智通财经APP讯，亨鑫科技(01085)发布公告，于2025年12月29日，青海众控(公司间接非全资附属公司) (作为承租方)与租赁方就公司拟建德令哈35万千瓦光热发电示范(试点)项目用电的营运订立租赁期限不 超过二十年(可自行续约二十年)用地补偿协议。据董事所知，租赁方及其土地使用权所有人均为独立第 三方。 根据中华人民共和国青海省发展和改革委员会及财政厅关于我省草原植被恢复费收费标准及有关事项的 通知(QHFSO2-2018-0009)。在中华人民共和国青海省境内进行工程建设征用或使用草原的单位，应向 草原行政部门或其委托的草原监理站(所)缴纳草原植被恢复费。就此承租方同时须被德令哈市政府征收 草原植被恢复费。 ...

根据中华人民共和国青海省发展和改革委员会及财政厅关于我省草原植被恢复费收费标准及有关事项的 通知(QHFSO2-2018-0009)。在中华人民共和国青海省境内进行工程建设徵用或使用草原的单位，应向 草原行政部门或其委托的草原监理站(所)缴纳草原植被恢复费。就此承租方同时须被德令哈市政府徵收 草原植被恢复费。 格隆汇12月29日丨亨鑫科技(01085.HK)公告，于2025年12月29日，青海众控(公司间接非全资附属公司) (作为承租方)与租赁方就公司拟建德令哈35万千瓦光热发电示范(试点)项目用电的营运订立租赁期限不 超过二十年(可自行续约二十年)用地补偿协议。据董事所知，租赁方及其土地使用权所有人均为独立第 三方。 ...

Core Viewpoint - The company, Xizi Clean Energy, has established itself as a pioneer in the field of solar thermal power generation in China, actively participating in significant projects and poised to capitalize on upcoming opportunities in the sector during the 14th Five-Year Plan period [1] Group 1: Company Background and Achievements - Xizi Clean Energy has been involved in the research and application of solar thermal power technology since 2010, making it one of the earliest entities in this field in China [1] - In 2018, the company contributed to the construction of China's first and the world's third commercial tower molten salt thermal energy storage power plant, the 50MW tower molten salt storage project in Delingha, Qinghai [1] - The company has successfully participated in several large-scale solar thermal power demonstration projects during the 14th Five-Year Plan, including the 100MW project in Jinta, the 150MW project in Hami, and the 200MW project in Delingha [1] Group 2: Market Position and Future Opportunities - The company possesses strong market and technological advantages due to its early entry into the solar thermal power sector [1] - Recent national policies indicate significant opportunities for solar thermal power projects during the 15th Five-Year Plan, which the company aims to leverage by utilizing its project experience and market advantages [1]

Group 1: Macro and Industry Policy Tracking - The report highlights a focus on multi-field collaborative advancement in industry policies, including the cultivation of emerging industries such as integrated circuits and low-altitude economy, as well as strengthening 6G research [1][10] - The housing and urban-rural construction meeting emphasizes stabilizing the real estate market and developing a new model characterized by the sale of existing homes, with a focus on policies tailored to individual cities [1][12] - The transportation department predicts that yacht and cruise consumption will evolve towards mass-market and large-scale development, indicating a shift in consumer behavior [1][13] Group 2: Financial Regulations - The financial regulatory authority has standardized the information disclosure of asset management products to protect investor rights, ensuring transparency and accountability in financial products [1][16] Group 3: Energy and Technology Developments - The energy sector is promoting the large-scale development of solar thermal power and has introduced the world's first mandatory standard for electric vehicle energy consumption, which will enhance vehicle performance and consumer experience [1][18] - A significant technological breakthrough was achieved in the field of superconducting magnetic levitation, with a test speed of 700 km/h, marking a milestone in China's technological advancement [1][19] Group 4: Stock Market Performance - The A-share market showed mixed performance, with the top five sectors by growth being industrial trade and comprehensive (+7.34%), non-ferrous metals (+6.55%), chemicals (+5.86%), national defense and military industry (+5.81%), and hardware equipment (+4.99%) [1][22] Group 5: Popular Concepts Tracking - The report identifies the top five popular concepts this week, with lithium battery electrolyte (+17.80%), Hainan Free Trade Port (+10.98%), 6G (+9.40%), RF and antennas (+9.27%), and power batteries (+8.78%) showing significant growth [2][25]

Core Viewpoint - The article emphasizes the importance of solar thermal power generation as a dual-function technology that supports peak regulation and long-term energy storage, which is crucial for stabilizing the output fluctuations of renewable energy sources like wind and solar power. The Chinese government aims to achieve a total installed capacity of approximately 15 million kilowatts by 2030, with costs comparable to coal power and leading international technology that is fully domestically controlled [2]. Group 1 - The National Development and Reform Commission and the National Energy Administration have issued guidelines to promote the large-scale development of solar thermal power, highlighting its role in building a new energy system and supporting the transition to a green and low-carbon energy structure [2][3]. - The current solar thermal power industry in China has successfully mastered key technologies such as tower, trough, and Fresnel systems, with the construction cost per kilowatt decreasing from approximately 30,000 yuan a decade ago to 15,000 yuan, and the cost per kilowatt-hour dropping to around 0.6 yuan [2][3]. Group 2 - To address the high construction costs of solar thermal power, the guidelines propose a series of policy measures, including promoting economies of scale, enhancing technological advancements, and establishing integrated systems for energy generation, grid, load, and storage [4]. - The guidelines also emphasize the need to improve the economic viability of solar thermal projects by supporting asset management through real estate investment trusts and asset-backed securities, and encouraging local governments to develop supportive policies for solar thermal power participation in the electricity market [5].

随着 " 双碳 " 战略的深入推进，我国风光新能源装机规模持续高速增长，截至 2025 年 11 月底，全国风光发电累计装机 已达 17 亿千瓦以上，风光发电渗透率已超 20% ，在此情景下，风光出力的间歇性和波动性对电力系统支撑调节资源的需 求快速增加。光热发电兼具调峰电源和长时储能双重功能，能够实现用新能源调节支撑新能源，可以为电力系统提供长周 期调峰能力和转动惯量，是实现新能源安全可靠替代的有效手段。 锚定碳达峰和 2035 年国家自主贡献目标，新能源扩量增质需要不断提升系统友好性，推进光热发电规模化发展是其中一 个重要路径。在此背景下，国家发展改革委、国家能源局印发《关于促进光热发电规模化发展的若干意见》（以下简称 《若干意见》），推动光热发电规模化、高质量发展，多场景、融合创新应用，对行业发展和新型电力系统建设具有重要 意义。 一、耦合长时热储能和系统调节性能，光热发电是新型电力系统十分稀缺的安全可控绿色电源 目前，我国光热发电已建成规模 162 万千瓦，在建装机规模 270 万千瓦（占全球在建装机的 90% 以上），项目储热时 长大多在 6 小时以上。其中，单站最大装机 35 万千瓦，配置长达 1 ...

Core Viewpoint - The article discusses the significant potential for the large-scale development of solar thermal power generation in China, emphasizing the supportive policies and strategic direction provided by the recent government document titled "Several Opinions on Promoting the Large-Scale Development of Solar Thermal Power Generation" [2][5]. Group 1: Foundation for Large-Scale Development - Solar thermal power generation has established a solid foundation for large-scale development, with significant advancements made during the "Eleventh Five-Year" and "Twelfth Five-Year" periods, leading to a rapid increase in installed capacity and the establishment of a complete industrial chain with independent intellectual property rights [4]. - As of the "Fourteenth Five-Year" period, the installed capacity of solar thermal power generation reached approximately 1.62 million kilowatts, ranking third globally, with about 2.7 million kilowatts of projects under construction [4]. Group 2: Support for New Power Systems - The operation of the first batch of solar thermal demonstration projects has validated its unique advantages in stable and reliable power output, making it comparable to coal-fired power plants, with peak shaving rates reaching 10% per minute and continuous operation for up to 230 days [6][7]. - The "Several Opinions" document emphasizes optimizing the operation of solar thermal power plants to enhance their peak shaving capabilities and support the green and low-carbon energy supply [7]. Group 3: Economic Viability and Policy Support - Despite a 52% reduction in grid connection prices since the first demonstration projects in 2016, solar thermal power generation still does not achieve grid parity, necessitating further technological and economic advancements [8]. - The document proposes improving policy support mechanisms, including compensation for reliable capacity and encouraging provinces to develop assessment methods for solar thermal power plants [9]. Group 4: Growth Potential in the Renewable Energy Sector - The solar thermal power generation industry is expected to become a new growth point in China's renewable energy sector, with a target of reaching 15 million kilowatts of total installed capacity by 2030, potentially driving direct investments of approximately 170 billion yuan [10]. - The anticipated new projects could create around 132,000 to 142,000 jobs during the "Fifteenth Five-Year" period, highlighting significant social benefits [10]. Group 5: Technological Innovation and International Cooperation - The document calls for accelerating technological innovation in solar thermal power generation, including the construction of large-capacity power plants and the exploration of carbon reduction technologies in conjunction with coal power [11]. - It also encourages international collaboration and participation in setting global standards, aiming to establish flagship projects under the Belt and Road Initiative [11].

Core Viewpoint - The recent policy document issued by the National Development and Reform Commission and the National Energy Administration aims to promote the large-scale development of solar thermal power in China, targeting a total installed capacity of approximately 15 million kilowatts by 2030, with costs comparable to coal power and achieving international leadership in technology [1] Group 1: Current Status and Challenges - China has successfully mastered mainstream solar thermal power technologies such as tower, trough, and Fresnel systems, establishing a leading global solar thermal power industry chain [1] - The construction cost of solar thermal power plants has decreased from approximately 300,000 yuan per kilowatt ten years ago to 150,000 yuan, with the cost per kilowatt-hour dropping to around 0.6 yuan [1] - Despite progress, challenges remain, including high initial investment, weak market competitiveness, insufficient reflection of system support and adjustment value, and the need for improved industry technology levels [1] Group 2: Policy Measures for Development - The policy document proposes a comprehensive set of measures to address the bottlenecks in solar thermal power development, including resource surveys and top-level design for development layout and industrial collaboration [2] - It emphasizes the need to actively cultivate the solar thermal power application market and reasonably allocate solar thermal power scale in conjunction with large energy base construction [2] Group 3: Cost Reduction Strategies - The document outlines strategies to reduce investment and generation costs, including leveraging scale effects to drive rapid cost reductions through the construction of solar thermal power plants in large energy bases [3] - It aims to promote high-parameter, large-capacity technology and the steady advancement of large solar thermal power plants, enhancing core technology autonomy and domestic equipment levels [3] Group 4: Revenue Enhancement and Policy Support - The policy encourages eligible solar thermal power projects to utilize financial instruments like real estate investment trusts and asset-backed securities to revitalize existing assets [4] - It also supports the development of local regulations to facilitate solar thermal power participation in the electricity market, ensuring compensation for reliable capacity and enhancing green revenue through various means [4]

（编辑 任世碧） 证券日报网讯 12月25日，西子洁能在互动平台回答投资者提问时表示，公司作为我国最早从事光热发 电技术研发与工程推广应用的单位之一，自2010年开始进入光热太阳能发电领域，2018年参建了中国首 座、全球第三座商业化投运的塔式熔盐光热储能电站——青海德令哈50MW塔式熔盐储能光热项目。公 司在"十四五"期间成功参与大批量光热发电示范项目的供货与建设，如金塔中光100MW、中能建哈密 150MW光热、中广核德令哈200MW光热项目等，具备较强的市场和技术先发优势。目前光热行业发展 进入大容量、低成本、独立装机的阶段，"十五五"期间光热发电装机空间较大，公司会利用自身参与项 目的经验和市场技术先发优势，积极落地"十五五"期间光热领域订单机会，持续贡献光热板块的利润增 长。 ...

Core Viewpoint - The new version of the "Encouragement Directory for Foreign Investment" has been released, increasing the total entries to 1,679, with a net addition of 205 entries compared to the 2022 version, reflecting China's commitment to enhancing foreign investment quality and regional layout [2][6]. Group 1: Changes in the Directory - The revised directory optimizes directional guidance for foreign investment, encouraging investments in advanced manufacturing, modern services, and specific regions such as the Midwest, Northeast, and Hainan [3][8]. - New or expanded entries include areas related to terminal products, components, raw materials, business services, technical services, scientific research, and service consumption, aimed at promoting high-quality development in these sectors [3][8]. Group 2: Impact on Foreign Investment Confidence - The updated directory has enhanced the confidence of foreign enterprises in investing in China, with many expressing optimism about the investment landscape [9][11]. - Companies like Dassault Systemes have noted that the government's encouragement of foreign investment in advanced manufacturing and modern services aligns with their business direction, reinforcing their confidence in development [13]. Group 3: Energy Sector Developments - Significant progress has been made in China's energy sector, including the discovery of a billion-ton oil field in the Bohai Sea, which is crucial for national energy security [16]. - The government has introduced policies to support the large-scale development of solar thermal power, aiming for a total installed capacity of approximately 15 million kilowatts by 2030, with costs comparable to coal power [19].