海博思创/融和元储/新源智储/天合储能/中车株洲所/天诚同创入围国电投5GWh储能系统集采

Core Viewpoint - The National Power Investment Corporation has announced the results of its 2025 centralized bidding for energy storage system equipment, with a total bidding scale of 5GWh, including both centralized and string energy storage systems [1][5]. Group 1: Bidding Details - The bidding is divided into two segments: centralized energy storage systems and string energy storage systems, with a total capacity of 5GWh, including 2h (0.5C rate) and 4h (0.25C rate) solutions [2]. - The average bid price for centralized energy storage systems ranges from 0.422 to 0.440 yuan/Wh, with an average of 0.428 yuan/Wh, while for string energy storage systems, the range is 0.463 to 0.477 yuan/Wh, averaging 0.470 yuan/Wh [2]. - The scope of this procurement includes all necessary equipment for energy storage systems, such as lithium iron phosphate batteries, bidirectional converters, battery management systems, energy management systems, and associated facilities [2]. Group 2: Technical Specifications - The procurement will adopt a 1500V DC energy storage system design, with a grid connection voltage level of 35kV, adjustable based on specific project requirements [2]. - The energy storage systems are designed to integrate with photovoltaic or wind power, enabling energy transfer, primary frequency regulation, automatic generation control, reactive power support, and short-circuit capacity [2]. Group 3: Bidder Qualifications - Bidders must determine the configuration capacity and integration method of the energy storage system based on their own solutions and equipment characteristics [3]. - Bidders are required to provide a comprehensive solution for the energy storage battery system under continuous 0.25C/0.5C charge and discharge conditions, including battery grouping, BMS, thermal management, and fire protection systems [3]. - Bidders must have independent R&D and production capabilities for at least two of the following: battery cells, battery modules, PCS, BMS, and EMS, with a cumulative domestic supply performance of no less than 8GWh over the past three years [3][4]. Group 4: Winning Bidders - The first winning bidder for centralized energy storage systems is Beijing Haibo Sichuang Technology Co., Ltd., with a bid of 1,759.20 million yuan [6]. - The second winning bidder is Shanghai Ronghe Yuanshu Energy Co., Ltd., with a bid of 1,704.00 million yuan [8]. - The third winning bidder is New Source Zhichu Energy Development (Beijing) Co., Ltd., with a bid of 1,719.20 million yuan [10]. - The fourth winning bidder is Jiangsu Trina Storage Co., Ltd., with a bid of 1,688.00 million yuan [11]. - The fifth winning bidder is CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd., with a bid of 1,690.32 million yuan [13].