This week, the price of the DC-side battery cabin remained stable. The average price of the 5MWh DC-side battery cabin was 0.43 yuan/Wh, while the average price of the 3.44/3.77MWh DC-side battery cabin was 0.438 yuan/Wh. After the release of Document No. 136, energy storage projects before May 31 were scheduled for production as needed, and the price of the DC-side battery cabin tended to stabilize, with relatively small overall fluctuations. Currently, the specific details of the mechanism for energy storage participation in the power market have not yet been finalized, and owners may continue to wait and see. The demand for energy storage will face short-term downward pressure after June 1, and the market demand for energy storage will fluctuate following the impact of the policy after the details are finalized.
On March 25, the list of winning candidates for the 300MW/600MWh independent shared energy storage project at the Zhanhua Lubei Base in Shandong was announced. The project is located in Zhanhua District, Binzhou City, Shandong Province, and is planned to construct an LFP battery energy storage system. The project will be equipped with a 220kV booster station, which will be connected to the Nanzhao Station via a 220kV line. The first winning candidate quoted 801.4591694 million yuan, with a unit price of 1.3358 yuan/Wh after conversion. The second winning candidate quoted 799.0199 million yuan, with a unit price of 1.3316 yuan/Wh after conversion.
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 Lyu 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
