Core Insights - The article provides an analysis of the energy storage bidding market in September, highlighting trends in bidding segments and technological diversification in energy storage solutions [2][3]. Bidding Market Overview - In September 2025, a total of 247 bidding segments were tracked, representing a year-on-year decrease of 7.8% but a month-on-month increase of 4.2%. This includes various categories such as EPC, energy storage systems, batteries, and more [4]. - The bidding segments for energy storage systems totaled 59, down 35.9% year-on-year but up 3.5% month-on-month. EPC bidding segments reached 160, showing a year-on-year increase of 3.2% and a month-on-month increase of 9.6% [5]. Bidding Scale - The EPC bidding scale reached a historical high of 12.4 GW/32.4 GWh, reflecting a year-on-year increase of 52.9%/47.3% and a month-on-month increase of 21.3%/4.3%. The energy storage system bidding scale was 2.9 GW/9.3 GWh, with a year-on-year increase of 58.4%/125.3% but a month-on-month decrease of 34.4%/43.4% [6][8]. Application Distribution - In September, the EPC bidding scale growth was primarily driven by grid-side projects, reaching 29.4 GWh (90.7% of total), with a year-on-year increase of 124.6% and a month-on-month increase of 13.1%. User-side bidding also saw significant growth, reaching 2.1 GWh, up 177.5% year-on-year and 78.9% month-on-month [10]. Technological Diversification - The bidding projects in September exhibited a notable trend towards technological diversification. Lithium-ion batteries remained dominant at 86.7%, but there was a decrease compared to previous months. Non-lithium storage technologies, such as compressed air and flow batteries, showed active participation [12][14]. Bidding Entities - The number of bidding entities for energy storage systems totaled 60, down 33.3% year-on-year but up 1.7% month-on-month. For EPC, there were 138 entities, showing a slight year-on-year decrease of 0.7% but a month-on-month increase of 12.2% [14].

Core Insights - Chengdu Economic and Technological Development Zone signed major projects related to the automotive industry with a total investment of 13.35 billion yuan [1] - From January to August this year, the total vehicle production in Chengdu Economic Zone reached 544,900 units, representing a year-on-year increase of 26.24% [1] - The production of new energy vehicles surged to 149,300 units, marking a significant year-on-year growth of 301% [1] Investment Projects - The signing event included 17 major projects spanning manufacturing and related service industries, focusing on areas such as new energy vehicle batteries, intelligent cockpits, vehicle chassis, and autonomous driving [1] - Notable projects include: - Fusheng New Energy's commercial vehicle operation platform with an investment of 3.2 billion yuan, aimed at creating a data-driven rental operation platform for new energy commercial vehicles [1] - Jiuxin Technology's lithium-ion capacitor R&D and production base with an investment of 1.5 billion yuan, integrating R&D, production, and sales of high-power pulse capacitors and other technologies [1] Industry Development - Chengdu Economic Zone is positioning itself as a national industrial park and a key area for industrial development in Chengdu, focusing on strengthening the automotive industry [2] - The zone has attracted major automotive manufacturers such as FAW-Volkswagen and FAW-Toyota, along with over 800 supporting automotive parts companies, creating a comprehensive automotive industry chain [2] - The development strategy emphasizes stabilizing oil supply, enhancing electric vehicle production, and balancing the integration of various industry segments [2]