3月29日,同花順金融研究中心發布CSPPLAZA平臺會員單位——西子清潔能源裝備制造股份有限公司(簡稱:西子潔能證券代碼:002534)2023年年度董事會經營評述。太陽能光熱發電和熔鹽儲能相關內容摘錄如下:
清潔能源產業發展快速,“光熱+熔鹽儲能”應用面打開
報(bao)告表示,西子潔(jie)能(neng)(neng)清(qing)潔(jie)能(neng)(neng)源板塊主要包括生物質(zhi)發(fa)電設備(bei)、核(he)電設備(bei)、光熱(re)發(fa)電中儲能(neng)(neng)關鍵(jian)部件(吸熱(re)器(qi)、蒸汽發(fa)生系統等(deng))、用戶側儲能(neng)(neng)以(yi)及多能(neng)(neng)聯儲等(deng)綜合(he)解決方案。
2023年我(wo)國可再生(sheng)能(neng)源(yuan)保持高(gao)速度(du)發展(zhan)、高(gao)比(bi)例(li)利(li)用、高(gao)質量消納的(de)良好態勢(shi)。在(zai)新能(neng)源(yuan)形式中(zhong),太陽能(neng)發電增長較快,而集發電和安全儲能(neng)于一身的(de)太陽能(neng)熱發電迎來(lai)新一輪的(de)發展(zhan)機(ji)遇,對助力構建以新能(neng)源(yuan)為主體的(de)新型電力系統起到積極的(de)推動(dong)作用。
基于(yu)光(guang)熱(re)電(dian)(dian)(dian)(dian)(dian)站自帶(dai)儲(chu)能(neng)(neng)的(de)(de)特性(xing),通過微(wei)網技術,其可與(yu)光(guang)伏、風(feng)(feng)電(dian)(dian)(dian)(dian)(dian)組合(he),提升國內(nei)可再生能(neng)(neng)源(yuan)的(de)(de)并網比例,進而形(xing)成了(le)(le)“光(guang)熱(re)儲(chu)能(neng)(neng)+多能(neng)(neng)互(hu)補”的(de)(de)全(quan)新形(xing)式,從(cong)而促(cu)進風(feng)(feng)電(dian)(dian)(dian)(dian)(dian)和光(guang)伏的(de)(de)隨(sui)機(ji)性(xing)波動性(xing)電(dian)(dian)(dian)(dian)(dian)源(yuan)的(de)(de)消納,彌補國內(nei)目(mu)前可再生能(neng)(neng)源(yuan)利(li)用率的(de)(de)問題。2023年,光(guang)熱(re)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)行業(ye)掀起新一(yi)輪發(fa)(fa)展熱(re)潮,與(yu)其配套的(de)(de)熔(rong)鹽儲(chu)能(neng)(neng)也開始爆發(fa)(fa)式增長。除了(le)(le)已投運(yun)的(de)(de)項(xiang)目(mu)外,目(mu)前正在推(tui)進的(de)(de)光(guang)熱(re)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)項(xiang)目(mu)中,全(quan)部配置了(le)(le)熔(rong)鹽儲(chu)能(neng)(neng)系統(tong),累(lei)計(ji)裝機(ji)達2.85GW。未來(lai)兩三年太(tai)陽能(neng)(neng)光(guang)熱(re)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)熔(rong)鹽儲(chu)能(neng)(neng)+光(guang)伏、風(feng)(feng)電(dian)(dian)(dian)(dian)(dian)多能(neng)(neng)互(hu)補的(de)(de)新型電(dian)(dian)(dian)(dian)(dian)力系統(tong)進入(ru)快速發(fa)(fa)展期,也給西子潔能(neng)(neng)光(guang)熱(re)發(fa)(fa)電(dian)(dian)(dian)(dian)(dian)熔(rong)鹽儲(chu)能(neng)(neng)業(ye)務發(fa)(fa)展帶(dai)來(lai)了(le)(le)較(jiao)好的(de)(de)發(fa)(fa)展契機(ji)。
2024年(nian)1月,浙江省(sheng)發(fa)展(zhan)和改(gai)革委員會發(fa)布《關(guan)于調(diao)整工(gong)商(shang)業(ye)峰(feng)(feng)谷分(fen)時電價(jia)政策有(you)關(guan)事項的通知》,浙江省(sheng)將分(fen)季(ji)(ji)節精準劃(hua)分(fen)峰(feng)(feng)谷時段,差異化設置季(ji)(ji)節間峰(feng)(feng)谷電價(jia)浮動比例。電價(jia)價(jia)差是決定用戶(hu)側儲(chu)能經(jing)濟性的重要因素,多(duo)地峰(feng)(feng)谷分(fen)時電價(jia)差拉大,服(fu)務用戶(hu)靈活高效用能,廣東、浙江等省(sheng)工(gong)商(shang)業(ye)用戶(hu)儲(chu)能迅速發(fa)展(zhan)。工(gong)商(shang)業(ye)儲(chu)能作為用戶(hu)側儲(chu)能的典型應用迎來(lai)發(fa)展(zhan)機遇(yu)。
2023年(nian),由(you)西(xi)子(zi)(zi)潔能(neng)(neng)承建(jian)的(de)(de)浙江省最(zui)大的(de)(de)用戶(hu)(hu)側(ce)熔(rong)(rong)鹽(yan)儲(chu)(chu)(chu)(chu)(chu)(chu)能(neng)(neng)項(xiang)(xiang)目(mu)(mu)——紹(shao)興綠(lv)電(dian)(dian)熔(rong)(rong)鹽(yan)儲(chu)(chu)(chu)(chu)(chu)(chu)能(neng)(neng)項(xiang)(xiang)目(mu)(mu)在(zai)柯橋區(qu)紹(shao)興天(tian)(tian)圣(sheng)集團天(tian)(tian)實低碳(tan)(tan)(tan)產業園(yuan)(yuan)(yuan)成(cheng)功送(song)電(dian)(dian)。據測算,在(zai)熔(rong)(rong)鹽(yan)儲(chu)(chu)(chu)(chu)(chu)(chu)能(neng)(neng)助力下,該(gai)項(xiang)(xiang)目(mu)(mu)年(nian)供蒸汽(qi)量將達到(dao)42萬噸(dun)。該(gai)項(xiang)(xiang)目(mu)(mu)是(shi)(shi)公(gong)司(si)多年(nian)自主(zhu)研(yan)(yan)發的(de)(de)熔(rong)(rong)鹽(yan)儲(chu)(chu)(chu)(chu)(chu)(chu)能(neng)(neng)技術(shu)在(zai)用戶(hu)(hu)側(ce)儲(chu)(chu)(chu)(chu)(chu)(chu)能(neng)(neng)的(de)(de)示(shi)范(fan)應用,也(ye)是(shi)(shi)繼西(xi)子(zi)(zi)航空零碳(tan)(tan)(tan)智慧能(neng)(neng)源(yuan)工廠后(hou)該(gai)公(gong)司(si)打造(zao)的(de)(de)首個綠(lv)色零碳(tan)(tan)(tan)產業園(yuan)(yuan)(yuan)項(xiang)(xiang)目(mu)(mu)。該(gai)項(xiang)(xiang)目(mu)(mu)相較(jiao)于其他熔(rong)(rong)鹽(yan)儲(chu)(chu)(chu)(chu)(chu)(chu)能(neng)(neng)項(xiang)(xiang)目(mu)(mu)最(zui)突出(chu)的(de)(de)兩(liang)大優勢就是(shi)(shi)利用了來自西(xi)部(bu)地區(qu)的(de)(de)風電(dian)(dian)光(guang)伏(fu),利用低價谷電(dian)(dian)進行(xing)儲(chu)(chu)(chu)(chu)(chu)(chu)能(neng)(neng)。西(xi)子(zi)(zi)潔能(neng)(neng)從2010年(nian)開始,就致力于熔(rong)(rong)鹽(yan)儲(chu)(chu)(chu)(chu)(chu)(chu)熱-蒸汽(qi)發生(sheng)系統(tong)等關鍵熱力設備及系統(tong)的(de)(de)研(yan)(yan)究,西(xi)子(zi)(zi)潔能(neng)(neng)自主(zhu)研(yan)(yan)發的(de)(de)“適用于光(guang)熱與儲(chu)(chu)(chu)(chu)(chu)(chu)熱系統(tong)的(de)(de)大功率熔(rong)(rong)鹽(yan)吸熱器(qi)與熔(rong)(rong)鹽(yan)蒸汽(qi)發生(sheng)系統(tong)”并榮獲國家(jia)能(neng)(neng)源(yuan)領域首臺(套)重大技術(shu)裝備,同時具備豐(feng)富的(de)(de)項(xiang)(xiang)目(mu)(mu)建(jian)設和運營經驗。依托熔(rong)(rong)鹽(yan)儲(chu)(chu)(chu)(chu)(chu)(chu)能(neng)(neng)技術(shu),西(xi)子(zi)(zi)潔能(neng)(neng)在(zai)光(guang)熱發電(dian)(dian)、用戶(hu)(hu)側(ce)儲(chu)(chu)(chu)(chu)(chu)(chu)能(neng)(neng)、火電(dian)(dian)靈活(huo)性改造(zao)、零碳(tan)(tan)(tan)園(yuan)(yuan)(yuan)區(qu)等更多能(neng)(neng)源(yuan)利用場景(jing)開展應用。本(ben)次(ci)紹(shao)興綠(lv)電(dian)(dian)熔(rong)(rong)鹽(yan)儲(chu)(chu)(chu)(chu)(chu)(chu)能(neng)(neng)項(xiang)(xiang)目(mu)(mu)的(de)(de)建(jian)成(cheng),是(shi)(shi)西(xi)子(zi)(zi)潔能(neng)(neng)在(zai)探索新(xin)型儲(chu)(chu)(chu)(chu)(chu)(chu)能(neng)(neng)發展領域上(shang)邁出(chu)了堅(jian)實的(de)(de)一步(bu)。
適應新型電力系統,火電靈活性改造進行中
“雙碳”目(mu)(mu)標戰略的(de)(de)推(tui)進,能(neng)(neng)源(yuan)領(ling)域是主戰場,除了大(da)力(li)(li)(li)(li)推(tui)進新能(neng)(neng)源(yuan)開發外,挖掘存量火電(dian)(dian)(dian)機組的(de)(de)調節潛力(li)(li)(li)(li)也(ye)是重要的(de)(de)舉(ju)措。而在火電(dian)(dian)(dian)靈活性(xing)(xing)改(gai)造的(de)(de)各種技(ji)術路(lu)線(xian)中,熔鹽儲(chu)熱技(ji)術憑(ping)借儲(chu)能(neng)(neng)容量大(da)、使用壽命長、占地面積小、安全性(xing)(xing)高(gao)、儲(chu)熱成(cheng)本低、環境友(you)好(hao)、適用范(fan)圍(wei)廣等(deng)諸多特性(xing)(xing)與優勢,將占有重要地位。西子潔(jie)能(neng)(neng)提(ti)出綜合性(xing)(xing)火電(dian)(dian)(dian)靈活性(xing)(xing)改(gai)造深度調峰技(ji)術及(ji)解(jie)決(jue)方(fang)(fang)案(an),提(ti)升電(dian)(dian)(dian)網消納清潔(jie)能(neng)(neng)源(yuan)能(neng)(neng)力(li)(li)(li)(li),能(neng)(neng)解(jie)決(jue)傳統電(dian)(dian)(dian)廠的(de)(de)調峰填(tian)谷能(neng)(neng)力(li)(li)(li)(li)。西子潔(jie)能(neng)(neng)依托抽(chou)汽(qi)蓄能(neng)(neng)的(de)(de)技(ji)術解(jie)決(jue)方(fang)(fang)案(an)能(neng)(neng)力(li)(li)(li)(li)、裝備(bei)制造能(neng)(neng)力(li)(li)(li)(li)和成(cheng)熟的(de)(de)工程(cheng)經驗,公司將大(da)力(li)(li)(li)(li)推(tui)進靈活性(xing)(xing)改(gai)造項目(mu)(mu)。
2024年是(shi)實現“十(shi)四(si)五”規劃目(mu)標任務的關鍵一年,也是(shi)習(xi)近平總(zong)書記“四(si)個革命、一個合(he)作(zuo)”能源安全新戰略提(ti)出10周(zhou)年。2024年能源領域(yu)新老機會并存,緊抓傳統能源市場及大型風電光(guang)伏(fu)發(fa)電基地(di)建設光(guang)熱電站儲能配(pei)套,以及用戶側儲能消納項目(mu)建設的市場機遇,力爭實現快速發(fa)展、有序(xu)發(fa)展。
研發和技術領先優勢
西(xi)子(zi)潔能(neng)(neng)自主研(yan)發(fa)“適(shi)用(yong)于光熱(re)與(yu)儲熱(re)系統的(de)大(da)功率熔鹽(yan)吸熱(re)器(qi)與(yu)熔鹽(yan)蒸汽發(fa)生系統”并榮獲(huo)國(guo)家能(neng)(neng)源領(ling)域(yu)首臺(套(tao))重大(da)技(ji)(ji)術(shu)裝(zhuang)備。該技(ji)(ji)術(shu)應用(yong)于青(qing)海(hai)德令哈50MW塔式熔鹽(yan)儲能(neng)(neng)光熱(re)發(fa)電(dian)等(deng)項(xiang)目中,項(xiang)目的(de)發(fa)電(dian)量(liang)達成率等(deng)指標達到全球同(tong)類型光熱(re)電(dian)站的(de)最優(you)水平。目前,西(xi)子(zi)潔能(neng)(neng)自主研(yan)發(fa)的(de)熔鹽(yan)儲能(neng)(neng)技(ji)(ji)術(shu)在(zai)光熱(re)發(fa)電(dian)、清潔供熱(re)、火電(dian)靈活性改(gai)造、綜合能(neng)(neng)源服(fu)務等(deng)領(ling)域(yu),可(ke)以提(ti)供規模化(hua)、一體化(hua)、智(zhi)慧化(hua)的(de)能(neng)(neng)源解決(jue)方案,在(zai)該領(ling)域(yu)具(ju)有(you)領(ling)先的(de)技(ji)(ji)術(shu)優(you)勢和工程示范優(you)勢。
西子潔能布(bu)局的新能源(yuan)+儲(chu)能業務模式已在儲(chu)能、調峰等(deng)多(duo)(duo)個場(chang)景開展(zhan)應(ying)用,并已投運多(duo)(duo)個熔鹽儲(chu)能示(shi)范項目。未來西子潔能致(zhi)力于成為全(quan)球領(ling)先的節(jie)能環保設備和能源(yuan)利用整(zheng)體解決方案供應(ying)商。
報告期(qi)內(nei),西子潔能(neng)(neng)(neng)持續聚焦能(neng)(neng)(neng)源(yuan)(yuan)利(li)用(yong)升級和(he)解決方案(an)創新(xin)(xin),在有效拓展現有優(you)勢(shi)產(chan)(chan)品(pin)(pin)市(shi)場(chang)的(de)基(ji)礎上介入新(xin)(xin)的(de)高(gao)效節能(neng)(neng)(neng)產(chan)(chan)品(pin)(pin)領(ling)(ling)域、儲能(neng)(neng)(neng)領(ling)(ling)域,并(bing)(bing)積(ji)極探索并(bing)(bing)抓(zhua)住鍋爐行(xing)業數(shu)字(zi)化服(fu)務領(ling)(ling)域的(de)市(shi)場(chang)新(xin)(xin)機(ji)會(hui)。在以傳統(tong)燃(ran)(ran)煤燃(ran)(ran)氣(qi)為(wei)基(ji)礎能(neng)(neng)(neng)源(yuan)(yuan)的(de)鍋爐市(shi)場(chang)及(ji)新(xin)(xin)舊動能(neng)(neng)(neng)轉(zhuan)換市(shi)場(chang)機(ji)會(hui)外,捕捉可再生能(neng)(neng)(neng)源(yuan)(yuan)、新(xin)(xin)能(neng)(neng)(neng)源(yuan)(yuan)(光熱、光伏、液(ye)流電(dian)池等)、固廢(fei)處理、火電(dian)靈(ling)活性改造、用(yong)戶側儲能(neng)(neng)(neng)等清潔能(neng)(neng)(neng)源(yuan)(yuan)發電(dian)和(he)儲能(neng)(neng)(neng)市(shi)場(chang)機(ji)會(hui),創新(xin)(xin)行(xing)業能(neng)(neng)(neng)源(yuan)(yuan)解決方案(an),并(bing)(bing)以核心技(ji)術的(de)產(chan)(chan)品(pin)(pin)帶動解決方案(an)的(de)業務拓展。
基于西子(zi)(zi)潔能(neng)(neng)(neng)(neng)在(zai)傳統能(neng)(neng)(neng)(neng)源深耕積累(lei)與熔鹽(yan)儲(chu)(chu)(chu)能(neng)(neng)(neng)(neng)等儲(chu)(chu)(chu)能(neng)(neng)(neng)(neng)領域的(de)(de)實(shi)踐積累(lei),多(duo)方位布局儲(chu)(chu)(chu)能(neng)(neng)(neng)(neng)、太陽(yang)能(neng)(neng)(neng)(neng)發電(dian)等領域,從余(yu)熱利用的(de)(de)領導者(zhe)向清(qing)潔能(neng)(neng)(neng)(neng)源的(de)(de)制造者(zhe)轉變。目(mu)前(qian)已落地(di)多(duo)個零(ling)(ling)碳(tan)(tan)(tan)(tan)項(xiang)目(mu),包(bao)括國內首(shou)家(jia)航空零(ling)(ling)碳(tan)(tan)(tan)(tan)工(gong)廠(chang)(chang)——西子(zi)(zi)航空零(ling)(ling)碳(tan)(tan)(tan)(tan)工(gong)廠(chang)(chang)(獲歐洲空客(ke)頒發的(de)(de)“全球可持續發展獎”)、西子(zi)(zi)潔能(neng)(neng)(neng)(neng)崇賢零(ling)(ling)碳(tan)(tan)(tan)(tan)工(gong)廠(chang)(chang)(入選《浙江省“十四(si)五”新(xin)型儲(chu)(chu)(chu)能(neng)(neng)(neng)(neng)示范項(xiang)目(mu)計劃》)、顧(gu)家(jia)家(jia)居(ju)(603816)零(ling)(ling)碳(tan)(tan)(tan)(tan)工(gong)廠(chang)(chang),并承接了浙江天圣控股集團首(shou)個零(ling)(ling)碳(tan)(tan)(tan)(tan)產業園項(xiang)目(mu)——紹(shao)興綠電(dian)熔鹽(yan)儲(chu)(chu)(chu)能(neng)(neng)(neng)(neng)示范項(xiang)目(mu)(國內最(zui)大(da)規模(mo)的(de)(de)用戶側熔鹽(yan)儲(chu)(chu)(chu)能(neng)(neng)(neng)(neng)項(xiang)目(mu))。西子(zi)(zi)潔能(neng)(neng)(neng)(neng)將持續進行技(ji)術創新(xin)、模(mo)式創新(xin)、新(xin)應用領域的(de)(de)探索,為實(shi)現零(ling)(ling)碳(tan)(tan)(tan)(tan)鋼廠(chang)(chang)、零(ling)(ling)碳(tan)(tan)(tan)(tan)電(dian)廠(chang)(chang)、零(ling)(ling)碳(tan)(tan)(tan)(tan)園區(qu)提供最(zui)有價值的(de)(de)整體(ti)解決方案。
在(zai)光(guang)熱(re)領(ling)域(yu),截至目(mu)(mu)(mu)前,西(xi)子(zi)潔(jie)能(neng)已(yi)建成和(he)完成相應(ying)設備招投標光(guang)熱(re)項(xiang)目(mu)(mu)(mu)共(gong)31個(ge)(ge),西(xi)子(zi)潔(jie)能(neng)在(zai)14個(ge)(ge)項(xiang)目(mu)(mu)(mu)中(zhong)獲取訂單,其中(zhong)青海(hai)(hai)中(zhong)控德(de)令哈、青海(hai)(hai)共(gong)和(he)、魯能(neng)海(hai)(hai)西(xi)州已(yi)建成項(xiang)目(mu)(mu)(mu)3個(ge)(ge),另有金(jin)塔(ta)中(zhong)光(guang)100MW光(guang)熱(re)等10余個(ge)(ge)在(zai)建項(xiang)目(mu)(mu)(mu),在(zai)執行(xing)光(guang)熱(re)項(xiang)目(mu)(mu)(mu)超(chao)過(guo)1GW。