近日,國家能源局發布《關于推動光熱發電規模化發展有關事項的通知》提出,結合沙漠、戈壁、荒漠地區新能源基地建設,盡快落地一批光熱發電項目。力爭“十四五”期間,全國光熱發電每年新增開工規模達到300萬千瓦左右。這意味著我國光熱發電規模化發展拉開序幕。
與(yu)(yu)常(chang)見的光(guang)(guang)伏電(dian)(dian)站相比,光(guang)(guang)熱發電(dian)(dian)并(bing)不為(wei)(wei)人們熟知。光(guang)(guang)伏發電(dian)(dian)是(shi)根據(ju)光(guang)(guang)生伏特效應原理,利用(yong)太(tai)(tai)陽(yang)能(neng)電(dian)(dian)池將太(tai)(tai)陽(yang)光(guang)(guang)能(neng)直(zhi)接轉(zhuan)化為(wei)(wei)電(dian)(dian)能(neng),而光(guang)(guang)熱發電(dian)(dian)則是(shi)將太(tai)(tai)陽(yang)能(neng)轉(zhuan)化為(wei)(wei)熱能(neng),通過熱功轉(zhuan)換過程發電(dian)(dian)的系統(tong)。其與(yu)(yu)火(huo)力發電(dian)(dian)的原理基(ji)本相同,后端技術設備(bei)一(yi)模一(yi)樣,不同的是(shi)前者利用(yong)太(tai)(tai)陽(yang)能(neng)搜集熱量,后者是(shi)利用(yong)燃燒煤、天然氣等獲(huo)取熱量。光(guang)(guang)熱發電(dian)(dian)機組配置儲熱系統(tong)后,可實(shi)現(xian)24小(xiao)時(shi)連續穩定發電(dian)(dian)。
這(zhe)樣一(yi)種高穩定性(xing)的(de)可(ke)再生能源,對構(gou)建新型電(dian)(dian)力系(xi)統具(ju)有(you)重要(yao)意(yi)義(yi)。光(guang)伏(fu)發(fa)電(dian)(dian)和風(feng)力發(fa)電(dian)(dian)受氣象條件(jian)制約,具(ju)有(you)間歇性(xing)、波(bo)動性(xing)和隨(sui)機性(xing)等特點,對電(dian)(dian)力系(xi)統的(de)安全(quan)性(xing)和供電(dian)(dian)可(ke)靠性(xing)造(zao)成(cheng)(cheng)了挑戰(zhan)。隨(sui)著我國大(da)規模新能源機組占(zhan)比不(bu)斷提升(sheng),煤電(dian)(dian)占(zhan)比持續降低,西部地(di)區風(feng)電(dian)(dian)和光(guang)伏(fu)依賴(lai)煤電(dian)(dian)打(da)捆(kun)外送(song)模式(shi)將不(bu)可(ke)持續。一(yi)些特高壓外送(song)通道(dao),由于(yu)缺少調節電(dian)(dian)源,通道(dao)的(de)輸電(dian)(dian)功(gong)率與設計(ji)值相差甚遠,發(fa)出(chu)的(de)風(feng)電(dian)(dian)、光(guang)伏(fu)電(dian)(dian)力送(song)不(bu)出(chu)去(qu),棄風(feng)、棄光(guang)現(xian)象嚴重,造(zao)成(cheng)(cheng)了資源浪費。
光(guang)(guang)熱(re)(re)(re)(re)(re)發(fa)(fa)電(dian)(dian)兼具(ju)(ju)調(diao)峰(feng)電(dian)(dian)源(yuan)(yuan)和(he)儲(chu)能(neng)雙(shuang)重(zhong)功能(neng)。光(guang)(guang)熱(re)(re)(re)(re)(re)發(fa)(fa)電(dian)(dian)機(ji)組配置儲(chu)熱(re)(re)(re)(re)(re)功能(neng)后,熱(re)(re)(re)(re)(re)量產生時并不全(quan)都(dou)用(yong)掉它們,而是利用(yong)加熱(re)(re)(re)(re)(re)熔鹽(yan)的方式存儲(chu)一(yi)部分熱(re)(re)(re)(re)(re)量,保存在特制的保溫儲(chu)罐直(zhi)到(dao)(dao)需要(yao)的時候再取(qu)出來。存儲(chu)在熔鹽(yan)中的熱(re)(re)(re)(re)(re)能(neng)可(ke)以維持發(fa)(fa)電(dian)(dian)數個小(xiao)時,理(li)論上甚至(zhi)能(neng)達到(dao)(dao)數天(tian)。具(ju)(ju)備(bei)這種特殊(shu)能(neng)力(li)(li)的光(guang)(guang)熱(re)(re)(re)(re)(re)電(dian)(dian)站,可(ke)實現用(yong)新(xin)能(neng)源(yuan)(yuan)調(diao)節(jie)、支撐新(xin)能(neng)源(yuan)(yuan),為(wei)(wei)電(dian)(dian)力(li)(li)系統提供更好(hao)的長周期(qi)調(diao)峰(feng)能(neng)力(li)(li)和(he)轉動(dong)慣量,是新(xin)能(neng)源(yuan)(yuan)安(an)全(quan)可(ke)靠替代傳(chuan)統能(neng)源(yuan)(yuan)的有效手(shou)段(duan)。電(dian)(dian)力(li)(li)規(gui)劃設計總院以新(xin)疆電(dian)(dian)網為(wei)(wei)例(li)模擬計算(suan)光(guang)(guang)熱(re)(re)(re)(re)(re)發(fa)(fa)電(dian)(dian)調(diao)峰(feng)作用(yong),結(jie)果發(fa)(fa)現,假定建設100萬(wan)千瓦至(zhi)500萬(wan)千瓦不同規(gui)模的太陽能(neng)熱(re)(re)(re)(re)(re)發(fa)(fa)電(dian)(dian)機(ji)組,可(ke)減少(shao)棄(qi)(qi)風棄(qi)(qi)光(guang)(guang)電(dian)(dian)量10.2%至(zhi)37.6%。
同時,光熱發電產(chan)業(ye)鏈(lian)長,可(ke)消化(hua)提升特種玻璃、鋼(gang)鐵、水泥、熔(rong)融鹽等傳統(tong)產(chan)業(ye),還可(ke)帶動(dong)新(xin)材(cai)料、智能(neng)(neng)控(kong)制(zhi)等新(xin)興產(chan)業(ye)發展,光熱發電規模化(hua)開發利(li)用將成為我國新(xin)能(neng)(neng)源產(chan)業(ye)新(xin)的增長點。
為推動我(wo)(wo)國(guo)(guo)(guo)光熱(re)發(fa)電(dian)(dian)技(ji)術(shu)產業(ye)化發(fa)展,國(guo)(guo)(guo)家能源局2016年啟(qi)動首批20個(ge)光熱(re)發(fa)電(dian)(dian)示(shi)范(fan)項目(mu),裝機規(gui)(gui)(gui)模(mo)總(zong)量達134.9萬千(qian)瓦(wa)(wa),開啟(qi)了(le)(le)我(wo)(wo)國(guo)(guo)(guo)光熱(re)發(fa)電(dian)(dian)的(de)商業(ye)化進程(cheng)。通(tong)過首批示(shi)范(fan)項目(mu),帶動了(le)(le)相關企(qi)業(ye)自主創新(xin),突破了(le)(le)多項核(he)心技(ji)術(shu),并形成了(le)(le)完整的(de)產業(ye)鏈,目(mu)前設(she)備國(guo)(guo)(guo)產化率超過90%,為后續光熱(re)發(fa)電(dian)(dian)技(ji)術(shu)大規(gui)(gui)(gui)模(mo)發(fa)展奠定了(le)(le)堅實基礎。截至2022年底,我(wo)(wo)國(guo)(guo)(guo)并網發(fa)電(dian)(dian)光熱(re)發(fa)電(dian)(dian)示(shi)范(fan)項目(mu)共9個(ge),總(zong)容量55萬千(qian)瓦(wa)(wa)。對比“每年新(xin)增(zeng)開工規(gui)(gui)(gui)模(mo)達到300萬千(qian)瓦(wa)(wa)左右”目(mu)標,光熱(re)發(fa)電(dian)(dian)規(gui)(gui)(gui)模(mo)有望迎來(lai)高速增(zeng)長。
但在實際(ji)發(fa)(fa)(fa)(fa)展(zhan)中(zhong)(zhong),光(guang)熱(re)(re)(re)發(fa)(fa)(fa)(fa)電(dian)規模(mo)已(yi)被光(guang)伏發(fa)(fa)(fa)(fa)電(dian)遠遠甩(shuai)開(kai)。目前(qian)制約我國光(guang)熱(re)(re)(re)發(fa)(fa)(fa)(fa)電(dian)可(ke)持續發(fa)(fa)(fa)(fa)展(zhan)的(de)主要因素在于相關(guan)政(zheng)(zheng)策缺乏(fa)連續性,比(bi)如,2016年(nian)國家發(fa)(fa)(fa)(fa)展(zhan)改革委核(he)定太陽能(neng)(neng)熱(re)(re)(re)發(fa)(fa)(fa)(fa)電(dian)標(biao)桿(gan)上網(wang)示范電(dian)價后,企業(ye)建設熱(re)(re)(re)情(qing)高漲(zhang);2020年(nian)初出臺的(de)《關(guan)于促(cu)進非水可(ke)再生能(neng)(neng)源發(fa)(fa)(fa)(fa)電(dian)健康發(fa)(fa)(fa)(fa)展(zhan)的(de)若干意見》明(ming)(ming)(ming)確,新增光(guang)熱(re)(re)(re)項目不(bu)再納入中(zhong)(zhong)央財(cai)政(zheng)(zheng)補(bu)貼范圍,光(guang)熱(re)(re)(re)發(fa)(fa)(fa)(fa)電(dian)的(de)良好發(fa)(fa)(fa)(fa)展(zhan)勢頭受(shou)到明(ming)(ming)(ming)顯(xian)影響。政(zheng)(zheng)策不(bu)明(ming)(ming)(ming)確導(dao)致當前(qian)我國光(guang)熱(re)(re)(re)發(fa)(fa)(fa)(fa)電(dian)缺乏(fa)市場發(fa)(fa)(fa)(fa)展(zhan)空(kong)間(jian),成本(ben)也無(wu)法(fa)通過規模(mo)化應用持續降低,處于起步(bu)階段的(de)光(guang)熱(re)(re)(re)發(fa)(fa)(fa)(fa)電(dian)產(chan)業(ye)舉步(bu)維艱。同時,現行融資環境、土地政(zheng)(zheng)策、稅收政(zheng)(zheng)策無(wu)法(fa)為光(guang)熱(re)(re)(re)發(fa)(fa)(fa)(fa)電(dian)健康發(fa)(fa)(fa)(fa)展(zhan)提供有(you)力支(zhi)撐(cheng)。
借(jie)著推動光(guang)(guang)熱(re)發(fa)電(dian)規(gui)模化發(fa)展的(de)東風,還需鼓(gu)勵有(you)條件的(de)省份(fen)和(he)地(di)(di)區盡快研(yan)究(jiu)出臺財政、價格、土地(di)(di)等支持光(guang)(guang)熱(re)發(fa)電(dian)規(gui)模化發(fa)展的(de)配套政策(ce),提前規(gui)劃百萬千瓦、千萬千瓦級光(guang)(guang)熱(re)發(fa)電(dian)基(ji)(ji)(ji)地(di)(di),率先打造光(guang)(guang)熱(re)產(chan)業(ye)集群。內(nei)蒙古、甘肅(su)、青海、新(xin)(xin)疆等光(guang)(guang)熱(re)發(fa)電(dian)重(zhong)點(dian)省份(fen)(自治區)能源(yuan)主管部門要積極推進光(guang)(guang)熱(re)發(fa)電(dian)項目(mu)規(gui)劃建(jian)設(she),根據研(yan)究(jiu)成果及時調整相關(guan)(guan)規(gui)劃或相關(guan)(guan)基(ji)(ji)(ji)地(di)(di)實(shi)施方案,統(tong)籌協(xie)調光(guang)(guang)伏(fu)、光(guang)(guang)熱(re)規(gui)劃布局,合理布局或預留光(guang)(guang)熱(re)場址(zhi),在(zai)本省新(xin)(xin)能源(yuan)基(ji)(ji)(ji)地(di)(di)建(jian)設(she)中同步推動光(guang)(guang)熱(re)發(fa)電(dian)項目(mu)規(gui)模化、產(chan)業(ye)化發(fa)展。充分發(fa)揮光(guang)(guang)熱(re)發(fa)電(dian)在(zai)新(xin)(xin)能源(yuan)占比逐漸提高的(de)新(xin)(xin)型電(dian)力系統(tong)中的(de)作用(yong),推動光(guang)(guang)熱(re)發(fa)電(dian)實(shi)現關(guan)(guan)鍵一躍。