從地域分布(bu)來(lai)看,首批示范項(xiang)目的(de)分布(bu)情況(kuang)發(fa)生(sheng)了一些變(bian)化,20個(ge)國家(jia)光熱示范項(xiang)目原分布(bu)于甘(gan)肅(su)(9個(ge))、青海(4個(ge))、河北(4個(ge))、內蒙古(2個(ge))、新(xin)疆(jiang)(1個(ge))五地,其中新(xin)疆(jiang)1個(ge)項(xiang)目保(bao)持不(bu)變(bian),甘(gan)肅(su)則由(you)9個(ge)變(bian)為(wei)8個(ge),內蒙由(you)2個(ge)變(bian)為(wei)1個(ge),河北由(you)4個(ge)變(bian)為(wei)3個(ge),青海由(you)4個(ge)變(bian)為(wei)3個(ge)。除新(xin)疆(jiang)以外(wai),其余四(si)個(ge)省區(qu),每(mei)個(ge)省區(qu)均減少了1個(ge)示范項(xiang)目。
首批示范項目延期與電價聯動 電價或分四個梯度執行
雖然截至目前,關(guan)于首(shou)批(pi)光熱示(shi)范項(xiang)目與電價(jia)聯動的(de)官方政(zheng)策(ce)文件仍未公布,但據CSPPLAZA記(ji)者從(cong)最近召開的(de)兩(liang)次光熱發電行(xing)業(ye)論壇上獲得的(de)公開消(xiao)息,示(shi)范項(xiang)目延期投運的(de)電價(jia)政(zheng)策(ce)很可(ke)能將分四個梯(ti)度執(zhi)行(xing),具(ju)體執(zhi)行(xing)電價(jia)梯(ti)度如下。需(xu)要(yao)說明的(de)是(shi),具(ju)體的(de)政(zheng)策(ce)最終以官方的(de)正式文件為準。
電(dian)力規劃設計總(zong)院副院長孫銳在3月(yue)(yue)28日召開(kai)的太陽能(neng)熱發(fa)(fa)電(dian)示(shi)范項(xiang)目(mu)建設及工(gong)(gong)程管理論壇上對相關項(xiang)目(mu)的計劃投(tou)運(yun)(yun)時間作了介紹。他表(biao)示(shi),計劃延期到(dao)2019年(nian)6月(yue)(yue)30日前投(tou)運(yun)(yun)的有(you)三個項(xiang)目(mu),包括(kuo)蘭州大成科技股份有(you)限公(gong)司敦煌熔鹽線性菲涅爾式(shi)5萬(wan)千瓦(wa)光熱發(fa)(fa)電(dian)示(shi)范項(xiang)目(mu)、中海陽能(neng)源集團股份有(you)限公(gong)司玉門東(dong)鎮導熱油(you)槽式(shi)5萬(wan)千瓦(wa)光熱發(fa)(fa)電(dian)項(xiang)目(mu)和中國電(dian)力工(gong)(gong)程顧問集團西北電(dian)力設計院有(you)限公(gong)司哈密(mi)熔鹽塔式(shi)5萬(wan)千瓦(wa)光熱發(fa)(fa)電(dian)項(xiang)目(mu)。
計劃延期到2019年底前投運(yun)的(de)有6個項(xiang)目,塔(ta)式2個,包括中(zhong)(zhong)國電(dian)建西(xi)北勘測設計研究院有限(xian)公(gong)司(si)(si)共和熔鹽(yan)塔(ta)式5萬(wan)千(qian)瓦光熱發電(dian)項(xiang)目、達華工程(cheng)管理(集團)有限(xian)公(gong)司(si)(si)尚義水工質塔(ta)式5萬(wan)千(qian)瓦光熱發電(dian)項(xiang)目;槽(cao)(cao)(cao)式3個,包括:中(zhong)(zhong)陽(yang)(yang)(yang)張家口察北能源有限(xian)公(gong)司(si)(si)熔鹽(yan)槽(cao)(cao)(cao)式6.4萬(wan)千(qian)瓦光熱發電(dian)項(xiang)目、龍騰(teng)太陽(yang)(yang)(yang)能玉門東鎮導熱油槽(cao)(cao)(cao)式5萬(wan)千(qian)瓦光熱發電(dian)項(xiang)目、內蒙古中(zhong)(zhong)核龍騰(teng)新能源有限(xian)公(gong)司(si)(si)烏(wu)拉特中(zhong)(zhong)旗導熱油槽(cao)(cao)(cao)式10萬(wan)千(qian)瓦光熱發電(dian)項(xiang)目,菲(fei)涅爾項(xiang)目1個為張北華強兆(zhao)陽(yang)(yang)(yang)能源有限(xian)公(gong)司(si)(si)張家口水工質類菲(fei)涅爾式5萬(wan)千(qian)瓦太陽(yang)(yang)(yang)能熱發電(dian)項(xiang)目。
計(ji)劃(hua)延期到2020年底前投運的為(wei)2個項(xiang)(xiang)目,分別(bie)是(shi)中(zhong)國三峽(xia)新能源有(you)限公(gong)司金塔熔鹽(yan)塔式(shi)10萬千瓦光熱(re)發電項(xiang)(xiang)目、中(zhong)節能甘肅武威太陽能發電有(you)限公(gong)司古浪導熱(re)油槽式(shi)10萬千瓦光熱(re)發電項(xiang)(xiang)目。
而計劃(hua)于(yu)今年年底前投(tou)運的項(xiang)(xiang)目(mu)(mu)共計5個(ge),包(bao)括中(zhong)廣核太(tai)陽能(neng)(neng)德(de)令(ling)哈有(you)限公(gong)(gong)司(si)導熱(re)(re)(re)油槽式5萬(wan)千(qian)(qian)瓦(wa)光(guang)熱(re)(re)(re)發(fa)電(dian)(dian)(dian)(dian)項(xiang)(xiang)目(mu)(mu)、北京首航(hang)艾啟威節能(neng)(neng)技術(shu)股份有(you)限公(gong)(gong)司(si)敦煌熔鹽(yan)塔式10萬(wan)千(qian)(qian)瓦(wa)光(guang)熱(re)(re)(re)發(fa)電(dian)(dian)(dian)(dian)示范項(xiang)(xiang)目(mu)(mu)、青海中(zhong)控太(tai)陽能(neng)(neng)發(fa)電(dian)(dian)(dian)(dian)有(you)限公(gong)(gong)司(si)德(de)令(ling)哈熔鹽(yan)塔式5萬(wan)千(qian)(qian)瓦(wa)光(guang)熱(re)(re)(re)發(fa)電(dian)(dian)(dian)(dian)項(xiang)(xiang)目(mu)(mu)、玉門(men)鑫能(neng)(neng)光(guang)熱(re)(re)(re)第一電(dian)(dian)(dian)(dian)力有(you)限公(gong)(gong)司(si)熔鹽(yan)塔式5萬(wan)千(qian)(qian)瓦(wa)光(guang)熱(re)(re)(re)發(fa)電(dian)(dian)(dian)(dian)項(xiang)(xiang)目(mu)(mu)、深圳市金釩(fan)能(neng)(neng)源科技有(you)限公(gong)(gong)司(si)阿(a)克塞5萬(wan)千(qian)(qian)瓦(wa)熔鹽(yan)槽式光(guang)熱(re)(re)(re)發(fa)電(dian)(dian)(dian)(dian)項(xiang)(xiang)目(mu)(mu)。
但上(shang)述投運(yun)時間也(ye)均為(wei)計(ji)劃,實際的(de)(de)投運(yun)情(qing)況仍存變(bian)數,但不(bu)變(bian)的(de)(de)是,越(yue)早投運(yun),享(xiang)受的(de)(de)電價(jia)越(yue)高,鑒于(yu)此,有條件(jian)的(de)(de)項目均會盡(jin)可能快(kuai)地推動項目的(de)(de)建設進(jin)度。
而從(cong)上述電(dian)價(jia)梯(ti)度來看,如果這(zhe)一(yi)個電(dian)價(jia)最終發文確定,對(dui)(dui)(dui)首(shou)批示(shi)范項(xiang)(xiang)目(mu)而言(yan)是一(yi)利好。2019年6月30日前投運僅僅降低了1分錢,超出了行業的普遍預期(qi)。從(cong)政府角(jiao)度看,這(zhe)既(ji)(ji)維(wei)護了既(ji)(ji)定政策(ce)的嚴肅性,又(you)在(zai)最大程度上支(zhi)持了首(shou)批示(shi)范項(xiang)(xiang)目(mu),表明政府層面對(dui)(dui)(dui)全力支(zhi)持建好首(shou)批示(shi)范項(xiang)(xiang)目(mu)的積極態度。對(dui)(dui)(dui)行業而言(yan),需(xu)要竭盡全力建好首(shou)批示(shi)范項(xiang)(xiang)目(mu),以為后(hou)續更多示(shi)范項(xiang)(xiang)目(mu)的啟(qi)動打下基礎。