2025电池革命：引领未来交通和能源新格局研究报告

Shaping tomorrow’smobility and energy Table ofcontents Batteries are powering asustainable revolution How will batteries transformexisting industries? Executive summary The future of batteries dependson overcoming multiple challengesacross the value chain Conclusion Researchmethodology What are the key levers to acceleratethe battery industry? Who should read this report and why? In-depth interviews with 22 industry leadersto gathertheir qualitative insights and perspectives. leasing, sustainability, regulatory affairs andpolicies), and corporate strategy. We offercomprehensive analysis regarding the growthof the battery industry, next-generation batterychemistry, sustainability measures, and therole of data, technology, and regulations inshaping the future of battery production. Wealso examine examples of new battery businessmodels such as BaaS, and end-user applicationssuch as EVs and BESS. We have designed this report for C-suiteexecutives and strategic leaders in critical areasrelated to battery chemistry, manufacturing,R&D, usage, and end-of-life recycling.The content is relevant to major batterymanufacturers, recyclers, and consumersfrom the energy and utilities sector, andautomotive industry. All the organizations we surveyed are significant players intheir respective segments, including battery manufacturerswith annual revenue exceeding $50 million; energy andutilities firms with revenue over $1 billion (except those fromSweden and Norway, whose revenue exceeds $500 million);and automotive manufacturers with revenue above $1billion (excluding two- and three-wheeler original equipmentmanufacturers [OEMs] with revenue over $300 million). Theglobal survey was conducted in September–October 2024. The report should be of particular interest toleaders involved in the following areas: R&D,innovation, cell technology, engineering, supplychain, procurement, production, digitalization,battery management systems, battery energystorage systems (BESS), energy transition,battery services (such as battery swapping/ The report is based on: Please refer to the methodology section at the end of thereport for more details on the research methodology. Findings from our global survey of 750 seniorexecutivesfrom large battery, automotive, andenergy and utilities organizations across NorthAmerica, Europe, and APAC. Rising demand for electric vehicles (EVs) and energy storagesolutions (ESS) is driving investment in battery technology andgigafactories, particularly in the US and Europe. Advancements in the battery industry benefit multipleapplications Automotive industry:Automotive manufacturers areexploring new business models, including battery swapping,battery-as-a-service (BaaS)1to address infrastructurechallenges and cost-effectiveness for EVs. The success of thesebusiness models depends heavily on the implementation ofeconomies of scale, standardization, battery performance, andsupportive regulatory frameworks. Executivesummary •As the world transitions toward renewable energy sources,batteries are critical to decarbonizing carbon-intensivesectors.•China dominates the battery market due to its access toresources such as lithium, cobalt, and nickel, alongsidesubstantial production capacity and government supportfor R&D.•Meanwhile, despite resource and infrastructure challenges,the US and Europe are advancing their battery capabilities.•New technological trends will shape the future of batteries;the industry is actively developing alternative chemistriessuch as sodium-ion and solid-state batteries (SSBs) forimproved performance and longevity.•However, lithium-ion batteries are expected to dominatethe market until alternative technologies becomecommercially viable. Energy and utilities sector:Growth in renewable-energygeneration is driving demand for battery storage capacityto manage the surplus. However, financial viability and thecomplexity of the existing technologies pose challenges. Our survey reveals that battery innovation will heavily impactfleet operators, heavy transportation, railways, shipping,manufacturing, and aviation. •Sustainability:Batteries have significant environmentaland social impact. Two-thirds of organizations are stillintegrating sustainability practices. But the future of batteries hinges on the value chain'sability to overcome multiple challenges •Economic pressures:45% cite economic viability andprofitability of battery production.•Scaling inefficiencies:High scrappage rates and qualityissues are critical challenges, with 68% of auto organizationsreporting difficulty in maintaining standards at scale.•Supply chain risks:Over half (53%) of executives citedifficulties in securing a stable supply chain for batterycomponents and materials as an impediment toscaling production.•Skills shortage:60% of executives face skills shortagesin battery R&D and manufacturing, including thermalmanagement and power electronics.•Manufacturing capacity:Three-quarters of batterymanufact