Core Insights - The domestic energy storage bidding market in China is experiencing strong growth, with new bidding volumes reaching 14.73 GW/41.54 GWh in September 2025, representing a month-on-month increase of 37% and 8% respectively [1][2] Group 1: Bidding Volume and Growth - The EPC project bidding volume increased to 12.9 GW/33.58 GWh, showing a year-on-year growth of 96% and a month-on-month growth of 72% [1] - The energy storage system bidding volume reached 1.83 GW/7.96 GWh, with a year-on-year increase of 96% and a month-on-month decrease of 44% [1] Group 2: Market Composition - Independent energy storage accounted for 72% of the bidding volume, with 12.33 GW/34.06 GWh, primarily concentrated in Xinjiang and Inner Mongolia [4] - Commercial and industrial energy storage projects made up 3% of the total, highlighted by a significant 1 GWh project in Henan [4] Group 3: Winning Bids - The total winning bid volume for September was 10.05 GW/33 GWh, reflecting a year-on-year increase of 41% and a month-on-month increase of 13% [7] - EPC projects contributed 6.55 GW/17.07 GWh to the winning bids, with a year-on-year growth of 53% [7] Group 4: Pricing Trends - The average bid price for 2-hour energy storage systems increased by 27% to 0.58 CNY/Wh, with a price range of 0.46-0.91 CNY/Wh [11] - The average bid price for 4-hour energy storage systems decreased by 5% to 0.4 CNY/Wh, with a price range of 0.39-0.49 CNY/Wh [12]
集邦咨询：9月储能新增招标量超40GWh EPC招标规模创历史新高
Zhi Tong Cai Jing·2025-10-23 05:53