{"id":44820,"date":"2025-10-22T15:18:36","date_gmt":"2025-10-22T06:18:36","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/?p=44820"},"modified":"2026-09-11T18:36:43","modified_gmt":"2026-09-11T09:36:43","slug":"electric-vehicle-battery-swapping-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/electric-vehicle-battery-swapping-market-mordor\/","title":{"rendered":"EV\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u898f\u6a21\u30fb\u30b7\u30a7\u30a2\u5206\u6790 &#8211; \u6210\u9577\u52d5\u5411\u3068\u4e88\u6e2c (2025-2030\u5e74)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/electric-vehicle-battery-swapping-market-1753892429468-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/electric-vehicle-battery-swapping-market-size-image-1753887042161.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \u306f\u3058\u3081\u306b<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \u8abf\u67fb\u306e\u524d\u63d0\u6761\u4ef6\u3068\u5e02\u5834\u306e\u5b9a\u7fa9<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \u8abf\u67fb\u7bc4\u56f2<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \u8abf\u67fb\u65b9\u6cd5<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \u5e02\u5834\u6982\u6cc1<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \u5e02\u5834\u6982\u8981<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \u5e02\u5834\u4fc3\u9032\u8981\u56e0<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 \u96fb\u6c17\u81ea\u52d5\u8eca\u306e\u63a1\u7528\u5897\u52a0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \u70ad\u7d20\u6392\u51fa\u91cf\u524a\u6e1b\u306b\u5411\u3051\u305f\u653f\u5e9c\u306e\u53d6\u308a\u7d44\u307f<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u6295\u8cc7\u5897\u52a0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \u90fd\u5e02\u30d5\u30ea\u30fc\u30c8\u306e\u96fb\u52d5\u5316\u7fa9\u52d9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 AI\u3092\u6d3b\u7528\u3057\u305f\u4e88\u6e2c\u5206\u6790\u306b\u3088\u308b\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u5728\u5eab\u306e\u6700\u9069\u5316<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 \u30bb\u30ab\u30f3\u30c9\u30e9\u30a4\u30d5\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u8a55\u4fa1\u30e2\u30c7\u30eb<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \u5e02\u5834\u6291\u5236\u8981\u56e0<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 \u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u30d5\u30a9\u30fc\u30e0\u30d5\u30a1\u30af\u30bf\u30fc\u6a19\u6e96\u5316\u306e\u6b20\u5982<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \u4ea4\u63db\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u9ad8\u984d\u306a\u521d\u671f\u8a2d\u5099\u6295\u8cc7<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \u90fd\u5e02\u306e\u96fb\u529b\u7db2\u5bb9\u91cf\u306e\u5236\u7d04<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \u30d0\u30c3\u30c6\u30ea\u30fcID\u30d7\u30ed\u30c8\u30b3\u30eb\u306b\u304a\u3051\u308b\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u8106\u5f31\u6027<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \u30d0\u30ea\u30e5\u30fc\/\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5206\u6790<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \u6280\u8853\u7684\u5c55\u671b<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \u898f\u5236\u74b0\u5883<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \u30dd\u30fc\u30bf\u30fc\u306e5\u3064\u306e\u529b<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \u4f9b\u7d66\u8005\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \u8cb7\u3044\u624b\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \u65b0\u898f\u53c2\u5165\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \u4ee3\u66ff\u54c1\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \u696d\u754c\u5185\u306e\u7af6\u4e89<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.8 \u4e3b\u8981\u30cb\u30e5\u30fc\u30b9\u3068\u53d6\u308a\u7d44\u307f<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \u8eca\u7a2e\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \u4e8c\u8f2a\u8eca<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \u4e09\u8f2a\u8eca<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \u56db\u8f2a\u8eca<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.4 \u305d\u306e\u4ed6<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \u30b5\u30fc\u30d3\u30b9\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \u30aa\u30f3\u30c7\u30de\u30f3\u30c9<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u30bf\u30a4\u30d7\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \u624b\u52d5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \u81ea\u52d5<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \u30d0\u30c3\u30c6\u30ea\u30fc\u30bf\u30a4\u30d7\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \u925b\u84c4\u96fb\u6c60<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \u5730\u57df\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \u5317\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.1 \u7c73\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.2 \u30ab\u30ca\u30c0<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.3 \u305d\u306e\u4ed6\u306e\u5317\u7c73\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \u5357\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.1 \u30d6\u30e9\u30b8\u30eb<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.2 \u30e1\u30ad\u30b7\u30b3<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.3 \u30a2\u30eb\u30bc\u30f3\u30c1\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.4 \u305d\u306e\u4ed6\u306e\u5357\u7c73\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \u6b27\u5dde<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.1 \u82f1\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.2 \u30c9\u30a4\u30c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.3 \u30d5\u30e9\u30f3\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.4 \u30a4\u30bf\u30ea\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.5 \u30b9\u30da\u30a4\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.6 \u30ed\u30b7\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.7 \u305d\u306e\u4ed6\u306e\u6b27\u5dde\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.1 \u4e2d\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.2 \u30a4\u30f3\u30c9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.3 \u65e5\u672c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.4 \u97d3\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.5 \u305d\u306e\u4ed6\u306e\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.1 \u30a2\u30e9\u30d6\u9996\u9577\u56fd\u9023\u90a6<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.2 \u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.3 \u5357\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.4 \u305d\u306e\u4ed6\u306eMEA\u5730\u57df<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \u7af6\u5408\u60c5\u52e2<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \u5e02\u5834\u96c6\u4e2d\u5ea6<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \u6226\u7565\u7684\u52d5\u304d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.4 \u4f01\u696d\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\uff08\u30b0\u30ed\u30fc\u30d0\u30eb\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u5e02\u5834\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u5229\u7528\u53ef\u80fd\u306a\u8ca1\u52d9\u60c5\u5831\u3001\u6226\u7565\u60c5\u5831\u3001\u4e3b\u8981\u4f01\u696d\u306e\u5e02\u5834\u30e9\u30f3\u30af\/\u30b7\u30a7\u30a2\u3001\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u3001\u304a\u3088\u3073\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u3080\uff09<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 \u30a2\u30de\u30e9\u30fb\u30e9\u30b8\u30e3\u30fb\u30b0\u30eb\u30fc\u30d7<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 \u30a2\u30f3\u30d7\u30eb<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 \u30aa\u30eb\u30c8\u30f3\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u81ea\u52d5\u8eca\u6280\u8853\u6709\u9650\u516c\u53f8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 \u30d0\u30c3\u30c6\u30ea\u30fc\u30b9\u30de\u30fc\u30c8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 \u30d0\u30a6\u30f3\u30b9\u30fb\u30a4\u30f3\u30d5\u30a3\u30cb\u30c6\u30a3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 \u30a8\u30b9\u30df\u30c8\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u30ba\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 \u30b4\u30b4\u30ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 \u30a4\u30e2\u30bf\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 \u5149\u967d\u5de5\u696d\u682a\u5f0f\u4f1a\u793e (KYMCO)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 \u30ea\u30c1\u30aa\u30f3\u30fb\u30d1\u30ef\u30fc\u30fb\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30ea\u30df\u30c6\u30c3\u30c9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 NIO<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 \u30cc\u30e2\u30b7\u30c6\u30a3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 \u30aa\u30a4\u30ab\u30fb\u30d4\u30fc\u30c6\u30a3\u30fc\u30a4\u30fc\u30fb\u30ea\u30df\u30c6\u30c3\u30c9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 \u30b5\u30f3\u30fb\u30e2\u30d3\u30ea\u30c6\u30a3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 \u30b9\u30a6\u30a9\u30d3\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 \u30dc\u30eb\u30c8\u30a2\u30c3\u30d7<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 \u30ec\u30fc\u30b9\u30fb\u30a8\u30ca\u30b8\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 MO\u30d0\u30c3\u30c6\u30ea\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 \u30a4\u30fc\u30f4\u30a3\u30fc\u30ba<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \u5e02\u5834\u6a5f\u4f1a\u3068\u5c06\u6765\u5c55\u671b<\/p>\n","protected":false},"excerpt":{"rendered":"<p>EV\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u306e\u6982\u8981<\/p>\n<p>EV\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u306f\u30012025\u5e74\u306b\u306f16.2\u5104\u7c73\u30c9\u30eb\u3068\u63a8\u5b9a\u3055\u308c\u30012030\u5e74\u307e\u3067\u306b59.3\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u4e88\u6e2c\u671f\u9593\uff082025\u5e74\uff5e2030\u5e74\uff09\u4e2d\u306e\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f29.65%\u3067\u3059\u3002\u3053\u306e\u6210\u9577\u306f\u3001EV\u306e\u666e\u53ca\u62e1\u5927\u3001\u8f38\u9001\u90e8\u9580\u306e\u6392\u51fa\u91cf\u524a\u6e1b\u3078\u306e\u5727\u529b\u306e\u9ad8\u307e\u308a\u3001\u305d\u3057\u3066\u30d7\u30e9\u30b0\u30a4\u30f3\u5145\u96fb\u3068\u6bd4\u8f03\u3057\u3066\u77ac\u6642\u306b\u30d0\u30c3\u30c6\u30ea\u30fc\u3092\u4ea4\u63db\u3067\u304d\u308b\u3068\u3044\u3046\u904b\u7528\u4e0a\u306e\u5229\u70b9\u306b\u8d77\u56e0\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u4e3b\u8981\u30c7\u30fc\u30bf<br \/>\n*   \u8abf\u67fb\u671f\u9593: 2019\u5e74\uff5e2030\u5e74<br \/>\n*   2025\u5e74\u306e\u5e02\u5834\u898f\u6a21: 16.2\u5104\u7c73\u30c9\u30eb<br \/>\n*   2030\u5e74\u306e\u5e02\u5834\u898f\u6a21: 59.3\u5104\u7c73\u30c9\u30eb<br \/>\n*   \u6210\u9577\u7387\uff082025\u5e74\uff5e2030\u5e74\uff09: 29.65% CAGR<br \/>\n*   \u6700\u3082\u6210\u9577\u306e\u901f\u3044\u5e02\u5834: \u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab<br \/>\n*   \u6700\u5927\u306e\u5e02\u5834: \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<br \/>\n*   \u5e02\u5834\u96c6\u4e2d\u5ea6: \u4e2d\u7a0b\u5ea6<br \/>\n*   \u4e3b\u8981\u30d7\u30ec\u30a4\u30e4\u30fc: Gogoro\u3001NIO\u3001Ample\u3001Battery Smart\u3001Sun Mobility\u306a\u3069<\/p>\n<p>\u4e2d\u56fd\u306b\u304a\u3051\u308bCATL\u306e\u300cChoco-SEB\u300d\u30d1\u30c3\u30af\u306e\u3088\u3046\u306a\u7d71\u4e00\u30d0\u30c3\u30c6\u30ea\u30fc\u5f62\u5f0f\u3078\u306e\u52d5\u304d\u306f\u3001100\u79d2\u3067\u306e\u4ea4\u63db\u3092\u53ef\u80fd\u306b\u3057\u3001\u4ed6\u306e\u5730\u57df\u304c\u7814\u7a76\u3059\u308b\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u653f\u5e9c\u306b\u3088\u308b\u30d5\u30ea\u30fc\u30c8\u306e\u96fb\u52d5\u5316\u7fa9\u52d9\u306f\u3001\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u904b\u55b6\u8005\u306b\u3068\u3063\u3066\u4e88\u6e2c\u53ef\u80fd\u306a\u53ce\u76ca\u6e90\u3092\u751f\u307f\u51fa\u3057\u3001\u4f7f\u7528\u6e08\u307f\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u518d\u5229\u7528\u30d7\u30ed\u30b0\u30e9\u30e0\u306f\u3001\u30b0\u30ea\u30c3\u30c9\u8caf\u8535\u3068\u3057\u3066\u306e\u518d\u5229\u7528\u3092\u901a\u3058\u3066\u8ffd\u52a0\u306e\u5229\u76ca\u6e90\u3068\u3057\u3066\u6d6e\u4e0a\u3057\u3066\u3044\u307e\u3059\u3002\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u6599\u91d1\u306f\u3001\u9ad8\u984d\u306a\u30d0\u30c3\u30c6\u30ea\u30fc\u8cbb\u7528\u3092\u7ba1\u7406\u3057\u3084\u3059\u3044\u904b\u7528\u8cbb\u7528\u306b\u8ee2\u63db\u3059\u308b\u305f\u3081\u3001\u30e9\u30a4\u30c9\u30b7\u30a7\u30a2\u30ea\u30f3\u30b0\u3001\u30ed\u30b8\u30b9\u30c6\u30a3\u30af\u30b9\u3001\u30e9\u30b9\u30c8\u30de\u30a4\u30eb\u914d\u9001\u4e8b\u696d\u3067\u5e83\u304f\u63a1\u7528\u3055\u308c\u3001\u53ce\u76ca\u306e\u5927\u90e8\u5206\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u30ec\u30dd\u30fc\u30c8\u306e\u30dd\u30a4\u30f3\u30c8<br \/>\n*   \u8eca\u4e21\u30bf\u30a4\u30d7\u5225: 2024\u5e74\u306b\u306f\u4e8c\u8f2a\u8eca\u304cEV\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u30b7\u30a7\u30a2\u306e91.23%\u3092\u5360\u3081\u3001\u4e09\u8f2a\u8eca\u306f2030\u5e74\u307e\u3067\u306b45.66%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30b5\u30fc\u30d3\u30b9\u5225: 2024\u5e74\u306b\u306f\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u304c\u53ce\u76ca\u306e62.78%\u3092\u5360\u3081\u3001\u30aa\u30f3\u30c7\u30de\u30f3\u30c9\u53d6\u5f15\u306f2030\u5e74\u307e\u3067\u306b31.23%\u306eCAGR\u3067\u9032\u5c55\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u30bf\u30a4\u30d7\u5225: 2024\u5e74\u306b\u306f\u624b\u52d5\u8a2d\u7f6e\u304cEV\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u898f\u6a21\u306e68.89%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30b5\u30a4\u30c8\u306f29.48%\u306eCAGR\u3067\u62e1\u5927\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30d0\u30c3\u30c6\u30ea\u30fc\u5316\u5b66\u5225: 2024\u5e74\u306b\u306f\u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u30d1\u30c3\u30af\u304cEV\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u306e95.35%\u3092\u5360\u3081\u300128.12%\u306eCAGR\u3067\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3059\u308b\u30b5\u30d6\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u3042\u308a\u7d9a\u3051\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5730\u57df\u5225: 2024\u5e74\u306b\u306f\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304cEV\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u306e53.22%\u3092\u5360\u3081\u3001\u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab\u5730\u57df\u306f41.32%\u306eCAGR\u3067\u6700\u3082\u6025\u901f\u306a\u6210\u9577\u3092\u9042\u3052\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e16\u754c\u306eEV\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9\u3068\u6d1e\u5bdf<\/p>\n<p>\u4fc3\u9032\u8981\u56e0<br \/>\n1.  \u96fb\u6c17\u81ea\u52d5\u8eca\u306e\u63a1\u7528\u5897\u52a0\uff08CAGR\u3078\u306e\u5f71\u97ff: +8.2%\uff09:<br \/>\n    *   \u4e8c\u8f2a\u8eca\u304a\u3088\u3073\u4e09\u8f2a\u8eca\u306eEV\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u30af\u30ea\u30c6\u30a3\u30ab\u30eb\u30de\u30b9\u304c\u5e02\u5834\u3092\u652f\u3048\u3066\u3044\u307e\u3059\u3002\u30db\u30f3\u30c0\u306f2025\u5e742\u6708\u306bActiva e:\u30b9\u30af\u30fc\u30bf\u30fc\u5411\u3051\u306e\u5927\u898f\u6a21\u4ea4\u63db\u30b5\u30fc\u30d3\u30b9\u3092\u958b\u59cb\u3057\u3001\u4e3b\u6d41OEM\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3092\u691c\u8a3c\u3057\u307e\u3057\u305f\u3002Battery Smart\u306f1,000\u304b\u6240\u3067\u7d2f\u8a085,000\u4e07\u56de\u306e\u4ea4\u63db\u3092\u9054\u6210\u3057\u3001\u4e88\u6e2c\u53ef\u80fd\u306a\u90fd\u5e02\u30eb\u30fc\u30c8\u304c\u7e70\u308a\u8fd4\u3057\u53ef\u80fd\u306a\u5927\u91cf\u306e\u30a8\u30cd\u30eb\u30ae\u30fc\u53d6\u5f15\u306b\u3064\u306a\u304c\u308b\u3053\u3068\u3092\u793a\u3057\u307e\u3057\u305f\u3002CATL\u306f31\u306e\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306810\u4e07\u500b\u306e\u6a19\u6e96\u5316\u30d1\u30c3\u30af\u3092\u5951\u7d04\u3057\u3001\u8a2d\u8a08\u6bb5\u968e\u304b\u3089\u4ea4\u63db\u6a5f\u80fd\u3092\u7d44\u307f\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u90fd\u5e02\u5bc6\u5ea6\u304c\u9ad8\u307e\u308b\u306b\u3064\u308c\u3066\u3001\u8def\u80a9\u3067\u306e\u5145\u96fb\u306e\u5c55\u958b\u304c\u96e3\u3057\u304f\u306a\u308a\u3001\u96c6\u4e2d\u578b\u65bd\u8a2d\u306e\u9700\u8981\u304c\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\n2.  \u70ad\u7d20\u6392\u51fa\u91cf\u524a\u6e1b\u306b\u5411\u3051\u305f\u653f\u5e9c\u306e\u53d6\u308a\u7d44\u307f\uff08CAGR\u3078\u306e\u5f71\u97ff: +6.8%\uff09:<br \/>\n    *   \u30a4\u30f3\u30c9\u306e2025\u5e741\u6708\u306e\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u306f\u3001Battery-as-a-Service\u3092\u6b63\u5f0f\u306b\u8a8d\u3081\u3001\u5dde\u306e\u96fb\u529b\u4f1a\u793e\u306b\u6240\u5b9a\u306e\u671f\u9593\u5185\u3067\u306e\u96fb\u529b\u63a5\u7d9a\u3092\u7fa9\u52d9\u4ed8\u3051\u3001\u4e3b\u8981\u306a\u8a31\u8a8d\u53ef\u306e\u969c\u58c1\u3092\u53d6\u308a\u9664\u304d\u307e\u3057\u305f\u3002\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\u306eAdvanced Clean Fleets\u898f\u5247\u306f\u30012036\u5e74\u4ee5\u964d\u306e\u30bc\u30ed\u30a8\u30df\u30c3\u30b7\u30e7\u30f3\u5546\u7528\u8eca\u3092\u7fa9\u52d9\u4ed8\u3051\u3001\u9ad8\u7a3c\u50cd\u7387\u306e\u4e8b\u696d\u8005\u30923\u5206\u672a\u6e80\u3067\u822a\u7d9a\u8ddd\u96e2\u3092\u56de\u5fa9\u3067\u304d\u308b\u4ea4\u63db\u30d9\u30fc\u30b9\u306e\u7d66\u6cb9\u3078\u3068\u8a98\u5c0e\u3057\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u306f\u3059\u3067\u306bCAAM\u57fa\u6e96\u306e\u4e0b\u3067100\u4ee5\u4e0a\u306e\u30e2\u30c7\u30eb\u3092\u4ea4\u63db\u4e92\u63db\u6027\u306b\u3064\u3044\u3066\u8a8d\u8a3c\u3057\u3066\u304a\u308a\u3001\u56fd\u5185\u4f01\u696d\u306b\u5148\u884c\u8005\u5229\u76ca\u3092\u4e0e\u3048\u3066\u3044\u307e\u3059\u3002\u6b27\u5dde\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u898f\u52362023\/1542\u306f\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u30e1\u30fc\u30ab\u30fc\u306b\u70ad\u7d20\u6392\u51fa\u91cf\u3068\u30ea\u30b5\u30a4\u30af\u30eb\u6750\u542b\u6709\u91cf\u306e\u958b\u793a\u7fa9\u52d9\u3092\u8ab2\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u4ea4\u63db\u306b\u4e0d\u53ef\u6b20\u306a\u591a\u5bff\u547d\u30d0\u30c3\u30c6\u30ea\u30fc\u7ba1\u7406\u3092\u652f\u63f4\u3059\u308b\u67a0\u7d44\u307f\u3067\u3059\u3002<br \/>\n3.  \u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u6295\u8cc7\u5897\u52a0\uff08CAGR\u3078\u306e\u5f71\u97ff: +5.4%\uff09:<br \/>\n    *   \u6a5f\u95a2\u6295\u8cc7\u5bb6\u306f\u4ea4\u63db\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u3092\u6295\u6a5f\u7684\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3067\u306f\u306a\u304f\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u30a4\u30f3\u30d5\u30e9\u3068\u3057\u3066\u6271\u3063\u3066\u3044\u307e\u3059\u3002Battery Smart\u306f6,500\u4e07\u7c73\u30c9\u30eb\u306e\u30b7\u30ea\u30fc\u30baB\u8cc7\u91d1\u8abf\u9054\u30682,500\u4e07\u7c73\u30c9\u30eb\u306e\u4fe1\u7528\u67a0\u3092\u7372\u5f97\u3057\u30012027\u5e74\u307e\u3067\u306b2,500\u306e\u65b0\u3057\u3044\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u3092\u5efa\u8a2d\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002CATL\u306f2025\u5e74\u306b1,000\u306eChocolate\u4ea4\u63db\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u306b3\u51044,560\u4e07\u7c73\u30c9\u30eb\u3092\u6295\u3058\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u304b\u3089\u306e\u8cc7\u91d1\u3067\u305d\u306e\u6570\u309210,000\u30b5\u30a4\u30c8\u306b\u5897\u3084\u3059\u8a08\u753b\u3067\u3059\u3002\u30d1\u30ca\u30bd\u30cb\u30c3\u30af\u306eUpgrid\u3078\u306e\u5c11\u6570\u682a\u4e3b\u6295\u8cc7\u306f\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u88c1\u5b9a\u53d6\u5f15\u3084\u30b0\u30ea\u30c3\u30c9\u30d0\u30e9\u30f3\u30b7\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u3092\u542b\u3080\u4e0b\u6d41\u306e\u53ce\u76ca\u30d7\u30fc\u30eb\u3068\u30bb\u30eb\u30e1\u30fc\u30ab\u30fc\u3092\u7d50\u3073\u3064\u3051\u3066\u3044\u307e\u3059\u3002<br \/>\n4.  \u30e9\u30b9\u30c8\u30de\u30a4\u30eb\u914d\u9001\u306b\u304a\u3051\u308b\u90fd\u5e02\u30d5\u30ea\u30fc\u30c8\u306e\u96fb\u52d5\u5316\u7fa9\u52d9\uff08CAGR\u3078\u306e\u5f71\u97ff: +4.7%\uff09:<br \/>\n    *   \u4e0a\u6d77\u3001\u30c7\u30ea\u30fc\u3001\u30ed\u30f3\u30c9\u30f3\u3001\u30ed\u30b5\u30f3\u30bc\u30eb\u30b9\u306a\u3069\u306e\u30bc\u30ed\u30a8\u30df\u30c3\u30b7\u30e7\u30f3\u30be\u30fc\u30f3\u3067\u306f\u3001\u30d4\u30fc\u30af\u6642\u306e\u5185\u71c3\u6a5f\u95a2\u914d\u9001\u8eca\u4e21\u304c\u5236\u9650\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u4ea4\u63db\u5bfe\u5fdc\u306e\u4e09\u8f2a\u8eca\u306f\u3001\u5145\u96fb\u306b\u8cbb\u3084\u3059\u6642\u9593\u3092\u524a\u6e1b\u3057\u3001\u53ce\u76ca\u3092\u751f\u307f\u51fa\u3059\u6642\u9593\u3092\u78ba\u4fdd\u3067\u304d\u307e\u3059\u3002CATL\u306e\u5546\u7528\u8eca\u30b5\u30a4\u30ba\u306eChoco\u30e2\u30b8\u30e5\u30fc\u30eb\u306f\u30011\u56de\u306e\u4ea4\u63db\u3067200km\u306e\u822a\u7d9a\u8ddd\u96e2\u3092\u63d0\u4f9b\u3057\u30012\u56de\u306e\u914d\u9001\u30eb\u30fc\u30d7\u306b\u5341\u5206\u306a\u8ddd\u96e2\u3067\u3059\u3002\u4e88\u6e2c\u53ef\u80fd\u306a\u7a3c\u50cd\u30b5\u30a4\u30af\u30eb\u306f\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u30b3\u30b9\u30c8\u3092\u56fa\u5b9a\u3059\u308b\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u6599\u91d1\u3092\u53ef\u80fd\u306b\u3057\u3001\u30d5\u30ea\u30fc\u30c8\u7ba1\u7406\u8005\u306b\u3068\u3063\u3066\u9b45\u529b\u7684\u306a\u63d0\u6848\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\n5.  AI\u3092\u6d3b\u7528\u3057\u305f\u4e88\u6e2c\u5206\u6790\u306b\u3088\u308b\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u5728\u5eab\u306e\u6700\u9069\u5316\uff08CAGR\u3078\u306e\u5f71\u97ff: +3.1%\uff09:<br \/>\n    *   \u5317\u7c73\u3092\u4e2d\u5fc3\u306b\u3001AI\u3092\u6d3b\u7528\u3057\u305f\u4e88\u6e2c\u5206\u6790\u304c\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u5728\u5eab\u7ba1\u7406\u3092\u6700\u9069\u5316\u3057\u3001\u52b9\u7387\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002<br \/>\n6.  \u4f7f\u7528\u6e08\u307f\u30d0\u30c3\u30c6\u30ea\u30fc\u8a55\u4fa1\u30e2\u30c7\u30eb\uff08CAGR\u3078\u306e\u5f71\u97ff: +2.3%\uff09:<br \/>\n    *   \u4e2d\u56fd\u3092\u4e2d\u5fc3\u306b\u3001\u4f7f\u7528\u6e08\u307f\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u4fa1\u5024\u8a55\u4fa1\u30e2\u30c7\u30eb\u304c\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u306e\u9577\u671f\u7684\u306a\u6210\u9577\u3092\u652f\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u963b\u5bb3\u8981\u56e0<br \/>\n1.  \u30d0\u30c3\u30c6\u30ea\u30fc\u30d5\u30a9\u30fc\u30e0\u30d5\u30a1\u30af\u30bf\u30fc\u306e\u6a19\u6e96\u5316\u306e\u6b20\u5982\uff08CAGR\u3078\u306e\u5f71\u97ff: -4.20%\uff09:<br \/>\n    *   OEM\u56fa\u6709\u306e\u30d1\u30c3\u30af\u5f62\u72b6\u306f\u3001\u4e8b\u696d\u8005\u306b\u8907\u6570\u306eSKU\u306e\u5728\u5eab\u3092\u5f37\u5236\u3057\u3001\u5728\u5eab\u30b3\u30b9\u30c8\u3092\u81a8\u3089\u307e\u305b\u3001\u81ea\u52d5\u51e6\u7406\u3092\u8907\u96d1\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u306e\u696d\u754c\u30fb\u653f\u5e9c\u30a2\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u57fa\u672c\u7684\u306a\u6574\u5408\u6027\u3092\u9054\u6210\u3057\u307e\u3057\u305f\u304c\u3001\u6b27\u7c73\u306e\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306f\u4f9d\u7136\u3068\u3057\u3066\u7af6\u4e89\u4e0a\u306e\u5dee\u5225\u5316\u306e\u305f\u3081\u306b\u72ec\u81ea\u306e\u5f62\u5f0f\u3092\u8ffd\u6c42\u3057\u3066\u3044\u307e\u3059\u3002DIN\u59d4\u54e1\u4f1a\u306fNIO\u3068\u5354\u529b\u3057\u3066\u6b27\u5dde\u5168\u4f53\u306e\u5e7e\u4f55\u5b66\u7684\u6a19\u6e96\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u304c\u3001\u6700\u7d42\u7684\u306a\u6279\u51c6\u306f2027\u5e74\u4ee5\u524d\u306b\u306f\u96e3\u3057\u3044\u3068\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n2.  \u4ea4\u63db\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u9ad8\u984d\u306a\u521d\u671f\u8a2d\u5099\u6295\u8cc7\uff08CAGR\u3078\u306e\u5f71\u97ff: -3.80%\uff09:<br \/>\n    *   \u6700\u5c0f\u306e\u534a\u81ea\u52d5\u30ad\u30aa\u30b9\u30af\u3067\u3082\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u5728\u5eab\u3092\u542b\u3081\u308b\u306850\u4e07\u7c73\u30c9\u30eb\u3092\u8d85\u3048\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u91d1\u5229\u304c9%\u3092\u8d85\u3048\u3001\u30a4\u30f3\u30d5\u30e9\u878d\u8cc7\u306e\u671f\u9593\u304c\u77ed\u3044\u5e02\u5834\u306e\u4e8b\u696d\u8005\u306b\u3068\u3063\u3066\u8ca0\u62c5\u3068\u306a\u308a\u307e\u3059\u3002\u91d1\u878d\u6a5f\u95a2\u306f\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u3092\u516c\u76ca\u4e8b\u696d\u30b0\u30ec\u30fc\u30c9\u306e\u8cc7\u7523\u3068\u3057\u3066\u5206\u985e\u3057\u59cb\u3081\u3066\u3044\u307e\u3059\u304c\u3001\u9577\u671f\u7684\u306a\u30c6\u30a4\u30af\u30fb\u30aa\u30a2\u30fb\u30da\u30a4\u5951\u7d04\u304c\u306a\u3051\u308c\u3070\u3001\u878d\u8cc7\u306f\u4f9d\u7136\u3068\u3057\u3066\u4fdd\u5b88\u7684\u3067\u3059\u3002<br \/>\n3.  \u90fd\u5e02\u306e\u96fb\u529b\u7db2\u5bb9\u91cf\u306e\u5236\u7d04\uff08CAGR\u3078\u306e\u5f71\u97ff: -2.10%\uff09:<br \/>\n    *   \u7279\u306b\u4eba\u53e3\u5bc6\u5ea6\u306e\u9ad8\u3044\u65e2\u5b58\u90fd\u5e02\u3067\u306f\u3001\u96fb\u529b\u7db2\u306e\u5bb9\u91cf\u304c\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u5c55\u958b\u3092\u5236\u7d04\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\n4.  \u30d0\u30c3\u30c6\u30ea\u30fcID\u30d7\u30ed\u30c8\u30b3\u30eb\u306b\u304a\u3051\u308b\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u8106\u5f31\u6027\uff08CAGR\u3078\u306e\u5f71\u97ff: -1.50%\uff09:<br \/>\n    *   \u5317\u7c73\u3001\u6b27\u5dde\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u3067\u306f\u3001\u30d0\u30c3\u30c6\u30ea\u30fcID\u30d7\u30ed\u30c8\u30b3\u30eb\u306b\u304a\u3051\u308b\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u8106\u5f31\u6027\u304c\u3001\u5e02\u5834\u306e\u6210\u9577\u3092\u963b\u5bb3\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u6790<\/p>\n<p>*   \u8eca\u4e21\u30bf\u30a4\u30d7\u5225: \u5546\u7528\u30d5\u30ea\u30fc\u30c8\u304c\u63a1\u7528\u3092\u727d\u5f15<br \/>\n    *   2024\u5e74\u306b\u306f\u4e8c\u8f2a\u8eca\u304cEV\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u30b7\u30a7\u30a2\u306e91.23%\u3092\u5360\u3081\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306e\u30b9\u30af\u30fc\u30bf\u30fc\u4e2d\u5fc3\u306e\u90fd\u5e02\u30e2\u30d3\u30ea\u30c6\u30a3\u306e\u5f71\u97ff\u3092\u5f37\u8abf\u3057\u3066\u3044\u307e\u3059\u3002\u5546\u7528\u4e09\u8f2a\u8eca\u306f\u3001\u7d76\u5bfe\u91cf\u3067\u306f\u5c0f\u3055\u3044\u3082\u306e\u306e\u3001\u30d7\u30e9\u30b0\u30a4\u30f3\u5145\u96fb\u3067\u306f\u5f97\u3089\u308c\u306a\u3044\u7a3c\u50cd\u6642\u9593\u306e\u5411\u4e0a\u3092\u914d\u9001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u8ffd\u6c42\u3059\u308b\u305f\u3081\u30012025\u5e74\u304b\u30892030\u5e74\u306e\u9593\u306b\u6700\u3082\u901f\u304445.66%\u306eCAGR\u3092\u8a18\u9332\u3059\u308b\u3067\u3057\u3087\u3046\u3002Battery Smart\u306e\u3088\u3046\u306a\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u5bfe\u5fdc\u30d5\u30ea\u30fc\u30c8\u306f\u3001\u4e88\u6e2c\u53ef\u80fd\u306a\u65e5\u3005\u306e\u4ea4\u63db\u30b5\u30a4\u30af\u30eb\u304c\u5b89\u5b9a\u3057\u305f\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u5229\u7528\u7387\u306b\u3064\u306a\u304c\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u56db\u8f2a\u8eca\u30bb\u30b0\u30e1\u30f3\u30c8\u306f\u307e\u3060\u521d\u671f\u6bb5\u968e\u3067\u3059\u304c\u3001\u30e9\u30a4\u30c9\u30d8\u30a4\u30ea\u30f3\u30b0\u3084\u901f\u9054\u5c0f\u5305\u30d5\u30ea\u30fc\u30c8\u3067\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u307e\u3059\u3002NIO\u304cBattery-as-a-Service\u30e2\u30c7\u30eb\u3092Firefly\u5927\u8846\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u62e1\u5927\u3059\u308b\u6c7a\u5b9a\u306f\u3001\u4ea4\u63db\u5bfe\u5fdc\u30bb\u30c0\u30f3\u3084\u30af\u30ed\u30b9\u30aa\u30fc\u30d0\u30fc\u3078\u306e\u6d88\u8cbb\u8005\u306e\u9732\u51fa\u3092\u5e83\u3052\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>*   \u30b5\u30fc\u30d3\u30b9\u5225: \u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30e2\u30c7\u30eb\u304c\u53ce\u76ca\u3092\u652f\u914d<br \/>\n    *   \u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u306f2024\u5e74\u306e\u53ce\u76ca\u306e62.78%\u3092\u5360\u3081\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u3092\u8eca\u4e21\u8cc7\u7523\u4fa1\u5024\u304b\u3089\u5207\u308a\u96e2\u3059\u4e88\u6e2c\u53ef\u80fd\u306a\u6708\u984d\u30a8\u30cd\u30eb\u30ae\u30fc\u30b3\u30b9\u30c8\u306b\u5bfe\u3059\u308b\u9867\u5ba2\u306e\u9700\u8981\u3092\u88cf\u4ed8\u3051\u3066\u3044\u307e\u3059\u3002Gogoro\u306e60\u4e078,000\u4eba\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u52a0\u5165\u8005\u306f\u3001\u6708\u5e73\u5747369\u53f0\u6e7e\u30c9\u30eb\uff0811.35\u7c73\u30c9\u30eb\uff09\u3092\u652f\u6255\u3044\u30012024\u5e74\u306b\u306f1\u51043,790\u4e07\u7c73\u30c9\u30eb\u306e\u30b5\u30fc\u30d3\u30b9\u53ce\u76ca\u3092\u751f\u307f\u51fa\u3057\u307e\u3057\u305f\u3002\u30aa\u30f3\u30c7\u30de\u30f3\u30c9\u4ea4\u63db\u306f\u3001\u30ab\u30b8\u30e5\u30a2\u30eb\u307e\u305f\u306f\u5b63\u7bc0\u7684\u306a\u30e9\u30a4\u30c0\u30fc\u306b\u5bfe\u5fdc\u3057\u3001\u90fd\u5e02\u4eba\u53e3\u304c\u67d4\u8edf\u306a\u30e2\u30d3\u30ea\u30c6\u30a3\u4e88\u7b97\u3092\u6c42\u3081\u308b\u306b\u3064\u308c\u3066\u300131.23%\u306eCAGR\u3067\u62e1\u5927\u3059\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>*   \u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u30bf\u30a4\u30d7\u5225: \u81ea\u52d5\u5316\u304c\u727d\u5f15\u529b\u3092\u5f97\u308b<br \/>\n    *   \u624b\u52d5\u30ad\u30aa\u30b9\u30af\u306f\u3001\u4f4e\u3044\u521d\u671f\u8cbb\u7528\u3068\u7de9\u3084\u304b\u306a\u8a31\u8a8d\u53ef\u306e\u304a\u304b\u3052\u3067\u30012024\u5e74\u306b\u306fEV\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u898f\u6a21\u306e68.89%\u3092\u4f9d\u7136\u3068\u3057\u3066\u7ba1\u7406\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u3053\u308c\u3089\u306e\u30b5\u30a4\u30c8\u306f\u3001\u30ed\u30dc\u30c3\u30c8\u306e\u30af\u30ea\u30a2\u30e9\u30f3\u30b9\u3092\u7dad\u6301\u3059\u308b\u306e\u304c\u96e3\u3057\u3044\u6771\u5357\u30a2\u30b8\u30a2\u306e\u5bc6\u96c6\u3057\u305f\u8def\u5730\u3067\u4e00\u822c\u7684\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u52b4\u50cd\u529b\u3092\u524a\u6e1b\u3057\u3001\u5b89\u5168\u6027\u3092\u5411\u4e0a\u3055\u305b\u30011\u65e5\u3042\u305f\u308a\u306e\u51e6\u7406\u80fd\u529b\u309240\u56de\u304b\u3089100\u56de\u306b\u5f15\u304d\u4e0a\u3052\u308b\u305f\u3081\u3001\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002NIO\u306e\u7b2c3\u4e16\u4ee3Power Swap 3.0\u30d9\u30a4\u306f\u3001135\u79d2\u3067\u30d1\u30c3\u30af\u3092\u4ea4\u63db\u3057\u3001\u30b9\u30c8\u30ec\u30b9\u30c6\u30b9\u30c8\u30671\u65e5\u3042\u305f\u308a408\u56de\u306e\u4ea4\u63db\u3092\u51e6\u7406\u3057\u307e\u3059\u3002\u5229\u7528\u7387\u304c1\u65e5\u3042\u305f\u308a200\u56de\u3092\u8d85\u3048\u308b\u3068\u3001\u30b3\u30b9\u30c8\u512a\u4f4d\u6027\u306f\u81ea\u52d5\u5316\u306b\u50be\u304d\u307e\u3059\u3002<\/p>\n<p>*   \u30d0\u30c3\u30c6\u30ea\u30fc\u30bf\u30a4\u30d7\u5225: \u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u306e\u512a\u4f4d\u6027\u304c\u7d9a\u304f<br \/>\n    *   \u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u5316\u5b66\u306f2024\u5e74\u306b95.35%\u306e\u30b7\u30a7\u30a2\u3092\u7dad\u6301\u3057\u300128.12%\u306eCAGR\u3067\u6210\u9577\u3092\u727d\u5f15\u3057\u3066\u304a\u308a\u3001\u6f38\u9032\u7684\u306a\u5bc6\u5ea6\u5411\u4e0a\u3001\u30b3\u30b9\u30c8\u30c7\u30d5\u30ec\u3001\u30ea\u30b5\u30a4\u30af\u30eb\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u304c\u3001\u65b0\u3057\u3044\u5316\u5b66\u7269\u8cea\u306e\u9b45\u529b\u3092\u4e0a\u56de\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u8a3c\u660e\u3057\u3066\u3044\u307e\u3059\u3002Gogoro\u306e\u56fa\u4f53\u30ea\u30c1\u30a6\u30e0\u30bb\u30e9\u30df\u30c3\u30af\u30d7\u30ed\u30c8\u30bf\u30a4\u30d7\u306f\u3001\u6a5f\u68b0\u7684\u4e92\u63db\u6027\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u30a8\u30cd\u30eb\u30ae\u30fc\u5bc6\u5ea6\u3092140%\u5411\u4e0a\u3055\u305b\u3001\u65e2\u5b58\u306e\u4ea4\u63db\u5f62\u5f0f\u3092\u653e\u68c4\u3059\u308b\u3053\u3068\u306a\u304f\u6bb5\u968e\u7684\u306a\u6027\u80fd\u5411\u4e0a\u304c\u53ef\u80fd\u3067\u3042\u308b\u3053\u3068\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002\u925b\u84c4\u96fb\u6c60\u306f\u3001\u6700\u5c0f\u9650\u306e\u822a\u7d9a\u8ddd\u96e2\u8981\u4ef6\u3092\u6301\u3064\u5e02\u5834\u306e\u4f4e\u4fa1\u683c\u4e8c\u8f2a\u8eca\u306b\u9650\u5b9a\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5730\u57df\u5206\u6790<\/p>\n<p>*   \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b: 2024\u5e74\u306b\u306fEV\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u898f\u6a21\u306e53.22%\u3092\u5360\u3081\u3001\u7dca\u5bc6\u306b\u9023\u643a\u3057\u305f\u7523\u696d\u653f\u7b56\u3068\u56fd\u7523\u30d0\u30c3\u30c6\u30ea\u30fc\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u652f\u3048\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u306f2024\u5e7412\u6708\u307e\u3067\u306b2,300\u4ee5\u4e0a\u306e\u7a3c\u50cd\u4e2d\u306e\u4ea4\u63db\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u3092\u6570\u3048\u3001\u4ed6\u306e\u3059\u3079\u3066\u306e\u5730\u57df\u3092\u5408\u308f\u305b\u305f\u6570\u3092\u5727\u5012\u3057\u3066\u304a\u308a\u3001\u5730\u65b9\u4ea4\u4ed8\u91d1\u3092\u901a\u3058\u3066\u6a19\u6e96\u5316\u3055\u308c\u305f\u30d1\u30c3\u30af\u3092\u88dc\u52a9\u3057\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u30a4\u30f3\u30c9\u306e\u4e8c\u8f2a\u8eca\u304a\u3088\u3073\u4e09\u8f2a\u8eca\u30d5\u30ea\u30fc\u30c8\u306f\u3001\u5dde\u306e\u30a8\u30cd\u30eb\u30ae\u30fc\u898f\u5236\u5f53\u5c40\u304c\u4ea4\u63db\u30c7\u30dd\u3078\u306e\u4f4e\u6599\u91d1\u63a5\u7d9a\u3092\u8fc5\u901f\u5316\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u6025\u901f\u306b\u79fb\u884c\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab: 2030\u5e74\u307e\u3067\u306b\u6700\u3082\u9ad8\u304441.32%\u306eCAGR\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u30a2\u30e9\u30d6\u9996\u9577\u56fd\u9023\u90a6\u306e\u30bd\u30d6\u30ea\u30f3\u30d5\u30a1\u30f3\u30c9\u306f\u3001\u6301\u7d9a\u53ef\u80fd\u306a\u30e2\u30d3\u30ea\u30c6\u30a3\u306b18\u5104\u7c73\u30c9\u30eb\u3092\u5272\u308a\u5f53\u3066\u3066\u304a\u308a\u3001NIO\u306e\u30a2\u30d6\u30c0\u30d3\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u306f\u521d\u671f\u6bb5\u968e\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u30a2\u30f3\u30ab\u30ea\u30f3\u30b0\u3092\u8c61\u5fb4\u3057\u3066\u3044\u307e\u3059\u3002\u96fb\u529b\u7db2\u306e\u4fe1\u983c\u6027\u304c\u4e0d\u5b89\u5b9a\u306a\u30a2\u30d5\u30ea\u30ab\u306e\u9996\u90fd\u3067\u306f\u3001\u9ad8\u4fa1\u306a\u516c\u5171\u5145\u96fb\u56de\u5eca\u3092\u98db\u3073\u8d8a\u3048\u3001\u30b3\u30f3\u30c6\u30ca\u578b\u30bd\u30fc\u30e9\u30fc+\u4ea4\u63db\u30de\u30a4\u30af\u30ed\u30cf\u30d6\u3092\u6a21\u7d22\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5317\u7c73\u3068\u6b27\u5dde: \u63a1\u7528\u306f\u9045\u308c\u3066\u3044\u307e\u3059\u304c\u3001\u6f5c\u5728\u7684\u306a\u53ef\u80fd\u6027\u3092\u79d8\u3081\u3066\u3044\u307e\u3059\u3002\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\u306e\u898f\u5247\u306f\u3001\u6295\u8cc7\u5bb6\u304c\u9577\u5bff\u547d\u30a4\u30f3\u30d5\u30e9\u3092\u4fdd\u8a3c\u3059\u308b\u305f\u3081\u306e\u53ef\u8996\u6027\u3092\u63d0\u4f9b\u3057\u3001EU\u306e\u30ea\u30b5\u30a4\u30af\u30eb\u6750\u542b\u6709\u91cf\u7fa9\u52d9\u306f\u3001\u4ea4\u63db\u4e2d\u5fc3\u306e\u5faa\u74b0\u7d4c\u6e08\u63d0\u6848\u3068\u5408\u81f4\u3057\u3066\u3044\u307e\u3059\u3002CATL\u306f\u30012026\u5e74\u307e\u3067\u306b\u30c9\u30a4\u30c4\u3068\u30d5\u30e9\u30f3\u30b9\u306e\u30d5\u30ea\u30fc\u30c8\u4e8b\u696d\u8005\u3068\u30d1\u30a4\u30ed\u30c3\u30c8\u30cf\u30d6\u306b\u95a2\u3059\u308b\u899a\u66f8\u3092\u78ba\u8a8d\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883<\/p>\n<p>\u7af6\u4e89\u306e\u6fc0\u3057\u3055\u306f\u4e2d\u7a0b\u5ea6\u3067\u3042\u308a\u3001\u30c8\u30c3\u30d7\u30d7\u30ec\u30a4\u30e4\u30fc\u306f\u4fa1\u683c\u7af6\u4e89\u3067\u306f\u306a\u304f\u5730\u7406\u7684\u62e1\u5927\u306b\u6ce8\u529b\u3057\u3066\u3044\u307e\u3059\u3002CATL\u3068NIO\u306f\u3001\u30bb\u30eb\u88fd\u9020\u3001\u8eca\u4e21\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3001\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3092\u5782\u76f4\u7d71\u5408\u3057\u3001\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u3067\u5229\u76ca\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002\u4e21\u793e\u306e2025\u5e74\u306e\u5408\u610f\u306f\u3001CATL\u306bNIO\u306e\u5c11\u6570\u682a\u4e3b\u6a29\u3092\u4e0e\u3048\u3001\u4e21\u793e\u304cFirefly\u30d6\u30e9\u30f3\u30c9\u306e\u4ea4\u63db\u5bfe\u5fdc\u5927\u8846\u8eca\u3092\u5171\u540c\u958b\u767a\u3059\u308b\u3053\u3068\u3092\u7d04\u675f\u3057\u3001\u5171\u6709\u30d0\u30c3\u30c6\u30ea\u30fc\u4ed5\u69d8\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u52b9\u679c\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Gogoro\u306f\u53f0\u6e7e\u3067\u512a\u4f4d\u6027\u3092\u4fdd\u3061\u3001\u30c6\u30eb\u30a2\u30d3\u30d6\u3001\u30b8\u30e3\u30ab\u30eb\u30bf\u3001\u30bd\u30a6\u30eb\u3067\u306e\u5408\u5f01\u4e8b\u696d\u3092\u901a\u3058\u3066\u30d5\u30e9\u30f3\u30c1\u30e3\u30a4\u30ba\u30e2\u30c7\u30eb\u3092\u8f38\u51fa\u3057\u3066\u3044\u307e\u3059\u3002Battery Smart\u306f\u3001\u30a4\u30f3\u30c9\u306e\u9996\u90fd\u570f\u306b\u304a\u3051\u308b\u7d44\u7e54\u7684\u306a\u4ea4\u63db\u6d3b\u52d5\u3067\u5927\u304d\u306a\u30b7\u30a7\u30a2\u3092\u5360\u3081\u3001\u8d85\u9ad8\u5bc6\u5ea6\u306e\u4e8c\u8f2a\u8eca\u56de\u5eca\u3068\u30d5\u30e9\u30f3\u30c1\u30e3\u30a4\u30ba\u306e\u30de\u30a4\u30af\u30ed\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u306b\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u307e\u3059\u3002\u30d1\u30ca\u30bd\u30cb\u30c3\u30af\u306eUpgrid\u3078\u306e\u6295\u8cc7\u306f\u3001B2B\u30a8\u30cd\u30eb\u30ae\u30fc\u30fb\u30a2\u30ba\u30fb\u30a2\u30fb\u30b5\u30fc\u30d3\u30b9\u53ce\u76ca\u3078\u306e\u53c2\u5165\u3092\u793a\u5506\u3057\u3066\u304a\u308a\u3001\u30d5\u30a9\u30fc\u30c9\u306e\u7279\u8a31\u958b\u793a\u306f\u3001\u5317\u7c73\u306b\u304a\u3051\u308b\u6700\u7d42\u7684\u306aOEM\u904b\u55b6\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6280\u8853\u7af6\u4e89\u306f\u3001\u81ea\u52d5\u5316\u306e\u30b9\u30eb\u30fc\u30d7\u30c3\u30c8\u3068\u30c7\u30b8\u30bf\u30eb\u6700\u9069\u5316\u306b\u96c6\u4e2d\u3057\u3066\u3044\u307e\u3059\u3002AI\u99c6\u52d5\u306e\u30d5\u30ea\u30fc\u30c8\u30ec\u30d9\u30eb\u306e\u5065\u5168\u6027\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u6301\u3064\u4e8b\u696d\u8005\u306f\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u3092\u52d5\u7684\u306b\u5272\u308a\u5f53\u3066\u3001\u58ca\u6ec5\u7684\u306a\u6545\u969c\u306e\u524d\u306b\u7570\u5e38\u3092\u691c\u51fa\u3057\u3001\u4fdd\u8a3c\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3067\u304d\u307e\u3059\u3002\u3057\u305f\u304c\u3063\u3066\u3001\u4f01\u696d\u306fEV\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u5168\u4f53\u306e\u62e1\u5927\u306b\u3064\u306a\u304c\u308b\u5171\u6709\u6a19\u6e96\u306b\u5927\u304d\u306a\u4fa1\u5024\u3092\u898b\u51fa\u3059\u305f\u3081\u3001\u5354\u529b\u304c\u65b0\u305f\u306a\u898f\u7bc4\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>EV\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u696d\u754c\u306e\u30ea\u30fc\u30c0\u30fc<br \/>\n*   Gogoro<br \/>\n*   NIO<br \/>\n*   Ample<br \/>\n*   Battery Smart<br \/>\n*   Sun Mobility<\/p>\n<p>\u6700\u8fd1\u306e\u696d\u754c\u52d5\u5411<br \/>\n*   2025\u5e743\u6708: CATL\u306f1,000\u306e\u65b0\u3057\u3044Chocolate\u4ea4\u63db\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u306b3\u51044,560\u4e07\u7c73\u30c9\u30eb\u3092\u6295\u3058\u3001NIO\u306b\u6295\u8cc7\u3057\u3066\u30d6\u30e9\u30f3\u30c9\u9593\u306e\u30d1\u30c3\u30af\u3092\u6a19\u6e96\u5316\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2024\u5e7411\u6708: \u30db\u30f3\u30c0\u306f\u30a4\u30f3\u30c9\u3067Activa e:\u4ea4\u63db\u30b5\u30fc\u30d3\u30b9\u3092\u5c0e\u5165\u3057\u3001\u4e2d\u56fd\u4ee5\u5916\u3067\u306e\u521d\u306e\u5927\u91cfOEM\u5c55\u958b\u3068\u306a\u308a\u307e\u3057\u305f\u3002<br \/>\n*   2024\u5e743\u6708: Ola Electric\u306f\u3001\u4eca\u5f8c\u306eB2B\u96fb\u52d5\u30b9\u30af\u30fc\u30bf\u30fc\u304a\u3088\u3073\u30ea\u30ad\u30b7\u30e3\u5411\u3051\u306b\u7279\u5225\u306b\u8a2d\u8a08\u3055\u308c\u305f\u65b0\u3057\u3044\u4ea4\u63db\u53ef\u80fd\u30d0\u30c3\u30c6\u30ea\u30fc\u6280\u8853\u306e\u7279\u8a31\u3092\u53d6\u5f97\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u3089\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u306f\u3001\u4e0a\u90e8\u306b\u30cf\u30f3\u30c9\u30eb\u304c\u4ed8\u3044\u305f\u7bb1\u578b\u306e\u30c7\u30b6\u30a4\u30f3\u3067\u3001\u53d6\u308a\u4ed8\u3051\u3068\u53d6\u308a\u5916\u3057\u304c\u5bb9\u6613\u3067\u3059\u3002<\/p>\n<p>\u3053\u306e\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u300c\u4e16\u754c\u306e\u96fb\u6c17\u81ea\u52d5\u8eca\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u300d\u306b\u95a2\u3059\u308b\u8a73\u7d30\u306a\u5206\u6790\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u5e02\u5834\u306e\u5b9a\u7fa9\u3001\u8abf\u67fb\u7bc4\u56f2\u3001\u8abf\u67fb\u65b9\u6cd5\u304b\u3089\u3001\u5e02\u5834\u306e\u73fe\u72b6\u3001\u6210\u9577\u4e88\u6e2c\u3001\u7af6\u4e89\u74b0\u5883\u3001\u305d\u3057\u3066\u5c06\u6765\u306e\u5c55\u671b\u307e\u3067\u3001\u591a\u5c90\u306b\u308f\u305f\u308b\u60c5\u5831\u304c\u7db2\u7f85\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc\u3068\u4e3b\u8981\u306a\u8abf\u67fb\u7d50\u679c\uff1a<br \/>\n\u4e16\u754c\u306e\u96fb\u6c17\u81ea\u52d5\u8eca\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u306f\u30012024\u5e74\u306b\u306f12.5\u5104\u7c73\u30c9\u30eb\u3068\u8a55\u4fa1\u3055\u308c\u3066\u304a\u308a\u30012030\u5e74\u307e\u3067\u306b\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff0929.65%\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n\u8eca\u4e21\u30bf\u30a4\u30d7\u5225\u3067\u306f\u3001\u4e8c\u8f2a\u8eca\u304c\u5e02\u5834\u3092\u727d\u5f15\u3057\u3066\u304a\u308a\u30012024\u5e74\u306b\u306f\u5e02\u5834\u30b7\u30a7\u30a2\u306e91.23%\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306b\u304a\u3051\u308b\u30b9\u30af\u30fc\u30bf\u30fc\u30d5\u30ea\u30fc\u30c8\u306e\u5bc6\u5ea6\u306e\u9ad8\u3055\u304c\u3001\u3053\u306e\u512a\u4f4d\u6027\u306e\u4e3b\u306a\u8981\u56e0\u3067\u3059\u3002<br \/>\n\u30d0\u30c3\u30c6\u30ea\u30fc\u30bf\u30a4\u30d7\u3067\u306f\u3001\u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u30d0\u30c3\u30c6\u30ea\u30fc\u304c\u5f15\u304d\u7d9a\u304d\u4e3b\u6d41\u3067\u3042\u308a\u300195.35%\u306e\u30b7\u30a7\u30a2\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002\u30a8\u30cd\u30eb\u30ae\u30fc\u5bc6\u5ea6\u306e\u7d99\u7d9a\u7684\u306a\u6539\u5584\u306b\u3088\u308a\u3001\u4eca\u5f8c10\u5e74\u9593\u3082\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5bfe\u5fdc\u8a2d\u8a08\u306e\u57fa\u76e4\u3068\u306a\u308b\u3067\u3057\u3087\u3046\u3002<br \/>\n\u30b5\u30fc\u30d3\u30b9\u30e2\u30c7\u30eb\u3068\u3057\u3066\u306f\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30e2\u30c7\u30eb\u304c\u4e8b\u696d\u8005\u304b\u3089\u597d\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u9ad8\u984d\u306a\u30d0\u30c3\u30c6\u30ea\u30fc\u6240\u6709\u30b3\u30b9\u30c8\u3092\u4e88\u6e2c\u53ef\u80fd\u306a\u6708\u984d\u904b\u7528\u8cbb\u7528\u306b\u8ee2\u63db\u3057\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u6539\u5584\u3057\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u62e1\u5927\u3092\u4fc3\u9032\u3059\u308b\u305f\u3081\u3067\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0\uff1a<br \/>\n\u5e02\u5834\u306e\u6210\u9577\u3092\u5f8c\u62bc\u3057\u3059\u308b\u4e3b\u306a\u8981\u56e0\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\u3002<br \/>\n*   \u96fb\u6c17\u81ea\u52d5\u8eca\u306e\u666e\u53ca\u62e1\u5927\uff1a\u4e16\u754c\u7684\u306bEV\u306e\u63a1\u7528\u304c\u9032\u3093\u3067\u3044\u308b\u3053\u3068\u304c\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u30b5\u30fc\u30d3\u30b9\u306e\u9700\u8981\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u653f\u5e9c\u306b\u3088\u308b\u70ad\u7d20\u6392\u51fa\u91cf\u524a\u6e1b\u3078\u306e\u53d6\u308a\u7d44\u307f\uff1a\u5404\u56fd\u653f\u5e9c\u304c\u74b0\u5883\u76ee\u6a19\u9054\u6210\u306e\u305f\u3081\u306bEV\u5c0e\u5165\u3092\u5968\u52b1\u3057\u3001\u95a2\u9023\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u6295\u8cc7\u3092\u4fc3\u9032\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u6295\u8cc7\u5897\u52a0\uff1a\u52b9\u7387\u7684\u306a\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u69cb\u7bc9\u306b\u5411\u3051\u305f\u6295\u8cc7\u304c\u6d3b\u767a\u5316\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u90fd\u5e02\u30d5\u30ea\u30fc\u30c8\u306e\u96fb\u52d5\u5316\u7fa9\u52d9\uff1a\u90fd\u5e02\u90e8\u306b\u304a\u3051\u308b\u5546\u7528\u8eca\u30d5\u30ea\u30fc\u30c8\u306e\u96fb\u52d5\u5316\u7fa9\u52d9\u304c\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u63a1\u7528\u3092\u52a0\u901f\u3055\u305b\u3066\u3044\u307e\u3059\u3002<br \/>\n*   AI\u3092\u6d3b\u7528\u3057\u305f\u4e88\u6e2c\u5206\u6790\u306b\u3088\u308b\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u5728\u5eab\u306e\u6700\u9069\u5316\uff1aAI\u6280\u8853\u306e\u5c0e\u5165\u306b\u3088\u308a\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u5728\u5eab\u7ba1\u7406\u3068\u904b\u7528\u52b9\u7387\u304c\u5411\u4e0a\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30bb\u30ab\u30f3\u30c9\u30e9\u30a4\u30d5\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u8a55\u4fa1\u30e2\u30c7\u30eb\uff1a\u4f7f\u7528\u6e08\u307f\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u518d\u5229\u7528\u4fa1\u5024\u3092\u8a55\u4fa1\u3059\u308b\u30e2\u30c7\u30eb\u304c\u3001\u6301\u7d9a\u53ef\u80fd\u6027\u3068\u30b3\u30b9\u30c8\u52b9\u7387\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u963b\u5bb3\u8981\u56e0\uff1a<br \/>\n\u4e00\u65b9\u3067\u3001\u5e02\u5834\u306e\u6210\u9577\u3092\u59a8\u3052\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u8ab2\u984c\u3082\u5b58\u5728\u3057\u307e\u3059\u3002<br \/>\n*   \u30d0\u30c3\u30c6\u30ea\u30fc\u5f62\u72b6\u306e\u6a19\u6e96\u5316\u4e0d\u8db3\uff1a\u7570\u306a\u308b\u30e1\u30fc\u30ab\u30fc\u9593\u3067\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u5f62\u72b6\u3084\u4ed5\u69d8\u304c\u6a19\u6e96\u5316\u3055\u308c\u3066\u3044\u306a\u3044\u305f\u3081\u3001\u4e92\u63db\u6027\u306e\u554f\u984c\u304c\u751f\u3058\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u4ea4\u63db\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u69cb\u7bc9\u306e\u305f\u3081\u306e\u9ad8\u984d\u306a\u521d\u671f\u8a2d\u5099\u6295\u8cc7\uff08CAPEX\uff09\uff1a\u5e83\u7bc4\u306a\u4ea4\u63db\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u69cb\u7bc9\u3059\u308b\u306b\u306f\u3001\u591a\u984d\u306e\u521d\u671f\u6295\u8cc7\u304c\u5fc5\u8981\u3067\u3059\u3002<br \/>\n*   \u90fd\u5e02\u90e8\u306e\u96fb\u529b\u7db2\u5bb9\u91cf\u306e\u5236\u7d04\uff1a\u7279\u306b\u9700\u8981\u306e\u9ad8\u3044\u90fd\u5e02\u90e8\u3067\u306f\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u5145\u96fb\u306b\u5fc5\u8981\u306a\u96fb\u529b\u4f9b\u7d66\u80fd\u529b\u306b\u5236\u7d04\u304c\u3042\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\n*   \u30d0\u30c3\u30c6\u30ea\u30fcID\u30d7\u30ed\u30c8\u30b3\u30eb\u306b\u304a\u3051\u308b\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u8106\u5f31\u6027\uff1a\u30d0\u30c3\u30c6\u30ea\u30fc\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u306b\u304a\u3051\u308b\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30ea\u30b9\u30af\u304c\u61f8\u5ff5\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3068\u5730\u57df\u5206\u6790\uff1a<br \/>\n\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001\u5e02\u5834\u3092\u4ee5\u4e0b\u306e\u4e3b\u8981\u306a\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5206\u3051\u3066\u5206\u6790\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u8eca\u4e21\u30bf\u30a4\u30d7\u5225\uff1a \u4e8c\u8f2a\u8eca\u3001\u4e09\u8f2a\u8eca\u3001\u56db\u8f2a\u8eca\u3001\u305d\u306e\u4ed6\u3002<br \/>\n*   \u30b5\u30fc\u30d3\u30b9\u5225\uff1a \u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u3001\u30aa\u30f3\u30c7\u30de\u30f3\u30c9\u3002<br \/>\n*   \u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u30bf\u30a4\u30d7\u5225\uff1a \u624b\u52d5\u3001\u81ea\u52d5\u3002<br \/>\n*   \u30d0\u30c3\u30c6\u30ea\u30fc\u30bf\u30a4\u30d7\u5225\uff1a \u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u3001\u925b\u84c4\u96fb\u6c60\u3002<br \/>\n*   \u5730\u57df\u5225\uff1a \u5317\u7c73\uff08\u7c73\u56fd\u3001\u30ab\u30ca\u30c0\u306a\u3069\uff09\u3001\u5357\u7c73\uff08\u30d6\u30e9\u30b8\u30eb\u3001\u30e1\u30ad\u30b7\u30b3\u306a\u3069\uff09\u3001\u6b27\u5dde\uff08\u82f1\u56fd\u3001\u30c9\u30a4\u30c4\u3001\u30d5\u30e9\u30f3\u30b9\u306a\u3069\uff09\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\uff08\u4e2d\u56fd\u3001\u30a4\u30f3\u30c9\u3001\u65e5\u672c\u3001\u97d3\u56fd\u306a\u3069\uff09\u3001\u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab\uff08\u30a2\u30e9\u30d6\u9996\u9577\u56fd\u9023\u90a6\u3001\u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2\u306a\u3069\uff09\u3002<br \/>\n\u7279\u306b\u4e2d\u6771\u5730\u57df\u3067\u306f\u3001\u653f\u5e9c\u7cfb\u30d5\u30a1\u30f3\u30c9\u306b\u3088\u308b\u6301\u7d9a\u53ef\u80fd\u306a\u4ea4\u901a\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3078\u306e\u8cc7\u91d1\u63d0\u4f9b\u3001\u898f\u5236\u7de9\u548c\u3001\u8c4a\u5bcc\u306a\u4e0d\u52d5\u7523\u304c\u3001\u4ea4\u63db\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u8fc5\u901f\u306a\u5c55\u958b\u3092\u5f8c\u62bc\u3057\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883\u3068\u5c06\u6765\u306e\u5c55\u671b\uff1a<br \/>\n\u7af6\u4e89\u74b0\u5883\u306e\u5206\u6790\u3067\u306f\u3001\u5e02\u5834\u96c6\u4e2d\u5ea6\u3001\u4e3b\u8981\u4f01\u696d\u306e\u6226\u7565\u7684\u52d5\u5411\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790\u3001\u304a\u3088\u3073Amara Raja Group\u3001NIO\u3001Gogoro\u3001SUN Mobility\u306a\u3069\u3092\u542b\u3080\u4e3b\u8981\u4f01\u696d\u306e\u8a73\u7d30\u306a\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u304c\u63d0\u4f9b\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n\u307e\u305f\u3001\u5e02\u5834\u306e\u6a5f\u4f1a\u3068\u5c06\u6765\u306e\u5c55\u671b\u306b\u95a2\u3059\u308b\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u306f\u3001\u672a\u958b\u62d3\u306e\u5206\u91ce\u3084\u6e80\u305f\u3055\u308c\u3066\u3044\u306a\u3044\u30cb\u30fc\u30ba\u306e\u8a55\u4fa1\u3092\u901a\u3058\u3066\u3001\u4eca\u5f8c\u306e\u6210\u9577\u53ef\u80fd\u6027\u304c\u63a2\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3053\u306e\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u96fb\u6c17\u81ea\u52d5\u8eca\u30d0\u30c3\u30c6\u30ea\u30fc\u4ea4\u63db\u5e02\u5834\u306e\u5168\u4f53\u50cf\u3092\u7406\u89e3\u3057\u3001\u6226\u7565\u7684\u306a\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u4e0a\u3067\u8cb4\u91cd\u306a\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3059\u308b\u3082\u306e\u3067\u3059\u3002<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/44820"}],"collection":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/comments?post=44820"}],"version-history":[{"count":3,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/44820\/revisions"}],"predecessor-version":[{"id":96959,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/44820\/revisions\/96959"}],"wp:attachment":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/media?parent=44820"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/categories?post=44820"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/tags?post=44820"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}