[SMM Analysis] Weekly Price Trend Analysis of ESS DC-Side Battery Cabin, 3.21-3.27

Published: Mar 27, 2025 17:22

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[SMM Analysis] This week, the prices of DC-side battery cabins remained stable. The average price of a 5MWh DC-side battery cabin was 0.43 yuan/Wh, while the average price of 3.44/3.77MWh DC-side battery cabins was 0.438 yuan/Wh.

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

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

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