XZCE(SZ:002534)2022-12-08 02:24Group 1: Solar Thermal Power Project Overview - Solar thermal power generation is a significant direction for renewable energy utilization, with only a few companies in the US and Spain mastering the technology [1] - The technology involves using large arrays of parabolic or dish-shaped mirrors to collect solar thermal energy, which is then converted into electricity through traditional steam turbine generators [1] - The main system types include trough, tower, and dish systems, with the ability to store heat in large containers allowing for electricity generation even after sunset [1] Group 2: Project Specifics - The Delingha project is located in Qinghai, characterized by ample sunlight and sparse population, achieving an energy conversion efficiency of approximately 25% [2] - The project employs a tower-type heat collection system, focusing on heat absorption, storage, and exchange technologies [1] Group 3: Commercialization Challenges - Large-scale application has not yet reached commercialization due to technology maturity and electricity pricing issues [2] - Several companies are conducting data collection experiments and working towards optimizing technology and costs for commercial promotion [2] - The National Development and Reform Commission has approved a solar thermal power generation price of 1.2 yuan, with efforts to further optimize technology and costs to lower prices for commercial viability [2]