The concept of solar thermal power generation rose sharply on the 7th. As of press time, Jiusheng Electric’s “20cm” daily limit, Shengde Xintai rose by nearly 12%, Souhang High-Tech, Xizi Energy Saving, Ancai High-Tech, Sanwei Chemical, etc. rose by the limit, and Xizhuang shares rose by more than 7%, Baose shares rose more than 6%.
On the news side, according to reports, recently, the National Energy Administration issued the "Notice of the General Division of the National Energy Administration on Matters Concerning Promoting the Scaled Development of Photothermal Power Generation", proposing to actively carry out research work on the planned development of photothermal power generation. Now, the Energy Bureau is entrusting the General Institute of Hydropower to take the lead, and together with the General Institute of Electrical Engineering and the Institute of Electrical Engineering of the Chinese Academy of Sciences, carry out the investigation and evaluation of solar thermal power generation resources in key areas of the country, planning and layout research, substantive joint venture research on solar thermal power generation and wind power photovoltaic power generation, and solar thermal power generation. For technological innovation demonstration and other work, the energy authorities of all provinces are requested to actively support cooperation and coordinate the provision of data materials required for research. Inner Mongolia, Gansu, Qinghai, Xinjiang and other key provinces of solar thermal power generation should actively promote the planning and construction of solar thermal power generation projects. Or reserve a solar thermal site, and simultaneously promote the planning and industrialization of solar thermal power generation projects in the construction of local new power bases, and strive to increase the annual start-up plan of solar thermal power generation in the country to about 3 million kilowatts during the "14th Five-Year Plan" period .
Under the background of "dual carbon", new power sources such as photovoltaic solar thermal, wind power and hydraulic power are intermittent and unstable, and it is easy to cause a mismatch between power supply and demand. Molten salt energy storage has opened a new mode of long-term energy storage, which is now mainly used in solar thermal power stations. It has the advantages of large planning, high energy storage density, and high safety performance. In 2022, there will be 32 new planned, under construction, and CSP projects in my country, and the CSP installed capacity will reach 3,610MW, which is more than three times that of the newly added installed capacity in 2021, achieving leapfrog growth. With the construction of CSP power stations, molten salt energy storage Demand is expected to increase rapidly. In terms of investment, it is recommended to pay attention to: 1) The self-developed solar thermal heat storage system and equipment won the first (set) major technical equipment in the national power field, and has experience in solar thermal and molten salt energy storage projects: Xizi Clean Energy; 2) Layout solar The whole industry chain of thermal power generation has technical advantages: Shouhang Hi-Tech; 3) Dongfang Boiler, a subsidiary of Dongfang Boiler, produces heat storage and exchange system equipment: Dongfang Electric.