经济日报：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 the cost of electricity per kilowatt-hour expected to be comparable to that of coal power [1][2]. 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 [2]. - 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 [2][3]. - The cost of solar thermal power has significantly decreased, with the construction cost per kilowatt dropping from approximately 30,000 yuan to 15,000 yuan over the past decade, and the cost per kilowatt-hour now around 0.6 yuan, indicating a foundation for large-scale development [2][3]. Group 2: Challenges and Policy Solutions - The initial investment for solar thermal power is high, and its market competitiveness is weak; policies aim to reduce costs through large-scale deployment and the establishment of supporting renewable energy stations, potentially increasing annual installed capacity by nearly 3 million kilowatts [3]. - 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 reduce dependency on imports [3]. - The integration of solar thermal power into the electricity system requires clear positioning; policies address concerns regarding scheduling and pricing, promoting integrated projects that combine solar thermal power with other energy sources [3]. 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 [4]. - The industry will see diverse and refined technological routes, focusing on efficiency improvements and cost reductions rather than merely increasing installed capacity [4]. - 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 [5].