万亿韩元ESS第二轮竞标开战，三大电池巨头正面竞争

Core Insights - The South Korean government is set to launch a trillion-won level Energy Storage System (ESS) project in the second half of the year, with bidding expected to commence soon [1] - Major battery companies Samsung SDI, LG Energy Solution, and SK On are preparing for intense competition, with results anticipated by the end of the year [1] Project Details - The ESS project will proceed with a scale of 540 megawatts, comprising 500 megawatts on land and 40 megawatts in Jeju, with a total investment of approximately 1 trillion won [1] - The operational timeline for the project is set for December 2027, with the winning bidders expected to be announced by the end of this year [1] Competitive Landscape - In the first round of bidding, Samsung SDI secured 80% of the market share, winning 6 out of 8 projects, while LG Energy Solution won contracts in Jeju and Gwangyang, and SK On did not secure any projects [1] - For the second round, both LG Energy Solution and SK On are determined to mount a strong challenge, leveraging their experience from securing ESS orders in North America [1] - Samsung SDI's advantage in the first round was attributed to its production capabilities being primarily based in South Korea, a factor expected to be emphasized again in the upcoming bidding [1]