来源：科技日报 ◎ 科技日报记者 何亮 10月2日，全球首个"双塔一机"光热储能电站——三峡恒基能脉瓜州70万千瓦"光热储能+"项目光热储能 电站两座约200米高的吸热塔同时点亮，进入全系统试运行。这标志着塔式光热发电技术突破"单塔单 机"传统范式，为我国大型风光新能源基地稳定供电提供新的技术路径。 该光热储能电站装机容量10万千瓦，首次采用"两座吸热塔+一套汽轮发电机组"的创新配置。项目现 场，两座吸热塔东西布置相距约1千米。吸热塔周围，近2.7万面定日镜组成东西两座部分重叠的圆形镜 场，总采光面积达80万平方米。镜面采用特殊超白玻璃，反射效率达94%，可跟踪太阳转动。 与"单塔单机"模式相比，"双塔一机"采用"东西双吸热塔+重叠镜场智能调控"的模式，利用动态聚光技 术对不同时段太阳高度角的精准适配，热能收集更稳定，在同等条件下可使镜场光学效率提升约24%。 在储能发电环节，吸热塔将太阳能转化的热能储存在565℃的高温液态熔盐中，实现稳定储热。当电站 接到电网调度指令后，高温熔盐通过换热系统加热水产生蒸汽，驱动汽轮发电机组运行发电。该光热储 能电站的熔盐储热系统，可储存满足10万千瓦机组6小时满负荷发电的热 ...

来源：央视新闻客户端 全球首个"双塔一机"光热储能电站进入最后的调试阶段，即将全系统试运行。今天，超两万块定日 镜"聚光集热"将西塔成功点亮。 在两万多块的定日镜作用下，西塔现在已经亮起来了，这意味着西塔已经调试成功。在这片曾是"风吹 石头跑、草都难扎根"的戈壁深处，200多米高的高塔被阳光点亮，没有浓烟，没有轰鸣，靠这些会"追 光"的镜子，把最普通的阳光，变成了能稳定发电清洁能源。 （总台央视记者 朱江 张磊 张伟 张丛婧 唐志坚） 超两万块定日镜点亮吸热塔 西塔调试成功 在瓜州"光热储能＋"项目中的定日镜不是普通的镜子，它的弧度可以更好地聚光能。而"储存阳光"的熔 盐常温下是固体状态，一旦被加热到200多摄氏度就会变成液态，它的沸点高达570摄氏度。熔盐能储热 的能力，是同体积水的好几倍。 0:00 ...

Core Viewpoint - The company is actively expanding into emerging fields such as hydrogen energy, solar thermal energy storage, and deep-sea economy while maintaining its traditional strengths in the oil and petrochemical equipment sector [1][2]. Group 1: Company Overview - The company originated from the Lanzhou Petroleum Machinery Research Institute established in 1958 and transitioned to a publicly listed entity in 2011, focusing on energy equipment for many years [1]. - The main products include heat exchangers, air coolers, crude oil production separation equipment, membrane separation technology and products, spherical tanks, molten salt tanks, towers, containers, and oil drilling technology equipment [1]. Group 2: Financial Performance - In the first half of 2025, the company expects a revenue increase of 20% year-on-year, with a net profit attributable to shareholders of approximately 20.95 million yuan and a non-recurring net profit of about 15.25 million yuan, both achieving a turnaround from losses [1]. - The improvement in performance is attributed to product structure optimization and a rise in overall gross margin, supported by the company's consolidation of traditional advantages in the oil and petrochemical equipment sector and accelerated layout in new energy equipment [1]. Group 3: Market Expansion - The company has made significant breakthroughs in overseas markets, particularly in Central Asia and South America, as well as in fine chemical equipment, marine oil and gas equipment, and flexible transformation of thermal power [1]. - The demand in these related fields is expected to support the company's long-term development [1]. Group 4: Emerging Fields - The company maintains a leading position in the solar thermal molten salt energy storage sector, having participated in several influential projects both domestically and internationally [2]. - In the deep-sea economy, the company is developing efficient oil and gas water treatment equipment and other key technologies, while also strengthening collaborations with domestic and international oil companies [2]. - In the hydrogen energy sector, the company is actively advancing projects related to hydrogen production and liquid hydrogen storage and transportation [2]. Group 5: Strategic Acquisitions - On April 16, 2025, the company announced plans to acquire 100% of the shares of Blue Asia Testing and 51% of China Air Separation Engineering, enhancing its capabilities in special equipment inspection and engineering business layout [3]. - The expected net profits for 2025-2027 are projected to be 49 million yuan, 66 million yuan, and 107 million yuan, respectively, with corresponding PE ratios of 78, 57, and 35 [3].

Core Viewpoint - The company focuses on the deep development and innovation of the nitric acid industry chain, integrating research and development, production, and sales, with core products including nitric acid, potassium nitrate, magnesium nitrate, energy storage molten salts, and high-end water-soluble fertilizers, widely applied in various fields such as solar thermal power generation, energy storage, chemicals, agriculture, military, and electronics manufacturing [1][2]. Company Overview - The company has established a strong circular economy by developing a series of environmentally friendly and resource-saving chemical projects, becoming a core enterprise in two major green industrial chains: "Nitric Acid-Nitrate-Molten Salt, Nitrogen Water-Soluble Fertilizer" and "Synthetic Ammonia-Nitric Acid-Nitrobenzene-Aniline, Rubber Additives" [2]. - The company holds 23 utility model patents and has three major independent brands: "Dier Chemical," "Wolfu," and "Hehuanshu," along with certifications for ISO9001, ISO14001, and ISO45001 [2]. Business Strategy - The company aims to become a global leader in green chemical solutions, focusing on the research and development of molten salt energy storage materials and innovative high-efficiency nitrogen water-soluble fertilizers, while actively expanding into emerging markets such as solar thermal energy and environmentally friendly agriculture [3]. - The company has built a mature global supply and sales network over more than 20 years in the nitric acid industry, with end customers including well-known domestic and international enterprises [3]. Financial Performance - As of the end of the reporting period, total assets amounted to approximately 750.80 million, a decrease of 2.12% from the previous year [6]. - The company's operating income was approximately 302.47 million, reflecting a decline of 26.59% year-on-year, while net profit attributable to shareholders was approximately 26.90 million, down 46.67% [6]. - The net cash flow from operating activities was negative at approximately -57.26 million, a significant decrease compared to the previous year's positive cash flow [6]. Shareholding Structure - The largest shareholder, Xindier, holds 19.64% of the company's total shares, while the actual controller, Liu Xiyu, directly holds 4.73% and collectively controls 24.37% of the shares [8]. - The second-largest shareholder, Huayang Group, has signed a concerted action agreement with Liu Xiyu, maintaining consistency on major issues [8].