11月储能系统中标规模同比翻倍，均价持续探底！GWh级园区项目成转型样本

Core Insights - The energy storage bidding market in November 2025 shows a pattern of "stabilized scale and price differentiation," with the bidding scale for energy storage systems doubling year-on-year, while average prices continue to decline [1][4]. Group 1: Bidding Scale - The bidding scale for energy storage systems reached 3.3GW/10.0GWh, representing a year-on-year increase of 106.5%/99.7% and a month-on-month increase of 2.1%/-21.0% [2][4]. - The EPC (including PC) bidding scale was 6.5GW/18.6GWh, showing a year-on-year decrease of 10.2%/+4.6% and a month-on-month decrease of 0.1%/+9.2% [2][4]. - The energy storage system bidding scale's decline trend has slowed compared to October, while the EPC bidding scale has rebounded [4][5]. Group 2: Regional Distribution - In November, the EPC bidding scale in Ningxia led the nation at 3.2GWh, despite a 7.5% decrease from October. Notably, user-side energy storage projects accounted for 37.5% of the total, with GWh-level projects highlighted [8][6]. Group 3: Bidding Prices - The average bidding price for 2h energy storage systems was 527.9 yuan/kWh, down 12.5% year-on-year and 8.5% month-on-month, with a price range of 443.9 yuan/kWh to 572.0 yuan/kWh [3][10]. - The average bidding price for 4h energy storage systems was 510.7 yuan/kWh, up 14.7% year-on-year but down 15.1% month-on-month, with a price range of 481.4 yuan/kWh to 540.0 yuan/kWh [10]. - The average bidding price for 2h EPC projects was 1127.4 yuan/kWh, down 0.6% year-on-year but up 6.2% month-on-month, with a price range of 755.3 yuan/kWh to 1909.8 yuan/kWh [12][10].