剑指1500万千瓦装机目标 光热发电要与煤电度电成本看齐

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued guidelines aiming for a significant expansion of solar thermal power capacity in China, targeting 15 million kilowatts by 2030, with costs comparable to coal power [1][2]. Group 1: Development Goals and Challenges - The overall goal for solar thermal power is to reach a total installed capacity of approximately 15 million kilowatts by 2030, with electricity costs on par with coal power [1][2]. - Current challenges include high initial investment, weak market competitiveness, underutilization of system support value, and the need for technological advancements [2][5]. - The cost of electricity from solar thermal power has decreased significantly, with construction costs dropping from approximately 300,000 yuan per kilowatt to 150,000 yuan, and electricity costs around 0.6 yuan per kilowatt-hour [5][6]. Group 2: Policy Measures and Support - Five policy measures have been proposed to address the bottlenecks in solar thermal power development: strengthening planning guidance, enhancing market cultivation, supporting system regulation, encouraging technological innovation, and improving policy guarantees [2][6]. - The government aims to create a fair and orderly market environment to convert the system value of solar thermal power into economic benefits [11]. Group 3: Technological and Industrial Development - The focus will be on advancing technology through the construction of larger solar thermal power plants, enhancing efficiency, and reducing costs through economies of scale [6][7]. - The establishment of solar thermal industrial parks or clusters is encouraged to promote deep cooperation between upstream and downstream sectors, achieving cost reduction and efficiency [7][8]. Group 4: Integration into the Energy System - Solar thermal power is recognized for its dual role as a peak-shaving power source and long-duration energy storage, which can stabilize the output fluctuations of wind and solar energy [1][9]. - The guidelines suggest three application scenarios for solar thermal power: construction in large energy bases, support for load centers, and the development of integrated systems that enhance supply security [9][10].