年度对话 | 光热发电新政推动产业腾飞

Core Viewpoint - The development of concentrated solar power (CSP) is crucial for enhancing renewable energy consumption in China, driven by its technical advantages in energy storage and peak shaving capabilities [2]. Group 1: Policy and Strategic Goals - The National Development and Reform Commission and the National Energy Administration issued guidelines to promote the large-scale development of CSP, emphasizing its role in national energy security and the construction of a new power system [2]. - By 2030, China aims to achieve a total installed capacity of approximately 15 million kilowatts for CSP, with electricity costs comparable to coal power and technology that is internationally leading and fully self-controlled [2]. Group 2: Cost Optimization and Application Expansion - Achieving the CSP development goals requires a focus on cost optimization and application expansion, leveraging market mechanisms to highlight the value of CSP in peak shaving and energy storage [5]. - The "CSP+" model is enabling diverse applications, extending from large wind and solar bases to zero-carbon parks, industrial steam supply, and clean heating [5]. Group 3: Contribution to Energy Transition - Under policy guidance, CSP is becoming a significant force in constructing a new energy system, injecting reliable green power into the energy structure transition [5].