[SMM Analysis] This week, the price of DC-side battery cabins remained stable. The average price of 5MWh DC-side battery cabins was 0.43 yuan/Wh; the average price of 3.44/3.77MWh DC-side battery cabins was 0.438 yuan/Wh. The prices of 280Ah and 314Ah ESS battery cells remained stable, with overall price fluctuations of DC-side battery cabins being relatively small.
On February 21, the bid candidates for the EPC general contracting project of the power grid-side standalone ESS demonstration project in Huade County, Ulanqab, Inner Mongolia, were announced. The project is expected to be constructed in Huade County, Ulanqab, Inner Mongolia, with a planned capacity of 100MW/400MWh, including 90MW/360MWh electrochemical storage and 10MW/40MWh hydrogen storage. The first bid candidate quoted 4.2998 billion yuan, with a converted unit price of 1.075 yuan/Wh. The second bid candidate quoted 4.3907 billion yuan, with a converted unit price of 1.098 yuan/Wh. The third bid candidate quoted 443.3723 million yuan, with a converted unit price of 1.108 yuan/Wh.
SMM New Energy Industry Research Department
Cong Wang 021-51666838
Xiaodan Yu 021-20707870
Rui Ma 021-51595780
Ying Xu 021-51666707
Disheng Feng 021-51666714
Yujun Liu 021-20707895
Yanlin Lü 021-20707875
Zhicheng Zhou 021-51666711
Haohan Zhang 021-51666752
Zihan Wang 021-51666914
Xiaoxuan Ren 021-20707866
Yushuo Liang 021-20707892
Jie Wang 021-51595902
Yang Xu 021-51666760
Bolin Chen 021-51666836
