近日,全國工商聯報送了(le)《關于碳中和目標(biao)背(bei)景下大力發(fa)展光熱發(fa)電產業的(de)提案》,建議大力扶(fu)持光熱發(fa)電產業發(fa)展。
提案指出,太(tai)陽能(neng)(neng)光(guang)熱發(fa)電(dian)具有(you)多個(ge)優(you)點,比如:在整(zheng)個(ge)生命周期中,光(guang)熱電(dian)站每(mei)度電(dian)的(de)(de)碳(tan)排放遠(yuan)低(di)于光(guang)伏,僅為光(guang)伏的(de)(de)1/6;光(guang)熱電(dian)站自帶大規模、廉價、安全(quan)環保的(de)(de)儲能(neng)(neng)系統,能(neng)(neng)明顯(xian)降低(di)未來(lai)電(dian)力系統對于儲能(neng)(neng)的(de)(de)需(xu)求(qiu);光(guang)熱電(dian)站的(de)(de)就業(ye)人數(shu)是光(guang)伏電(dian)站的(de)(de)10倍等。
為此,全國工商聯建(jian)議,多策(ce)并(bing)舉,支(zhi)持光(guang)熱發(fa)電產業可持續發(fa)展。在“十四五”期間,中央財政繼續對光(guang)熱發(fa)電項(xiang)目給予補貼等。
光熱電站就業人數是光伏電站10倍
2020年(nian)9月,在第(di)75屆聯合國(guo)大(da)會期(qi)間(jian),中國(guo)提高國(guo)家(jia)自主貢(gong)獻承諾:二氧(yang)化碳排(pai)放力(li)爭于2030年(nian)前達到峰值(zhi),努力(li)爭取2060年(nian)前實(shi)現碳中和(he)。
提案指出(chu)(chu),該承諾不僅向(xiang)世界(jie)傳遞了中國綠(lv)色低(di)碳轉型(xing)的決心,也為(wei)我國新能(neng)(neng)源(yuan)(yuan)發(fa)(fa)展指明方(fang)向(xiang)。光(guang)熱(re)發(fa)(fa)電(dian)(dian)是一(yi)種高品質的清潔(jie)電(dian)(dian)力(li),其發(fa)(fa)電(dian)(dian)原理與傳統火(huo)電(dian)(dian)相似,采用成熟的儲熱(re)技術(shu),可實現(xian)全天24小時穩定持續發(fa)(fa)電(dian)(dian),具有電(dian)(dian)力(li)輸出(chu)(chu)穩定可靠、調(diao)節靈(ling)活等特(te)性,能(neng)(neng)夠承擔(dan)電(dian)(dian)網基荷和(he)調(diao)峰職能(neng)(neng),降低(di)高比例新能(neng)(neng)源(yuan)(yuan)電(dian)(dian)力(li)系統對大儲能(neng)(neng)容量的要求。作為(wei)能(neng)(neng)源(yuan)(yuan)轉型(xing)新途(tu)徑,太陽能(neng)(neng)光(guang)熱(re)發(fa)(fa)電(dian)(dian)未來將會(hui)為(wei)實現(xian)我國“碳中和(he)”目標(biao)貢獻重要力(li)量。
全國工商聯介(jie)紹,太陽能(neng)光(guang)熱發電(dian)(dian)(dian)具有較多優點(dian),包括:在(zai)整(zheng)個(ge)生命周期中,光(guang)熱電(dian)(dian)(dian)站每度電(dian)(dian)(dian)的(de)碳排放(fang)遠低(di)于(yu)(yu)光(guang)伏(fu)(fu),僅為光(guang)伏(fu)(fu)的(de)1/6;與光(guang)伏(fu)(fu)和風(feng)電(dian)(dian)(dian)相比,光(guang)熱發電(dian)(dian)(dian)是電(dian)(dian)(dian)網友(you)好型的(de)清潔電(dian)(dian)(dian)源,大(da)規模并網不會(hui)增(zeng)加整(zheng)個(ge)電(dian)(dian)(dian)力系統(tong)(tong)的(de)額外成本;建設(she)光(guang)熱發電(dian)(dian)(dian)站需要消耗普通鋼材、玻璃、鹽(yan)和水泥等(deng)大(da)量(liang)傳統(tong)(tong)材料,有助(zhu)于(yu)(yu)化解(jie)傳統(tong)(tong)行業過(guo)剩(sheng)產能(neng);設(she)計、制造(zao)光(guang)熱電(dian)(dian)(dian)站所用(yong)的(de)技術設(she)備與傳統(tong)(tong)煤電(dian)(dian)(dian)幾乎相同,有助(zhu)于(yu)(yu)在(zai)能(neng)源轉型過(guo)程中幫助(zhu)傳統(tong)(tong)煤電(dian)(dian)(dian)產業鏈(lian)企業獲(huo)得新生。
同時,光(guang)熱(re)電(dian)(dian)(dian)站自帶(dai)大(da)規(gui)(gui)模、廉(lian)價、安(an)全環(huan)保的(de)儲(chu)能(neng)(neng)系(xi)統(tong),能(neng)(neng)明顯(xian)降(jiang)低未來電(dian)(dian)(dian)力(li)系(xi)統(tong)對(dui)儲(chu)能(neng)(neng)的(de)需(xu)求(qiu);光(guang)熱(re)發(fa)電(dian)(dian)(dian)具有很大(da)轉動慣(guan)量,有利于(yu)(yu)電(dian)(dian)(dian)網(wang)頻率和(he)電(dian)(dian)(dian)壓穩定,能(neng)(neng)夠為電(dian)(dian)(dian)力(li)系(xi)統(tong)安(an)全運(yun)行提供(gong)重要支撐;光(guang)熱(re)發(fa)電(dian)(dian)(dian)大(da)多建在荒漠化(hua)土地(di)上,有利于(yu)(yu)當地(di)生態改善;中國優(you)質光(guang)資源主要在西北,通過規(gui)(gui)模化(hua)建設(she)光(guang)熱(re)電(dian)(dian)(dian)站,有利于(yu)(yu)擴大(da)當地(di)就(jiu)業(ye)(光(guang)熱(re)電(dian)(dian)(dian)站就(jiu)業(ye)人數是光(guang)伏電(dian)(dian)(dian)站的(de)10倍),可(ke)明顯(xian)拉(la)動西北落后地(di)區經(jing)濟發(fa)展;經(jing)過一定年(nian)限的(de)規(gui)(gui)模推廣,光(guang)熱(re)發(fa)電(dian)(dian)(dian)不僅(jin)可(ke)擺脫(tuo)對(dui)國家補貼的(de)依賴,且經(jing)濟性(xing)和(he)環(huan)保性(xing)均優(you)于(yu)(yu)天然氣發(fa)電(dian)(dian)(dian)和(he)光(guang)伏+化(hua)學電(dian)(dian)(dian)池儲(chu)能(neng)(neng),上網(wang)電(dian)(dian)(dian)價也可(ke)降(jiang)到當前煤電(dian)(dian)(dian)水平。
光熱發電處于起步發展階段
目前(qian),發(fa)(fa)展(zhan)光(guang)熱(re)(re)(re)發(fa)(fa)電存在一(yi)些困(kun)難,包括光(guang)熱(re)(re)(re)發(fa)(fa)電處于發(fa)(fa)展(zhan)初期,沒有(you)規模效應,與光(guang)伏相(xiang)比價(jia)格較(jiao)高;光(guang)熱(re)(re)(re)電站(zhan)的經濟(ji)性(xing)與其規模緊密相(xiang)關,只有(you)較(jiao)大規模的電站(zhan)才具有(you)良好(hao)的經濟(ji)性(xing),因(yin)此,光(guang)熱(re)(re)(re)電站(zhan)投資額遠大于光(guang)伏電站(zhan);光(guang)熱(re)(re)(re)電站(zhan)建(jian)設周期較(jiao)長(chang),工程技(ji)術較(jiao)為復雜,涉及(ji)多個(ge)工程門類,調試、運維都較(jiao)為復雜;雖(sui)然光(guang)熱(re)(re)(re)發(fa)(fa)電價(jia)值已得到不少專(zhuan)家認(ren)可(ke),但因(yin)目前(qian)國(guo)內擁有(you)大量煤電機組,光(guang)熱(re)(re)(re)發(fa)(fa)電價(jia)值和作(zuo)用短期還無法得到體現等。
2020年1月,財政(zheng)部、國(guo)家發(fa)改委和國(guo)家能源(yuan)局聯合發(fa)布《關于促進非水可再(zai)生能源(yuan)發(fa)電健康發(fa)展的若干意(yi)見》指出(chu),新增海上風電和光熱(re)項目不(bu)再(zai)納入(ru)中央財政(zheng)補貼范圍。
全(quan)國(guo)(guo)工商聯認為,當前(qian),無(wu)論(lun)國(guo)(guo)內國(guo)(guo)外,光熱發電都處于起步發展(zhan)階段,發電成本較高(gao),如果簡單地直接取消國(guo)(guo)家補貼,將無(wu)法在價格競爭中立足。
為此,提案建議,在(zai)“十四五”規劃中,安排(pai)一(yi)定容量的(de)新(xin)增裝機(ji);同時,在(zai)西(xi)北地(di)區的(de)電(dian)(dian)(dian)(dian)力(li)外(wai)送通道上各配(pei)置1GW~2GW的(de)光(guang)(guang)熱(re)發電(dian)(dian)(dian)(dian)機(ji)組來代替(ti)燃煤機(ji)組,提高外(wai)送通道中可再生能源電(dian)(dian)(dian)(dian)力(li)的(de)比重(zhong);在(zai)“十四五”期間(jian),中央財(cai)(cai)政繼續對(dui)光(guang)(guang)熱(re)發電(dian)(dian)(dian)(dian)項目給予補貼,鼓勵銀行提供低息貸款(kuan),減(jian)免土地(di)使(shi)用稅等相關稅費;改革電(dian)(dian)(dian)(dian)源上網(wang)電(dian)(dian)(dian)(dian)價(jia)機(ji)制,將需(xu)求側(ce)的(de)峰谷(gu)售電(dian)(dian)(dian)(dian)價(jia)差(cha)向發電(dian)(dian)(dian)(dian)側(ce)傳導,使(shi)上網(wang)電(dian)(dian)(dian)(dian)價(jia)體現電(dian)(dian)(dian)(dian)源品質差(cha)異(yi)和市場(chang)供求關系,從(cong)而發揮光(guang)(guang)熱(re)發電(dian)(dian)(dian)(dian)的(de)儲能調峰優勢,大幅度減(jian)少國(guo)家(jia)財(cai)(cai)政補貼壓力(li)。
此(ci)外,提案建(jian)議,首批示(shi)(shi)范(fan)項(xiang)(xiang)目中尚有12個(ge)項(xiang)(xiang)目處于停建(jian)狀態。為此(ci),政(zheng)(zheng)府(fu)有關部門應盡快明確2018年(nian)以(yi)后(hou)投(tou)(tou)運的(de)(de)光(guang)熱發電(dian)項(xiang)(xiang)目上網電(dian)價政(zheng)(zheng)策。對原投(tou)(tou)資(zi)方已明確退出的(de)(de)示(shi)(shi)范(fan)項(xiang)(xiang)目,應允許地方政(zheng)(zheng)府(fu)選(xuan)擇合適(shi)的(de)(de)投(tou)(tou)資(zi)方繼續建(jian)設(she),并將(jiang)機組投(tou)(tou)運時間延期(qi)至2022年(nian)底,以(yi)保證示(shi)(shi)范(fan)項(xiang)(xiang)目的(de)(de)建(jian)設(she)工期(qi)。