（来源：中国改革报） 彰显价值：稳定灵活的独特优势 隆冬的青海德令哈，寒风萧瑟中蕴藏着一片由科技汇聚的暖意。茫茫戈壁滩上，一朵由数万面定日镜组 成的巨型"太阳花"正静默运转，将炽热的阳光持续转化为稳定电能。这朵"太阳花"是德令哈50兆瓦塔式 熔盐光热电站。该电站采用了中国产业发展促进会风光储融合分会理事单位——浙江可胜技术股份有限 公司（以下简称"可胜技术"）的核心技术和关键设备，自2018年底投运以来运行稳定高效，屡次刷新行 业纪录，已连续4年超额完成发电目标，成为我国能源转型历程中的生动见证。 光热发电是通过聚光系统收集太阳热能，借助储热装置实现连续供电的新能源技术，主要包含槽式、塔 式、菲涅尔式与碟式等4种类型，发电原理涉及光热转换与热功发电过程。 从技术特点来看，光热发电拥有两大突出优势。一是自带适应高比例可再生能源电网的"稳定基 因"。"与光伏发电相比，光热发电兼具绿色低碳、灵活调峰、电网友好的特性。"可胜技术董事长兼首 席科学家金建祥介绍，相比风光配储的电网安全解决方案，光热发电安全稳定、容量大、储能经济长 效，可实现24小时连续稳定发电，且能有效弥补风电、光伏的间歇性不足，提升电力供应的可靠性， ...

Core Insights - China's solar thermal power industry is experiencing rapid growth, with an annual compound growth rate of 11.7%, significantly higher than the global rate of 4.24% [2][6] - The establishment of the Solar Thermal Subcommittee marks a new phase in the industry's development, aiming to enhance collaboration and innovation among stakeholders [7] Industry Growth - From 2020 to 2024, China's solar thermal power capacity is expected to grow at a compound annual growth rate of 11.7%, while the global rate is only 4.24% [2] - As of September 2025, China has built 21 solar thermal power plants with a total installed capacity of 1.57 million kilowatts, ranking third globally [2] - There are 30 ongoing projects with a combined capacity of 3.1 million kilowatts, making China the leading contributor to new installations in the global solar thermal market [2] Cost Reduction and Competitiveness - The cost of solar thermal power projects in China has decreased significantly, with the grid-connected electricity price dropping from 1.15 yuan per kilowatt-hour to around 0.6 yuan per kilowatt-hour [2] - Further cost reductions are anticipated during the 14th Five-Year Plan period, enhancing the industry's competitiveness [2] Technological Advancements - China's solar thermal power industry has achieved over 95% localization in technology and equipment, with key materials and devices being self-sufficient [3] - Significant breakthroughs have been made in key technologies, such as molten salt and tower-type solar thermal systems, which have effectively reduced project costs and improved system efficiency [5] International Expansion - Successful domestic projects, such as the 50 MW solar thermal demonstration project in Delingha, have provided valuable experience for scaling up future projects [6] - Chinese solar thermal technology has been successfully implemented in international projects, including those in Morocco, South Africa, and Dubai, showcasing China's role in global green development [6] Future Outlook - The solar thermal power industry is poised for unprecedented opportunities under the dual carbon goals, with global installed capacity expected to reach 22.4 million kilowatts by 2030 [7] - By 2050, approximately 10% of global electricity supply is projected to come from solar thermal power [7]

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].