TrendForce集邦咨询：12月储能招标量突破50GWh 中标超47GWh

Core Insights - The domestic energy storage market in China is expected to experience explosive growth by December 2025, with monthly bidding volumes surpassing 50 GWh and winning bids reaching 47.39 GWh [1][8] Group 1: Bidding Volume and Growth - In December 2025, the newly added bidding volume for energy storage in China reached 17.24 GW/51.5 GWh, representing year-on-year increases of 61% and 34%, respectively [2] - The EPC (Engineering, Procurement, and Construction) projects saw a new bidding volume of 13.76 GW/33.45 GWh, with a quarter-on-quarter decline of 10% in power scale and 22% in capacity scale [2] - The energy storage system's new bidding volume was 3.49 GW/18.05 GWh, showing significant year-on-year growth of 59% in power and 157% in capacity [2] Group 2: Market Composition - Independent energy storage accounted for over 71% of the total bidding volume in December, with Hebei, Xinjiang, and Ningxia contributing more than half of the total increase [5] - The bidding volume for framework and centralized procurement was 9.05 GWh, with China General Nuclear Power Corporation contributing 7.2 GWh [5] Group 3: Winning Bids and Historical Data - The total winning bid volume in December 2025 was 17.33 GW/47.39 GWh, marking year-on-year increases of 111% and 90%, and a quarter-on-quarter surge of 126% and 112% [8] - The EPC winning bid volume reached a historical high, with 15.57 GW/40.52 GWh, reflecting a significant quarter-on-quarter growth of approximately 190% [8] Group 4: Price Trends - The bidding prices for 2-hour energy storage systems ranged from 0.44 to 0.64 CNY/Wh, with a weighted average price of 0.45 CNY/Wh, showing an 18% decrease compared to the previous month [11] - The 4-hour EPC bidding price saw a slight increase, with a weighted average price of 0.96 CNY/Wh, up by 3% from November [13]