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光热交响曲,盐化工变奏乐——海西州谱写绿色发展新乐章
Huan Qiu Wang· 2025-09-22 00:57
青海省海西州德令哈市,海拔3000米的高原戈壁上,青海中控太阳能发电有限公司的光热电站正在稳定 运行。这座已持续发电五年九个月的电站,是中国首批光热发电示范项目之一,也是全球首个年发电量 超过设计发电量的塔式熔盐储能光热电站。 来源:环球网 戈壁深处的"超级镜子发电厂":数万定日镜点亮青海新能源革命 在柴达木盆地戈壁滩上,27135面巨型定日镜以同心圆阵列排开,如同一个巨大的"向日葵田"正在追逐 太阳。这些镜子将阳光精准反射至260米高的吸热塔顶端,温度可达565摄氏度。 在青海省柴达木盆地中南部,坐落着中国最大的可溶性钾镁盐矿床——察尔汗盐湖。这片蒙古语意 为"盐的世界"的盐湖,总面积达5856平方公里,不仅是中国最大的盐湖,也是世界上著名的内陆盐湖之 一。 从1958年土法生产出第一袋钾肥,到如今成为国家重要的钾肥生产基地和循环经济产业基地,察尔汗盐 湖的发展历程见证了我国盐湖工业的崛起与飞跃。 察尔汗盐湖的工业化开发始于上世纪50年代。1954年,修筑敦格公路的筑路工人发现这里的水苦涩,经 过化验发现含有氯化钾,从而引起重视。当时的生产方式非常落后,他们以羊镐、铁锨为工具,大油桶 盛卤水,铁锅熬制,奋战 ...
我国光热发电加速商业化需降本增效
Core Viewpoint - The solar thermal power generation industry in China is poised for significant growth, driven by policy support, technological advancements, and the need for cost reduction to achieve competitive pricing [1][2][3]. Policy Support - Solar thermal power is recognized as a clean and renewable energy technology, with China's installed capacity reaching 838.2 MW by the end of 2024, accounting for 10.6% of the global total [2]. - The Chinese government has implemented various policies to support the industry, including a benchmark grid price of 1.15 yuan per kWh established in 2016 and the promotion of demonstration projects [2][3]. - The Energy Law, effective January 1, 2025, emphasizes the active development of solar thermal power, providing a legal framework for its growth [3]. Technological Innovation - The industry has achieved significant technological breakthroughs, with a fully autonomous supply chain and key components being domestically produced [4]. - Innovations include advanced heat collection systems, high-temperature energy storage solutions, and large-scale solar thermal power plant designs [4][5]. - The rapid development of technology is expected to substantially lower generation costs, facilitating large-scale commercial applications [4]. Economic Viability - Despite the growth potential, the current levelized cost of electricity for solar thermal power remains high, estimated at 0.8-0.9 yuan per kWh [7]. - To enhance economic viability, the industry must leverage economies of scale and establish a "technology-standard-market" ecosystem [7]. - Recommendations include improving policy support mechanisms, integrating carbon market benefits, and prioritizing advanced large-capacity projects to avoid unhealthy competition [7][8]. Collaboration and Future Directions - Industry stakeholders, including companies, research institutions, and government bodies, are encouraged to collaborate to address key scientific and engineering challenges [8]. - Increased investment in research and development is essential for advancing high-capacity and intelligent solar thermal technologies [8].
1-7月我国可再生能源新增装机2.83亿千瓦
Zhong Guo Xin Wen Wang· 2025-09-05 00:41
Core Insights - The National Energy Administration held a video conference to discuss the development of renewable energy in China, summarizing the overall situation from January to July 2025 and addressing the progress of major projects and industry supply-demand dynamics [1][2] Group 1: Renewable Energy Development - From January to July 2025, China's renewable energy installed capacity increased by 283 million kilowatts, reaching a total of 2.171 billion kilowatts, accounting for nearly 60% of the national total installed capacity [1] - The total power generation from renewable energy was 2.18 trillion kilowatt-hours, a year-on-year increase of 15.2%, representing nearly 40% of the national total power generation [1] - Wind and solar power generation contributed 1.36 trillion kilowatt-hours, making up 24.9% of the national power generation, highlighting their significant role in supply assurance and transformation [1] Group 2: Future Work Requirements - The meeting emphasized the need to accelerate the implementation of the notification on market-oriented reform of renewable energy grid pricing to stabilize development and market expectations [2] - It called for the rapid development of the 14th Five-Year Plan for renewable energy, ensuring alignment with local resources and economic growth needs [2] - The promotion of new models and industries in renewable energy, such as offshore wind and solar thermal power, was highlighted as a priority, along with fostering competitive and innovative new power operators [2]
国家能源局:1-7月我国可再生能源新增装机2.83亿千瓦 总装机达到21.71亿千瓦
智通财经网· 2025-09-04 05:43
Core Insights - The National Energy Administration held a video conference on renewable energy development, highlighting significant growth in renewable energy capacity and generation in the first seven months of 2025 [1][2] Group 1: Renewable Energy Development - In the first seven months of 2025, China's renewable energy installed capacity increased by 283 million kilowatts, reaching a total of 2.171 billion kilowatts, accounting for nearly 60% of the national total installed capacity [2][3] - The total electricity generation from renewable sources was 2.18 trillion kilowatt-hours, representing a year-on-year growth of 15.2%, and approaching 40% of the national total electricity generation [2][3] - Wind and solar power generation contributed 1.36 trillion kilowatt-hours, making up 24.9% of the national electricity generation, underscoring their role in ensuring supply and promoting transformation [2][3] Group 2: Future Work Requirements - The meeting emphasized the need to accelerate the implementation of policies for market-oriented pricing of renewable energy to maintain stable and rapid development [3] - It called for the expedited preparation of the 14th Five-Year Plan for renewable energy, ensuring alignment with local resources and economic growth needs [3] - The promotion of new models and business formats in renewable energy, including offshore wind and solar thermal power, was highlighted as a priority [3] - The cultivation of competitive and innovative new power operators was deemed essential for adapting to the new energy system and market development [3]
全国绿氢新能源等重大项目加快落地
Xin Hua She· 2025-08-22 01:12
Core Insights - The "Ningdian Ruxiang" project, China's first high-voltage direct current transmission line primarily for renewable energy, has been put into operation, marking a significant step in the country's energy transition [1][2] - The project has a total investment of 28.1 billion yuan and a power transmission capacity of 8 million kilowatts, expected to supply over 36 billion kilowatt-hours annually to Hunan, meeting about one-sixth of the province's electricity demand [2][3] Investment Trends - Energy investment in China is accelerating towards green and new energy, with significant projects underway, and a total investment exceeding 1.5 trillion yuan in key energy projects in the first half of the year, a 21.6% increase year-on-year [2][4] - Investments in renewable energy generation are growing rapidly, with land-based wind power investments in Guangxi and Xinjiang doubling compared to the previous year, and offshore wind investments in Guangdong, Fujian, and Shanghai also seeing significant increases [2][4] Infrastructure Development - The construction of high-voltage transmission lines is becoming a key trend, facilitating the large-scale optimization of clean energy distribution and driving growth in related industries [3][4] - The "Ningdian Ruxiang" project utilizes advanced equipment and technologies, positively impacting the power equipment and construction sectors, demonstrating a dual empowerment effect between the project and the industry [3] Emerging Energy Solutions - The development of new energy systems is crucial, with significant investments in hydrogen energy and energy storage projects, which are expected to alleviate issues related to the integration of high proportions of renewable energy [4] - The market for smart grids, new energy storage, and green hydrogen is anticipated to grow, with ongoing upgrades to existing grid infrastructure and continued investment in cross-regional transmission channels [4]
我国正在加快构建绿色低碳循环发展经济体系
Xin Hua Wang· 2025-08-22 00:33
Group 1 - Chongqing Huike Jinyu Optoelectronics Co., Ltd. has established a comprehensive wastewater recycling management system and energy consumption management platform, achieving refined management of water and energy usage in manufacturing processes [1] - The Chongqing Smart Industry Park, where the company is located, has a water reuse rate of 97% and a comprehensive utilization rate of industrial solid waste of 89.83%, demonstrating resource circular utilization [1] - The development of green industrial parks is a reflection of China's efforts to accelerate the construction of a green, low-carbon, and circular economic development system, with over 490 national-level green industrial parks cultivated [1] Group 2 - The Guizhou province's Akesai County has a renewable energy base with a total investment exceeding 5 billion yuan, including a 110 MW solar thermal power station and a 640 MW photovoltaic project [2] - The project is expected to achieve full capacity grid connection by November 2024, with an annual power generation of 1.7 billion kWh, equivalent to the annual electricity consumption of 570,000 households [2] Group 3 - China has the largest and fastest-growing renewable energy generation capacity globally, with a target to reduce energy consumption per unit of GDP by 11.6% by 2024 compared to 2020, equating to a reduction of 1.1 billion tons of CO2 emissions [3] - The country is focusing on building a clean, low-carbon, safe, and efficient new energy system, emphasizing the importance of renewable energy in supporting economic and social development [3] Group 4 - Meituan's "Green Mountain Plan" has implemented smart recycling machines for plastic takeout boxes in 24 cities, recovering over 37,000 tons of plastic and contributing to a reduction of 57,000 tons of carbon emissions [4] - The initiative reflects a broader societal trend towards green and low-carbon lifestyles, including actions like food waste reduction and active participation in recycling [4] Group 5 - The National Development and Reform Commission is committed to developing a circular economy, enhancing resource conservation and utilization, and promoting the construction of a waste recycling system [5] - The focus is on advancing agricultural circular economy development and increasing the comprehensive utilization rate of mineral resources [5]
三季度业绩增量明显,重申游戏作为全年主线 | 券商晨会
Mei Ri Jing Ji Xin Wen· 2025-08-21 00:56
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]
中信建投:光热发电作为高稳定性的可再生能源 对构建新型电力系统具有重要意义
Di Yi Cai Jing· 2025-08-21 00:19
Core Viewpoint - Concentrated solar power (CSP) is highlighted as a stable renewable energy source that can provide continuous power generation with the integration of thermal storage systems, making it significant for the development of new power systems [1] Group 1: Technology and Functionality - CSP utilizes a concentrating system to focus solar energy onto a heat absorber, heating a working medium (such as molten salt) to generate high-temperature steam that drives a turbine for electricity generation [1] - With the configuration of thermal storage systems, CSP can achieve 24-hour continuous and stable power generation [1] Group 2: Importance in Power Systems - CSP serves dual functions as both a peak-shaving power source and energy storage, providing long-cycle peak-shaving capabilities and rotational inertia within the power system [1] - There is potential for CSP to act as both a peak-shaving and baseload power source in certain regions [1] Group 3: Value Distribution - The value distribution of CSP systems shows that the concentrating system, heat absorption system, thermal system, and thermal storage system hold significant value proportions [1]
中信建投:光热发电作为高稳定性的可再生能源,对构建新型电力系统具有重要意义
Xin Lang Cai Jing· 2025-08-21 00:16
Core Viewpoint - Concentrated solar power (CSP) is highlighted as a stable renewable energy source that can provide continuous power generation with the integration of thermal storage systems, making it significant for the development of new power systems [1] Group 1: Technology and Functionality - CSP utilizes a concentrating system to focus solar energy onto a heat absorber, heating a working medium (such as molten salt) to generate high-temperature steam that drives a turbine for electricity generation [1] - With the configuration of thermal storage systems, CSP can achieve 24-hour continuous and stable power generation [1] Group 2: Importance in Power Systems - CSP serves dual functions as both a peak-shaving power source and an energy storage solution, providing long-duration peak-shaving capabilities and rotational inertia within the power system [1] - There is potential for CSP to act as both a peak-shaving and a fundamental power source in certain regions [1] Group 3: Value Distribution - The value distribution of CSP systems shows that the concentrating system, heat absorption system, thermal system, and thermal storage system hold significant value proportions [1]
中信建投:近年来光热发电新增装机规模明显提速,但装机基数仍然较小,行业发展潜力大
Mei Ri Jing Ji Xin Wen· 2025-08-20 00:07
Core Insights - Concentrated solar power (CSP) is recognized as a highly stable renewable energy source, playing a significant role in the construction of a new power system [1] - The installed capacity of CSP in China has been accelerating, but the base remains small, indicating substantial growth potential for the industry [1] Industry Overview - By the end of 2024, China's cumulative CSP capacity is projected to reach 838.2 MW, with an addition of 300 MW from 2021 to 2024, compared to the annual construction target of 3 GW, highlighting the vast development space in the industry [1] - Since the development of the CSP industry in China began in 2016, the annual installed capacity has shown significant fluctuations, primarily due to: (1) insufficient economic viability of CSP; (2) policy uncertainties regarding electricity pricing leading to volatility [1] Economic Viability - Current pricing policies for CSP in Qinghai Province suggest that CSP has begun to demonstrate economic viability [1] System Value Distribution - The value distribution of CSP systems indicates that the concentrated system, heat absorption system, thermal system, and heat storage system hold significant proportions of the overall value [1]