最低0.37元/Wh!远景/阳光电源等31家企业入围中能建25GWh储能集采

Core Viewpoint - The article discusses the recent procurement results of lithium iron phosphate battery energy storage systems in China, highlighting the competitive pricing and the implications of government policies aimed at curbing excessive competition in the industry [1][2][3]. Group 1: Procurement Results - A total of 31 companies were shortlisted for the 25GWh energy storage system procurement project, with three different packages available [1]. - Package 1 involved a procurement scale of 3GWh for a 1-hour system, with 8 companies shortlisted and an average bid price of 0.767 yuan/Wh [1]. - Package 2 had a procurement scale of 12GWh for a 2-hour system, with 28 companies shortlisted and an average bid price of 0.453 yuan/Wh [1]. - Package 3 included a procurement scale of 10GWh for a 4-hour system, with 26 companies shortlisted and an average bid price of 0.419 yuan/Wh [1]. - Eight companies qualified for all three packages, including prominent names like Envision Energy and CATL [1]. Group 2: Pricing Trends - The lowest bid for the 4-hour energy storage system was 0.37 yuan/Wh, setting a new industry record [2]. - The price for the 4-hour storage system has decreased from 0.638 yuan/Wh at the end of 2023 to 0.437 yuan/Wh by the end of 2024, representing a decline of over 30% [2]. - Previous large-scale procurement projects in 2023 showed a trend of decreasing prices, with the lowest bids recorded at 0.398 yuan/Wh [2]. Group 3: Policy Environment - The Chinese government has been actively addressing the issue of "involution" in the energy storage sector, emphasizing the need for orderly competition [3]. - The concept of "comprehensive rectification of 'involution-style' competition" was included in the government work report at the beginning of the year [3]. - The implementation of the first mandatory national standard for lithium batteries used in energy storage systems aims to enhance safety and promote a healthier competitive environment [3].