SDIC Power(SH:600886) 中关村储能产业技术联盟·2026-02-10 04:03Core Viewpoint - The recent public announcement of the third batch of centralized bidding for energy storage cell equipment by the State Power Investment Corporation for 2026 has attracted significant attention in the energy storage industry, highlighting competitive pricing and the involvement of leading battery manufacturers [2][3]. Group 1: Bidding Results - The bidding attracted multiple top battery manufacturers, with four companies successfully shortlisted: Guoning New Storage, Envision Power, Xiamen Haichen Energy Storage, and Chuangneng New Energy [2]. - The total procurement scale for this bidding is 7GWh, with energy storage cell prices ranging from 0.325 to 0.355 yuan/Wh [3]. - The specific rankings and bid amounts of the shortlisted companies are as follows: 1. Guoning New Storage (Fujian) Technology Co., Ltd.: 2.485 billion yuan, 0.355 yuan/Wh [3]. 2. Envision Power Technology (Jiangsu) Co., Ltd.: 2.275 billion yuan, 0.325 yuan/Wh [3]. 3. Xiamen Haichen Energy Storage Technology Co., Ltd.: 2.45 billion yuan, 0.35 yuan/Wh [3]. 4. Chuangneng New Energy Co., Ltd.: 2.415 billion yuan, 0.345 yuan/Wh [3]. Group 2: Requirements and Standards - Bidders were required to meet specific performance and product standards, including a cumulative global supply of no less than 10GWh from January 1, 2023, to the present [3]. - The specifications for the energy storage cells mandated a minimum single cell capacity of 314Ah [3].