西子洁能：“十五五”期间光热发电项目机会较大

Core Viewpoint - The company, Xizi Clean Energy, has established itself as a pioneer in the field of solar thermal power generation in China, actively participating in significant projects and poised to capitalize on upcoming opportunities in the sector during the 14th Five-Year Plan period [1] Group 1: Company Background and Achievements - Xizi Clean Energy has been involved in the research and application of solar thermal power technology since 2010, making it one of the earliest entities in this field in China [1] - In 2018, the company contributed to the construction of China's first and the world's third commercial tower molten salt thermal energy storage power plant, the 50MW tower molten salt storage project in Delingha, Qinghai [1] - The company has successfully participated in several large-scale solar thermal power demonstration projects during the 14th Five-Year Plan, including the 100MW project in Jinta, the 150MW project in Hami, and the 200MW project in Delingha [1] Group 2: Market Position and Future Opportunities - The company possesses strong market and technological advantages due to its early entry into the solar thermal power sector [1] - Recent national policies indicate significant opportunities for solar thermal power projects during the 15th Five-Year Plan, which the company aims to leverage by utilizing its project experience and market advantages [1]