中国光热产业增速超全球两倍，建成电站装机居全球第三

Core Viewpoint - The solar thermal power industry in China is growing at a rate twice the global average, with a compound annual growth rate of 11.7% compared to the global rate of 4.24% [3][5]. Industry Growth and Capacity - As of September 2025, China has built 21 solar thermal power plants with a total installed capacity of 1.57 million kilowatts, ranking third globally [3]. - There are 30 ongoing projects with a combined capacity of 3.1 million kilowatts, making China a key player in new installations of solar thermal power [3]. Cost Reduction and Technological Advancements - The cost of solar thermal power has decreased significantly, with grid connection prices dropping from 1.15 yuan per kilowatt-hour to around 0.6 yuan per kilowatt-hour [3]. - The industry has achieved over 95% localization in technology and equipment, with advancements in various solar thermal technologies such as tower, trough, and Fresnel systems [3][4]. Role of Leading Enterprises - Leading companies like China General Nuclear Power Group (CGN) are crucial in driving technological independence, developing innovative products that fill domestic gaps [4]. - CGN is constructing a solar thermal molten salt trough test platform, recognized as a key project in the field [4]. Industry Scale and Composition - The solar thermal power industry chain in China comprises approximately 440,000 entities, including 14,000 state-owned enterprises and 421,000 private enterprises [5]. - In 2024, the total installed capacity of solar thermal power in operation surpassed 800,000 kilowatts, with an additional 3.94 million kilowatts planned [5]. Challenges and Future Outlook - Despite the promising outlook, the industry faces challenges such as higher costs compared to photovoltaic and wind power, and a limited number of projects [5]. - The global solar thermal power market is expected to grow significantly, with predictions of reaching 22.4 million kilowatts by 2030 and contributing about 10% to global electricity supply by 2050 [6].