来源：央视新闻客户端 全球首个"双塔一机"光热储能电站进入最后的调试阶段，即将全系统试运行。今天，超两万块定日 镜"聚光集热"将西塔成功点亮。 在两万多块的定日镜作用下，西塔现在已经亮起来了，这意味着西塔已经调试成功。在这片曾是"风吹 石头跑、草都难扎根"的戈壁深处，200多米高的高塔被阳光点亮，没有浓烟，没有轰鸣，靠这些会"追 光"的镜子，把最普通的阳光，变成了能稳定发电清洁能源。 （总台央视记者 朱江 张磊 张伟 张丛婧 唐志坚） 超两万块定日镜点亮吸热塔 西塔调试成功 在瓜州"光热储能＋"项目中的定日镜不是普通的镜子，它的弧度可以更好地聚光能。而"储存阳光"的熔 盐常温下是固体状态，一旦被加热到200多摄氏度就会变成液态，它的沸点高达570摄氏度。熔盐能储热 的能力，是同体积水的好几倍。 0:00 ...

Group 1 - The 2025 China Solar Thermal Power Conference focused on measures to reduce costs and increase efficiency in solar thermal power generation, featuring nine industry experts discussing practical cases and actionable paths for cost reduction and efficiency improvement [1][5] - The price of molten salt has been on a downward trend due to large-scale production, reduced raw material costs, and optimized production processes, with project bidding prices decreasing from 7500 RMB/ton in 2022 to a stable range of 6500 RMB/ton, and some projects even reaching as low as 6000 RMB/ton, resulting in a cumulative cost reduction of approximately 15% to 20% per ton [3] - The conference gathered over 800 representatives from various sectors, including academicians, government officials, and industry experts, to discuss the intelligent and large-scale development paths of solar thermal power, cost optimization, and technological breakthroughs [5] Group 2 - The cost reduction measures and innovative models in the molten salt market include seasonal price locking and financing leasing, which can further reduce initial investments by 5% to 8% [3] - Maintaining high purity standards for molten salt is crucial for ensuring safety and cost stability throughout its lifecycle, with specifications including purity greater than 99.7% and specific ion concentration limits [3] - The conference aimed to build consensus on promoting the large-scale application of solar thermal power in new energy systems, addressing key topics such as cost optimization and technological advancements [5]

Core Viewpoint - China Salt Lake Industry Group, through its subsidiary Qinghai Salt Lake Industry Co., has developed into the largest potash fertilizer production base in China, playing a crucial role in ensuring food security in the country [1] Group 1: Potash Supply and Price Stability - The potash fertilizer market has experienced fluctuations due to various domestic and international factors, and the company has made significant efforts to stabilize supply and prices [2] - China relies heavily on potash imports, with over 50% of its needs met through foreign sources, making domestic production capacity essential [2] - The company currently has an annual production capacity of 5 million tons of potash fertilizer, which strengthens its negotiating position in import discussions [2] Group 2: Central-Local Cooperation - The establishment of China Salt Lake through a joint venture between China Minmetals and the Qinghai provincial government is expected to have a profound impact on the company and the potash industry [3] - China Minmetals brings strong technical capabilities, financial resources, and management experience, which will support the efficient utilization of salt lake resources [3] Group 3: Development Strategy - The company is actively working to build a world-class salt lake industry base and is integrating into the management system of China Minmetals [4] - The company is implementing a "three-step" development strategy to enhance its production capabilities and technological innovation [5] Group 4: Specific Initiatives - The company plans to fully integrate into China Minmetals' management system within three months and learn from its practices [5] - The company aims to increase its annual production capacity of lithium carbonate to 80,000 tons by the end of the year, following the completion of a lithium salt integration project [5] - Efforts are being made to stabilize the existing 5 million tons of potash fertilizer production capacity while improving resource recovery rates and product quality through technological innovation [6] Group 5: Green Development and Brand Building - The company is focusing on green development by leveraging its annual production capacity of 400,000 tons of molten salt and aims to achieve comprehensive utilization of salt lake resources and renewable energy [6] - The "Salt Bridge" brand of potash fertilizer has gained significant recognition, and the company plans to enhance product quality and brand value while increasing its influence in the industry [6]

Group 1: Performance Overview - The company's first-quarter performance declined significantly due to the "three transformations" of the 50,000-ton potassium nitrate facility and a decrease in average selling prices of main products [4] - The "three transformations" plan is expected to be completed by June 30, 2025, which will temporarily affect production and sales, impacting the overall performance in the first half of 2025 [4] - The company aims to enhance production efficiency, product quality, and safety through the "three transformations," aligning with its strategic development [4] Group 2: Project Updates - The 200,000-ton molten salt energy storage project is progressing well, with expected operational readiness by June 30, 2025 [4] - The demand for molten salt is anticipated to increase due to the growth of the solar thermal power generation sector, with a cumulative installed capacity of 838.2 MW in China by the end of 2024, representing 10.6% of the global total [4] - There are currently 34 solar thermal projects under construction in China, with a total capacity of 3,300 MW, and 37 planned projects with approximately 4,800 MW capacity [4] Group 3: Market Development - The company has secured multiple key energy storage project orders, including a 50 MW solar thermal power station and a 100 MW molten salt energy storage project [6] - The company has also won the largest domestic compressed air energy storage project order, with a capacity of 400 MW, expanding into new market segments [6] - The successful implementation of the molten salt product in cold regions, such as the Jilin project, marks a significant market expansion [6] Group 4: Military-Civil Fusion - The company's concentrated nitric acid and potassium nitrate products are applicable in military sectors [6] - The company plans to continue focusing on its core business while exploring improvements and optimizations in nitric acid and nitrate products [6] - Future strategies include extending the industrial chain downstream to maintain a leading position in the industry [6]

Group 1 - The Linyi Municipal Government is committed to deepening energy transition reforms and aims to create over 300 green enterprises and villages, with new energy installations exceeding 10 million kilowatts [2] - The focus is on optimizing the energy structure by implementing 56 major projects in the new energy sector, accelerating the development of onshore wind, centralized solar, and biomass energy [2] - The government plans to enhance the consumption of new energy by utilizing pumped storage power stations and promoting various energy storage technologies, aiming to meet a demand for over 1 million kilowatts of new energy access throughout the year [2] Group 2 - The initiative includes exploring new green electricity supply models and promoting integrated development of source-network-load-storage systems, as well as virtual power plants [3] - There is an emphasis on creating zero-carbon parks and green electricity industrial parks, while encouraging enterprises to engage in green electricity trading and carbon footprint pilot projects [3] - The development of a digital energy management platform is underway, with a focus on integrating artificial intelligence with energy management to enhance the city's energy digitalization [3]