【能源广角】能源转型迎来“光热时刻”

Core Viewpoint - The Chinese government aims to promote the large-scale development of solar thermal power, targeting a total installed capacity of approximately 15 million kilowatts by 2030, with electricity costs comparable to coal power [2][3]. Group 1: Importance of Solar Thermal Power - Solar thermal power acts as a stabilizer and regulator for the power grid, providing continuous and stable electricity even during nighttime or cloudy days, which is crucial as wind and solar power generation increases [3]. - It serves as a new engine for industrial chain upgrades, involving high-end manufacturing sectors such as precision machinery and high-temperature materials, thereby enhancing China's competitiveness in the global renewable energy industry [3]. - China has successfully mastered mainstream solar thermal technologies, with the cost of power generation dropping from approximately 0.6 yuan per kilowatt-hour to a competitive level, establishing a foundation for large-scale development [3][4]. Group 2: Addressing Challenges - The initial investment for solar thermal power is high, and the market competitiveness is weak; policies aim to reduce costs through large-scale deployment and the establishment of supportive energy stations, potentially increasing installed capacity by nearly 3 million kilowatts annually [4]. - The reliance on imported core technologies and materials contributes to high project costs; policies encourage domestic production and performance optimization of key equipment to enhance efficiency and longevity [5]. - The integration of solar thermal power into the electricity system requires finding optimal positions within multi-energy complementary bases, addressing concerns from grid companies regarding scheduling and pricing [5]. Group 3: Future Trends - By 2030, solar thermal power is expected to integrate with other energy sources, such as photovoltaic and wind power, enhancing overall system value [6]. - The industry will shift towards diverse and refined technological routes, focusing on operational efficiency and cost reduction rather than merely increasing installed capacity [6]. - Solar thermal power companies will evolve from merely providing electricity to offering comprehensive energy services, including peak regulation and backup power, becoming essential components of the new energy system [6].