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Solar Energy or Global Energy Leading

May 16, 2024

According to China's "Mid-term and long-term development plan for renewable energy," China's annual renewable energy amount of solar energy equivalent to 1700 billion tons of standard coal, and other renewable energy including wind energy, hydropower, biomass, geothermal energy, including standard coal Less than 6 billion tons. Experts predict that solar energy will gradually become the dominant global energy source. At the same time, with the rapid promotion of solar thermal technology and the rapid growth of companies such as Norit, solar thermal power generation has a promising market.

According to reports, the development direction of solar energy at this stage mainly includes the two major camps of solar thermal and photovoltaic. At present, the core technologies in the photovoltaic field are all in the hands of developed countries. Among them, European governments use preferential policies to support enterprises in developing solar photovoltaic industry and use subsidies to encourage the public to use solar energy. For well-known reasons, European countries do not produce polysilicon in their own countries, but instead place polysilicon production in developing countries. China's solar energy industry experts stated that “polysilicon production is a process that consumes energy and will produce a lot of carbon dioxide, which has a carbon emission problem. If developed countries want to purchase polysilicon as a raw material for solar energy production from developing countries, they must follow suit. The carbon emissions generated by the purchase will be used by developing countries to solve the technical problems of the pollution link.” In addition, the cost of photovoltaic power generation is 10 times that of thermal power, and the high cost has also hindered the development of photovoltaic power generation.

Compared with photovoltaic power generation, where core technologies and raw materials are not in the country, and the energy consumption in the production process is high, and the cost of power generation is high, CSP has the advantage of “having core technologies and producing materials that mainly require glass and steel”. Linorite's mid-high temperature heat collection products have entered the rapid production and promotion stage and laid the foundation for solar refrigeration, industrial warm-up and power generation applications.

"Compared with photovoltaic power generation, CSP power generation is more convenient than current domestic power grid interconnection, because the basic principle of CSP power generation is similar to the principle of thermal power generation, while the domestic power generation network is mainly based on thermal power generation. Photovoltaic power generation The use of carriers such as polysilicon batteries to convert light energy into electricity, so the test of the ability of the traditional power grid test a lot." Investment adviser Jiang Qian, the chief adviser of the energy industry, said that solar thermal power generation will not cause grid peaking, peak load change is very With great pressure, this is its absolute advantage.

Photo-thermal power generation follows the rule that the higher the scale, the lower the cost. At present, the industry's universally recognized scale is 1,000 megawatts, and the cost of generating electricity for a solar thermal power plant with a scale of 1,000 megawatts can be reduced to 0.7 to 0.8 yuan per kilowatt-hour. "The technical problems of CSP have been solved, but the initial investment is very large, like the initial investment of 200 million yuan for a scale of 1,000 megawatts, which is unsustainable for some enterprises and needs national policy support." Shen Wenming, general manager of Special New Energy Co., Ltd., said.

It is understood that solar thermal requirements directly radiate 1900 kilowatt hours per square meter or more per year. This resource condition is only available in the United States, Spain and China. The United States and Spain have taken the lead, and in China, the CSP project has only just begun and there are large areas of light and heat resources waiting for development. What lies behind this is undoubtedly a huge market.

According to a report issued by the European Association for Solar Thermal Energy, it is predicted that in the next 20 years, global solar thermal power generation will have a huge market of 16.4 billion euros per year. By 2025, the total installed capacity of CSP will reach 36,000 megawatts; by 2040, CSP will meet 5% of the world's electricity demand. Compared with the global market, the potential of the domestic CSP market is also very large. According to Ma Shenghong, a researcher at the Institute of Electrical Engineering of the Chinese Academy of Sciences, who has long been engaged in the research of light and heat, by 2015, the scale of China's CSP will reach 400 to 500 MW. After 2015, the annual installed capacity of CSP will reach 300 to 500 MW. "Photovoltaic and solar thermal power generation have their own advantages and disadvantages. I don't think who will replace them. In the future, both of them will coexist and have their own application areas." said Jiang Qian, chief researcher of China Energy Advisors Energy Industry Co., Ltd. It is relatively large, but the photovoltaics are relatively small and are suitable for families, residential communities, etc. Therefore, the scope of application of the two is not exactly the same. However, from the aspect of energy consumption and technology, light and heat are more in line with China's current national conditions and long-term planning.

According to statistics, the installed capacity of solar thermal power plants currently used globally is about 700 megawatts, and 1,200 megawatts of projects under construction. The installed capacity has been declared to be 12,600 megawatts, and these figures are updated every week. Judging from the current development situation, this rising generation of power generation is likely to surpass PV in the near future and become an important force in the field of power generation.

However, the rapid development of solar thermal energy is inseparable from the efforts of domestic solar energy companies. "For its leader in the solar industry, Linuo Reiter has always insisted on independent research and development, through continuous technical research, making full use of solar thermal energy technology in the field of life, and further advance to the industrial sector. In this development, fully enter the field of power generation is only The question of time," said Shen Wenming, general manager of Shandong Norit New Energy Co., Ltd.

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