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在(zai)碳中和(he)與碳達(da)峰的(de)(de)大背景(jing)下(xia),新(xin)能(neng)(neng)(neng)(neng)源(yuan)行業被(bei)更多的(de)(de)人關注,技術(shu)不斷迭代(dai)升(sheng)級,市場(chang)的(de)(de)需求和(he)商業模式卻是不變的(de)(de)。談及新(xin)能(neng)(neng)(neng)(neng)源(yuan)+的(de)(de)市場(chang)需求，總結兩(liang)方面(mian)(mian):一方面(mian)(mian),“新(xin)能(neng)(neng)(neng)(neng)源(yuan)+”對整個西部沙戈(ge)荒地(di)區(qu)的(de)(de)生態(tai)環(huan)境有改善作(zuo)用(yong),比如(ru)光伏治沙;另一方面(mian)(mian),在(zai)我(wo)國新(xin)能(neng)(neng)(neng)(neng)源(yuan)比例提高(gao)后,“新(xin)能(neng)(neng)(neng)(neng)源(yuan)+”能(neng)(neng)(neng)(neng)夠更好(hao)地(di)解決以新(xin)能(neng)(neng)(neng)(neng)源(yuan)為主體的(de)(de)新(xin)型電力系統所面(mian)(mian)臨的(de)(de)問題。

由(you)于天(tian)氣的(de)(de)(de)不(bu)確定(ding)性(xing),光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)和(he)風力(li)發(fa)(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)存(cun)在不(bu)穩定(ding)、不(bu)連續等問(wen)(wen)題(ti)。隨(sui)著光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)風電(dian)(dian)(dian)(dian)(dian)裝(zhuang)機(ji)比(bi)例的(de)(de)(de)快速提高,以新(xin)(xin)(xin)能(neng)(neng)(neng)源(yuan)(yuan)為主體的(de)(de)(de)新(xin)(xin)(xin)型電(dian)(dian)(dian)(dian)(dian)力(li)系統正面臨巨大(da)的(de)(de)(de)挑戰:第(di)(di)一(yi),電(dian)(dian)(dian)(dian)(dian)力(li)供(gong)應保障難度(du)不(bu)斷(duan)加大(da)。第(di)(di)二,電(dian)(dian)(dian)(dian)(dian)力(li)系統調節電(dian)(dian)(dian)(dian)(dian)源(yuan)(yuan)不(bu)足(zu),新(xin)(xin)(xin)能(neng)(neng)(neng)源(yuan)(yuan)消納問(wen)(wen)題(ti)更為凸顯(xian)。第(di)(di)三,電(dian)(dian)(dian)(dian)(dian)網轉動(dong)慣量(liang)持(chi)續下降(jiang),調頻、調壓(ya)能(neng)(neng)(neng)力(li)不(bu)足(zu),電(dian)(dian)(dian)(dian)(dian)網安全穩定(ding)運行的(de)(de)(de)風險不(bu)斷(duan)加大(da)。而這(zhe)(zhe)(zhe)十(shi)多年研究推廣的(de)(de)(de)光(guang)(guang)(guang)(guang)熱發(fa)(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)技術,正是解決以上問(wen)(wen)題(ti)的(de)(de)(de)“新(xin)(xin)(xin)能(neng)(neng)(neng)源(yuan)(yuan)+”的(de)(de)(de)一(yi)種關鍵技術。近兩年來,國家在西北地(di)區推廣不(bu)少新(xin)(xin)(xin)能(neng)(neng)(neng)源(yuan)(yuan)大(da)基地(di)的(de)(de)(de)項(xiang)目(mu),其中(zhong)很大(da)一(yi)部(bu)分項(xiang)目(mu)由(you)光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)發(fa)(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)、風力(li)發(fa)(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)、光(guang)(guang)(guang)(guang)熱發(fa)(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)三種發(fa)(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)方式協同互(hu)補,交替運行。“白天(tian)太(tai)陽(yang)(yang)光(guang)(guang)(guang)(guang)照好的(de)(de)(de)時候(hou)以光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)發(fa)(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)為主,光(guang)(guang)(guang)(guang)熱發(fa)(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)以儲能(neng)(neng)(neng)為主。太(tai)陽(yang)(yang)落山后(hou),光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)發(fa)(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)的(de)(de)(de)負荷下降(jiang),甚至(zhi)沒(mei)有負荷。這(zhe)(zhe)(zhe)個(ge)時候(hou)光(guang)(guang)(guang)(guang)熱發(fa)(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)就利用(yong)白天(tian)儲存(cun)的(de)(de)(de)能(neng)(neng)(neng)量(liang)發(fa)(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)。這(zhe)(zhe)(zhe)樣可以保證一(yi)天(tian)24h不(bu)間(jian)斷(duan)的(de)(de)(de)利用(yong)新(xin)(xin)(xin)能(neng)(neng)(neng)源(yuan)(yuan)進(jin)行發(fa)(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)(dian)(dian)。”

光(guang)熱發電(dian)技(ji)術(shu)以6到(dao)12小時(shi)的儲能(neng)(neng)(neng)為(wei)主(zhu)(zhu);壓縮空氣技(ji)術(shu)以4到(dao)6個小時(shi)的儲能(neng)(neng)(neng)為(wei)主(zhu)(zhu);氫能(neng)(neng)(neng)以長期儲能(neng)(neng)(neng)為(wei)主(zhu)(zhu),如一周,甚至一個月。不(bu)同的儲能(neng)(neng)(neng)模(mo)式(shi)有它不(bu)同的應用場(chang)景,在(zai)未來(lai),不(bu)同儲能(neng)(neng)(neng)模(mo)式(shi)會以協同互補的方式(shi)存(cun)在(zai)。

“核心的(de)(de)(de)一(yi)(yi)(yi)點就是要(yao)增效(xiao)降(jiang)(jiang)本(ben),降(jiang)(jiang)低成(cheng)(cheng)本(ben)是目前最關(guan)鍵的(de)(de)(de)任務(wu)。”得益于國(guo)家對(dui)(dui)光(guang)(guang)熱(re)發(fa)(fa)(fa)電(dian)(dian)的(de)(de)(de)支(zhi)持政(zheng)策,相信光(guang)(guang)熱(re)發(fa)(fa)(fa)電(dian)(dian)行(xing)業在未來將實現規模化發(fa)(fa)(fa)展(zhan),借助行(xing)業的(de)(de)(de)規模化發(fa)(fa)(fa)展(zhan)以及(ji)技(ji)術(shu)的(de)(de)(de)優化創新,光(guang)(guang)熱(re)發(fa)(fa)(fa)電(dian)(dian)的(de)(de)(de)系統效(xiao)率將進一(yi)(yi)(yi)步提升,供(gong)應鏈成(cheng)(cheng)本(ben)也會顯著下(xia)降(jiang)(jiang),對(dui)(dui)光(guang)(guang)熱(re)發(fa)(fa)(fa)電(dian)(dian)的(de)(de)(de)成(cheng)(cheng)本(ben)下(xia)降(jiang)(jiang)很有信心。另(ling)一(yi)(yi)(yi)方面,根據(ju)目前的(de)(de)(de)發(fa)(fa)(fa)展(zhan)趨(qu)勢,光(guang)(guang)熱(re)電(dian)(dian)站的(de)(de)(de)單機規模將逐步擴大,電(dian)(dian)站的(de)(de)(de)發(fa)(fa)(fa)電(dian)(dian)能(neng)力也會有新的(de)(de)(de)突破。預測,三年之內,光(guang)(guang)熱(re)發(fa)(fa)(fa)電(dian)(dian)的(de)(de)(de)度電(dian)(dian)成(cheng)(cheng)本(ben)能(neng)夠(gou)下(xia)降(jiang)(jiang)到理想范圍(wei)內,成(cheng)(cheng)為唯一(yi)(yi)(yi)一(yi)(yi)(yi)種有望替代火電(dian)(dian)成(cheng)(cheng)為基礎負荷的(de)(de)(de)新能(neng)源發(fa)(fa)(fa)電(dian)(dian)方式(shi)。