储能2月装机：电芯、系统较25年底均涨价明显

Group 1 - The core viewpoint of the article highlights the significant growth in the domestic energy storage market, with a notable increase in installed capacity and bidding activities in early 2026 [2] Group 2 - In January-February 2026, the newly added energy storage installed capacity reached 9.51 GW/24.18 GWh, representing a year-on-year increase of 182% and 472% respectively, indicating strong demand at the beginning of the year [2] - In February 2026, the bidding results showed a total of 13.4 GW/36.9 GWh, with year-on-year growth of 191% and 148%, and a month-on-month increase of 9% and 2%, respectively [2] - The breakdown of bidding types indicates that independent energy storage dominates the market, with shares of 58% for independent storage, 36% for centralized procurement, 5% for renewable energy storage, and 4% for user-side storage [2] - The provinces leading in bidding scale include Xinjiang, Ningxia, and Gansu, reflecting regional demand dynamics [2] Group 3 - The average system price for 2-hour energy storage is 0.579 yuan/Wh, showing a month-on-month decrease of 1.9%, while the EPC price increased by 4.6% to 1.088 yuan/Wh [2] - For 4-hour energy storage, the system average price is 0.538 yuan/Wh, down 9.1% month-on-month, while the EPC price rose by 5.2% to 0.951 yuan/Wh [2] - The decline in storage system prices is attributed to the rapid increase in centralized procurement volumes [2] Group 4 - In February, the average bidding price for storage batteries was 0.344 yuan/Wh for a 7 GWh project, reflecting a 10.3% increase compared to the end of 2025 [2] - The average bidding prices for storage systems in three projects were 0.503, 0.523, and 0.54 yuan/Wh, with increases of 10-18% compared to the end of 2025 [2] - The article concludes that the domestic energy storage demand remains high due to the implementation of capacity pricing and the urgency to secure project timelines [2]