光热发电迈入发展快车道，西子洁能多项目引领成为行业标杆

Group 1: Industry Overview - China Energy Construction (601868) has won bids for two significant solar thermal power projects in Qinghai, which are among the first 350MW demonstration projects in the country, with the Golmud project being the largest in the world and the Delingha project setting new national records for capacity and storage [1] - The projects are expected to generate nearly 1 billion kWh of green electricity annually and save 296,000 tons of standard coal while reducing carbon dioxide emissions by approximately 1.53 million tons, significantly promoting the commercialization and scaling of solar thermal power [1] - The on-grid electricity price for these projects is set at 0.55 yuan per kWh, indicating market competitiveness and potential for further cost optimization as scale effects are realized [1] Group 2: Company Insights - Xizi Clean Energy (002534) has established itself as a leader in the solar thermal power industry due to its early investments and technological advancements, participating in 17 demonstration projects since 2010 [2] - The company has transitioned from a product manufacturer to a provider of comprehensive energy solutions, leveraging its technological expertise in clean energy and storage equipment [3] - Xizi Clean Energy's proprietary technologies, such as molten salt heat exchangers and steam generation systems, have received national recognition and are applicable in various energy sectors, showcasing their adaptability [3][4] Group 3: Project Highlights - Xizi Clean Energy has played a crucial role in the Delingha project, providing essential equipment that has set industry benchmarks, with the 50MW project achieving a cumulative generation of 439 million kWh since its grid connection in 2022 [4] - The company is also involved in the Xinjiang Huadian Tianshan project, supplying steam generators that support grid peak regulation and green electricity consumption [4] - In the Yumen project, the largest molten salt linear Fresnel solar thermal power station under construction globally, Xizi Clean Energy is providing key components that enable the integration of solar thermal, photovoltaic, and wind energy [5] Group 4: Policy and Market Trends - The solar thermal power sector is experiencing rapid growth driven by policy support, with a target of adding 3GW of new capacity annually during the 14th Five-Year Plan [6] - The industry is witnessing significant cost reductions due to technological innovations and increased domestic production, with over 90% of equipment now sourced locally [7] - Xizi Clean Energy is expected to benefit from its technological advantages and market position, with projections indicating a substantial increase in net profit and a rise in the share of molten salt storage orders [7]