超级赛道爆发：千亿元大风口，来了

Core Viewpoint - The world's first commercial supercritical carbon dioxide power generation unit, "Super Carbon No. 1," has been successfully put into operation at the Shougang Water City Steel Plant in Liupanshui, Guizhou, marking a significant advancement in efficient power generation technology with broad commercial prospects [1][2]. Group 1: Technology and Performance - "Super Carbon No. 1" replaces traditional steam power generation with supercritical carbon dioxide, enhancing power generation performance metrics [2]. - The technology achieves over 85% improvement in waste heat utilization and more than 50% increase in net power generation compared to existing steam power generation technologies [4]. - The supercritical carbon dioxide's properties allow for higher energy storage capacity and lower flow resistance, resulting in a more efficient and faster response power generation process [13][15]. Group 2: Economic Impact - The project is expected to generate nearly 50 million yuan in cash flow annually under favorable operating conditions, with a payback period of three years [6]. - The potential market size for retrofitting traditional sintering machines in the steel metallurgy industry is estimated to be around 100 billion yuan [26]. Group 3: Future Applications and Market Potential - The technology is anticipated to drive a market worth hundreds of billions, with applications in offshore oil and gas drilling platforms and large vessels due to its compact equipment requirements [20][24]. - A new energy storage power generation demonstration project combining molten salt storage and supercritical carbon dioxide power generation is set to begin construction in Xinjiang in the first half of 2026, targeting the utilization of surplus wind and solar power [22].