45.7GWh！8月储能系统订单激增超10倍

Core Viewpoint - The article provides an in-depth analysis of the energy storage bidding market for August 2025, highlighting significant growth in both the bidding and winning projects, particularly in the energy storage system sector, which has reached historical highs in scale and number of bids [1][3][7]. Bidding Market Overview - In August 2025, a total of 143 energy storage bidding projects were tracked, showing a year-on-year decrease of 7.7% but a month-on-month increase of 10.9% [3]. - The winning scale for EPC (including PC) reached 6.9 GW/22.1 GWh, representing a year-on-year increase of 11.6%/93.3% and a month-on-month increase of 53.4%/94.3% [4]. - The winning scale for energy storage systems was 17.7 GW/45.7 GWh, with a year-on-year increase of 237.1%/691.4% and a month-on-month increase of 762%/1005.4%, marking a historical high for monthly winning scale [7]. Winning Segment Analysis - In August, the number of winning segments for energy storage systems surpassed that of EPC, with 66 segments won, a year-on-year increase of 34.7% and a month-on-month increase of 175% [5]. - The winning segments for EPC totaled 62, showing a year-on-year decrease of 38% and a month-on-month decrease of 21.5% [5]. Regional Distribution - Inner Mongolia dominated the energy storage bidding market, with a winning scale of 15.3 GWh for energy storage systems, accounting for 80.1% of the total, and 6.4 GWh for EPC, accounting for 29% [11]. - Xinjiang ranked second in winning scale, with 1.3 GWh for energy storage systems and 3.3 GWh for EPC, benefiting from supportive policy frameworks [12]. Price Trends - The average winning price for 2-hour energy storage systems was 575.8 yuan/kWh, showing a year-on-year decrease of 4.3% but a month-on-month increase of 22.2% [15]. - The average winning price for EPC was 949.8 yuan/kWh, with a year-on-year decrease of 2.44% and a month-on-month decrease of 7.2% [21]. Market Dynamics - The article notes a significant increase in the number of projects utilizing hybrid storage technologies, which include lithium batteries, sodium batteries, flow batteries, flywheels, and supercapacitors, indicating a trend towards more versatile energy storage solutions [8]. - The rise in winning prices is partially attributed to the increase in lithium carbonate prices, which reached a new high in August 2025 [17].