文 | 中关村储能产业技术联盟 11 月招标市场速览： 2 0 2 5年11月，中关村储能产业技术联盟基于各大招采平台发布的公开信息，追踪到储能招标标段2 5 9条（同比- 2 7 . 9%，环比+4 2 . 3%）， 项目涵盖总承包EPC、储能系统、储能电芯、电池Pa c k、PCS、EMS、BMS等全链条环节。11月储能系统标段数量环比小幅减少，EPC标 段数量比1 0月增加近七成。 招标规模（含集采/招采）： GWh级项目放量招标 储能系统招标规模2.8GW/8.8GWh ，同比增加17.5%/下降76.6%，环比下降20.1%/27.8%。 EPC（含PC）招标规模达20.2GW/55.3GWh ， 同比增加98.3%/105.2%，环比95.4%/249.1%。 11月EPC招标规模达创历史新高，主要是由于 11月包含十多个GWh级别的项目 ，特别是乌兰察布压缩空气储能单项目招标规模就超过 6GWh，项目招标范围含地面厂房、附属设施、500kV升压站等，而且多个GWh级别的项目拉高全月的EPC招标能量规模。 • 储能系统招标规模2 . 8GW/ 8 . 8GWh，同比增加1 7 . 5%/下降7 6 ...

Core Insights - Shanghai Matrix Superintelligence System Integration Co., Ltd. has undergone a business change, with new shareholders including Kabeiyi (300863) holding 5% and Hongrun Construction (002062) holding 3.33% [2] - The registered capital of Matrix Superintelligence has increased from approximately 23.5 million to about 24.3 million [2] - Zhang Haixing, former head of Tesla's China Design Center, has become the legal representative of Matrix Superintelligence [2] - The company focuses on humanoid robot development and was founded in April 2024, with a range of operations including AI application software development [2] - The founding team comprises members from Tesla, NVIDIA, and OpenAI, who have previously worked on notable projects in humanoid robotics and AI [2] - The first humanoid robot, MATRIX-1, was developed in 132 days and is positioned against Figure AI's humanoid robot Figure 02 [2] Strategic Partnerships - Kabeiyi is a leading domestic automotive cable supplier with expertise in cables for new energy vehicles, data cables, and robot cables [3] - A strategic cooperation agreement has been signed between Kabeiyi and Matrix Superintelligence to enhance technology innovation, supply chain collaboration, and industry development [3] - The partnership aims to establish a long-term, stable relationship, with Kabeiyi targeting to become a key supplier in areas such as robot cables, battery packs, and assembly [3] - Both companies will work together on technology collaboration, joint development, and supply chain optimization to enhance product competitiveness [3]

Core Viewpoint - Kabeiyi (300863) has signed a strategic cooperation agreement with Shanghai Matrix Superintelligent System Integration Co., Ltd, aiming to establish a long-term and stable partnership [1] Group 1: Strategic Partnership - The agreement focuses on Kabeiyi becoming a key supplier for Matrix Superintelligent in areas such as robot cables, harnesses, battery packs, joint modules, and complete machine assembly [1] - Both companies will enhance product competitiveness through technological collaboration, joint development, and supply chain optimization [1] Group 2: Industry Ecosystem - The partnership aims to build a safe, efficient, and reliable industrial ecosystem [1]

Core Insights - The energy storage system bidding scale in October reached 3.2GW/12.6GWh, showing a year-on-year increase of 56.6% in power and 116.8% in energy, but a month-on-month decrease of 39.6% in power and 37.9% in energy [2][4] - The EPC (including PC) bidding scale was 6.0GW/15.1GWh, with a year-on-year increase of 58.4% in power and 43.5% in energy, but a month-on-month decrease of 32.3% in power and 35.5% in energy [2][4] - The decline in bidding scale is attributed to the seasonal adjustment in the bidding market as project construction progresses towards the end of the year [4] Bidding Scale - The energy storage system bidding scale in October continued its downward trend, with a significant year-on-year increase but a month-on-month decline [3] - The total number of bidding segments tracked was 157, which is a decrease of 4.8% year-on-year and 31.4% month-on-month [2] Regional Distribution - Ningxia led the national EPC bidding scale in October with 3.46GWh, primarily due to multiple projects in the Zhongwei area [7] - Xinjiang ranked among the top three in national EPC bidding scale for six consecutive months, with a focus on grid-structured projects [8] - Henan's EPC bidding scale reached 1.8GWh, with over 50% from user-side projects [8] Bidding Prices - The average bidding price for 2-hour energy storage systems was 576.7 yuan/kWh, showing a slight year-on-year decrease of 0.3% and a month-on-month decrease of 2.3% [12] - The average bidding price for 4-hour energy storage systems increased by 45.9% month-on-month, primarily due to several grid-structured projects [12] - The average bidding price for EPC projects was 1061.9 yuan/kWh for 2-hour systems, reflecting a year-on-year increase of 13.3% but a month-on-month decrease of 2.5% [15]

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]