行业分析报告
<資料名>
能源、大型二次电池和材料的未来前景 2024 ESS/低空蓄电池篇
<调查点>
● 按住宅、商业、工业和电网应用等各个领域详细分析蓄电池市场
●彻底调查 ESS 和固定式蓄电池市场相关参与者的最新趋势和供应链
●因市场环境变化和各种政策的发展而对蓄电池成本变化的长期预测
<调查对象>
应用产品：储能设备※ Area
中高容量 UPS Pb、LiB、EDLC、LiC 全球市场
无线基站用备用电源 Pb、LiB 全球市场
直流电源 （100V 系列） Pb， LiB 日本市场
住宅储能系统 Pb、LiB 全球市场
小型储能系统（非并网型） LiB 日本市场
面向日本市场的便携式 Power LiB
商业和工业储能系统（小于 300 kWh） Pb、LiB、RF 全球市场
商业和工业储能系统（300 kWh 或更高） Pb、LiB、NAS、RF 全球市场
电网储能系统 Pb、LiB、NAS、RF 全球市场
可再生能源储能系统 （太阳能和风能） Pb、LiB、NAS、RF 全球市场
<市场范围>
直流电源、小型蓄电池系统、仅限日本市场的便携式电源
其他是全球市场
<方法>
日本富士经济的研究人员对目标公司（参入公司、及关联公司等）的访谈收集的（包括约谈、网络视频会议、电话等方式）。 没有标记出处其余数值是基于富士经济的预测分析数值。
<调查期间>
2024 年 3 月 ~ 2024 年 7 月
<目录>
A. 摘要分析
第 1 章 ESS 和固定蓄电池市场的全球市场现状和未来前景 ······························································ 3
1） ESS 和固定蓄电池市场的全球市场现状和未来前景 ······························································ 3
2） 各领域的趋势和未来方向··································································································· 3
第 2 章ESS 和固定蓄电池领域的储能设备市场趋势和预测 ····················································· 5
1） 按应用产品划分的储能设备市场规模和预测······················································ 5
2） 按储能设备类型划分的市场规模和预测·············································································· 6
第 3 章全球脱碳趋势和储能设备市场趋势：按领域划分································································ 7
1） 主要国家和地区的脱碳目标和按地区划分的储能设备市场规模预测···································· 7
2） 按地区划分的储能设备市场趋势和预测以及锂离子电池的组成比例································· 8
4. 主要国家和地区与蓄电池相关的主要政策和监管趋势 ··························································· 14
1） 日本······························································································································· 14
2） 欧洲······························································································································· 17
3） 美国······························································································································· 19
4） 中国······························································································································· 21
5） 其他···························································································································· 22
5. 可再生能源在日本市场的普及趋势和蓄电池市场的趋势 ···················································· 23
1） 可再生能源在日本市场的普及趋势························································································ 23
2） 蓄电池市场的趋势····································································································24
第 6 章ESS 和固定蓄电池市场的行业结构 ········································································· 32
第 7 章 ESS 和固定蓄电池市场的供应/采购 ········································································ 33
1） ESS 和固定式蓄电池市场的供应链图······················································· 33
2） ESS 和固定锂离子电池的主要电池制造商×系统制造商之间的供应/采购关系········36
第 8 章主要电池制造商的趋势 ························································································· 40
1） 日系整车厂··················································································································· 40
2） 韩国整车厂················································································································ 45
3） 中国制造商················································································································ 46
4） 其他···························································································································· 50
第 9 章ESS 和固定蓄电池主要参与者的趋势 ······························································· 51
1） PCS 制造商·················································································································· 51
2） EMS 制造商/供应商 ································································································ 53
3） 中间商 ················································································································ 55
4） 其他···························································································································· 57
10. ESS 和固定式蓄电池储能装置的应用、应用和趋势 ················································· 58
1） 按应用产品划分的储能设备的采用趋势··································································· 58
2） 应用：产品采用的应用、应用和电池类型································································ 59
11. ESS 和固定蓄电池的成本分析 ························································································ 60
1） ESS 和固定式蓄电池的成本分析··················································································· 60
2） ESS 和固定锂离子电池的价格趋势········································································· 61
3） 锂离子电池价格的波动··························································································· 62
4） 按储能设备划分的成本趋势和预测（单个应用产品的电池成本） ·················································· 63
12. 将可重复使用的电池部署到固定式蓄电池 ·············································································· 66
1） 主要国家和地区与可重复使用电池相关的政策和法规·························································· 66
2） 报废车辆（报废车辆）/报废锂电池预测 ······························································ 72
3） 固定式蓄电池用可重复使用电池的市场规模预测·································································· 74
4） 主要整车厂的动向····················································································· 75
5） 主要汽车制造商与再利用/回收相关公司之间的合作伙伴关系信息····································· 77
6） 可重复使用电池×固定式蓄电池的案例研究······································································ 82
7） 可重复使用电池行业全面发展的未来问题··································································· 87
13. 固定式蓄电池、下一代电池和下一代存储技术的趋势 ····················································· 88
1） 有望用于固定式蓄电池的下一代电池······································································ 88
2） 注意：下一代电池类型和固定式蓄电池应用的适用性····················································· 89
3） 下一代电池在固定式蓄电池应用中的实际应用································································ 92
4） LDES（长时储能）和 ESS·································································· 93
B. ESS 和固定蓄电池市场
1. 中大容量 UPS ······················································································································· 99
2. 无线基站备用电源·························································································· 114
3. 直流电源（100V 系统）········································································································ 123
4. 住宅储能系统 ················································································································ 131
5. 紧凑型储能系统（非并网型）····················································································· 147
6. 便携式电源·······················································································································154
7. 商业和工业储能系统（小于 300 kWh）········································································ 163
8. 商业和工业储能系统（300 kWh 或以上）···································································· 177
9. 电网储能系统 ················································································································ 193
10. 可再生能源（太阳能和风能）储能系统···································································· 210
<常见调查项目>
一、应用产品市场
1. 定义和概述
第 2 章市场规模趋势和预测
3. 参与公司的趋势
4. 产品开发趋势
II. 储能设备市场
1. 储能设备的采用趋势
1）储能设备的采用趋势
2）可重复使用电池 （LiB） 的使用示例
3）储能设备的供应/采购
2. 储能设备容量和成本的趋势
1）容量更改（每个目标产品的存储容量）
2）成本趋势 （每个目标产品的电池成本）
第 3 章储能设备市场规模和预测
<发行日期>
2024年8月1日
<价格>
CDR：PDF和数据版本23万日元（无需消费税）
注：国际邮费 1万日元
<发行者>
株式会社富士経済
〒103-0027 东京都中央区桥3-9-1 桥3丁目广场
< 联系方式>
中联富士经济咨询有限公司
