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光热发电赋能国家能源战略|附中央企业光热业绩与发展历程
Sou Hu Cai Jing·2025-10-29 08:36

Core Insights - The Qinghai Yichu Geermu 350 MW tower solar thermal power project marks a significant advancement in solar thermal technology, featuring the world's largest single-unit scale, mirror field area, energy storage capacity, and annual designed power generation [1][2][19] - Solar thermal power is increasingly recognized as a crucial component of China's new energy system, aligning with national "dual carbon" goals and energy security strategies [3][19] Project Overview - The project will utilize innovative "three towers + three mirror fields + distributed energy storage" layout, addressing cost efficiency challenges in traditional solar thermal power plants [2][19] - It is expected to generate approximately 960 million kWh of clean electricity annually, sufficient to power 200,000 households [1] Technology and Advantages - Solar thermal power offers long-duration energy storage and flexible regulation, making it a stable and controllable renewable energy source compared to photovoltaic systems [3][5] - The energy storage system at the Geermu project can support continuous full-load power generation for 14 hours without sunlight, a scale difficult to achieve with most current electrochemical storage systems [5] Industry Development - The development of solar thermal power in China has been significantly driven by central enterprises, which have led technological advancements and commercial demonstrations since 2010 [6][9] - Major projects include the 150 MW Noor III in Morocco and the 50 MW Qinghai Gonghe project, showcasing the successful application of solar thermal technology [9][10] Future Outlook - The solar thermal power industry is expected to evolve towards higher efficiency, broader applications, and deeper industrial collaboration, with a target cost of 0.4 CNY per kWh by 2035 [14][17] - The technology is anticipated to expand beyond electricity generation to include industrial heating and hydrogen production, enhancing its role in decarbonization efforts [15][19]