Solar thermal power generation
Solar thermal power generation is the most important form of solar power generation in addition to photovoltaic power generation.
- Individual stocks in the industry chain
Domestic solar thermal power generation industry chain manufacturers include: solar thermal power station equipment supplier - Shouhang Hi-Tech (002665), photothermal glass domestic alternative enterprise - Ancai Hi-Tech (600207), ceramic fiber insulation material leader - Luyang Energy Saving (002088) and so on.
Source: CSTA, 2021 China Solar Thermal Power Industry Blue Book
- principle
The principle of photothermal power generation is to concentrate the collected solar radiant heat energy to the heat collector device through heat concentrators such as mirrors and condensers to heat the heat transfer medium such as heat transfer oil and molten salt in the device; The heat transfer medium heats the water into high-temperature and high-pressure steam through the heat exchange device, which then drives the steam turbine to drive the generator to generate electricity. The path of solar thermal power generation is: light energy-> thermal energy> mechanical energy-> electric energy, and solar thermal power generation produces alternating current, which can be directly connected to the grid.
Schematic diagram of solar thermal power station, source: "2021 China Solar Thermal Power Industry Blue Book"
- Integrated storage and hair
The high cost of solar thermal power generation restricts its development, and the reason for the high cost is that it contains: four major systems: light concentration, heat absorption, heat storage and exchange, and power generation, implicit two parts of power generation and energy storage. However, it is precisely because solar thermal power generation is "storage and development integration", so that it has the advantage of stable power generation compared with photovoltaic and wind power, and its built-in energy storage system has the effect of smoothing fluctuations, shaving peaks and filling valleys.
The role of "peak shaving and valley filling" of energy storage system, source: Century New Energy Network
At the same time, in the northwest region of the mainland, wind and solar resources are sufficient, but due to geographical conditions, pumped storage, compressed air energy storage and other difficult applications, the combination of solar thermal energy storage and wind and solar power generation may become the optimal solution to effectively absorb local renewable energy and avoid "abandoning wind and light"!
- market
The IEA predicts that China's solar thermal power generation market will reach 29GW by 2030, 88GW by 2040, and 118GW by 2050, becoming the world's fourth largest market after the United States, the Middle East, India and Africa.
Are you optimistic about solar thermal power generation?
If the road is obstructed and long, the line will lead; The future can be expected.
(The stock market is risky, investment needs to be cautious!) ）