2023年3月(yue),國(guo)家能源局發(fa)(fa)布(bu)《關于(yu)推動(dong)光(guang)(guang)熱發(fa)(fa)電(dian)(dian)規(gui)模(mo)化發(fa)(fa)展(zhan)有(you)關事項的通知(zhi)》,標志(zhi)著我(wo)國(guo)光(guang)(guang)熱發(fa)(fa)電(dian)(dian)進入規(gui)模(mo)化發(fa)(fa)展(zhan)的新階段。文(wen)件明確(que),力爭“十四五”期間,全國(guo)光(guang)(guang)熱發(fa)(fa)電(dian)(dian)每年新增開工規(gui)模(mo)達(da)到300萬千瓦左右。
當前,我國(guo)光熱(re)發(fa)電(dian)發(fa)展態勢如何?在(zai)現行政策環境下(xia)應(ying)該如何發(fa)展光熱(re)發(fa)電(dian)才能達成上述目標?在(zai)近日(ri)召開的2023(第十屆)中國(guo)電(dian)力規劃發(fa)展論壇上,中國(guo)能源傳媒(mei)集團(以(yi)下(xia)簡稱“中能傳媒(mei)”)記者采(cai)訪了(le)電(dian)力規劃設計總(zong)院(yuan)高級(ji)顧問孫銳(rui)。
記者:我(wo)國目前已建成多(duo)少個光熱發電項目?光熱發電產業鏈(lian)是否完整和成熟?
孫銳:截至2021年底,我(wo)國(guo)已(yi)經投運單機容量(liang)5萬千(qian)瓦及(ji)(ji)以(yi)上容量(liang)的光(guang)熱發(fa)電項目9個,總裝機容量(liang)55萬千(qian)瓦。光(guang)熱發(fa)電示范工程的建設(she)促進(jin)(jin)了我(wo)國(guo)光(guang)熱發(fa)電的產業發(fa)展,我(wo)國(guo)逐漸形成了較為(wei)完(wan)整的產業鏈,設(she)備和(he)材料的國(guo)產化(hua)(hua)率已(yi)超過95%,部(bu)分項目的技(ji)術指標均已(yi)達到設(she)計值,充(chong)分驗證了我(wo)國(guo)光(guang)熱技(ji)術及(ji)(ji)國(guo)產化(hua)(hua)設(she)備的先進(jin)(jin)性及(ji)(ji)可靠(kao)性。
2021年12月31日以后,由于新增的(de)光(guang)熱發電(dian)項目(mu)不再納入(ru)中央(yang)財政(zheng)補貼范圍(wei),光(guang)熱發電(dian)項目(mu)主要采用多能互(hu)補一(yi)體(ti)化建設(she)模式,已開工建設(she)或已列入(ru)地(di)方開工計劃的(de)光(guang)熱發電(dian)項目(mu)超過30個,總(zong)裝機容量超過300萬千瓦。
記者:光熱發(fa)電(dian)(dian)具體有哪幾種(zhong)形式?與其(qi)他新能源發(fa)電(dian)(dian)相比(bi),光熱發(fa)電(dian)(dian)有哪些特點(dian)和(he)優勢?
孫銳:目(mu)前,光(guang)熱(re)發(fa)電主(zhu)要有(you)四種聚光(guang)集熱(re)方式:槽(cao)式、塔(ta)式、線性(xing)菲(fei)涅爾式、碟式,前三種方式可以通(tong)過配置(zhi)大容量儲熱(re)系統,將光(guang)發(fa)電與熱(re)能儲存集成(cheng)為(wei)一體,稱其為(wei)儲熱(re)型光(guang)熱(re)發(fa)電,儲熱(re)型光(guang)熱(re)發(fa)電有(you)很多(duo)技術優勢。
首先,儲(chu)熱(re)(re)型(xing)光(guang)(guang)熱(re)(re)發(fa)電(dian)機(ji)組(zu)(zu)能(neng)夠保持(chi)穩(wen)(wen)定的(de)(de)(de)電(dian)力(li)(li)輸(shu)出。如果儲(chu)熱(re)(re)系統(tong)的(de)(de)(de)容量足夠大,機(ji)組(zu)(zu)可(ke)實現24小時連續發(fa)電(dian);儲(chu)熱(re)(re)型(xing)光(guang)(guang)熱(re)(re)發(fa)電(dian)機(ji)組(zu)(zu)可(ke)以作為電(dian)力(li)(li)系統(tong)中(zhong)的(de)(de)(de)主力(li)(li)機(ji)組(zu)(zu)承擔基本負(fu)荷,也可(ke)以作為電(dian)力(li)(li)系統(tong)中(zhong)的(de)(de)(de)調(diao)(diao)峰(feng)機(ji)組(zu)(zu)承擔高峰(feng)負(fu)荷,同時,為系統(tong)提供轉動慣量,有利于(yu)電(dian)力(li)(li)系統(tong)的(de)(de)(de)穩(wen)(wen)定。其次,儲(chu)熱(re)(re)型(xing)光(guang)(guang)熱(re)(re)發(fa)電(dian)機(ji)組(zu)(zu)具(ju)備(bei)(bei)良好的(de)(de)(de)調(diao)(diao)節特性(xing),可(ke)迅速(su)響(xiang)應電(dian)網負(fu)荷需求,快速(su)調(diao)(diao)節機(ji)組(zu)(zu)出力(li)(li),具(ju)備(bei)(bei)參與(yu)電(dian)力(li)(li)系統(tong)調(diao)(diao)峰(feng)和調(diao)(diao)頻(pin)的(de)(de)(de)能(neng)力(li)(li),可(ke)參與(yu)電(dian)網一次調(diao)(diao)頻(pin)和二次調(diao)(diao)頻(pin)。與(yu)燃煤發(fa)電(dian)相比(bi),儲(chu)熱(re)(re)型(xing)光(guang)(guang)熱(re)(re)電(dian)機(ji)組(zu)(zu)具(ju)有更優異(yi)的(de)(de)(de)調(diao)(diao)節性(xing)能(neng)。
在我國西部(bu)的(de)新(xin)能源(yuan)基(ji)地建(jian)設中,如果沒有(you)生物(wu)(wu)質發(fa)(fa)(fa)(fa)電(dian)(dian)(dian),則光(guang)熱發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)是唯一(yi)可(ke)以(yi)連(lian)續穩定24小時發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)的(de)可(ke)再生能源(yuan)電(dian)(dian)(dian)源(yuan),它可(ke)以(yi)發(fa)(fa)(fa)(fa)揮調(diao)峰、調(diao)頻(pin)、提供轉動慣量和(he)(he)旋轉備用(yong)的(de)功能。在極端(duan)氣象條件下(xia),風(feng)電(dian)(dian)(dian)和(he)(he)光(guang)伏發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)受阻、儲能電(dian)(dian)(dian)站無能可(ke)儲的(de)情(qing)況下(xia),光(guang)熱發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)機組(zu)可(ke)以(yi)利(li)用(yong)備用(yong)燃料(天(tian)然氣、甲醇、生物(wu)(wu)質)發(fa)(fa)(fa)(fa)電(dian)(dian)(dian),保證有(you)一(yi)定功率的(de)電(dian)(dian)(dian)力輸出,與(yu)建(jian)設天(tian)然氣發(fa)(fa)(fa)(fa)電(dian)(dian)(dian)機組(zu)相(xiang)比,僅需要在光(guang)熱電(dian)(dian)(dian)站中增(zeng)設燃料加(jia)熱熔(rong)鹽(yan)系(xi)統,備用(yong)成本低(di)。
記者:與(yu)光(guang)伏發(fa)(fa)電發(fa)(fa)展迅猛勢頭(tou)相比,光(guang)熱(re)發(fa)(fa)電發(fa)(fa)展要慢(man)得多,為什么?光(guang)熱(re)發(fa)(fa)電目(mu)前(qian)遇到了(le)哪(na)些困難?
孫銳:光(guang)(guang)(guang)伏發電(dian)(dian)(dian)(dian)的(de)(de)(de)迅(xun)猛發展得益于(yu)光(guang)(guang)(guang)伏組(zu)件(jian)成本(ben)的(de)(de)(de)快速降(jiang)低(di)(di)(di),使(shi)得光(guang)(guang)(guang)伏發電(dian)(dian)(dian)(dian)很快實現了(le)平價上網。世界上首個光(guang)(guang)(guang)熱(re)(re)(re)(re)發電(dian)(dian)(dian)(dian)商業(ye)電(dian)(dian)(dian)(dian)站(zhan)已經投運多年(nian)了(le),早(zao)期的(de)(de)(de)光(guang)(guang)(guang)熱(re)(re)(re)(re)電(dian)(dian)(dian)(dian)站(zhan)是沒有(you)儲(chu)熱(re)(re)(re)(re)功能的(de)(de)(de),與(yu)光(guang)(guang)(guang)伏相(xiang)比不具有(you)技術優(you)勢(shi)(shi)和成本(ben)優(you)勢(shi)(shi)。直到2008年(nian)首個采用(yong)熔鹽儲(chu)熱(re)(re)(re)(re)的(de)(de)(de)光(guang)(guang)(guang)熱(re)(re)(re)(re)電(dian)(dian)(dian)(dian)站(zhan)投運,光(guang)(guang)(guang)熱(re)(re)(re)(re)發電(dian)(dian)(dian)(dian)的(de)(de)(de)技術優(you)勢(shi)(shi)才(cai)得以顯現。光(guang)(guang)(guang)熱(re)(re)(re)(re)發電(dian)(dian)(dian)(dian)與(yu)燃(ran)煤(mei)機(ji)組(zu)同樣采用(yong)汽輪(lun)發電(dian)(dian)(dian)(dian)機(ji)組(zu)發電(dian)(dian)(dian)(dian),并(bing)兼具發電(dian)(dian)(dian)(dian)和儲(chu)能的(de)(de)(de)功能,可以為系(xi)統(tong)提供高品質的(de)(de)(de)電(dian)(dian)(dian)(dian)力。配置了(le)備用(yong)燃(ran)料(liao)系(xi)統(tong)的(de)(de)(de)光(guang)(guang)(guang)熱(re)(re)(re)(re)發電(dian)(dian)(dian)(dian)是完全(quan)可以替代燃(ran)煤(mei)機(ji)組(zu)的(de)(de)(de)。由(you)于(yu)太陽光(guang)(guang)(guang)的(de)(de)(de)能量(liang)密度與(yu)化(hua)石燃(ran)料(liao)相(xiang)比要低(di)(di)(di)得多,必(bi)須采用(yong)大規模的(de)(de)(de)聚光(guang)(guang)(guang)集(ji)熱(re)(re)(re)(re)系(xi)統(tong),致使(shi)光(guang)(guang)(guang)熱(re)(re)(re)(re)電(dian)(dian)(dian)(dian)站(zhan)的(de)(de)(de)造(zao)價遠高于(yu)燃(ran)煤(mei)電(dian)(dian)(dian)(dian)站(zhan),發電(dian)(dian)(dian)(dian)成本(ben)也不可能低(di)(di)(di)于(yu)目(mu)前的(de)(de)(de)燃(ran)煤(mei)發電(dian)(dian)(dian)(dian)。但是,伴隨(sui)著我(wo)國實施“雙碳”目(mu)標的(de)(de)(de)戰略(lve)步伐,燃(ran)煤(mei)發電(dian)(dian)(dian)(dian)的(de)(de)(de)低(di)(di)(di)碳化(hua)轉型(xing)將會加(jia)速,二氧化(hua)碳捕集(ji)系(xi)統(tong)將使(shi)燃(ran)煤(mei)發電(dian)(dian)(dian)(dian)的(de)(de)(de)成本(ben)大幅度提高,將超(chao)過(guo)光(guang)(guang)(guang)熱(re)(re)(re)(re)發電(dian)(dian)(dian)(dian)的(de)(de)(de)成本(ben)。
另(ling)一方面,我國光(guang)(guang)熱(re)發(fa)電(dian)產業鏈的(de)(de)(de)(de)形成(cheng)時間(jian)短,生產規模(mo)小,設備和材料的(de)(de)(de)(de)邊際成(cheng)本還有(you)較大的(de)(de)(de)(de)下降空(kong)間(jian)。2020年(nian)(nian)初,財政(zheng)部(bu)(bu)聯合相關(guan)部(bu)(bu)門(men)發(fa)布(bu)的(de)(de)(de)(de)《關(guan)于(yu)(yu)促進(jin)非水可(ke)(ke)再生能(neng)源發(fa)電(dian)健(jian)康發(fa)展的(de)(de)(de)(de)若干意(yi)見》中(zhong)(zhong)明確(que),2021年(nian)(nian)12月(yue)31日以(yi)后新增的(de)(de)(de)(de)光(guang)(guang)熱(re)發(fa)電(dian)項(xiang)目(mu)不再納(na)入中(zhong)(zhong)央(yang)財政(zheng)補貼范(fan)圍。2021年(nian)(nian)6月(yue),國家發(fa)展改革委發(fa)布(bu)的(de)(de)(de)(de)《關(guan)于(yu)(yu)2021年(nian)(nian)新能(neng)源上(shang)網(wang)(wang)電(dian)價(jia)(jia)(jia)(jia)政(zheng)策有(you)關(guan)事項(xiang)的(de)(de)(de)(de)通知(zhi)》(發(fa)改價(jia)(jia)(jia)(jia)格〔2021〕833號(hao))文(wen)(wen)中(zhong)(zhong)明確(que),2021年(nian)(nian)起,新核準(zhun)的(de)(de)(de)(de)光(guang)(guang)熱(re)發(fa)電(dian)項(xiang)目(mu)上(shang)網(wang)(wang)電(dian)價(jia)(jia)(jia)(jia)由當地(di)省級價(jia)(jia)(jia)(jia)格主管部(bu)(bu)門(men)制定(ding),上(shang)網(wang)(wang)電(dian)價(jia)(jia)(jia)(jia)高于(yu)(yu)當地(di)燃(ran)煤發(fa)電(dian)基準(zhun)價(jia)(jia)(jia)(jia)的(de)(de)(de)(de),基準(zhun)價(jia)(jia)(jia)(jia)以(yi)內的(de)(de)(de)(de)部(bu)(bu)分由電(dian)網(wang)(wang)企業結算。根據這(zhe)兩個文(wen)(wen)件,在(zai)中(zhong)(zhong)央(yang)財政(zheng)補貼取(qu)消后,光(guang)(guang)熱(re)發(fa)電(dian)上(shang)網(wang)(wang)電(dian)價(jia)(jia)(jia)(jia)的(de)(de)(de)(de)定(ding)價(jia)(jia)(jia)(jia)權歸省級地(di)方政(zheng)府(fu),明確(que)規定(ding)電(dian)網(wang)(wang)公(gong)司按照當地(di)燃(ran)煤基準(zhun)電(dian)價(jia)(jia)(jia)(jia)支付,由于(yu)(yu)光(guang)(guang)熱(re)發(fa)電(dian)大多分布(bu)在(zai)欠(qian)發(fa)達地(di)區,地(di)方財政(zheng)根本沒有(you)能(neng)力(li)對其進(jin)行補貼,高出當地(di)燃(ran)煤基準(zhun)電(dian)價(jia)(jia)(jia)(jia)的(de)(de)(de)(de)部(bu)(bu)分無法(fa)向后傳導,光(guang)(guang)熱(re)發(fa)電(dian)市(shi)場需求受(shou)到抑制,這(zhe)是目(mu)前光(guang)(guang)熱(re)發(fa)電(dian)遇(yu)到的(de)(de)(de)(de)最大困難,產業鏈的(de)(de)(de)(de)生存岌(ji)岌(ji)可(ke)(ke)危。
記者:在目前的政策環境下(xia)如何發展光熱發電(dian)?
孫銳:2021年2月(yue)25日,國(guo)(guo)家(jia)(jia)發(fa)(fa)展(zhan)(zhan)改(gai)革(ge)委、國(guo)(guo)家(jia)(jia)能(neng)(neng)源(yuan)(yuan)(yuan)局(ju)發(fa)(fa)布(bu)《關(guan)于(yu)推進電(dian)(dian)(dian)力源(yuan)(yuan)(yuan)網荷儲一(yi)體(ti)化和(he)多能(neng)(neng)互補發(fa)(fa)展(zhan)(zhan)的(de)指導意(yi)見》;隨后,國(guo)(guo)家(jia)(jia)能(neng)(neng)源(yuan)(yuan)(yuan)局(ju)發(fa)(fa)布(bu)了(le)《關(guan)于(yu)報送“十(shi)四五”電(dian)(dian)(dian)力源(yuan)(yuan)(yuan)網荷儲一(yi)體(ti)化和(he)多能(neng)(neng)互補工作(zuo)方案的(de)通知》;2022年3月(yue)22日,國(guo)(guo)家(jia)(jia)發(fa)(fa)展(zhan)(zhan)改(gai)革(ge)委、國(guo)(guo)家(jia)(jia)能(neng)(neng)源(yuan)(yuan)(yuan)局(ju)又發(fa)(fa)布(bu)了(le)《“十(shi)四五”現(xian)代能(neng)(neng)源(yuan)(yuan)(yuan)體(ti)系規劃》。這幾個文件中(zhong)都強調:發(fa)(fa)展(zhan)(zhan)儲熱型光熱電(dian)(dian)(dian)站,積極推動“風光儲”一(yi)體(ti)化;太陽能(neng)(neng)(5.790,0.05,0.87%)熱發(fa)(fa)電(dian)(dian)(dian)與風電(dian)(dian)(dian)、光伏發(fa)(fa)電(dian)(dian)(dian)融合發(fa)(fa)展(zhan)(zhan)、聯合運行。
在缺乏光(guang)(guang)熱發(fa)電(dian)上網電(dian)價傳導機(ji)制的情(qing)況(kuang)下,采用(yong)光(guang)(guang)伏(fu)、風電(dian)、光(guang)(guang)熱打(da)捆(kun)的多(duo)能互補一體化(hua)項目方式(shi),通過風電(dian)和(he)光(guang)(guang)伏(fu)發(fa)電(dian)的利潤空間來(lai)彌補光(guang)(guang)熱發(fa)電(dian)的虧損。這樣的開發(fa)模式(shi)對(dui)緩解光(guang)(guang)熱發(fa)電(dian)產業鏈(lian)生存危機(ji)發(fa)揮了積極作(zuo)用(yong),不失(shi)為(wei)一項權宜之計。
地(di)方政府在組織多(duo)能(neng)互補一(yi)體化(hua)項目時,按照項目開發(fa)商(shang)能(neng)夠接受的(de)最低投(tou)資(zi)收益(yi)確定了(le)光(guang)(guang)熱(re)發(fa)電與風電和光(guang)(guang)伏的(de)容量(liang)配比。在多(duo)能(neng)互補一(yi)體化(hua)項目中,光(guang)(guang)熱(re)發(fa)電按照當地(di)燃煤發(fa)電的(de)基(ji)準(zhun)電價(jia)上網(wang)是(shi)虧損的(de),需要通過風電和光(guang)(guang)伏發(fa)電的(de)利潤空(kong)間(jian)來彌補。這(zhe)導致(zhi)投(tou)資(zi)方為了(le)達到合理的(de)投(tou)資(zi)收益(yi),大(da)(da)幅削減光(guang)(guang)熱(re)發(fa)電的(de)投(tou)資(zi),聚光(guang)(guang)集熱(re)系統的(de)容量(liang)大(da)(da)幅度縮減,導致(zhi)光(guang)(guang)熱(re)發(fa)電機組的(de)發(fa)電量(liang)和靈活調節功(gong)能(neng)大(da)(da)打折扣,喪失了(le)光(guang)(guang)熱(re)發(fa)電站長時儲能(neng)的(de)技術優勢,這(zhe)是(shi)多(duo)能(neng)互補一(yi)體化(hua)項目建設(she)中出(chu)現的(de)新問題。
目前,正在開展(zhan)新能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)基(ji)地(di)(di)的(de)建(jian)(jian)設中包含的(de)光熱(re)發(fa)電(dian)項(xiang)目29個,總裝機容(rong)量達到(dao)330萬(wan)千瓦,基(ji)本上沿(yan)用(yong)了多能(neng)(neng)(neng)(neng)互補(bu)一(yi)體化項(xiang)目的(de)模式,將新能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)基(ji)地(di)(di)分解為若干個多能(neng)(neng)(neng)(neng)互補(bu)一(yi)體化建(jian)(jian)設項(xiang)目,并(bing)沒(mei)有(you)考(kao)慮新能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)基(ji)地(di)(di)的(de)電(dian)力(li)輸出特性。在新能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)基(ji)地(di)(di)建(jian)(jian)設中,要立足于外送100%新能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)電(dian)力(li),盡可(ke)能(neng)(neng)(neng)(neng)不占用(yong)系(xi)統現有(you)的(de)調節(jie)資源(yuan)(yuan)(yuan)(yuan)(yuan),自己(ji)解決儲能(neng)(neng)(neng)(neng)和調節(jie)的(de)問題,這(zhe)樣才(cai)能(neng)(neng)(neng)(neng)夠起到(dao)“先立后破”的(de)示范作(zuo)用(yong)。因此,要首(shou)先對新能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)基(ji)地(di)(di)開展(zhan)系(xi)統研究,明確光熱(re)發(fa)電(dian)的(de)裝機容(rong)量和功能(neng)(neng)(neng)(neng),并(bing)建(jian)(jian)立光熱(re)發(fa)電(dian)上網電(dian)價(jia)的(de)傳導(dao)機制,才(cai)能(neng)(neng)(neng)(neng)夠使光熱(re)發(fa)電(dian)在新能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)基(ji)地(di)(di)中發(fa)揮(hui)更大的(de)作(zuo)用(yong)。