early and prominent player in the EV industry, with a strong focus on producing electric vehicles and related technologies. The company's early entry into the market allowed it to establish a solid foundation and gain recognition among consumers. BYD has also been actively expanding its operations globally, forging partnerships, and investing in research and development, all of which contribute to its leading position.
• Tesla has been at the forefront of electric vehicle innovation and has played a crucial role in popularizing EVs worldwide. Tesla was a significant player in the EV industry in 2022, with a market share of 12.2%. Tesla's strong brand image, cutting-edge technology, and extensive Supercharger network have contributed to its success.
• Among the other players in the EV market, there are several notable companies that hold significant market shares. BMW's established reputation in the automotive industry, coupled with its commitment to electric mobility through its "BMW i" sub-brand, has contributed to its market presence. Similarly, Volkswagen, which held a market share of 3.9% in 2022, has been actively investing in electric mobility under its "Volkswagen Group" umbrella. These companies, along with others like Mercedes-Benz, Kia, and Hyundai, are recolonizing the EV industry by leveraging their existing brand recognition, introducing compelling electric vehicle models, and investing in technology to enhance the range and performance of their electric offerings.

TESLA AND BYD DOMINATED THE BEST-SELLING EV MODELS OF 2022

• The best-selling EV models in 2022 were dominated by two key OEMs: Tesla and BYD. Tesla held a strong market position with two of its models, the Model Y and Model 3, capturing the first and third spots, respectively. The Tesla Model Y was the most popular plug-in electric vehicle, with global unit sales of roughly 771,300 in 2022. That year, deliveries of Tesla's Model 3 and Model Y surpassed 1.2 million, a Y-o-Y increase of 36.77% for Tesla's best-selling models. While two of the five best-selling plug-in electric vehicle (PEV) models were Tesla-branded, the battery electric vehicle manufacturer faced competition from Asian brands in 2022. China-based BYD overtook Tesla as the best-selling PEV brand in 2022, relying on a large offering of plug-in hybrid electric models. Following closely behind the Tesla Model Y, the BYD Song Plus (BEV + PHEV) secured the second spot, with sales reaching 477,090 units. BYD's established presence in the Chinese market, along with its reputation for producing reliable and technologically advanced electric vehicles, likely contributed to the strong sales performance of the Song Plus models.
• The Volkswagen ID.4 stood out among the best-selling EV models as the only European PEV (Plug-in Electric Vehicle) in the top ten. With a sales volume of 174,090 units in 2022, the ID.4 demonstrated Volkswagen's commitment to electric mobility and its growing presence in the EV market.
• Overall, these top-performing EV models from Tesla and BYD, along with other notable contenders like the Wuling Hong Guang MINI EV and Volkswagen ID.4, demonstrate the increasing consumer demand for electric vehicles.

Electric Bus Battery Pack Industry Overview

The Electric Bus Battery Pack Market is fairly consolidated, with the top five companies occupying 88.11%. The major players in this market are BYD Company Ltd., China Aviation Battery Co. Ltd. (CALB), Contemporary Amperex Technology Co. Ltd. (CATL), Gotion High-Tech Co. Ltd. and Guoxuan High-tech Co. Ltd. (sorted alphabetically).

Additional Benefits:

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

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

• 3.1 Study Assumptions & Market Definition
• 3.2 Scope of the Study
• 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

• 4.1 Electric Bus Sales
• 4.2 Electric Bus Sales By OEMs
• 4.3 Best-selling EV Models
• 4.4 OEMs With Preferable Battery Chemistry
• 4.5 Battery Pack Price
• 4.6 Battery Material Cost
• 4.7 Price Chart Of Different Battery Chemistry
• 4.8 Who Supply Whom
• 4.9 EV Battery Capacity And Efficiency
• 4.10 Number Of EV Models Launched
• 4.11 Regulatory Framework
  • 4.11.1 Belgium
  • 4.11.2 Brazil
  • 4.11.3 Canada
  • 4.11.4 China
  • 4.11.5 Colombia
  • 4.11.6 France
  • 4.11.7 Germany
  • 4.11.8 Hungary
  • 4.11.9 India
  • 4.11.10 Indonesia
  • 4.11.11 Japan
  • 4.11.12 Mexico
  • 4.11.13 Poland
  • 4.11.14 Thailand
  • 4.11.15 UK
  • 4.11.16 US
• 4.12 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes market size in Value in USD and Volume, Forecasts up to 2029 and analysis of growth prospects)

• 5.1 Propulsion Type
  • 5.1.1 BEV
  • 5.1.2 PHEV
• 5.2 Battery Chemistry
  • 5.2.1 LFP
  • 5.2.2 NCA
  • 5.2.3 NCM
  • 5.2.4 NMC
  • 5.2.5 Others
• 5.3 Capacity
  • 5.3.1 15 kWh to 40 kWh
  • 5.3.2 40 kWh to 80 kWh
  • 5.3.3 Above 80 kWh
  • 5.3.4 Less than 15 kWh
• 5.4 Battery Form
  • 5.4.1 Cylindrical
  • 5.4.2 Pouch
  • 5.4.3 Prismatic
• 5.5 Method
  • 5.5.1 Laser
  • 5.5.2 Wire
• 5.6 Component
  • 5.6.1 Anode
  • 5.6.2 Cathode
  • 5.6.3 Electrolyte
  • 5.6.4 Separator
• 5.7 Material Type
  • 5.7.1 Cobalt
  • 5.7.2 Lithium
  • 5.7.3 Manganese
  • 5.7.4 Natural Graphite
  • 5.7.5 Nickel
  • 5.7.6 Other Materials
• 5.8 Region
  • 5.8.1 Asia-Pacific
    • 5.8.1.1 By Country
    • 5.8.1.1.1 China
    • 5.8.1.1.2 India
    • 5.8.1.1.3 Japan
    • 5.8.1.1.4 South Korea
    • 5.8.1.1.5 Thailand
    • 5.8.1.1.6 Rest-of-Asia-Pacific
  • 5.8.2 Europe
    • 5.8.2.1 By Country
    • 5.8.2.1.1 France
    • 5.8.2.1.2 Germany
    • 5.8.2.1.3 Hungary
    • 5.8.2.1.4 Italy
    • 5.8.2.1.5 Poland
    • 5.8.2.1.6 Sweden
    • 5.8.2.1.7 UK
    • 5.8.2.1.8 Rest-of-Europe
  • 5.8.3 Middle East & Africa
  • 5.8.4 North America
    • 5.8.4.1 By Country
    • 5.8.4.1.1 Canada
    • 5.8.4.1.2 US
  • 5.8.5 South America

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 BMZ Batterien-Montage-Zentrum GmbH
  • 6.4.2 BYD Company Ltd.
  • 6.4.3 China Aviation Battery Co. Ltd. (CALB)
  • 6.4.4 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.5 Farasis Energy (Ganzhou) Co. Ltd.
  • 6.4.6 Gotion High-Tech Co. Ltd.
  • 6.4.7 Guoxuan High-tech Co. Ltd.
  • 6.4.8 Leclanche SA
  • 6.4.9 LG Energy Solution Ltd.
  • 6.4.10 NFI Group Inc.
  • 6.4.11 Panasonic Holdings Corporation
  • 6.4.12 Proterra Operating Company Inc.
  • 6.4.13 Samsung SDI Co. Ltd.
  • 6.4.14 Sunwoda Electric Vehicle Battery Co. Ltd. (Sunwoda)
  • 6.4.15 Tata Autocomp Systems Ltd.
  • 6.4.16 TOSHIBA Corp.

7 KEY STRATEGIC QUESTIONS FOR EV BATTERY PACK CEOS

8 APPENDIX

• 8.1 Global Overview
  • 8.1.1 Overview
  • 8.1.2 Porter's Five Forces Framework
  • 8.1.3 Global Value Chain Analysis
  • 8.1.4 Market Dynamics (DROs)
• 8.2 Sources & References
• 8.3 List of Tables & Figures
• 8.4 Primary Insights
• 8.5 Data Pack
• 8.6 Glossary of Terms