[SMM Analysis] Weekly Price Trend Analysis of DC-Side ESS Battery Cabin, 3.06-3.13

[SMM Analysis] This week, the prices of DC-side battery cabins remained stable. The average price of 5MWh DC-side battery cabins was 0.43 yuan/Wh, while the average price of 3.44/3.77MWh DC-side battery cabins was 0.438 yuan/Wh. After the release of Document No. 136, most energy storage system integrators adjusted their production schedules based on demand. A small number of energy storage system integrators rushed for installations after the June 1 power marketization period, leading to an undersupply of 314 battery cells from some battery cell manufacturers. The short-term tight balance in battery cell supply and demand caused slight price fluctuations, but the DC-side costs have reached a certain bottleneck. Therefore, the impact of battery cell price fluctuations on the DC side was limited, and the overall price of DC-side battery cabins remained stable.

On March 10, the bid candidates for the EPC general contracting of the 115.345MW/230.69MWh grid-side ESS project in Binhai New District, Hai'an City, Jiangsu Province, were announced. The project is located in Binhai New District, Hai'an City, Jiangsu Province. The first bid candidate quoted 1.9488 billion yuan, with a converted unit price of 0.8448 yuan/Wh. The second bid candidate quoted 1.9494 billion yuan, with a converted unit price of 0.845 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

Boling Chen 021-51666836