代表呼吁储能行业“反内卷”：招标应转向价值与安全导向

Core Viewpoint - The focus of the new energy storage industry is shifting from large-scale expansion of production and installed capacity to high-quality development, standard guidance, and sustainable commercial operation of projects [2]. Group 1: Industry Growth and Projections - New energy storage, excluding pumped storage, includes various forms such as lithium-ion battery storage, compressed air storage, and flow battery storage. By the end of 2025, the domestic new energy storage installed capacity is expected to grow by 84% year-on-year, reaching 136 million kilowatts, accounting for over 40% of the global installed capacity, with lithium battery storage contributing approximately 96% of the installed capacity [2]. - The National Development and Reform Commission and other departments have outlined a plan stating that by the end of 2027, the national new energy storage installed capacity will exceed 180 million kilowatts, with lithium-ion battery storage remaining the primary technology route [3]. Group 2: Challenges in the Industry - Despite rapid expansion and a promising outlook, the new energy storage market faces challenges such as a single and unstable revenue model and intensified irrational price competition [4]. - The "involution" competition is squeezing the reasonable profit margins in the energy storage industry, with key equipment prices dropping by approximately 80% over the past three years, leading to some bidding prices being consistently below the average production cost [5]. Group 3: Recommendations for Improvement - To address the "involution" dilemma, it is suggested that the national energy regulatory authorities collaborate with relevant departments to improve the bidding standards for energy storage projects. This includes incorporating core value indicators such as the levelized cost of energy (LCOE), long-term reliability commitments, and safety redundancy configurations into the evaluation criteria [5]. - The government work report emphasizes the need to strengthen antitrust measures and fair competition reviews, utilizing various methods such as capacity regulation, standard guidance, price enforcement, and quality supervision to mitigate "involution" competition and foster a healthy market ecosystem [5].