According to the incomplete statistics of the EESA Energy Storage Leader Alliance database, a total of 96 bidding information and 90 bidding information were tracked in November 2023, involving EPC, PC, energy storage systems, battery systems, energy storage cells, DC side, energy storage PCS, energy storage EMS, energy storage leasing services, etc.Bidding in November: Qinghai is now GWh EPC bidding;CNNC Energy started the annual 6GWh centralized procurement;The emergence of hybrid energy storage is acceleratingAmong the bidding projects in November, the scale of EPC bidding reached2767mw/5996mwh, among which Qinghai, Jiangsu, and Shanxi have more bidding scales (calculated in terms of energy scale);Among them, Qinghai Huadian Haixi Prefecture 25The 90,000 kW 4-hour energy storage power station project is a GWh project, Jiangsu has 5 100 MWh EPC projects tendered, and the 400MW independent energy storage EPC project in Yingxian County, Shanxi Province is the energy storage EPC with the highest power scale in November.
The scale of bidding for energy storage systems is up4296mw/12314mwhAmong them, the highest proportion of energy scale is the centralized procurement of energy storage in 2023-2024, bid section 1 is a total of 5GWh lithium iron phosphate battery energy storage system, and bid 2 is a total of 1GWh of all-vanadium flow battery energy storage system.
In addition, the DC side system procurement of the Xinyuan intelligent storage energy storage power station project800mwh
Figure 1: Distribution of energy scale in new energy storage tenders in November 2023
Note: Including EPC, PC, energy storage system, DC side, battery system, energy storage cell, energy storage leasing and other bidding types.
From the perspective of application scenarios, the energy scale of engineering bidding projectsAbout 70% is on the grid sideAbout 28% is on the power supply side2% is on the user side
Figure 2: Energy scale distribution of new energy storage engineering bidding application scenarios in November 2023
From the perspective of technical types, in November, a number of hybrid energy storage technology types and flow battery energy storage projects appeared in the bidding of new energy storage projects, and the EPC of Qinghai Huadian Haixi Togrug Energy Storage Project adopted the technical route of 10MW 40MWh lithium iron phosphate + 1MW 4MWh zinc bromine liquid flow;The new independent hybrid energy storage construction project in Wenshui County, Shanxi Province will be increased by 100MW 083MWh flywheel energy storage +100MW 100MW lithium iron phosphate battery composition;Xinjiang Huadian Hami Yandun New Hybrid Energy Storage Demonstration Project EPC and Datang Lubei Power Generation 9MW Hybrid Energy Storage Frequency Modulation Project all adopt hybrid energy storage technology routes. CNNC Huineng has started centralized procurement of all-vanadium flow battery energy storage systems with a total amount of 1GWh.
Winning bids in November: energy storage systems and EPC won bids to a new highThe energy storage system bid** continues to refresh the lowest record
Won the bid in NovemberThe scale of the energy storage system is 497gw/13.04GWh, +96% +147% MoM, the power scale and energy scale have reached a new high this year. State Power Investment Corporation, Huaneng Group and Guangdong Energy Group Xinjiang Company all completed centralized procurement this month.
From January to November 2023, the cumulative scale of the energy storage system has been reached12.94gw/31.55gwh
Figure 3: Statistics of the bidding scale of energy storage systems from January to November 2023
The scale of the EPC project bid1.98gw/5.53gwh, -14% +4% month-on-month, and about 25% of the EPC projects have an energy storage duration of 4 hours or more. From January to November 2023, the cumulative scale of energy storage EPC winning bids has been reached12.21gw/29.61gwh
Figure 4: Statistics of the scale of energy storage EPC projects from January to November 2023
In November, the average price of energy storage system (lithium iron phosphate, 2h) was 09342 yuan Wh, down 127%, and the winning bid ** interval is 07600 Wh to 15764 Wh,The lowest winning bid** officially fell below 0$8 wh
The average bid price of the 4-hour energy storage system is 07179 yuan Wh, the minimum winning bid** is 06380 yuan Wh, which is the lowest winning bid in the current history**. From CRRC Zhuzhou Electric Locomotive Research Institute, Guangdong Energy Group Xinjiang won the bid for the procurement of 225MW 900MWh energy storage system equipment in 2023.
The average bidding price of a 1-hour energy storage system is1.1776 yuan wh, the minimum winning bid** is1.0500 Wh
Figure 5: From January to November 2023, the energy storage system (lithium iron phosphate, 2h) won the bid** trend
In November, the average price of energy storage EPC (lithium iron phosphate, 2H) was as follows1.4153 yuan wh, an increase of 5 from October6%, and the winning bid ** interval is 11500 Wh to 21744 yuan wh.
In November, the average price of energy storage EPC (lithium iron phosphate, 4h) was1.3669 yuan wh, an increase of 18 from October9%, and the winning bid ** interval is 10717 Wh to 15833 yuan wh.
From the perspective of technical types, in addition to lithium iron phosphate, there are a number of projects using flow batteries that have won the bid: EPC project general contracting of 100 MW 400 MWh energy storage power station project in Mayang County, 1GWh bid section of 4H flow battery energy storage system procurement by in 2023, and energy storage system frame mining flow battery energy storage bid section of PowerChina Municipal Corporation 2023-2024 new energy project. Shaanxi Coal Power Yuncheng ***18MW 6The 672MWh lithium titanate frequency modulation energy storage project won the bid, and the 10MWh sodium-ion battery energy storage system procurement of China Southern Power Grid Energy Storage Company won the bid.
According to EESA**, with the gradual clarification of the trend of raw materials and the continuous intensification of competition in the industry, the lowest winning bid for energy storage systems ** (lithium iron phosphate, 0.5c) or will be reduced to in 20240.$6 whHereinafter. Energy storage EPC minimum winning bid** (lithium iron phosphate, 0.).5c) or will be reduced to in 2024$1 whHereinafter.