中关村储能产业技术联盟·2025-12-27 11:54Core Viewpoint - China Mobile has announced a centralized procurement project for lithium iron phosphate batteries for communication from 2026 to 2028, with a procurement scale of approximately 8.229 billion Ah (2.633 GWh) [2][4]. Group 1: Procurement Details - The number of winning bidders is set to be between 9 to 10, with share allocations varying based on the number of bidders. If 9 companies win, the shares will be 17.07%, 14.63%, 13.41%, 12.20%, 10.98%, 9.76%, 8.54%, 7.32%, and 6.09%. If 10 companies win, the shares will be 15.63%, 13.54%, 12.50%, 11.46%, 10.42%, 9.38%, 8.33%, 7.29%, 6.25%, and 5.20% [2][4][5]. - The highest bid limit is set based on the average market price of lithium iron phosphate and electrolyte as of the last pricing cycle before the bid submission deadline [5]. Group 2: Bidder Qualifications - Bidders must be legally established independent entities within the People's Republic of China and must be manufacturers, as agent bids and joint bids are not accepted [6][7]. - Bidders must provide a complete range of capacity specifications for the lithium iron phosphate battery products, with a sales performance of no less than 50 million RMB in the domestic market from July 1, 2022, to June 30, 2025 [6][7]. Group 3: Submission and Evaluation Process - Bids must be submitted electronically through China Mobile's procurement system, with a deadline set for February 9, 2026, at 10:00 AM [11]. - The evaluation of bids will include a qualification review, and any bids that do not pass this review will be rejected [10].