转自：新华财经 近年来，内蒙古能源集团聚焦煤电板块火电机组"三改联动"，通过实施综合性改造解决方案，推动传统 煤电向清洁高效、灵活智能转型，实现从"单一供电"到"综合供能"的跨越，机组能效与综合效益大幅提 升。 兴安热电公司以"微项目"破解转型难题，精准对接机组节能降碳与供热保障核心需求。针对大热网东线 管道老化、输送效率低导致的末端室温波动问题，专项攻坚组历时两个月完成12公里管网扩建，更换增 厚30%的高效保温层并优化阀门控制逻辑，在关键位置加装压力监测装置，实现供热一次管网从"单线 路输送"到"环路循环"的升级。改造后，热网回水温度平均降低8℃，提取高背压乏汽热量109.68万吉 焦，节约标准煤37433吨。同时，优化锅炉燃烧系统，使机组最低稳燃负荷从40%降至25%，为电网峰 谷调节提供支撑；对蒸汽凝汽器进行管道改造，彻底解决存水问题，每月减少除盐水消耗10吨，减少设 备投停4次以上。多项改造叠加后，该公司整体节约成本约2700万元。 乌斯太热电厂针对机组调峰能力不足、顶峰发电困难等问题，近日启动华北／西北地区首个大型煤电耦 合熔盐储热工程。项目总投资约1.1亿元，以40MW/120MWh熔盐储热技术 ...

Core Insights - The Southern Power Grid Guangxi Electric Power Company is accelerating the transformation of coal power from being the "main source of electricity" to a "regulating power" [1] - By the end of September, 84% of coal power units in Guangxi met national flexibility adjustment requirements, with a peak load adjustment depth as low as 36% [1] - The utilization hours of coal power in Guangxi were only 1836 hours, the lowest among the five southern provinces, freeing up 28.8 billion kilowatt-hours of space for clean energy consumption [1] Group 1 - The coal power sector in Guangxi has historically relied on coal for electricity generation and heating, but is now transitioning to support a new energy system with over 55.64 million kilowatts of installed renewable energy capacity [1][2] - The Guoneng Yongfu Power Plant, a leader in coal power upgrades, has achieved a deep peak load adjustment capability of 35% after investing 180 million yuan in modifications [2] - The Datang Guiguan He Mountain Power Plant has also improved its average deep peak load adjustment capability to 33% through investments of 65 million yuan in various upgrades [2] Group 2 - The Southern Power Grid Guangxi Electric Power Company is focusing on technical upgrades and has implemented a "three modifications linkage" strategy to enhance flexibility in coal power plants [2][3] - The average deep peak load adjustment capability of coal power in Guangxi has reached 36%, a year-on-year decrease of 20%, with the minimum output during recent holidays dropping to 2.45 million kilowatts, the lowest in recent years [3] - The company is working to resolve the conflict between output variability and stable heating supply for industrial parks, enhancing overall operational efficiency through collaboration with energy regulatory bodies [3]

Core Viewpoint - The forum on "New Generation Coal Power Technology" highlighted the transition of coal power from a base-load power source to a flexible adjustment resource, emphasizing its critical role in supporting the new power system and achieving carbon neutrality goals [1][4]. Group 1: Importance of Coal Power - Coal power is increasingly recognized as a "ballast" and "regulator" in the energy system, contributing over 50% of the total power generation while accounting for less than 40% of the capacity [3][4]. - The coal power sector is essential for ensuring the stability and reliability of the power supply, especially in the context of rapid renewable energy integration [3][4]. Group 2: Technological Innovations - Significant advancements in coal power technology, such as supercritical and ultra-supercritical systems, flexible peak-shaving, and carbon capture, utilization, and storage (CCUS), are crucial for energy security and renewable energy absorption [6][7]. - The need for systematic and revolutionary innovations in coal power technology is emphasized, focusing on safety, flexibility, and low-carbon breakthroughs [6][7]. Group 3: Collaborative Efforts - The transition of coal power requires collaborative efforts from government, associations, enterprises, research institutions, and universities to promote green and low-carbon transformations in the coal power industry [10]. - The integration of advanced technologies like artificial intelligence and big data is essential for enhancing the operational efficiency and intelligence of coal power plants [9][10].

Core Viewpoint - The coal power sector in China is undergoing a transformation with the implementation of a capacity price mechanism, which aims to stabilize revenues and support the transition to a dual-function role of providing basic energy security and system regulation [1][2]. Group 1: Capacity Price Mechanism - The capacity price mechanism will officially start in 2024, allowing coal power plants to earn a total of 95 billion yuan in capacity fees, with a capacity price of 2.07 cents per kilowatt-hour [1]. - This mechanism alleviates operational pressures on coal power companies by enabling them to recover fixed costs even when not generating electricity, thus providing a stable income source [1][2]. - The two-part pricing system includes a capacity price (fixed income) and an energy price (variable income based on output), which incentivizes coal power plants to enhance their operational flexibility [1][2]. Group 2: Impact on Coal Power Companies - The capacity price mechanism encourages coal power companies to upgrade existing units for flexibility, improving their ability to compensate for the intermittency of renewable energy sources like wind and solar [2]. - It stabilizes revenue expectations for coal power companies, reducing the impact of market fluctuations on their earnings and easing operational pressures [2]. - The implementation of the capacity price has led to improved collaboration among coal power companies and related departments, optimizing maintenance schedules to enhance peak generation capabilities [2]. Group 3: Future Optimization and Upgrades - There is potential for further optimization of the capacity price mechanism, particularly in regions with declining coal power utilization hours [3]. - The lifespan extension and upgrading of older coal power units are crucial for maximizing resource utilization and achieving economic efficiency [3][4]. - Current coal power units in China have an average operational lifespan of about 17 years, with a significant portion of units being relatively new compared to international standards [3]. Group 4: Challenges and Recommendations - Older units face challenges related to equipment, energy efficiency, and regulatory compliance, necessitating flexible upgrades to meet current energy demands [4][5]. - Recommendations include improving policies to support the lifespan extension of older units, ensuring reasonable investment recovery periods, and establishing technical standards for upgrades [5].