Core Insights - In July, a total of 33 energy storage EPC projects and 13 energy storage system procurement projects were awarded, indicating a robust activity in the energy storage sector [4] - The average winning bid price for energy storage EPC projects increased by 4% month-over-month to 0.994 CNY/Wh, while the average price for energy storage system procurement decreased by 15% to 0.451 CNY/Wh [4] - The total awarded capacity for energy storage system projects in July reached 4.23 GWh, with CRRC Zhuzhou Institute leading with a 1 GWh bid, accounting for 24% of the total awarded capacity [5] Pricing Trends - The winning bid price range for energy storage EPC projects was between 0.125 CNY/Wh and 1.575 CNY/Wh, with the lowest bid from Beijing Tiancheng Tongchuang Electric Co., Ltd. at 0.413 CNY/Wh [4] - For energy storage system procurement, the bid price range was from 0.413 CNY/Wh to 1.471 CNY/Wh, with the highest bid from Kaifeng Times New Energy Technology Co., Ltd. at 1.471 CNY/Wh [4] Market Leaders - The top 10 companies in the domestic energy storage system project bidding for July 2025 include CRRC Zhuzhou Institute, Tiancheng Tongchuang, Yisite, Shuangdeng Group, Guoneng Xinkong, Caijin Jiaan, Envision Energy, Hanyang New Energy, Ganfeng Lithium, and Kaifeng Times [6][7]

Core Viewpoint - Recently, Nandu Power signed a procurement contract with a UK energy storage project company for the supply of the Nandu Center L Plus 5MWh liquid-cooled container energy storage system, featuring the company's self-developed 314Ah energy storage cells, with a total installed capacity of 230MWh [1] Group 1 - Nandu Power has entered into a formal agreement with a UK company for energy storage solutions [1] - The contract includes the provision of a 5MWh liquid-cooled container energy storage system [1] - The energy storage system will utilize Nandu's proprietary 314Ah energy storage cells [1]

Core Viewpoint - Recent announcements from companies such as China National Energy Storage, Weili De, Ruiyuan Electric, and Shuangdeng Group indicate significant progress in the energy storage sector, with multiple projects awarded, showcasing advancements in various battery technologies and strategic partnerships [1][4][5][8]. Group 1: China National Energy Storage - China National Energy Storage won a bid for a 50MW/300MWh independent energy storage project in Huizhou, marking a key milestone in its Greater Bay Area strategy with a total investment of 820 million yuan and a bid price of approximately 733.3 million yuan, translating to a unit price of 2444.36 yuan/kWh [1]. - The project utilizes iron-chromium flow battery technology, which has been recognized as a major technological equipment in the national energy sector [1]. - The company plans to implement a "base + cluster" dual-drive strategy to ensure efficient project execution, establishing a smart base for the entire iron-chromium flow battery industry chain [1][3]. Group 2: Weili De - Weili De was awarded a contract for a 100MW/400MWh all-vanadium flow battery energy storage project, with a total investment of approximately 122.716 million yuan [4]. - The project will include 360 energy storage capacity units and 180 power units, designed to serve as a shared energy storage project on the grid side [4]. Group 3: Ruiyuan Electric - Ruiyuan Electric successfully bid for the energy storage system equipment procurement for Shougang Group's emergency power station project at the Xing Shan Iron Mine, achieving a comprehensive score of 96.18 [5]. - The awarded project involves a 5MW/10MWh liquid-cooled energy storage integrated system, featuring advanced lithium-ion battery technology and a robust thermal management system [7]. Group 4: Shuangdeng Group - Shuangdeng Group secured a bid for a high-rate lithium battery project for a leading internet company's data center, marking one of the first large-scale tenders for lithium battery storage in domestic data centers [8][10]. - The project employs a lithium iron phosphate battery storage solution, known for its high safety, power density, and operational convenience, catering to diverse energy storage needs in data centers [10]. - Shuangdeng has consistently ranked first in global data center energy storage battery supplier shipments and has established deep collaborations with major companies like Alibaba and ByteDance [11].