转自：新华财经 新华财经北京11月18日电（记者 安娜） 在11月18日举行的中国电力企业联合会光热分会成立大会上披露的数据显示，我国光热发电产业年度复合增长率达 11.7%，显著高于全球4.24%的增速，技术装备国产化率突破95%，释放出产业加速发展的强劲信号。 中国已成为全球光热发电新增装机的主力 我国光热发电产业化与规模化发展进入快车道。2020年至2024年间，全球光热发电装机年复合增长率为4.24%，而我国同期增长率达11.7%，显著高于全球 水平。据中国电力企业联合会党委书记、常务副理事长杨昆介绍，截至2025年9月底，我国已建成光热发电站21座，装机容量157万千瓦，位居全球第三；在 建项目30座，装机容量310万千瓦，中国已成为全球光热发电新增装机的主力。 得益于技术快速迭代和规模化效应显现，项目造价成本持续下降。会上披露的数据显示，我国光热发电上网电价已从首批示范项目的1.15元／千瓦时降至0.6 元／千瓦时左右。中国广核新能源控股有限公司党委委员、副总经理丁业良表示，预计"十五五"期间，造价还将进一步下降，产业竞争力将进一步增强。 技术国产化与创新双驱动，国产化率超过95% 科技创新是光热 ...

Core Insights - The conference focused on the development of solar thermal and new energy storage technologies, emphasizing the strategic positioning of Hami as a benchmark for clean energy innovation [1][2]. Group 1: Solar Thermal Energy Development - Hami has established and is constructing solar thermal capacity of 700 MW, with plans to reach 1,000 MW by 2027 and 4,000 MW by 2030, ultimately aiming for 10,000 MW by 2035 [2]. - The integration of solar thermal power with photovoltaic systems is highlighted as a significant step towards achieving large-scale clean energy solutions [1]. Group 2: Energy Storage Technologies - Hami has a current and under-construction independent energy storage capacity of 1,590 MW, with plans to expand to 5,000 MW by 2027, 10,000 MW by 2030, and 18,000 MW by 2035 [2]. - The importance of developing various types of energy storage, including hybrid and coupled storage systems, is emphasized to enhance system flexibility and support the transition to a new power system [1][3]. Group 3: Challenges and Future Directions - Key challenges for solar thermal technology include material costs, long-term stability under sunlight, and system integration issues [2]. - Future developments are expected to focus on AI-optimized material design and sustainable, biodegradable thermal materials [2].