超临界二氧化碳发电技术催生千亿级市场 发电领域“超级跑车”护航能源安全

Core Viewpoint - The successful operation of the world's first commercial supercritical carbon dioxide power generation unit, "Super Carbon No. 1," marks a significant milestone in the application of this new technology, which has broad commercial prospects [1][3]. Group 1: Technology Overview - "Super Carbon No. 1" utilizes supercritical carbon dioxide as a new working fluid for efficient power generation, replacing traditional steam generation methods [3][5]. - The technology has achieved over 85% in waste heat utilization and a more than 50% increase in net power generation compared to existing steam power generation methods [7]. - The supercritical carbon dioxide power generation process involves four steps: compression, heating, expansion, and cooling, which allows for a more efficient energy conversion [9]. Group 2: Economic Impact - The project is expected to generate an additional cash flow of approximately 50 million yuan annually, with a payback period of three years [7]. - The market potential for retrofitting existing sintering machines in the steel metallurgy industry is estimated to be around 100 billion yuan if all applicable units are converted [15]. Group 3: Future Applications - Future applications of supercritical carbon dioxide technology are anticipated in various sectors, including energy storage from wind and solar power, as well as in offshore oil and gas drilling platforms [11][14]. - A new energy storage and power generation demonstration project combining molten salt storage and supercritical carbon dioxide power generation is expected to commence construction in Xinjiang in the first half of 2026 [14].