储能招标进入调整期：EPC环比降幅超50%，长时储能与电网侧成亮点

Core Insights - The article highlights a decline in the scale of energy storage EPC (Engineering, Procurement, and Construction) bidding in October, attributed to the construction cycle of energy storage projects, while the energy scale of storage system bidding has shown a slight increase, indicating solid market demand [2][5]. Bidding Scale and Trends - In October, the total number of energy storage bidding segments tracked was 175, reflecting a year-on-year decrease of 28.6% and a month-on-month decrease of 34.0%. The total bidding scale for storage systems was 2.9GW/11.2GWh, down 21.0%/11.3% year-on-year but up 15.4% month-on-month [3][5]. - The EPC bidding scale reached 5.1GW/14.2GWh, showing a year-on-year decline of 11.3%/7.8% and a month-on-month drop of 60.9%/58.3% [3][5]. Technical and Market Trends - Long-duration energy storage and grid-connecting technologies are the most significant trends in the current market, with multiple projects requiring 4 hours or more of storage capacity, reflecting a growing demand for long-duration regulation capabilities [2][5]. - In regions rich in renewable energy, such as Xinjiang, grid-connecting storage has become a key technology choice for new projects, enhancing grid stability [2]. Regional Insights - Xinjiang has emerged as the dominant region for EPC bidding, with a scale of 4GWh in October, primarily due to multiple GWh projects in the Aksu area [11]. - The Ningxia region also showed significant EPC bidding activity, with a scale of 2.4GWh, where user-side projects accounted for over 50% [11]. Participants and Market Dynamics - The number of bidding entities for storage systems was 66, down 7.0% year-on-year, while EPC bidding entities totaled 87, down 25.6% year-on-year [13]. - Major players include China Power Construction Group and local energy companies, with increasing participation from private enterprises, contributing to a more diverse market landscape [13].