推动光热发电高质量规模化发展 助力加快构建新型电力系统 ──《关于促进光热发电规模化发展的若干意见》解读 近日，国家发展改革委、国家能源局印发《关于促进光热发电规模化发展的若干意见》（以下简称 《若干意见》 ），明确 了新型电力系统中光热发电的系统功能，提出了发展路径和政策体系，指出了光热发电高质量、规模化发展的重点任务， 对 " 十五五 " 实现碳达峰目标下光热发电发挥自身优势、提升新能源可靠替代能力、助力新型电力系统加速构建具有重大 意义。 一、 准确认识 光热发电发展新形势 我国光热产业起步虽然较欧美略晚一些，但发展速度并不慢。自 " 十二五 " 初期以特许权招标方式探索开始，历经首批光 热发电示范项目、光热与风电光伏一体化开发等发展阶段，截至 2025 年 10 月底，我国在运光热电站装机约 162 万千 瓦，位居全球第三，在建装机规模约 270 万千瓦，占全球在建装机的 90% 以上。同时，我国光热发电技术路线齐全，技 术水平处于国际先进行列，已基本形成自主知识产权，产业链发展基本完备，设备与材料国产化率接近 100% ，形成了全 球光热看中国的良好局面。 近年来，我国光热发电度电成本快速下降。 2 ...

Group 1 - The photovoltaic industry has responded to the "involution" competition by strengthening self-discipline, leading to improved profitability in the main industry chain and price recovery, with a significant narrowing of export total decline [2] - As of the end of November, the average prices of polysilicon, silicon wafers, battery cells, and modules have increased by 38.9%, 2.2%, 0.4%, and 2.3% respectively compared to the beginning of the year [2] - The losses of main industry chain enterprises have continued to narrow, with third-quarter losses reduced by over 5.6 billion yuan compared to the second quarter, a decrease of approximately 46.7% [2] Group 2 - Despite a decline in operating income, the gross profit margin of the main industry chain has improved, indicating that photovoltaic companies are responding to the requirement of "selling not below cost price" and gradually abandoning low-price, low-profit orders [2] - The new capacity growth trend in the main industry chain has been effectively controlled [2] - In the first ten months of this year, the export volume of photovoltaic products has shown signs of recovery, with total export value of silicon wafers, battery cells, and modules exceeding 24.4 billion USD, with a significantly narrowed decline compared to the same period in 2024 [2] Group 3 - As of the end of October, the installed capacity of photovoltaic power generation in the country reached 1.14 billion kilowatts, a year-on-year increase of 43.8% [2] - The proportion of photovoltaic power generation installed capacity in total installed capacity has increased from about 12% in 2020 to about 30% [2] - The proportion of photovoltaic power generation in total electricity consumption has risen from about 3.5% in 2020 to 11.6% [2] Group 4 - The National Energy Administration emphasizes the need for the photovoltaic industry to advocate for a healthy competitive order centered on technological innovation, quality improvement, and service optimization [3] - The industry is encouraged to enhance its adjustment capabilities to meet diverse application needs such as photovoltaic desertification control, agricultural photovoltaic, and integrated building photovoltaic [3] - There is a strong push to expand new non-electric utilization pathways and to integrate photovoltaic technology with green hydrogen, ammonia, and alcohol, directly addressing energy demands in commercial refrigeration, heating, and agricultural product drying [3]

记者12月23日获悉，近日，国家发展改革委、国家能源局印发《关于促进光热发电规模化发展的若干意见》（以下简称 《意见》），提出到2030年，我国光热发电发展总装机规模力争达到1500万千瓦左右，度电成本与煤电基本相当，技术实 现国际领先并完全自主可控，行业实现自主市场化、产业化发展，成为新能源领域具有国际竞争优势的新产业。 党的二十大报告提出要加快规划建设新型能源体系，党的二十届四中全会也强调要加快建设新型能源体系。光热发电兼具 调峰电源和长时储能双重功能，能够有效平抑风电、光伏发电等新能源出力的波动性，是加快构建新型电力系统的重要支 撑。同时，光热发电产业链长，规模化开发利用将成为我国新能源产业新的增长点。 国家能源局有关负责人介绍，经过多年发展，我国已成功掌握塔式、槽式、菲涅尔式等主流光热发电技术，已建成全球领 先的光热发电产业链，电站单位千瓦建设成本从10年前的约3万元下降至1.5万元，度电成本降至0.6元上下，已初步具备规 模化发展的基础。但我国光热发展还面临初始投资大、市场竞争能力偏弱、系统支撑调节价值未充分体现、产业技术水平 仍需提升的问题。 为破解光热发电发展瓶颈，《意见》提出一揽子政策措施，为 ...

Core Viewpoint - The article discusses the importance of promoting the large-scale development of solar thermal power in China as part of the country's efforts to transition to a green economy and achieve carbon neutrality goals. The issuance of the "Opinions on Promoting the Large-Scale Development of Solar Thermal Power" is a significant step in this direction [3][4]. Group 1: Development Background - Solar thermal power has undergone 20 years of development in China, starting from the "863 Program" initiated by the Ministry of Science and Technology in 2006. Despite advancements, the cost remains high compared to wind and solar power, and supportive policies are still lacking [4]. - The "Opinions" aim to clarify the scale, application scenarios, implementation paths, and support policies for solar thermal power, which is crucial for promoting green energy transition and enhancing the stability of the power system [4]. Group 2: Strategic Layout and Design - China has significant solar thermal resources primarily located in regions like Inner Mongolia, Qinghai, Gansu, Xinjiang, and Tibet. The "Opinions" set a target of approximately 15 million kilowatts of installed capacity, which will enhance system regulation capabilities and support the integration of wind and solar power [5]. - The document encourages local planning for solar thermal power projects, ensuring that they align with regional industrial development needs and support the construction of energy parks with high proportions of renewable energy [5]. Group 3: Application Market - Solar thermal power is a green and grid-friendly energy source that can provide heating and steam, with applications spanning power generation and heating. The market can be categorized into three main areas: optimizing solar thermal power in renewable energy bases, constructing large-capacity solar thermal power plants in regional power systems, and integrating source-network-load-storage systems [6][7]. Group 4: Support and Regulation Capabilities - The initial demonstration projects have validated the technical feasibility of solar thermal power, leading to a gradual increase in installed capacity and a decrease in costs. However, further exploration of its capabilities in frequency regulation, voltage regulation, and peak shaving is necessary [9]. - As of now, approximately 1.62 million kilowatts of solar thermal power projects are operational, with about 2.7 million kilowatts under construction. The "Opinions" emphasize the need to enhance the response capabilities of solar thermal power systems [9]. Group 5: Technological and Industrial Innovation - Continuous innovation in technology and industry is essential for reducing costs in solar thermal power. Key areas include high-parameter large-capacity systems, breakthroughs in critical technologies, and collaboration across the industry chain to enhance competitiveness [10]. - The "Opinions" advocate for supporting technological innovation, encouraging disruptive technologies, and establishing a standardized system for the solar thermal industry [10]. Group 6: Policy and Market Coordination - The initial investment and costs of solar thermal power remain high, making it challenging to achieve grid parity under current market conditions. Therefore, policy support is crucial for creating a favorable environment for large-scale development [11]. - The "Opinions" propose increasing policy support, facilitating fair market participation, and establishing incentive mechanisms to enhance the economic viability of solar thermal projects [11].

1 - 11 月 份 ，全社会用电量累计 94602 亿千瓦时，同比增长 5.2% ，其中规模以上工业发电量为 88567 亿千瓦时。 从分产业用电看，第一产业用电量 1374 亿千瓦时，同比增长 10.3% ；第二产业用电量 60436 亿千瓦时，同比增长 3.7% ， 其中， 工业 用电量同比增长 3.9 % ，高技术及装备制造业 用电量同比增长 6.4 % ；第三产业用电量 18204 亿千瓦时，同比增长 8.5% ，其中，充换电服务业以及信息传输、软件和信息技术服务业用电量 分别同比增长 48.3% 、 16.8% ；城乡居民生活用电量 14588 亿千瓦时，同比增长 7.1% 。 11 月份，全社会用电量 8356 亿千瓦时，同比增长 6.2% 。从分产业用电看，第一产业用电量 11 3 亿千瓦时，同比增长 7.9% ；第二产业用电量 5654 亿千瓦时，同比增长 4.4% ， 其中， 工业 用电量同比增长 4.6 % ，高技术及装备制造业 用电量同比增长 6.7 % ；第三产业用电量 1532 亿千瓦时，同比增长 10.3% ，其中，充换电服务业以及信息传输、软件 和信息技术服务业用电量 分别同比 ...

为进一步促进光热发电发展，此次出台的《意见》提出我国将在大型能源基地合理配置光热发电规模，建设一批以光热发 电为主的支撑调节型电站。还要优化电站运行方式，发挥光热发电对新型电力系统的支撑作用，支持光热电站通过电力市 场发挥系统调节功能。 国家发展改革委、国家能源局近日印发《关于促进光热发电规模化发展的若干意见》。提出 到2030年，我国光热发电发 展总装机规模力争达到1500万千瓦左右 ，每度电的所需成本与煤电基本相当。 同时，新政策还进一步鼓励技术创新，促进光热产业降本增效，建立系统发展机制。此外，《意见》还在项目投融资支 持、电力市场制度完善、绿电价值提升、土地要素保障等方面提出一系列支持保障举措。 （来源：央视网 ） ...

超10万亿千瓦时！ 国家能源局最新发布的数据显示，今年全社会用电量预计创下新纪录。 10万亿千瓦时，这在全球尚属 首次，是我国2015年用电量的约两倍，高于欧盟、俄罗斯、印度、日本全年用电量的总和。 超大规模用电量背后，是不断攀升的"含绿量"。"十四五"以来，我国建成了全球最大的可再生能源体系，每使用3度电， 就有1度是绿电。 电力消费逐绿前行,我们是怎样做到的？ 电源更足，绿电"发得出"。 西北荒漠，国能宁夏腾格里"沙戈荒"新能源基地首批300万千瓦光伏投产，640余万块光伏板铺展出一片"蓝色海洋"。 东部海域，我国离岸最远海上风电项目全容量并网，预计年均发电量超28亿千瓦时，可满足140万户家庭日常用电需求。 12月15日，浙江宁波象山县金七门核电项目建设现场，机械轰鸣，施工人员有序作业。章勇涛摄 "十四五"时期，我国可再生能源发电装机占比由40%提升至60%左右，风电光伏年新增装机先后突破1亿、2亿、3亿千瓦 关口，发展速度和力度前所未有。有媒体报道，如果将五年间全国新增的光伏板铺开，总面积可覆盖53万座足球场；将新 增的风机叶片依次连接，长度相当于从我国最东端到最西端走一个来回。 不只风电光伏，"十四 ...

Core Viewpoint - The article emphasizes the importance of central enterprises in serving the national strategy and contributing to the modernization of China, highlighting their role in economic development and social responsibility [2][3]. Group 1: Responsibilities and Missions - Central enterprises are urged to recognize their responsibilities and missions, focusing on high-quality economic development and improving people's livelihoods [2]. - There is a call for central enterprises to enhance their core functions and competitiveness while optimizing the layout of state-owned enterprises [2][4]. Group 2: Technological Innovation and Reform - The article stresses the need for central enterprises to strengthen key core technology research and promote the integration of technological and industrial innovation [2][4]. - It highlights the importance of deepening reforms and improving the modern enterprise system with Chinese characteristics to address deep-seated issues hindering enterprise development [2][4]. Group 3: Governance and Leadership - The necessity of strengthening the leadership of the Party within enterprises is emphasized, ensuring that Party governance is integrated into all aspects of corporate governance [3][4]. - There is a focus on enhancing the construction of enterprise leadership teams and holding them accountable for Party discipline [3]. Group 4: Infrastructure and Industry Development - Central enterprises are expected to provide strong support for major infrastructure projects and accelerate the modernization of traditional infrastructure [4]. - The article mentions the importance of ensuring the resilience of industrial supply chains and promoting the development of emerging and future industries [4]. Group 5: Political Ecology and Corporate Culture - The need to create a clean and positive political environment is highlighted, with a focus on combating corruption and addressing issues related to the "Four Winds" [3][4]. - Central enterprises are encouraged to adopt a proactive approach in serving national strategies and contributing to overall development [4].

国家发展改革委 国家能源局关于促进光热发电规模化发展的若干意见 发改能源〔2025〕1645号 河北省、内蒙古自治区、吉林省、四川省、西藏自治区、甘肃省、青海省、宁夏回族自治区、新疆维吾尔自治区发展改革 委、能源局，国家能源局有关派出机构，有关电力企业： 光热发电兼具调峰电源和长时储能的双重功能，能够实现用新能源调节支撑新能源，能够为电力系统提供长周期调峰能力 和转动惯量，具备在部分区域作为调峰和基础性电源的潜力，是实现新能源安全可靠替代传统能源的有效手段，是加快构 建新型电力系统的有效支撑。同时，光热发电产业链长，规模化开发利用将成为我国新能源产业新的增长点。为更好适应 新能源高质量发展需求，助力加快构建新型电力系统，现就促进光热发电规模化发展提出以下意见。 地调节能力，增加基地绿色电量占比，降低基地平均度电碳排放量，加强新能源稳定送出，积极探索技术经济可行的光热 电站在大基地中作为支撑调节电源发挥作用。 一、总体目标 积极推进光热发电项目建设，不断拓展光热发电开发利用新场景，保障光热发电规模化发展。到2030年，光热发电总装机 规模力争达到1500万千瓦左右，度电成本与煤电基本相当；技术实现国际领先并完全 ...

问：《意见》出台的背景是什么？ 答： 党的二十大报告提出要加快规划建设新型能源体系，二十届四中全会公报再次强调要加快建设新型能源体系。光热发 电兼具调峰电源和长时储能双重功能，能够有效平抑风电、光伏发电等新能源出力的波动性，是加快构建新型电力系统的 重要支撑。经过多年发展，我国已成功掌握塔式、槽式、菲涅尔式等主流光热发电技术，已建成全球领先的光热发电产业 链，电站单位千瓦建设成本从10年前的约3万元下降至1.5万元，度电成本降至0.6元上下，已初步具备规模化发展的基础。 但另一方面，我国光热发展还面临初始投资大、市场竞争能力偏弱、系统支撑调节价值未充分体现、产业技术水平仍需提 升的问题。在我国能源结构加速绿色低碳转型的关键时期，为助力能源强国建设，加快构建新型电力系统，推动光热发电 规模化发展，国家发展改革委、国家能源局联合印发了《意见》。 问：《意见》提出了哪些发展目标？ 近日，国家发展改革委、国家能源局印发《关于促进光热发电规模化发展的若干意见》（以下简称《意见》）。国家能源 局有关负责同志就《意见》接受采访，回答了记者提问。 答： 一是 有利于坚定行业信心。《意见》明确了未来光热发电规模化发展的长期稳定 ...