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1689817

電動商用車：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030 年）

Electric Commercial Vehicle - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3個工作天內

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簡介目錄

2025 年電動商用車市場規模預估為 1,254 億美元，預計到 2030 年將達到 3,857.6 億美元，預測期內（2025-2030 年）的複合年成長率為 25.2%。

電動商用車-市場-IMG1

從中期來看，預計電動車的使用將在許多新興國家普及，尤其是在物流和供應鏈領域。全球各地嚴格的環境法規迫使許多公司轉向電動車，進一步推動市場成長。

汽車製造商面臨來自世界各國政府的壓力，要求其解決溫室氣體排放。其中包括減少燃燒柴油產生的碳排放和投資於電動車的發展。

全球對綠色交通和清潔能源的興趣日益濃厚，使得電動商用車的吸引力飆升。然而，消費者面臨的挑戰包括範圍有限、價格高、可用型號不足以及缺乏知識。這些問題正透過促銷宣傳活動和政府法規逐步解決。

電動商用車市場的主要驅動力是減少都市區污染和對石化燃料的依賴。電動商用車市場目前是世界上最大的市場。中國、印度和日本是未來幾年對電動商用車市場做出貢獻的主要國家。

電動商用車市場趨勢

公車佔很大市場佔有率

燃料成本對於任何車輛來說都是一項主要開支。隨著燃料價格持續上漲，選擇電動公車進行大眾運輸將降低燃料成本，降低前期公共和整體擁有成本。到2030年，電動公車的價格預計將降至與柴油公車的價格相當。與柴油公車相比，電動公車可減少81-83%的維護和營運成本。

民眾對空氣污染和氣候變遷的認知不斷增強，加上柴油價格穩步上漲，促使許多州和市交通官員優先將清潔公共交通解決方案納入當地發展策略。

與汽油和柴油公車相比，電動公車為乘客提供了更高的舒適度。與傳統柴油公車不同，電動公車最大限度地降低了噪音、振動和聲振粗糙度 (NVH) 水平，提升了乘客的整體出行體驗。

在美國，美國環保署（EPA）和國家公路交通安全管理局（NHTSA）實施了SAFE（更安全、更實惠的省油車）規則。該法規對乘用車和商用車的平均燃油經濟性和溫室氣體排放製定了要求。

零排放汽車（ZEV）計畫要求汽車製造商銷售一定數量的環保、零排放汽車，包括商用和乘用電動、混合動力汽車和燃料電池汽車。 ZEV 計畫的目標是到 2030 年，全國道路上將有 1,200 萬輛零排放汽車（包括巴士）。

全球汽車製造商不斷打造創新汽車來滿足客戶的多樣化需求。例如

  • 2023年9月，印度與美國將在印度聯合推出多達1萬輛電動公車，為該國公共交通系統帶來重大變革。

隨著這些以及世界各地的其他發展，未來幾年對電動公車的需求可能會成長。

亞太地區可望引領市場

中國政府正在推廣使用電動車，並宣布了逐步淘汰曳引機和施工機械柴油的計畫。 2035年，中國境內銷售的新車全部須為新能源動力來源。其中一半的車輛必須是電動車、燃料電池汽車或插混合動力汽車。

隨著中國各地紛紛安裝電動車充電站，重點地區對電動公車的需求可能會增加。預測期內，全國各地的電動公車製造商的擴張可能會推動市場的發展。

在中國，比亞迪、上汽等商用車製造商擁有龐大的市場佔有率，並在全國擁有強大的研發設施。這一趨勢很可能在預測期內創造有利可圖的市場機會。例如

  • 2023年10月，由一汽Group Limited與殼牌中國有限公司聯合研發的星艦中國概念卡車正式上市。

印度各邦政府正在將電動公車納入其車隊，以改裝內燃機公車並降低營運成本，同時減少二氧化碳排放並改善空氣品質。例如

  • 2024年5月，印度政府宣布計畫獎勵引進電動公車用於城際和州際旅行，以在全國推廣零排放交通。

日本擁有全球最先進的電動車生態系統。豐田、日產等大公司已採取令人矚目的舉措，在國內開發生產電動車。

電動車充電站的數量超過了汽油和柴油充電站的數量，顯示混合動力汽車和電動車市場的發展。這些有利條件預計將刺激日本商用電動車的市場和需求。此外，政府資金也支持日本商用電動車市場的成長。

隨著全部區域此類發展，未來幾年對電動商用車的需求可能會成長。

電動商用車產業概況

電動商用車市場由幾家主要企業，包括比亞迪汽車公司、沃爾沃集團、戴姆勒卡車股份公司和帕卡公司。全國範圍內的電動商用車製造商的快速擴張和主要國家新車型的推出預計將在預測期內推動市場顯著成長。例如

  • 2024年4月，戴姆勒卡車股份公司旗下品牌Rizon在加拿大推出了4-5級電動卡車。該公司提供四種電池電動卡車型號 - e16L、e16M、e18L 和 e18M - 總重量從 7.25 噸到 8.55 噸不等。
  • 2023年10月，該公司在湖南長沙舉行的品牌更新及新產品發表會上，首次亮相下一代輕卡「歐馬可」和下一代微卡「萬得」。
  • 2023 年 6 月，巴伐利亞州政府核准了MAN Truck & Bus 的五個資金籌措計劃中的四個。該筆資金將用於支持電動卡車和巴士高壓電池的開發。紐倫堡工廠將獲得2684萬美元的政府補助。

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 簡介

  • 調查前提條件
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場動態

  • 市場促進因素
    • 嚴格的排放法規推動市場成長
  • 市場限制
    • 電動商用車的高成本可能會阻礙成長
  • 產業吸引力-波特五力分析
    • 新進入者的威脅
    • 購買者/消費者的議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭對手之間的競爭強度

第5章市場區隔（以金額為準）

  • 按車型
    • 公車
    • 追蹤
    • 皮卡車
    • 範
  • 透過促銷
    • 純電動車
    • 插電式混合動力汽車
    • 燃料電池電動車
  • 按產量
    • 小於150kW
    • 150～250 kW
    • 250kW以上
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
      • 北美其他地區
    • 歐洲
      • 德國
      • 英國
      • 法國
      • 義大利
      • 西班牙
      • 其他歐洲國家
    • 亞太地區
      • 印度
      • 中國
      • 日本
      • 韓國
      • 其他亞太地區
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地區
    • 中東和非洲
      • 阿拉伯聯合大公國
      • 沙烏地阿拉伯
      • 南非
      • 其他中東和非洲地區

第6章 競爭格局

  • 供應商市場佔有率
  • 公司簡介
    • BYD Motors Inc.
    • AB Volvo
    • Traton SE
    • Daimler Truck AG
    • Zhengzhou Yutong Bus Co. Ltd
    • Ford Motor Company
    • Tesla Inc.
    • Proterra Inc.
    • Rivian Automotive Inc.
    • Tata Motor Limited
    • Olectra Greentech Limited
    • Paccar Inc.

第7章 市場機會與未來趨勢

8. 各地區電動車充電基礎設施發展概況

簡介目錄
Product Code: 68600

The Electric Commercial Vehicle Market size is estimated at USD 125.40 billion in 2025, and is expected to reach USD 385.76 billion by 2030, at a CAGR of 25.2% during the forecast period (2025-2030).

Electric Commercial Vehicle - Market - IMG1

Over the medium term, the use of electric vehicles is expected to become more popular in many developing countries, especially in the logistics and supply chain sectors. Strict environmental regulations worldwide are compelling many companies to switch to electric vehicles, further driving the market's growth.

Automakers face growing pressure from governments worldwide to tackle greenhouse gas emissions. This involves cutting carbon emissions from diesel fuel combustion and investing in the advancement of electric vehicles.

The growing worldwide interest in eco-friendly transportation and cleaner energy has caused a surge in the appeal of electric commercial vehicles. However, consumers have encountered challenges such as limited vehicle range, high prices, a lack of available models, and insufficient knowledge. These issues are slowly being addressed through promotional campaigns and government regulations.

The electric commercial vehicle market is mainly driven by the need to reduce urban pollution and dependence on fossil fuels. It is currently the world's largest market for such vehicles. China, India, and Japan are the leading countries contributing to the electric commercial vehicle market in the years to come.

Electric Commercial Vehicle Market Trends

Buses Hold a Major Market Share

The cost of fuel is a significant expense for any vehicle. As fuel prices continue to rise, opting for an electric bus for public transportation decreases fuel expenses and reduces initial costs and overall ownership expenses. By 2030, the prices for electric buses are expected to come down to that of diesel fuel buses. Electric buses help reduce 81-83% of the maintenance and operating costs compared to a diesel-engine bus.

The growing public consciousness of air pollution and climate change, along with the steady rise in diesel prices, has motivated many state and city transportation authorities to prioritize the integration of clean public transportation solutions into their regional development strategies.

Electric buses provide a superior level of comfort for passengers compared to gasoline or diesel buses. Unlike traditional diesel buses, electric buses have minimal levels of noise, vibration, and harshness (NVH), enhancing the overall travel experience for passengers.

In the United States, the Environmental Protection Agency (EPA) and the National Highway Traffic Safety Administration (NHTSA) introduced the Safer Affordable Fuel-Efficient (SAFE) vehicles rule. This regulation establishes the requirements for the average fuel efficiency and emissions of greenhouse gases for both passenger and commercial vehicles.

The Zero-emission Vehicles (ZEV) Program mandates that vehicle manufacturers must sell a certain number of eco-friendly and zero-emission vehicles, which include electric, hybrid, and fuel cell-powered commercial and passenger vehicles. The ZEV program's goal is to have 12 million zero-emission vehicles, including buses, on the roads in the country by 2030.

Worldwide, automobile manufacturers have created innovative vehicles to meet the diverse needs of their customers. For instance:

  • In September 2023, India and the United States joined forces to launch up to 10,000 electric buses in India, creating a significant transformation in the country's public transportation system.

With the above-mentioned developments across the world, the demand for electric buses is likely to grow in the coming years.

Asia-Pacific is Expected to Lead the Market

The Chinese government is promoting the use of electric vehicles and has announced plans to phase out diesel fuel used in tractors and construction equipment. By 2035, all new vehicles sold in China must be powered by new energy. Half of these vehicles must be electric, fuel cell, or plug-in hybrid, with the other half being hybrid vehicles.

The increasing installation of EV charging stations throughout China may lead to a higher demand for electric buses in major regions. The expansion of electric bus manufacturers across the country will likely drive the market during the forecast period.

China has a major presence of commercial vehicle manufacturers, such as BYD Co. Ltd and SAIC, with strong R&D facilities nationwide. This trend will likely create lucrative market opportunities during the forecast period. For instance:

  • In October 2023, the Starship China concept truck was co-developed and officially launched by FAW Jiefang Group Co. and Shell China Ltd.

The state governments in India are including electric buses in their fleets to convert their ICE fleet of buses and reduce operational costs while reducing carbon emissions and improving air quality. For instance:

  • In May 2024, the government of India announced its plans to incentivize the adoption of electric buses for intercity and interstate travel to promote zero-emission transportation across the country.

Japan is home to one of the planet's most cutting-edge electric vehicle ecosystems. Major companies like Toyota and Nissan are taking impressive steps to develop and manufacture electric vehicles within the country.

The abundance of EV charging stations, surpassing the number of petrol and diesel outlets, indicates progress in the hybrid and electric vehicle market. These favorable conditions are expected to fuel Japan's market and demand for commercial electric vehicles. Additionally, government funding supports the growth of Japan's electric commercial vehicle market.

With such developments across the region, the demand for electric commercial vehicles will likely grow in the coming years.

Electric Commercial Vehicle Industry Overview

The electric commercial vehicle market is dominated by several key players, including BYD Motors Inc., AB Volvo, Daimler Truck AG, and Paccar Inc. The rapid expansion of electric commercial vehicle manufacturers across the country and the introduction of new models across major countries are expected to witness major growth for the market during the forecast period. For instance:

  • In April 2024, Rizon, a brand of Daimler Truck AG, introduced class 4-5 electric trucks in Canada. The company will offer four variants of its battery-electric trucks, including the e16L, e16M, e18L, and the e18M, with GVW ratings ranging from 7.25 tons to 8.55 tons.
  • In October 2023, Foton Motor introduced the Aumark next-generation light-duty truck and the Wonder next-generation micro-truck during a brand renewal and new product launch in Changsha, Hunan.
  • In June 2023, the Bavarian State Government approved four out of five funding projects of MAN Truck & Bus. This funding supports the advancement of high-voltage batteries for electric trucks and buses. The government subsidy of USD 26.84 million at the Nuremberg site.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Drivers
    • 4.1.1 Stringent Emission Regulations are Fueling Market Growth
  • 4.2 Market Restraints
    • 4.2.1 High Cost of Electric Commercial Vehicles May Hamper Growth
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Threat of New Entrants
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Bargaining Power of Suppliers
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION (Market Value in USD)

  • 5.1 By Vehicle Type
    • 5.1.1 Bus
    • 5.1.2 Trucks
    • 5.1.3 Pick-up Trucks
    • 5.1.4 Vans
  • 5.2 By Propulsion
    • 5.2.1 Battery Electric Vehicles
    • 5.2.2 Plug-in Hybrid Electric Vehicles
    • 5.2.3 Fuel Cell Electric Vehicles
  • 5.3 By Power Output
    • 5.3.1 Less than 150 kW
    • 5.3.2 150-250 kW
    • 5.3.3 Above 250 kW
  • 5.4 By Geography
    • 5.4.1 North America
      • 5.4.1.1 United States
      • 5.4.1.2 Canada
      • 5.4.1.3 Rest of North America
    • 5.4.2 Europe
      • 5.4.2.1 Germany
      • 5.4.2.2 United Kingdom
      • 5.4.2.3 France
      • 5.4.2.4 Italy
      • 5.4.2.5 Spain
      • 5.4.2.6 Rest of Europe
    • 5.4.3 Asia-Pacific
      • 5.4.3.1 India
      • 5.4.3.2 China
      • 5.4.3.3 Japan
      • 5.4.3.4 South Korea
      • 5.4.3.5 Rest of Asia-Pacific
    • 5.4.4 South America
      • 5.4.4.1 Brazil
      • 5.4.4.2 Argentina
      • 5.4.4.3 Rest of South America
    • 5.4.5 Middle East and Africa
      • 5.4.5.1 United Arab Emirates
      • 5.4.5.2 Saudi Arabia
      • 5.4.5.3 South Africa
      • 5.4.5.4 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles
    • 6.2.1 BYD Motors Inc.
    • 6.2.2 AB Volvo
    • 6.2.3 Traton SE
    • 6.2.4 Daimler Truck AG
    • 6.2.5 Zhengzhou Yutong Bus Co. Ltd
    • 6.2.6 Ford Motor Company
    • 6.2.7 Tesla Inc.
    • 6.2.8 Proterra Inc.
    • 6.2.9 Rivian Automotive Inc.
    • 6.2.10 Tata Motor Limited
    • 6.2.11 Olectra Greentech Limited
    • 6.2.12 Paccar Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

8 An Overview of Electric Vehicle Charging Infrastructure Development Across the Region**