魏建国 建设中国特色自由贸易港，是新时代赋予海南的重大历史使命，也是我国推进高水平对外开放，探索制 度性改革的关键实践。在国际先进经验的基础上，海南自贸港的建设立足中国国情，彰显中国特色， 以"大胆闯、大胆试、自主改"的改革锐气，走出了一条兼具开放活力与制度特色发展之路。同时，在此 进程中，也要走出一些认识上的误区，锚定核心使命，从而更好完成这一历史重任。 免税购物固然是吸引人气、繁荣市场的良好起点，但真正的"直通车"，指的是货物、资金、人员、数据 等生产要素的自由高效安全流动。这要求海南在"一线放开"的同时，必须建立起精准高效的"二线管 住"能力，包括在促进跨境贸易和投融资便利化方面，进行深度的金融、外汇管理改革；在吸引全球人 才方面，要突破性地优化签证、居留、执业等管理制度；在数字经济方面，则要持续探索数据跨境流动 的安全有序管理机制。建设"直通车"，本质是要构建一个高度自由便利、法制完善、监管有效的流动空 间。 走出"本位主义"误区，践行开放包容的共享观念。从微观看，自贸港立足于海南，是当地经济、民生发 展"推进器"；从宏观来看，海南自贸港更是国家的自贸港、全体人民的自贸港，其政策红利既服务国家 开放大 ...

Core Insights - The article highlights the significant growth in the energy storage market in 2025, with a total bidding scale of 447.5 GWh, representing a year-on-year increase of 113.2% [1]. Bidding Market - The bidding market saw a total scale of 447.5 GWh, with non-collective bidding projects reaching 371.7 GWh (up 179.9%) and collective bidding projects at 75.8 GWh (down 1.7%) [1]. - The growth in bidding demand is driven by two key nodes: the 531 grid connection deadline and the 1231 grid connection deadline, with significant project launches concentrated around these dates [3][4]. - Policies have accelerated bidding demand, particularly in regions like Inner Mongolia, which introduced incentives for projects to start before the June deadline [6]. Winning Market - The total winning scale in 2025 was 382.6 GWh, with independent storage projects accounting for 65% of the market demand [10]. - The average internal rate of return (IRR) for projects across provinces is above 8%, with some regions like Gansu and Guangdong seeing IRR as high as 10-15% due to high frequency regulation demand [10]. - Major players in the winning market include CRRC Zhuzhou, Haibo Shichuang, and Ningde Times, with a concentration of market participation among system manufacturers and a few leading battery manufacturers [12][14]. Price Trends - The average price for 2-hour storage systems was stable at 0.5485 yuan/Wh, while the EPC price was 1.0268 yuan/Wh, reflecting a 12.6% decrease from the previous year [17]. - Battery cell prices experienced three rounds of increases in the second half of the year, driven by overseas orders and high domestic bidding demand, leading to a tight supply-demand balance [17].