储能2025，央国企军团开始行动了！

Key Trends in Energy Storage Procurement - The scale of single procurement events is increasing significantly, with recent 2025 procurements by China Power Construction, CNNC, and CGN exceeding 10GWh each [7] - Competition is intensifying, with over 70 companies bidding for China Power Construction's 16GWh energy storage system procurement, with average bids around 0.484 yuan/Wh [7] - Bidder requirements are becoming more stringent, including core equipment R&D capabilities, no fire incidents in three years, and minimum supply performance of 1GWh [8] - 314Ah battery cells are experiencing explosive demand, accounting for 76% of recent procurements by major state-owned enterprises [8] - 4-hour and grid-forming energy storage systems are gaining traction, with multiple procurements including these specifications [8] Major Energy Storage Procurement Activities - China Power Construction leads with 16GWh procurement for 2025-2026, attracting over 70 bidders [3] - CNNC and Xinhua Power Generation announced 12GWh procurement covering both 2-hour and 4-hour systems [1] - Total 2025 procurement volume by major state-owned enterprises has exceeded 50GWh, focusing on battery cells, PCS, and energy storage systems [1][5] - China Energy Construction's subsidiary ZTC Technology issued 6GWh battery cell procurement [5] - State Power Information Control conducted procurement for 692 sets of high-voltage energy storage converters, totaling over 1.8GW [5] Industry Development and Milestones - China's new energy storage capacity exceeded 55.18GW/125.18GWh by September 2024, expected to surpass 70GW by year-end [8] - State-owned enterprises are playing a crucial role in driving the development of new energy storage technologies [9] - China Power Construction successfully connected the 500MW/2GWh grid-forming energy storage project in Wushi, the largest of its kind in China [3] Upcoming Industry Events - The 13th Energy Storage International Summit and Exhibition (ESIE 2025) will be held in Beijing, featuring 200,000 sqm exhibition space and 800+ exhibitors [11] - The event will include 40+ thematic forums and attract over 400 core policymakers, experts, and industry leaders [12]