鑫椤储能·2025-09-05 07:08Core Viewpoint - The article highlights the significant growth in the energy storage sector in August, with a total of 12.69 GW and 42.65 GWh of projects awarded in China, indicating a robust demand for energy storage solutions [1]. Group 1: Project Awards - In August, 75 energy storage segments were awarded, with 31 projects for energy storage systems totaling 5.20 GW and 18.07 GWh, and 44 EPC projects totaling 7.49 GW and 24.58 GWh [1]. - The largest energy storage system procurement projects were located in Inner Mongolia, specifically in Huade, Dengkou County, and Chifeng City, with a total procurement demand of 5.2 GWh [3]. Group 2: Major Projects and Bidders - The top three independent energy storage projects include: - Huade 500 MW/2 GWh project, awarded to CRRC Zhuzhou Electric Locomotive Co., with a total bid of 792 million yuan, equivalent to 0.3960 yuan/Wh [4]. - Dengkou County 400 MW/1.6 GWh project, awarded to BYD, with a total bid of 628.43 million yuan, equivalent to 0.3928 yuan/Wh [5]. - Chifeng City 400 MW/1.6 GWh project, awarded to Shandong Electric Power, with a total bid of 638.10 million yuan, equivalent to 0.3988 yuan/Wh [6]. Group 3: Market Leaders - Leading companies in the energy storage system bidding for August include BYD, CRRC Zhuzhou, CATL, Ganfeng Lithium, Shandong Electric Power, Envision Energy, Zhongtian Storage, Xinjiang Yueshui Electric Storage, and Suzhou Qingt ceramic [9]. - BYD ranked first in August due to multiple large project wins, including the Inner Mongolia Energy Tupu Independent New Energy Storage Station project and the Dengkou County project [9]. Group 4: Pricing Analysis - The bidding price range for 2-hour energy storage systems was between 0.460 and 0.814 yuan/Wh, with an average bid price of 0.561 yuan/Wh. The lowest bid was 0.389 yuan/Wh for a project awarded to Zhongtian Storage [11]. - For EPC projects, the 2-hour storage EPC bidding price ranged from 0.650 to 1.495 yuan/Wh, with an average of 1.032 yuan/Wh. The lowest bid was 0.449 yuan/Wh for a project awarded to a consortium including Dongfang Electric [11].