今年一季度，储能市场展现出较高的活跃度，头部电池企业纷纷加速新一轮产能布局。

　　储能招投标市场方面，机构数据显示，今年1月、2月国内储能招标规模分别达到30GWh、31GWh，其中包括多个储能电芯/系统集采招标项目。1-2月采招落地总规模超70GWh。

　　价格上，今年1月、2月锂电池储能系统中标均价分别为0.500元/Wh、0.490元/Wh，储能系统价格持续走低。例如，日前开标的华电集团6GWh储能系统(2h、4h储能系统，电池单体容量≥314Ah)集采项目中，9家入围候选人的中标单价已降至0.458元/Wh-0.486元/Wh区间。

　　为应对持续向好的储能需求，多家电池企业更新了扩产进程。

　　3月20日，亿纬锂能宣布，拟通过科创板发行50亿元可转债，用于加码其储能和动力电池产能。据悉，此次募资将全部用于两大核心项目：23GWh圆柱磷酸铁锂储能动力电池项目、21GWh大圆柱乘用车动力电池项目。其中23GWh圆柱磷酸铁锂储能动力电池项目主攻电力储能、船舶储能等场景，配套其自主研发的MB56大铁锂电池。

　　据了解，截至去年9月，亿纬锂能已锁定未来5年81GWh储能电池意向订单，客户包括华为数字能源、阳光电源等头部储能集成商。今年2月，亿纬锂能还与海博思创确定了2025-2027年度电芯产品战略购销关系，预计后者的采购总量将达到50GWh。

　　3月15日，宁德时代公开了其在山东东营新增40GWh电池产能的计划，项目将按照“零碳工厂+灯塔工厂”标准建设。与此同时，宁德时代与东营市战略合作下的首个推进项目——投资5亿元新建的一条产能为2GWh的生态储能Pack生产线正在建设中。

　　实际上，今年以来，宁德时代已有多个产能规划项目落地。1月，宁德时代宣布将在福州台商投资区松山A片区，投建年产能40GWh的电池基地;3月，福鼎生产基地5号超级工厂项目封顶，布局有4条新能源电池超级生产线及智能制造设备，年产能达25GWh;近日，宁德时代洛阳基地三、四期项目开工，据了解，该基地首批电芯已下仓出货，二期项目正在推进中，此次开工的三、四期项目计划于2026年10月底建成投用。

　　显然，宁德时代“大肆扩张”的底气来源于其庞大订单量的支撑。财报显示，2024年宁德时代储能电池系统销量为93GWh，同比增长34.32%。产能利用率方面，据了解，2024年宁德时代电池系统产能为676GWh/年，产量516GWh，产能利用率为76.33%。

　　2月，赣锋锂电启动了年产10GWh电池项目，涵盖新型储能锂电池、40万支消费类锂电池及固态电池。此前1月，远景动力沧州电池超级工厂二期项目开工，该项目规划年产能20GWh，将生产动力、储能电池产品，预计2026年投产。瑞浦兰钧旗下兰钧新能源10GWh储能系统集成项目，也于今年1月在江苏淮安市开工。

　　在海外市场，欣旺达宣布旗下泰国工厂已获批投资超500亿泰铢(约合人民币100亿元)，将用于电动汽车及储能系统电池生产，预计今年内投产;瑞浦兰钧宣布将在印尼投建电池工厂，涉及动力电池与储能电池的研发、制造和销售，一期规划年产能8GWh。

　　头部电池企业凭借资金、技术、规模、品牌等优势，为巩固市场份额，正不断加速产能布局。这也预示着，储能的市场集中度仍在不断向头部集中。机构数据显示，2024年中国国内储能市场，储能电池行业集中度(CR10)达到94%，集成商行业集中度(CR10)达到82%，预计2025年集成商集成度将进一步上升至85%以上。

In the first quarter of this year, the energy storage market showed high activity, with leading battery companies accelerating a new round of production capacity layout.

In terms of the energy storage bidding market, institutional data shows that the domestic energy storage bidding scale reached 30GWh and 31GWh respectively in January and February this year, including multiple energy storage cell/system centralized procurement bidding projects. The total scale of recruitment and landing in January and February exceeded 70 GWh.

In terms of price, the average bid price for lithium battery energy storage systems in January and February this year was 0.500 yuan/Wh and 0.490 yuan/Wh, respectively, indicating a continuous decline in energy storage system prices. For example, in the recently opened bid for Huadian Group's 6GWh energy storage system (2h, 4h energy storage system, battery cell capacity ≥ 314Ah) centralized procurement project, the winning bid prices of 9 shortlisted candidates have been reduced to the range of 0.458 yuan/Wh-0.486 yuan/Wh.

In response to the continuously improving demand for energy storage, multiple battery companies have updated their expansion processes.

On March 20th, EVE Energy announced that it plans to issue 5 billion yuan worth of convertible bonds through the Science and Technology Innovation Board to increase its energy storage and power battery production capacity. It is reported that the fundraising will be entirely used for two core projects: the 23GWh cylindrical lithium iron phosphate energy storage power battery project and the 21GWh large cylindrical passenger car power battery project. The 23GWh cylindrical lithium iron phosphate energy storage power battery project focuses on scenarios such as power storage and ship energy storage, and is equipped with its independently developed MB56 large lithium iron battery.

It is reported that as of September last year, EVE Energy has locked in intention orders for 81GWh energy storage batteries for the next 5 years, with customers including top energy storage integrators such as Huawei Digital Energy and Sunac. In February of this year, EVE Energy also established a strategic purchase and sales relationship for battery cell products with Haibo Sichuang for the years 2025-2027, with the latter expected to purchase a total of 50GWh.

On March 15th, CATL announced its plan to increase its 40GWh battery production capacity in Dongying, Shandong. The project will be built according to the "zero carbon factory+lighthouse factory" standard. At the same time, the first project under the strategic cooperation between CATL and Dongying City, a newly built ecological energy storage pack production line with a capacity of 2GWh and an investment of 500 million yuan, is under construction.

In fact, since the beginning of this year, CATL has implemented multiple capacity planning projects. In January, CATL announced that it would invest in building a battery base with an annual production capacity of 40GWh in Songshan A area of Fuzhou Taiwan Business Investment Zone; In March, the 5th Super Factory project of Fuding Production Base was capped, with a layout of 4 new energy battery super production lines and intelligent manufacturing equipment, with an annual production capacity of 25GWh; Recently, the third and fourth phases of the Ningde Times Luoyang base project have started construction. It is reported that the first batch of battery cells at the base have been shipped out, and the second phase project is currently underway. The third and fourth phases of the project, which are scheduled to start construction this time, are scheduled to be completed and put into use by the end of October 2026.

Obviously, the confidence of Ningde Era's "massive expansion" comes from the support of its huge order volume. According to the financial report, the sales volume of CATL's energy storage battery system in 2024 was 93GWh, a year-on-year increase of 34.32%. In terms of capacity utilization, it is understood that in 2024, CATL's battery system production capacity will be 676GWh/year, with a production capacity of 516GWh and a capacity utilization rate of 76.33%.

In February, Ganfeng Lithium launched an annual production project of 10GWh batteries, covering new energy storage lithium batteries, 400000 consumer lithium batteries, and solid-state batteries. In January, the second phase of the Yuanjing Power Cangzhou Battery Super Factory project started construction. The project is planned to have an annual production capacity of 20GWh and will produce power and energy storage battery products. It is expected to be put into operation in 2026. The Lanjun New Energy 10GWh energy storage system integration project under Ruipu Lanjun also started construction in Huai'an City, Jiangsu Province in January this year.

In overseas markets, Xinwangda announced that its Thai factory has been approved for an investment of over 50 billion Thai baht (approximately 10 billion yuan), which will be used for the production of electric vehicle and energy storage system batteries, and is expected to start production within this year; Ruipu Lanjun announced that it will invest in building a battery factory in Indonesia, involving research and development, manufacturing, and sales of power batteries and energy storage batteries, with a planned annual production capacity of 8GWh in the first phase.

Top battery companies are accelerating their production capacity layout to consolidate market share, leveraging their advantages in capital, technology, scale, and brand. This also indicates that the market concentration of energy storage is still shifting towards the top. According to institutional data, in 2024, the concentration rate of the energy storage battery industry (CR10) in China's domestic energy storage market will reach 94%, and the concentration rate of the integrator industry (CR10) will reach 82%. It is expected that the integration rate of integrators will further increase to over 85% by 2025.