促进光热发电规模化发展

Core Viewpoint - The recent policy document issued by the National Development and Reform Commission and the National Energy Administration aims to promote the large-scale development of solar thermal power in China, targeting a total installed capacity of approximately 15 million kilowatts by 2030, with costs comparable to coal power and achieving international leadership in technology [1] Group 1: Current Status and Challenges - China has successfully mastered mainstream solar thermal power technologies such as tower, trough, and Fresnel systems, establishing a leading global solar thermal power industry chain [1] - The construction cost of solar thermal power plants has decreased from approximately 300,000 yuan per kilowatt ten years ago to 150,000 yuan, with the cost per kilowatt-hour dropping to around 0.6 yuan [1] - Despite progress, challenges remain, including high initial investment, weak market competitiveness, insufficient reflection of system support and adjustment value, and the need for improved industry technology levels [1] Group 2: Policy Measures for Development - The policy document proposes a comprehensive set of measures to address the bottlenecks in solar thermal power development, including resource surveys and top-level design for development layout and industrial collaboration [2] - It emphasizes the need to actively cultivate the solar thermal power application market and reasonably allocate solar thermal power scale in conjunction with large energy base construction [2] Group 3: Cost Reduction Strategies - The document outlines strategies to reduce investment and generation costs, including leveraging scale effects to drive rapid cost reductions through the construction of solar thermal power plants in large energy bases [3] - It aims to promote high-parameter, large-capacity technology and the steady advancement of large solar thermal power plants, enhancing core technology autonomy and domestic equipment levels [3] Group 4: Revenue Enhancement and Policy Support - The policy encourages eligible solar thermal power projects to utilize financial instruments like real estate investment trusts and asset-backed securities to revitalize existing assets [4] - It also supports the development of local regulations to facilitate solar thermal power participation in the electricity market, ensuring compensation for reliable capacity and enhancing green revenue through various means [4]