Core Viewpoint - The commercial energy storage market is experiencing a significant price war, with prices dropping sharply, leading to a competitive landscape where companies are aggressively undercutting each other to capture market share [2][8][21]. Price Trends - Longyuan Energy recently announced a price of 0.478 yuan/Wh for its EnerFusion series energy storage cabinets, pushing the industry closer to the 0.45 yuan/Wh mark [2][3]. - Since September 2023, the price of commercial energy storage cabinets has decreased from 1.40 yuan/Wh to 0.478 yuan/Wh, representing a decline of 65.85% [8][12]. - The average price of commercial energy storage cabinets has fallen from 0.8 yuan/Wh in January 2024 to 0.65 yuan/Wh, a decrease of 18.75% [13]. Competitive Strategies - Companies are employing a combination of new product launches and price reductions to quickly capture customer resources and market share [15]. - The pricing strategies often come with conditions such as minimum purchase quantities and upfront payments to ensure order quality [11]. - The competition is not solely based on price but also on the ability to manage supply chains and provide comprehensive lifecycle management services [20][21]. Cost Structure - The BOM (Bill of Materials) cost for commercial energy storage systems is approximately 0.534 yuan/Wh, indicating that some companies are pricing their products below cost [17]. - The breakdown of BOM costs includes components such as battery cells (0.27 yuan), PCS (0.074 yuan), and BMS (0.05 yuan), among others [18]. Market Dynamics - The market is witnessing a bifurcation into two low-price development paths, where companies that can control costs and provide value-added services will likely prevail [20][21]. - The ongoing price war is seen as the beginning of a more profound competition focused on value rather than just price [21].
0.478元/Wh!工商业储能价格见底了么?
行家说储能·2025-04-01 13:42