行业研究 行业研究|战略新兴产业之光热发电 战略新兴产业之光热发电 政策+市场双加持 光热发电站上规模化新风口 文/工商部 范昱希 摘要 光热发电通过集热-储能-热力-发电的耦合实现"发电+储能"的一体化能力，具有稳定输 出、广域调峰的独特优势，然而其本身的经济成本、技术复杂程度使得其发展速度滞后于光伏 发电等其他发电方式，但随着新能源发电渗透率不断提升，"调峰需求高企+储能供给不足"催 生光热发电市场需求。同时，经过行业示范项目不断优化、技术不断迭代，当前光热发电已初 步具备规模化基础，但仍存在诸多亟待解决的难点，2025 年 12 月《关于促进光热发电规模化 发展的若干意见》（以下简称"《意见》"）的出台，成为光热发电行业从示范探索迈向规模化发 展的核心政策节点，为行业发展划定了清晰目标与路径。整体来看，光热发电作为构建新型电 力系统重要抓手，其对能源低碳转型与能源安全保障具有关键意义，在市场需求与政策引导的 双重加持下，行业将迎来规模化发展窗口期。 一、光热发电核心特征与技术路径 光热发电即为太阳能热发电，与我们熟知的光伏发电相比，虽然仅有一字之差，但其工作 原理、功能属性、低碳特征大不相同，这种差异决 ...

光热发电兼具调峰电源和长时储能的双重功能，能够实现用新能源调节支撑新能源，是加快构建新 型电力系统的有效支撑。在"双碳"目标下，光热发电作为绿色低碳基础保供电源的潜力正加速释放。 近日，由中国可再生能源学会组织的科技成果鉴定会上，"太阳能热发电高温熔盐槽式集热器柔性 连接平面旋转接头"技术通过权威鉴定，专家组一致认定其总体技术水平达国际领先。 在新能源电力体系中，熔盐槽式集热器是下一代高效光热发电技术的重要装备，其柔性连接部件需 在550℃以上高温、高压及频繁旋转工况下长期保持密封可靠性，这一技术难题长期制约着该领域的工 程化推进。 据了解，这项由常州龙腾光热科技股份有限公司研发的技术，瞄准了熔盐槽式光热发电的难题，在 技术创新上实现了三大突破。其一，研发了以膨胀蛭石、六方氮化硼和矿物纤维为核心组分的可注射密 封填料，成功突破560℃熔盐槽式柔性连接密封的行业瓶颈，为高温工况下的密封可靠性提供了核心保 障。其二，创新提出"斜面-曲面"复合密封结构，形成压力自增强密封效应，同时优化免拆卸运维设 计，通过补充填料或调整螺栓即可实现在线维修，大幅提升运维效率，解决了传统部件维护成本高、停 机影响大的痛点。其三，开发 ...

"十五五"时期，德令哈市将继续利用资源禀赋，以熔盐大开口槽式光热发电技术的突破为重要抓手，聚 焦科技创新，强化政企合作，以技术突破提升光热产业核心竞争力，加速打造"中国光热之都"。 本报海西讯 （记者 栾雨嘉 苏烽 朱炜明） "'十五五'期间，将大力支持企业集中力量攻克超大开口集热 器、超低热损集热管等关键技术难题，保障百兆瓦级光热一体化项目建设，推动'盐湖—熔盐—光热'产 业链形成完整闭环，并推动光热产业朝着大容量、高参数、低成本方向发展。"1月28日，海西蒙古族藏 族自治州德令哈市发展改革委主任、能源局局长王少春表示。 政企协同发展上，在省政府批复光热项目建设用地的政策支持下，可胜技术计划建设标杆示范项目，将 充分发挥链主企业引领作用，联动产业链上下游，共同构建完善的产业生态体系。同时，青海华汇新能 源、青海中车四方所等本地企业不断提升自身配套能力，现已具备光热智能支架、储能系统等核心装备 的生产能力，初步形成"技术研发—装备制造—项目落地"的产业发展雏形。 技术攻关领域，中广核德令哈300MW熔盐槽式光热发电项目联合龙腾光热、中广核光热技术公司等企 业成功应用自主研发的8.6米大开口槽式集热器，并配套使 ...

Core Viewpoint - The development of concentrated solar power (CSP) in China is gaining momentum, with a target of reaching 15 million kilowatts of installed capacity by 2030, while addressing challenges such as high initial investment and market competitiveness [1][6]. Group 1: Current Projects and Developments - The Qinghai Energy Group's Qingyu DC Phase II 100,000 kW CSP project is continuously supplying electricity to the grid, showcasing the ongoing advancements in CSP technology [1]. - The Hami "Solar (Thermal) Storage" 1500 MW base project integrates 150 MW of CSP with 1350 MW of photovoltaic (PV) capacity, demonstrating the synergy between CSP and PV technologies [2]. - As of the end of 2025, China's operational CSP capacity is expected to reach approximately 1.62 million kW, ranking third globally, with 2.7 million kW under construction, accounting for over 90% of global CSP construction [3]. Group 2: Technological Advancements - China has successfully mastered various CSP technologies, including tower, trough, and Fresnel systems, with ongoing innovations such as the 800 MW PV + 100 MW CSP integrated project in Tibet [4]. - The development of the "four towers and one machine" supercritical 350 MW unit is underway, aiming for over 3000 hours of annual electricity generation [5]. - The domestic production rate of equipment and materials for CSP is nearing 100%, positioning China as a leader in the global CSP market [5]. Group 3: Cost Challenges and Policy Support - The average total investment for CSP projects of 100 MW and above is approximately 15,000 yuan per kW, which is about three times that of equivalent PV projects, leading to financial losses under current pricing conditions [6]. - The recent policy document proposes compensation for reliable capacity of qualifying CSP projects, which could significantly enhance the cost competitiveness of CSP [6]. - Qinghai Province has set a fixed grid price of 0.55 yuan per kWh for CSP projects included in its development plan from 2024 to 2028, providing a degree of certainty for the industry [6]. Group 4: Future Outlook and Strategic Recommendations - The industry is exploring various avenues for cost reduction, including expanding unit sizes, developing new types of molten salts, and optimizing mirror field designs, with potential cost reductions of 0.13 yuan per kWh in the next 3-5 years [7]. - To achieve the target of 15 million kW, efforts must focus on planning, implementation, and ensuring support for land, finance, and policy [7]. - CSP is expected to transition from a backup option to a key support role in the energy system, contributing to carbon reduction in conjunction with coal power and providing green electricity for various industries [7].

科技日报记者 王禹涵 国家能源集团青海共和公司青豫直流二期10万千瓦光热项目正源源不断地向电网输送电能，青海中控德令哈50兆瓦光热电站驱动汽轮机持续发电……这一朵 朵绽放的"太阳花"，正照亮我国能源转型的新路径。 近日发布的《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》）提出，到2030年，光热发电总装机规模力争达到1500万千瓦左右，度电 成本与煤电基本相当。 项目火热推进，政策东风劲吹，但光热发电这个被寄予厚望的产业，仍面临着初始投资较高、市场竞争能力偏弱等"成长的烦恼"。在新能源全面平价的时 代，光热发电如何破解成本难题，实现规模化破局？ "简单来说，光热发电设备就是一个巨型'太阳能炉灶+热水壶+蒸汽机'组合体。"中国能建中国电力工程顾问集团西北电力设计院有限公司（以下简称"中国 能建西北院"）新疆哈密"光（热）储"1500兆瓦基地光热项目设计总工程师王鑫说，"比如，正在建设的哈密'光（热）储'基地项目，采用150兆瓦光热与1350 兆瓦光伏电站互补联动，通过配置熔盐电加热器，在光伏和光热储热部分之间建立能量转换的'桥梁'，将光伏的弃电转化为热能存储，再通过光热汽轮机发 电上网。" "与 ...

建设中的这一全疆海拔最高的塔式熔盐光热项目，定日镜系统是核心设备，其组装精度、驱动系统及传 感元器件稳定性受低温大风影响较大。"冬季施工，进度要抢，精度更要守牢，这是项目高质量推进的 生命线。"中电建新能源集团若羌项目负责人黄栋表示，项目部将精度管控贯穿施工全程，攻克极端天 气带来的技术难题。 面对挑战，项目部组建技术攻关小组制定专项方案，构建定日镜组件仓储、组装生产、现场安装、调试 运维的全链条闭环管控体系。同时，项目部党支部成立党员先锋队、划定党员责任区，组织攻克多项冬 季施工难关，已完成批量定日镜组装安装，镜场调试稳步推进，各项任务按计划落地。 该项目总装机规模100兆瓦，采用塔式熔盐技术，配套1988兆瓦时大容量储热系统。项目建成后年发电 量约19.6亿千瓦时，每年可减少标准煤消耗69万吨，对优化能源结构、提升电力系统稳定性、推动"双 碳"目标具有重要意义。 隆冬时节，在海拔超3200米的新疆若羌县铁木里克乡戈壁荒原上，由山东电力建设第三工程有限公司承 建的若羌县10万千瓦光热(储能)配套90万千瓦光伏发电项目光热工程正加紧推进。建设者战严寒，让清 洁能源的希望之光在戈壁寒冬中加速汇聚。 记者在现场看 ...

Core Viewpoint - The article highlights ten significant technological innovations in the energy sector for 2025, showcasing advancements in various energy generation and storage technologies that enhance efficiency, safety, and sustainability. Group 1: Solar and Thermal Energy Innovations - The 100 MW multi-tower solar thermal power generation system introduces a new architecture for concentrated solar power, improving system integration and resource utilization, applied in a 700,000 kW project in Gansu [3] Group 2: Hydropower Innovations - The 500 MW large impact water turbine generator set represents a breakthrough in high-head, large-capacity hydropower technology, featuring the world's largest 6.23-meter turbine and supporting the construction of hydropower bases in Tibet [5] Group 3: Nuclear Energy Innovations - The 2 MW liquid fuel thorium molten salt experimental reactor technology demonstrates the feasibility of using thorium resources, achieving thorium-uranium fuel conversion for the first time [7] Group 4: Coal and Clean Energy Innovations - The 700 MW high-efficiency ultra-supercritical circulating fluidized bed boiler technology significantly reduces coal consumption by approximately 20 grams per kilowatt-hour compared to traditional systems, supporting new coal power projects [9] Group 5: Power Transmission Innovations - The ultra-high voltage direct current transformer with on-load tap changer technology enhances voltage regulation without power interruption, achieving the highest global parameters and supporting large-scale clean energy transmission [11] Group 6: Smart Mining Innovations - The large open-pit coal mine unmanned transportation system addresses key challenges in autonomous operation, filling a technological gap in 300-ton mining trucks for large-scale applications [15] Group 7: Oil and Gas Pipeline Innovations - The large-diameter oil and gas pipeline welding robot technology advances the intelligent transformation of pipeline construction, enhancing efficiency and adaptability in complex field conditions [17] Group 8: Energy Storage Innovations - The large-capacity solid-liquid hybrid lithium-ion battery storage system, with a capacity of 314 amp-hours, enhances performance and safety, applied in a 200 MW/400 MWh energy storage project in Guangdong [19] Group 9: Green Hydrogen and Ammonia Innovations - The large-scale green hydrogen and ammonia integrated flexible synthesis technology supports the non-electric consumption of renewable energy, with demonstration projects in Jilin set to operate in 2025 [21]

本报讯（记者 薛军）1月28日上午，省委副书记、省长罗东川参加省政协十三届四次会议工商联界经济 界联组讨论。强调要以习近平新时代中国特色社会主义思想为指导，全面贯彻落实党的二十届四中全会 和中央经济工作会议精神，按照省委工作要求，建睿智之言、尽务实之力，在围绕中心、服务大局、履 职为民中，为谱写中国式现代化青海篇章贡献更多聪明才智。 匡湧参加，张晓容主持。 罗东川说，过去一年，省政协团结带领广大委员做了大量卓有成效的工作，特别是在发展新质生产力、 高原康养品牌建设、枸杞产业发展、法治化营商环境打造等方面建言献策，作出了重要贡献。广大工商 联、经济界委员团结全省各类经营主体，形成了共同推进青海高质量发展的生动局面。希望大家始终保 持"懂感恩、有情怀、重实干"的精神状态，为青海改革发展稳定凝心聚力、多作贡献。 罗东川说，"十五五"时期是青海与全国同步基本实现社会主义现代化夯实基础、全面发力的关键时期。 要在把握时与势中坚定发展信心，把握更加积极有为宏观政策、更加精准聚焦的微观政策，在抢抓政策 机遇中实现更好发展。要在抓好谋与干中提升发展质效，坚持国家发展、青海发展、企业发展同频共 振，更好融入全省发展大局，更好推 ...

Core Insights - The world's largest single-unit solar thermal power plant is being constructed in the Gobi Desert of Golmud, Qinghai, which is expected to play a crucial role in supporting the stable operation of a high-proportion renewable energy grid [1] Group 1: Project Overview - The solar thermal power plant features a 200-meter high heat-collecting tower, with the base already completed and undergoing anti-corrosion treatment [1] - The project will consist of three heat-collecting towers and three mirror fields, with a total mirror field area of 3.3 million square meters [1] Group 2: Technology and Innovation - The plant utilizes a self-developed tracking system that allows thousands of heliostats to adjust their angles to accurately reflect sunlight onto the heat collector, with approximately 90,000 heliostats and over 500,000 control points managed by an automated control system [2] - The integration of a large-scale, low-cost energy storage system enables the solar thermal power plant to overcome the limitations of relying solely on weather conditions for energy generation [2] Group 3: Industry Implications - Solar thermal power is expected to support the construction of a new energy system and power grid, with ongoing technological advancements and cost reductions leading to accelerated large-scale development [2] - The future energy landscape in China may see solar thermal power, photovoltaic, and wind energy forming the three pillars of the new power system, providing robust support for energy transition [2]

（来源：沈阳日报） 转自：沈阳日报 我国西部茫茫大漠戈壁上，一个个大型光热、光伏发电项目上马、运行，深刻改变着我国新能源发电格 局。每个光热发电项目集聚上万片定日镜，夜以继日"追光逐电"。其间，一辆辆清洗车穿梭其中，将一 片片定日镜擦拭得干干净净，为项目最大效率发电保驾护航。 近日，国机集团沈阳仪表科学研究院有限公司（以下简称沈阳仪表院）自主研制的"沙漠环境用光热定 日镜清洗机器人"入选《辽宁省首台（套）重大技术装备推广应用指导目录（2025年版）》，标志着我 国在沙漠环境光热、光伏发电关键设备领域取得了新突破。国内首台套沙漠环境用光热定日镜清洗车是 如何诞生的？让我们一探究竟。 抢攻光热发电关键设备 沈阳仪表院汇博装备公司总经理唐贵富不久前再次奔赴甘肃省金塔县，跟踪国内首台套沙漠环境用光热 定日镜清洗车工作状态，为后续产品升级做准备。 项目现场，25594片光热定日镜像向日葵一样，环绕着247米高的吸热塔。5台定日镜清洗车行进其间， 机械臂"小心翼翼"贴近镜片，开展水洗、干洗、高压冲洗作业。随后，机械臂配置的大毛巾擦拭镜片， 原本布满灰尘的镜片很快干净如新。 "定日镜清洗车表现出色，无论是夏天水洗、冬天干洗 ...