2025年储能中标价格分析——CNESA年终盘点

Core Insights - The energy storage industry is entering a critical period of value reshaping driven by technological iteration and market expansion by 2025 [2] - There is a significant structural differentiation and rational regression trend in bidding prices across various dimensions of energy storage systems [3][4] Bidding Price Overview - The average bidding prices for different energy storage systems in 2025 are as follows: - 1h energy storage system: 714.76 CNY/kWh, down 32.89% from 2024 - 2h energy storage system: 553.94 CNY/kWh, down 16.9% from 2024 - 4h energy storage system: 478.69 CNY/kWh, down 26.07% from 2024 - 2h EPC: 1043.82 CNY/kWh, down 13.04% from 2024 [5][10][11] Price Range and Structural Differences - The bidding price range for energy storage systems in 2025 is between 391.14 CNY/kWh and 913.00 CNY/kWh, with significant price differences based on duration [9] - The price drop for 0.25C energy storage systems is nearly double that of 0.5C systems, highlighting the impact of technological cost structures and scale effects [9] Collective Procurement Pricing - Collective procurement prices are approaching cost lines, with average prices for 2h and 4h systems significantly lower than individual project bids, averaging 464.45 CNY/kWh and 421.52 CNY/kWh respectively [14] - The price difference between collective procurement and individual project bids is around 12%-15% [14] Network-type Energy Storage Systems - The bidding prices for network-type energy storage systems show a trend of initial decline followed by stabilization, with 2h and 4h systems averaging 597.70 CNY/kWh and 622.90 CNY/kWh respectively [16] - The average bidding price for 2h network-type systems decreased by 3.06% compared to 2024, while 4h systems saw a decline of 24.98% [16] EPC Bidding Prices - The bidding prices for energy storage EPC projects vary significantly, ranging from 449.20 CNY/kWh to 2082.70 CNY/kWh, influenced by duration, technical requirements, and other factors [18] - The average bidding price for 1h EPC projects is 1280.15 CNY/kWh, down 55.91% from 2024, while 2h and 4h EPC projects average 1043.82 CNY/kWh and 935.40 CNY/kWh, down 13.04% and 8.19% respectively [19][20]