11月23日，中国能建七集纪录片《国之能脉》第五集《炽光铺西域》正式上线，本集聚焦中国光热产业，从追赶到领跑的破局之路。 刷新纪录，全球单期最大"光热储"工程 随着光热产业链的不断完善，中国能建也完成了从"难度系数"向"优势系数"的创造性转变，积极探索光伏发电与光热发电深度融合的一体化开发新模式。 2024年，中国能建在哈密启动全球最大1500兆瓦"光热储"一体化基地建设。 储盐罐地基回填、革新打桩技术、极寒条件下的混凝土冬季施工……项目建设的问题在一个个解决，产业链在一环环补齐。跟跑、提速、超越、领跑，中 国的光热奇迹，在这里，每时每刻都在发生。 从零起步，中国光热的艰难探索 2006年，中国首座自主知识产权光热电站在八达岭破土动工，历时六年建成，点亮了"中国光热的第一缕曙光"。 为加速我国光热发电商业化进程，2016年，我国首批光热示范项目启动，中国能建首个自行投资、设计、建设、运维的光热发电站——哈密淖毛湖50兆瓦 熔盐塔式光热发电项目入选。中国能建建设者在这片被戏称为"掉毛湖"的戈壁滩上，开启了光热产业化征程。 自主创新，打破国外技术封锁 2019年底，哈密淖毛湖50兆瓦光热项目的调试关键阶段受到疫情 ...

Core Insights - National energy investment in China has shown rapid growth, with key projects completing investments of 1.97 trillion yuan in the first eight months of the year, representing an 18.2% year-on-year increase [1] Group 1: Investment Growth Characteristics - Nuclear power, power grids, new energy storage, and coal power have been significant drivers of investment growth in energy projects [1] - Wind power, modern coal chemical industry, oil and gas storage facilities, charging infrastructure, and hydrogen energy investments have seen rapid increases, with wind power investment growing over 40% year-on-year [2] - Solar power generation, integrated energy systems, oil and gas exploration, and pumped storage investments have steadily increased, with solar power project investments rising by 17.5% year-on-year [3] Group 2: Regional Investment Highlights - Six provinces (Shandong, Jiangsu, Guangdong, Xinjiang, Yunnan, Inner Mongolia) each completed investments exceeding 100 billion yuan in the first eight months [1] - Significant investment in wind power projects has been noted in regions such as Xinjiang, Hebei, Guangxi, Shandong, and Hunan [2] - Major oil and gas projects are progressing in the Bohai Sea and Jianghan shale gas fields, with proven reserves of 165 billion cubic meters [3]

Core Points - The Qinghai 350 MW tower solar thermal power project has officially commenced construction, marking it as the largest single-unit solar thermal power project globally [1] Group 1 - The project has a capacity of 350 megawatts, which is significant in the context of solar thermal energy generation [1] - This development highlights the growing trend and investment in renewable energy projects, particularly in solar thermal technology [1]

Group 1 - The first comprehensive low-altitude flight camp in China has officially settled in Guangzhou University Town, marking a new phase in the development of the low-altitude economy in Guangzhou with over 100 application scenarios and two planned flight routes [2] - The world's largest single-unit solar thermal power project has commenced construction in Golmud, Qinghai, with a total investment of approximately 5.435 billion yuan, expected to be fully operational by September 2027 [2] - A breakthrough in all-solid-state lithium batteries has been achieved by Chinese scientists, potentially doubling the range of electric vehicles from 500 kilometers to over 1000 kilometers [3] Group 2 - The "Linglong No. 1" reactor has successfully completed cold testing, paving the way for future operations, with an expected annual power generation of 1 billion kilowatt-hours, sufficient to meet the electricity needs of 526,000 households in Hainan [4] - The new generation of interactive industrial robots, ZhiYuan G2, has received orders worth several hundred million yuan and is set for commercial delivery [5] - Xiaopeng Motors plans to mass-produce flying cars next year, with expectations that their growth will surpass that of traditional automobiles [5] Group 3 - Six AI shopping guide applications will be launched for this year's Tmall Double 11 shopping festival, enhancing the online shopping experience [6] - JD.com has initiated a pilot program in 25 cities to eliminate penalties for delivery riders exceeding order time, shifting to a service points management system [7] - Samsung Electronics plans to invest approximately 1.1 trillion won to introduce the latest High-NA EUV lithography machines for product mass production [7] Group 4 - Google has released a significant update to its AI video generation model Veo 3.1, enhancing user control and video quality [8] - A former Meta executive has warned of a high probability of market adjustments in the AI sector, emphasizing the sustainability of business models for large enterprises [9] - Microsoft is expanding its AI infrastructure by deploying approximately 200,000 NVIDIA GPUs in Europe and North America [10] Group 5 - The first stock of Beijing Yunji Technology Co., Ltd. has been listed on the Hong Kong Stock Exchange, becoming the first "robot service intelligent body" stock, with a market capitalization of about 10 billion HKD [13] - The Hang Seng Index closed down 0.09%, while the technology index fell by 1.18% [14] - The U.S. stock market showed mixed results, with the Nasdaq rising by 0.66% [15]

Core Viewpoint - The article emphasizes the importance of solar thermal power generation as a dual-function energy source that can support renewable energy and provide long-term peak regulation capabilities, contributing positively to carbon neutrality goals and the development of a new energy system in China [1][2]. Group 1: Industry Development - Solar thermal power generation is expected to see an annual new construction scale of 3 million kilowatts during the 14th Five-Year Plan period [1]. - The National Energy Administration has outlined plans for the 15th Five-Year Plan, focusing on the layout of new energy bases and increasing the construction of solar thermal projects [1]. - The successful registration and trading of 500,000 tons of emission reductions from two solar thermal projects in Dunhuang demonstrate the potential for market mechanisms to enhance project profitability and promote large-scale development [1][2]. Group 2: Training Program Details - A specialized training program on "Investment and Construction of Solar Thermal Power Projects and CCER Trading" will be held from October 22 to 24, 2025, at the Dunhuang Solar Garden Hotel [2][4]. - The training will include classroom instruction and on-site observation, targeting personnel from various energy-related sectors, including power generation companies, research institutions, and carbon management professionals [2][4]. Group 3: Training Content - The training will cover several modules, including policy interpretation, current status and trends of solar thermal power, CCER project development and trading, and technical economic analysis of solar thermal power plants [3][5]. - Participants will also engage in practical learning through site visits to the Dunhuang solar thermal power project and the Dunhuang New Energy Exhibition Hall [5].

Core Viewpoint - South Africa has launched its first comprehensive policy plan, the "Coastal Adaptation Response Plan," to address climate change challenges in coastal areas, aiming to upgrade fragmented coastal management into a unified national strategy for marine ecosystem protection and economic stability [1][2]. Group 1: Policy and Legislative Framework - The "Coastal Adaptation Response Plan" emphasizes building a resilient climate protection network, including training for coastal city officials, developing climate risk monitoring systems, and providing special funding for climate adaptation [2]. - In April 2024, South Africa's parliament passed its first climate change-specific legislation, mandating a unified policy response to enhance societal resilience and adaptation capabilities [3]. Group 2: Economic and Environmental Impact - South Africa's coastal regions, which are home to approximately 22% of the population, face significant economic losses due to climate change effects such as rising sea levels and coastal erosion [1]. - The country relies heavily on key ports like Durban and Cape Town for over 95% of its international trade, making the protection of these coastal areas critical for economic stability [1]. Group 3: International Cooperation and Initiatives - There is significant potential for cooperation between China and South Africa in enhancing climate adaptation capabilities, as evidenced by projects like the De Aar Wind Farm, which generates 760 million kWh annually and reduces CO2 emissions by 620,000 tons [4]. - The Redstone 100 MW Tower Solar Thermal Power Station, utilizing molten salt technology for 24-hour power generation, is another example of collaborative efforts in renewable energy [4].

Core Insights - The first 100 MW solar thermal power project in Qinghai, the Sanxia Energy Qingyu DC Phase II, has successfully completed full system operation, marking a historic breakthrough in the large-scale application of solar thermal power in high-altitude regions of China [1][3]. Project Overview - The project is located in the Utu Meiren Township of Golmud City, Qinghai Province, and is led by China Power Construction Group Northwest Survey and Design Institute Co., Ltd. It covers an area of approximately 287 hectares [3]. - It utilizes advanced tower-type concentrated solar power technology and is equipped with a 12-hour molten salt energy storage system, enabling stable power supply around the clock [3]. Environmental Impact - The project is expected to generate an annual electricity output of 227.1 million kWh, sufficient to meet the clean electricity needs of 189,300 households. It will also reduce carbon dioxide emissions by 226,300 tons annually, equivalent to the ecological benefit of afforesting 188,600 acres [3]. Technological Advancements - The construction team overcame key technical challenges in extreme environments, achieving the localization of core equipment such as molten salt pumps and heliostats, which lays a solid foundation for the independent development of the solar thermal industry chain [3][4]. - The project has successfully integrated a "solar thermal + photovoltaic" multi-energy complementary solution, significantly enhancing the stability and absorption capacity of the local power grid [3]. Industry Positioning - The successful implementation of this project not only improves construction efficiency but also promotes resource utilization, equipment localization, and independent core technology, positioning China from a "follower" to a "leader" in the solar thermal sector with proprietary intellectual property rights [4].