2026储能“开门红”：EPC中标规模同比倍增，新疆何以成为GWh级投资高地？

Core Insights - The article provides an analysis of the energy storage bidding market, highlighting trends in project awards and pricing dynamics for January 2026 compared to previous periods [2][3]. Group 1: Bidding Market Overview - In January 2026, a total of 186 energy storage bidding segments were tracked, showing a year-on-year decrease of 25.3% and a month-on-month decrease of 46.2% [4]. - The energy storage system bidding scale reached 1.6GW/13.9GWh, with a year-on-year decrease of 51.2%/-59.4% but a month-on-month increase of 44.7%/+13.7% [5][6]. - The EPC (Engineering, Procurement, and Construction) bidding scale was 10.4GW/32.8GWh, reflecting a year-on-year increase of 135.7%/+189.8% but a month-on-month decrease of 45.9%/-31.9% [5][6]. Group 2: Price Dynamics - The average bidding price for 2-hour energy storage systems was 530.9 yuan/kWh, down 8.9% year-on-year but up 5.8% month-on-month, with a price range of 489.0 yuan/kWh to 615.2 yuan/kWh [6]. - The average bidding price for EPC (excluding PC) was 1167.3 yuan/kWh, showing a year-on-year increase of 13.6% and a month-on-month increase of 8.4%, with a price range of 580.0 yuan/kWh to 2047.6 yuan/kWh [6][14]. Group 3: Regional Distribution - In January 2026, the EPC bidding scale in Xinjiang reached 7.2GWh, leading the nation with a 350% increase compared to December 2025 [10]. - The energy storage projects in Xinjiang included significant projects such as a 2GWh independent energy storage project in Karamay and a 2GWh storage and photovoltaic project in Hotan [10].