裹着厚重的棉大衣，安全帽下的脸庞呼出团团白雾，杨师傅手中的焊枪却稳稳地在钢板上划过，精准地将两个部 件连接在一起。冬天的安多县帕那镇，寒风凛冽，像一把把无形的小刀，切割着高原稀薄的空气。远处念青唐古 拉山脉的雪峰，在铅灰色天空下显得格外肃穆。海拔超过4600米的西藏开投安多土硕100MW光热+800MW光伏一 体化项目建设工地，却是一片热火朝天的景象。 巨大的打桩机轰鸣着，将一根根基础桩深深嵌入冻土层，高耸的吊臂在凛冽气流中稳定地挥舞，将一块块预制构 件精准安装到位。建设者们身着厚重的防寒服，脸庞被高原紫外线晒得黝黑透红，呼出的气息瞬间凝成白雾，又 迅速消散。他们或是在仔细核对图纸，测量精度；或是在焊接钢构，飞溅的焊花在昏沉天光下格外耀眼，如同在 这片苍茫大地上点燃了一簇簇不灭的火星。 极地蓝海：一座光热之塔的"能量密码" 该项目距离西藏那曲市安多县帕那镇东部约17.5公里，总投资达48.7亿元，其中光热部分投资为20.1亿元。光热项 目镜场总采光面积约80万平方米，储热时长达到8小时，采用光热与光伏结合的先进模式，光热发电工程装机规模 为100MW，采用先进的熔盐塔式技术，设计年等效利用小时数达到2551小 ...

（编辑 任世碧） 证券日报网讯 12月29日，西子洁能在互动平台回答投资者提问时表示，公司作为我国最早从事光热发 电技术研发与工程推广应用的单位之一，自2010年开始进入光热太阳能发电领域，2018年参建了中国首 座、全球第三座商业化投运的塔式熔盐光热储能电站——青海德令哈50MW塔式熔盐储能光热项目。公 司在"十四五"期间成功参与大批量光热发电示范项目的供货与建设，如金塔中光100MW、中能建哈密 150MW光热、中广核德令哈200MW光热项目等，具备较强的市场和技术先发优势。根据近期国家发布 的相关政策，"十五五"期间光热发电项目机会较大，公司将充分发挥在光热发电的项目经验和市场技术 先发优势，积极落地光热领域订单机会。 ...

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued opinions to promote the large-scale development of solar thermal power, aiming to support the construction of a new power system and enhance the investment and financing cycle in the sector [1][2]. Group 1: Policy Measures - The opinions propose a series of policy measures to address the bottlenecks in solar thermal power development, emphasizing problem and goal orientation [2]. - It includes the issuance of real estate investment trusts (REITs) and asset-backed securities to revitalize existing assets [1]. - The policies aim to strengthen land and policy support for solar thermal projects, ensuring a coordinated development layout for renewable energy [1][2]. Group 2: Development Goals - The overall goal is to actively promote the construction of solar thermal power projects, with a target of achieving a total installed capacity of approximately 15 million kilowatts by 2030 [1]. - The cost of electricity generated from solar thermal power is expected to be comparable to that of coal power by 2030 [1]. - The industry aims to achieve international leadership in technology and fully autonomous control, fostering a market-oriented and industrialized development [1]. Group 3: Market and Application - The opinions highlight the dual functions of solar thermal power as both a peak-shaving power source and long-duration energy storage, which can support the power system [2]. - It emphasizes the potential of solar thermal power to replace traditional energy sources safely and reliably, contributing to the construction of a new power system [2]. - The solar thermal power industry chain is extensive, and its large-scale development is expected to become a new growth point for China's renewable energy sector [2].

Core Insights - The documentary series "National Energy Pulse" by China Energy Construction Corporation highlights the journey of China's solar thermal industry from catching up to leading the global market [1] Group 1: Development of Solar Thermal Industry - The first solar thermal power station with independent intellectual property rights in China began construction in 2006 and was completed in 2012, marking the dawn of solar thermal energy in the country [2] - In 2016, the first batch of solar thermal demonstration projects was launched, with China Energy Construction's 50 MW molten salt tower solar thermal project in Hami being a key initiative [2] Group 2: Innovation and Overcoming Challenges - The Hami project faced significant challenges in 2019 due to the pandemic, which led to the withdrawal of foreign experts and a blockade of core technologies, prompting the team to pursue domestic innovation [3] - By September 2021, the Hami project achieved 240 hours of continuous stable operation, leading to the establishment of comprehensive standards and breakthroughs in core technologies within the solar thermal sector [3] Group 3: Expansion and Integration - China Energy Construction is set to launch the world's largest 1500 MW solar thermal storage integrated base in Hami in 2024, showcasing a shift from difficulty to advantage in the solar thermal industry [4] - The project addresses various construction challenges, including innovative piling techniques and winter construction in extreme cold, contributing to the overall improvement of the industry chain [4] Group 4: Global Leadership and Market Reach - The successful demonstration of various solar thermal technologies has positioned China as a leader in clean energy solutions, with a domestic production rate of 99% for solar thermal projects [5] - The complete industry chain now includes research, design, construction, and operation, enabling Chinese solar thermal technology to expand into international markets and support global energy transitions [5]

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].