The market's attention is focused on the public announcement of the large-scale energy storage project in Hami, Xinjiang, and an unexpected bidding pattern has sparked industry discussions. Middling coal Hami 1400 MWh energy storage power station PC general contracting candidates were announced, and professional energy storage integrators, relying on price advantages, pressed two major infrastructure central enterprises to transmit new signals of energy storage track competition to the market.

Quotation comparison

The energy storage project of middling coal Hami Comprehensive Energy Demonstration Base is 350 MW/1400 MWh, with a total investment of 7.4 billion yuan. The announcement shows that Xuchang Dianke Energy Storage is the first candidate, with a total bid price of 751.1861 million yuan and a unit price of 0.5366 yuan per watt hour. This PC general contracting covers all aspects of equipment procurement and construction, and the quotation has complete reference value.

Cause of price difference

Unequal pricing is not simply a matter of low price competition. Xuchang Dianke Energy Storage, as an energy storage system integrator, has control over the upstream procurement channels of battery cells and energy storage inverters, integrates equipment supply and engineering construction, and saves multiple layers of markup. Infrastructure state-owned enterprises excel in on-site construction organization, but core equipment still requires external procurement, which naturally puts pressure on the cost structure. By combining the pricing strategies of enterprises to explore the northwest market, a clear pricing hierarchy is ultimately formed. The price of 0.5366 yuan per watt hour confirms the continuous decline in the cost of new energy storage in Northwest China.

Industry Insights

This quotation may become a pricing reference for similar energy storage projects in Northwest China, promoting the implementation of new energy distribution and storage. The current price is approaching the industry cost red line, and there are challenges in the selection of battery cells and the construction quality of temperature control systems in a low-priced environment. Keywords: energy storage, new energy storage, system integration

The competition in the energy storage PC market has moved away from simple construction competition, with supply chain integration and integrated cost control becoming the core. Traditional infrastructure state-owned enterprises urgently need to supplement their system integration capabilities, and the industry also needs to seek a balance between cost compression and engineering quality to ensure the long-term stable development of the energy storage industry.Editor/Min Jing