1月新型储能招标透视：大型集采占比近九成，宁夏、山东领跑区域细分赛道

Core Insights - The article provides an analysis of the energy storage bidding market, highlighting trends in project bidding and the overall market dynamics for January 2026 [4][5]. Bidding Market Overview - In January 2026, a total of 253 energy storage bidding segments were tracked, showing a year-on-year decrease of 5.2% and a month-on-month decrease of 31.3% [4]. - The bidding segments include various components such as EPC, energy storage systems, battery packs, and more, with a significant decline in the number of bids for energy storage systems and EPC projects [4]. Bidding Scale - The energy storage system bidding scale reached 1.9 GW/45.5 GWh, reflecting a year-on-year increase of 4.0% and 245.8%, but a month-on-month decrease of 51.5% and 150.7% [5][6]. - The EPC (including PC) bidding scale was 10.7 GW/26.2 GWh, with a year-on-year increase of 57.9% and 46.5%, but a month-on-month decrease of 25.5% and 32.6% [5][6]. Regional Distribution - In January, Ningxia led the national energy storage bidding market with an EPC bidding scale of 7.2 GWh, including multiple projects in Yinchuan [8]. - Shandong province showed strong performance in user-side projects, with a total EPC bidding scale of 1.3 GWh, where user-side projects accounted for 61.5% of the total bidding scale [8]. Application Scenario Distribution - The energy storage system collective procurement scale was 39.8 GWh, making up 88% of the total, with major contributions from companies like Huadian Group and Green Development Group [11]. - Grid-side projects accounted for 11% of the total bidding scale, with a notable 2 GWh project from State Power Investment Corporation [11]. Bidding Entities - A total of 62 entities participated in energy storage system bidding, showing a year-on-year decrease of 8.8% and a month-on-month decrease of 22.5% [13]. - For EPC bidding, 130 entities participated, reflecting a year-on-year increase of 18.2% and a month-on-month decrease of 13.9% [13].