8月27日，太阳能光热联盟常务副理事长单位——中国电力工程顾问集团西北电力设计院有限公司（简称：西北院）刊文记录了其总承包的中 国能建哈密 "光（热）储"1500兆瓦项目建设者风采，通过项目建设，中国光热发电技术创新不仅打破国外技术垄断，更构建起 "发电+生态修 复" 的协同模式，为全球高比例新能源电网建设提供了可复制的 "中国方案"。 该项目是光热发电技术创新的核心载体，实现多项关键突破。该项目以光热+光伏深度耦合模式，搭配8小时储热系统，让电站具备夜间发电 能力，可稳定输出"100%绿色电力"；针对戈壁极端环境，研发定日镜 "防护铠甲" 使镜面破损率降 90%，还通过一年桩基试验制定高精度方 案，保障设备抗风抗盐渍土能力。项目更实现产业链突破，技术国产化率从50%跃升至 99%，实现从关键部件到整体系统的自主可控。 全文转载如下： 大漠，当第一缕阳光跃出地平线时，越野车已碾过长长的车辙。 窗外，戈壁的砾石在逐渐升温的空气中泛着光泽，飞起敲击着车身。 远处，三塘湖戈壁沙漠的轮廓如凝固的海浪，将最后一缕晨雾吞噬殆尽。司机老薛猛踩一脚刹车，抬手指向窗外，"这里不像地球，更像是'火星'表面。" 我顺着他手指的方向 ...

中电建若羌光热EPC项目则是公司小镜场技术的又一落地项目，作为全疆海拔最高的塔式熔盐光热电站 项目，设计装机规模100兆瓦，采用公司独有的小镜场技术，配套建设30万面定日镜，总反射面积达65 万平方米。项目建成后，平均年发电量约19.6亿千瓦时，每年可减少使用约69万吨标准煤，减排188万 吨二氧化碳、12.22万吨废水，在充分利用若羌县光热资源优势，有效降低发电成本，提升能源利用效 率和经济效益的同时，对于增强当地新能源调峰能力、提高电力系统稳定性和供电质量、地区能源结构 优化、助推区域经济高质量发展具有重要意义。目前，定日镜安装已过半，镜场呈现环形布局，宛如巨 型"银色向日葵"，成为戈壁中一道亮丽的科技风景。 8月21日，公司承建的新疆华电天山北麓基地610万千瓦新能源项目10万千瓦光热电站项目也迎来关键节 点——吸热塔基础底板大体积混凝土浇筑圆满完成，为后续吸热塔筒身施工奠定坚实基础。该项目位于 新疆哈密市伊吾县，属哈密北—重庆±800千伏特高压直流外送配套项目，为我国第三条"疆电外送"直流 大动脉再添动能。项目建成后，预计每年可新增绿电142亿千瓦时，高效开发利用清洁能源，提升经济 增长动能，有效促进 ...

天山东麓，朝日初生。14500多面五边形定日镜，围绕着中心吸热塔排成一个个同心圆，向日葵一般随着太阳转动，聚光集热。这是新疆哈密50兆瓦 熔盐塔式光热发电站每天的"追光"日常。 南非北开普省，暮色渐沉。定日镜缓缓归位，白天储存的565摄氏度高温熔盐正持续释放热能，确保24小时不间断供电。这座非洲首个百兆瓦级光热 电站由中国企业参与建设，是中非绿色能源合作的新标杆。 习近平总书记指出："处理好发展和保护的关系，是一个世界性难题，也是人类社会发展面临的永恒课题。"今年是"绿水青山就是金山银山"理念提 出20年。习近平生态文明思想引领的中国生态治理经验，为全球可持续发展贡献了中国智慧、中国方案、中国力量。 "银色向日葵"书写光热传奇 天刚微微亮，赵晶已经戴上安全帽，大步走出宿舍。他抬头望了望天色，嘴角扬起一丝笑意："今天应该是个好天气！"作为中国能建科技发展有限 公司哈密电力技术服务有限公司总值长，赵晶的工作从"读天"开始。 日出后，赵晶需要首先判断天气状况。如果是晴天，就立即启动熔盐制备流程，随后视情况逐步启动发电机组，保障熔盐储热能力最大化。 哈密市平原和戈壁面积广大，风光资源丰富。经测算，哈密全年日照时数高达 ...

Group 1: Gaming Industry - The gaming sector is expected to see significant performance growth in Q3 2023, driven by high earnings per share (EPS) revisions and improved market conditions [1] - Domestic self-developed online games in the first half of the year experienced a 20% increase, primarily due to enhanced average revenue per user (ARPPU) [1] - Major titles set to launch include "Valorant," "Famous Generals," "Nine Muses of the Wild," "Iser" domestic version, and "Eternal Ring," contributing to a strong Q3 performance [1] Group 2: Cobalt Market - Cobalt prices are anticipated to experience a cyclical upward trend between 2025 and 2027 due to an optimized long-term supply-demand balance [2] - The cobalt supply-demand relationship is likely to remain in a state of shortage in 2026 and 2027, suggesting a potential price rebound similar to previous cycles [2] - Future cobalt prices may stabilize above 350,000 yuan per ton, indicating a sustained increase in the coming years [2] Group 3: Solar Thermal Power - Solar thermal power is recognized for its significant role in constructing a new type of power system, providing stable and continuous electricity generation [3] - This energy source combines peak-shaving capabilities and energy storage, offering long-term peak regulation and inertia in the power system [3] - The value distribution of solar thermal systems highlights that the concentrator system, heat absorption system, thermal system, and storage system hold substantial value [3]

Market Overview - The market experienced a slight decline yesterday, with the three major indices showing minor drops. The Shanghai Composite Index fell by 0.02%, the Shenzhen Component Index by 0.12%, and the ChiNext Index by 0.17% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.59 trillion yuan, a decrease of 175.8 billion yuan compared to the previous trading day, marking the fifth consecutive day with trading volume exceeding 2 trillion yuan [1] - Sectors such as liquor, Huawei HiSilicon, CPO, and humanoid robots saw significant gains, while insurance, military, securities, and gaming sectors experienced notable declines [1] Investment Insights Rare Earths - Huatai Securities emphasizes the strategic importance of rare earths and anticipates a price increase, projecting that the price center for rare earths will continue to rise from 2025 to 2026. The strategic significance of rare earths has become more pronounced in the context of "de-globalization" [2] - The active bidding for praseodymium and neodymium metals that started in July reflects strong market bullish sentiment, suggesting that related companies' performance is expected to improve continuously [2] Solar Thermal Power - CITIC Construction Investment highlights the potential for solar thermal power to undergo a qualitative change in the energy storage era, noting its importance in building a new power system. The installed capacity of solar thermal power in China is projected to reach 838.2 MW by the end of 2024, with an additional 300 MW expected to be added from 2021 to 2024 [3] - The report indicates that the industry still has significant growth potential, despite historical fluctuations in installed capacity due to economic viability and policy uncertainties. Current pricing policies in Qinghai province suggest that solar thermal power is beginning to demonstrate economic feasibility [3] Building Materials - Galaxy Securities recommends focusing on opportunities in the building materials sector, anticipating a recovery in demand due to expected policy support and improved channel layouts. Companies with product quality and brand advantages are highlighted as potential leaders in the consumer building materials industry [4] - In the cement sector, stricter supply controls are expected to ease supply-demand conflicts, leading to a potential increase in cement prices and profitability for regional leaders [4] - For fiberglass, the report suggests that demand recovery driven by emerging markets and price increases for mid-to-high-end products could lead to a full-year performance recovery for leading companies [4]

Group 1: Industry Overview - China Energy Construction (601868) has won bids for two significant solar thermal power projects in Qinghai, which are among the first 350MW demonstration projects in the country, with the Golmud project being the largest in the world and the Delingha project setting new national records for capacity and storage [1] - The projects are expected to generate nearly 1 billion kWh of green electricity annually and save 296,000 tons of standard coal while reducing carbon dioxide emissions by approximately 1.53 million tons, significantly promoting the commercialization and scaling of solar thermal power [1] - The on-grid electricity price for these projects is set at 0.55 yuan per kWh, indicating market competitiveness and potential for further cost optimization as scale effects are realized [1] Group 2: Company Insights - Xizi Clean Energy (002534) has established itself as a leader in the solar thermal power industry due to its early investments and technological advancements, participating in 17 demonstration projects since 2010 [2] - The company has transitioned from a product manufacturer to a provider of comprehensive energy solutions, leveraging its technological expertise in clean energy and storage equipment [3] - Xizi Clean Energy's proprietary technologies, such as molten salt heat exchangers and steam generation systems, have received national recognition and are applicable in various energy sectors, showcasing their adaptability [3][4] Group 3: Project Highlights - Xizi Clean Energy has played a crucial role in the Delingha project, providing essential equipment that has set industry benchmarks, with the 50MW project achieving a cumulative generation of 439 million kWh since its grid connection in 2022 [4] - The company is also involved in the Xinjiang Huadian Tianshan project, supplying steam generators that support grid peak regulation and green electricity consumption [4] - In the Yumen project, the largest molten salt linear Fresnel solar thermal power station under construction globally, Xizi Clean Energy is providing key components that enable the integration of solar thermal, photovoltaic, and wind energy [5] Group 4: Policy and Market Trends - The solar thermal power sector is experiencing rapid growth driven by policy support, with a target of adding 3GW of new capacity annually during the 14th Five-Year Plan [6] - The industry is witnessing significant cost reductions due to technological innovations and increased domestic production, with over 90% of equipment now sourced locally [7] - Xizi Clean Energy is expected to benefit from its technological advantages and market position, with projections indicating a substantial increase in net profit and a rise in the share of molten salt storage orders [7]

Core Viewpoint - The National Energy Administration supports the development of solar thermal power as a dual-function energy source that enhances long-term peak regulation capabilities and inertia for new energy systems, contributing to the safe and reliable replacement of traditional energy sources [3][4]. Group 1: Support for Hainan State as "China's Solar Thermal Capital" - The National Energy Administration and the National Development and Reform Commission emphasize the importance of solar thermal power development, aligning with the "14th Five-Year Plan" for renewable energy [4]. - Hainan State is identified as an ideal location for large-scale solar thermal power plants due to its abundant solar resources, flat terrain, and rich land resources [5]. - The government plans to further research and support policies for the large-scale development of solar thermal power, enhancing its role in the new energy system [5][6]. Group 2: Solar Thermal Power Capacity Pricing Policy - Qinghai Province is exploring a solar thermal power pricing policy at 0.55 yuan per kilowatt-hour, aiming to establish a 300,000-kilowatt independent solar thermal power station [6]. - The current stage of solar thermal power development faces challenges related to costs, scale, and return mechanisms, necessitating further research on the feasibility and operability of capacity pricing mechanisms [6].

Group 1 - The 2025 Solar Thermal and New Energy Storage High-Quality Development Exchange Conference was held in Hami City, focusing on breakthroughs in solar thermal and new energy storage technologies and industry collaboration [2][3] - China Energy Construction Investment Group has successfully commercialized the first national solar thermal demonstration project in Xinjiang, a 50 MW molten salt tower solar thermal power plant, and is accelerating the construction of the world's largest solar thermal storage project, the Hami Solar Thermal Storage Project with a capacity of 1500 MW [3][5] - The conference aims to support the achievement of China's "dual carbon" goals and accelerate green and sustainable development, with China Energy Construction Investment Group playing a key role in the development of new energy and new energy storage industries [3][6] Group 2 - The Hami Solar Thermal Storage Project has completed the foundation pouring for its steam turbine, which will increase the solar thermal power generation capacity from 50 MW to 150 MW, marking a significant advancement in new generation solar thermal technology [5] - The project has achieved a domestic equipment localization rate of over 99%, enhancing the system's value by providing large capacity and long-duration energy storage capabilities [5][6] - The integration of photovoltaic and solar thermal power generation systems in the Hami project aims to provide stable and adjustable green electricity, addressing the intermittency and volatility of traditional photovoltaic power generation [5][6] Group 3 - The current installed capacity of solar thermal power generation in China is only 0.025%, indicating vast development opportunities and potential in the industry [6] - The Hami Solar Thermal Technology Research Center was officially established during the conference, focusing on core technology breakthroughs in 300,000 kW solar thermal system integration [6] - China Energy Construction Investment Group is leading the drafting of the first safety production standardization implementation specification in the solar thermal power sector, which will promote the scale and industrial development of solar thermal power [6]

Core Insights - The completion of the turbine foundation on July 16 marks a significant milestone for the largest single solar thermal project in Xinjiang, which is part of the China Energy Construction Group's integrated green power demonstration project [1] Project Overview - The project has a total installed capacity of 1500MW and utilizes advanced solar thermal technology with a domestic equipment localization rate exceeding 99% [1] - It combines solar thermal and photovoltaic operations to convert the volatility of solar power into adjustable power output, enhancing power quality and stability [1] Environmental Impact - Upon completion, the project is expected to generate nearly 2.9 billion kilowatt-hours of electricity annually, saving 868,000 tons of standard coal and reducing carbon dioxide emissions by 2.256 million tons, showcasing significant environmental benefits [1]

Core Viewpoint - The commencement of the Anduo Tushuo Concentrated Solar Power Station marks the first and highest tower-type solar thermal power station in Tibet, with a total investment of approximately 2.037 billion yuan [1][2] Group 1: Project Overview - The Anduo Tushuo Solar Thermal Power Station is part of Tibet's key energy projects during the 14th Five-Year Plan and is a significant component of the 750,000 kW solar thermal project in Tibet [1] - The project utilizes advanced molten salt tower technology to efficiently convert mechanical energy into stable and continuous clean energy [1] Group 2: Challenges and Solutions - The project faces numerous challenges due to its high altitude of 4,650 meters, including extreme low temperatures affecting the molten salt system, reduced heat collection efficiency due to thin air, and difficulties in construction and equipment maintenance in a cold and oxygen-deficient environment [1][2] - To address these challenges, the Tibet Development Investment Group is collaborating with leading domestic enterprises and research institutions to tackle core issues such as efficient heat collection systems and low-temperature molten salt storage systems [2] Group 3: Future Prospects - The power station is scheduled to achieve grid connection and commence power generation by October 2026, contributing to the establishment of a national clean energy base in Tibet and promoting the development of a new power system demonstration area [2]