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煤电角色生变:“十四五”压舱石,“十五五”靠什么?
Zhong Guo Dian Li Bao· 2025-12-19 03:08
Core Insights - The article emphasizes the direction of clean, efficient, flexible, and reliable development in the coal power industry as outlined in the "New Generation Coal Power Upgrade and Transformation Action Plan (2025-2027)" [1] Group 1: System Upgrade - The plan aims for precise guidance based on regional differences and unit types, with goals to retrofit and build coal power units capable of rapid load adjustment by 2027 [2] - The transition from partial upgrades to comprehensive upgrades covering main and auxiliary systems is highlighted, with a focus on quality improvement rather than scale expansion [3] - The "Upgrade Parameters+" model proposed by the company targets aging subcritical units, aiming to enhance performance and extend operational life by 15 to 30 years [3] Group 2: Deep Peak Regulation - The plan sets clear technical indicators for existing and new coal units, requiring minimum output levels of 25% to 40% of rated capacity for existing units and aiming for lower levels for new units [5] - The integration of "thermal-electric decoupling" with long-duration energy storage is identified as a key solution to enhance unit flexibility while maintaining safety [6] - The estimated increase in unit cost for new generation coal power to achieve deep peak regulation is around 100 yuan per kilowatt, with manageable increases in operational costs [6]