储能系统中标均价上涨，集采规模显著下降！2月储能招中标解读

Core Insights - The article provides an overview of the bidding market for energy storage systems in February, highlighting significant changes in both bidding and winning scales compared to previous periods [3][5][15]. Bidding Scale Overview - The bidding scale for energy storage systems reached 2.2GW/7.2GWh, showing a year-on-year decrease of 31.4% and 29.7%, while a month-on-month increase of 14.5% and a significant drop of 85.1% respectively [3][5]. - The EPC (including PC) bidding scale was 11.5GW/29.0GWh, reflecting a year-on-year increase of 173.0% and 149.0%, but a slight month-on-month decrease of 2.6% and an increase of 4.3% [3][5]. - The energy scale of the storage system bidding in February was notably affected by the Spring Festival holiday, leading to a significant drop in the bidding energy scale [5]. Regional Distribution - In February, Shanxi province led the national energy storage bidding market with an EPC bidding scale of 5.2GWh, driven by multiple hybrid storage project bids [7][10]. - Gansu province, while not in the top ranks for bidding scale, had a notable proportion of new energy storage projects, with a total EPC bidding energy scale of 1.6GWh, increasing by 174.1% [7][10]. Bidding Entities - A total of 44 entities participated in the energy storage system bidding, marking a year-on-year increase of 22.2% but a month-on-month decrease of 32.3% [10]. - For EPC, 111 entities were involved, showing a year-on-year increase of 52.1% and a month-on-month decrease of 17.7% [10][11]. Winning Scale Overview - The winning scale for energy storage systems was 0.5GW/22.6GWh, with a year-on-year increase of 68.6% and 19.6%, but a month-on-month decrease of 70.9% and an increase of 61.4% [15][16]. - The EPC (including PC) winning scale was 6.9GW/17.3GWh, reflecting a year-on-year increase of 215.4% and 208.2%, but a month-on-month decrease of 34.5% and 47.4% [15][16]. Application Scenarios - In February, the total winning energy scale for energy storage systems was 22.6GWh, with 21.4GWh from collective procurement projects, accounting for 94.8% of the total [16]. - The winning scale for grid-side projects reached 0.8GWh, representing 4% of the total winning energy scale for energy storage systems [16]. Price Trends - The average winning price for 2-hour energy storage systems in February was 636.1 yuan/kWh, showing a year-on-year increase of 16.3% and a month-on-month increase of 19.8% [21][23]. - The average winning price for 2-hour EPC projects was 951.3 yuan/kWh, with a year-on-year increase of 0.1% but a month-on-month decrease of 18.5% [21][27].