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储能系统均价连涨！9月新型储能中标分析
中关村储能产业技术联盟·2025-10-21 02:39

Core Insights - The article provides an analysis of the energy storage bidding market for September 2025, highlighting trends in project awards and pricing dynamics [2][3]. Group 1: Market Overview - In September 2025, a total of 202 energy storage bidding segments were tracked, showing a year-on-year decrease of 6.0% but a month-on-month increase of 41.3% [4]. - Nearly 60% of the awarded segments were from EPC (Engineering, Procurement, and Construction), totaling 121 segments, which represents a year-on-year increase of 13.1% and a month-on-month increase of 89.1%, marking a new high for the year [4]. Group 2: Awarded Capacity and Trends - The awarded capacity for energy storage systems reached 5.5 GW/19.8 GWh, reflecting a year-on-year increase of 13.4%/71.5% but a month-on-month decrease of 65.1%/49.0% [6][7]. - The EPC awarded capacity was 8.8 GW/23.3 GWh, with year-on-year increases of 71.4%/100.4% and month-on-month increases of 38.3%/15.9% [6][7]. Group 3: Application Scenarios - Over 80% of the awarded capacity was for grid-side applications, with grid-side awarded capacity reaching 16.2 GWh, a year-on-year increase of 112.7% and a month-on-month increase of 43.6% [9]. - The increase in grid-side projects was driven by several large-scale independent energy storage projects in Inner Mongolia and other regions [9]. Group 4: Regional Distribution - In terms of regional distribution, Xinjiang led the country in EPC awarded capacity with 5.3 GWh, where independent storage accounted for 94.3% [11]. - Inner Mongolia also showed high activity in the energy storage bidding market, with an EPC awarded capacity of 4.3 GWh, where independent storage made up 97.7% [12]. Group 5: Pricing Dynamics - The average bidding price for 2-hour energy storage systems was 595.9 yuan/kWh, showing a year-on-year decrease of 11.9% but a month-on-month increase of 5.6% [14]. - The average bidding price for EPC (excluding PC) was 1085.8 yuan/kWh, with a year-on-year decrease of 18.0% and a month-on-month increase of 13.1% [17].