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Mobile WebSiteIn 2018, for China's CSP industry, it is a year of inheritance. The following keywords can be used to summarize this year.
The first keyword is “Project Opening”.
By the end of 2018, there were 10 demonstration projects in China, including 9 of the first demonstration projects and Luneng 50 MW tower projects. One project was suspended and 10 projects were not started. There are many reasons for the project not being built, mainly due to factors such as financing and state-owned enterprise approval.
The second keyword is "survival is difficult."
The size of the domestically launched market in 2018 is still relatively limited. Most of the industrial chain manufacturers' photothermal business did not contribute much to revenue. Businesses that focus solely on the CSP market are more difficult to survive, and the existing market is not enough to support their healthy development. In addition, most suppliers not only rely on the solar thermal market, but also have limited investment in the solar thermal market due to policy uncertainty in the solar thermal market.
The third keyword is “going out to sea”.
Shanghai Electric successfully won the bid for Dubai's 950 MW solar thermal hybrid power generation project, which has greatly stimulated the confidence of domestic enterprises. We also hope that this project will drive more domestic manufacturers to “go global”.
The fourth keyword is the “expectation policy”.
The lack of clear policy signals for a long time will lead to a gradual decline in the expectations of the entire industry chain. I hope relevant departments can release some positive signals as much as possible to boost confidence in the industry.
The last keyword is "diversification."
Photothermal power producers are generally actively seeking business diversification and enhancing their ability to resist risks. By expanding the diversified business, you can find a market that can make blood, so you can effectively reduce the risk and let yourself live better.
The industry is generally cautiously optimistic about the domestic solar thermal market space that is still uncertain in 2019.
First of all, in the context of the suspension and construction of thermal power installations, the renewable energy UHV delivery channel does not have enough thermal power to undertake the peak-shaving function, and the design delivery capability cannot be realized. Some insiders suggested that by building a 2 million kilowatt photothermal installation for the Jiuhu UHV, instead of the 2 million kilowatts of thermal power that was cancelled, the light and heat adjustable features can be used to help achieve a greater proportion of scenery. In addition, under the premise that some of the first batch of demonstration projects were completed and put into operation and operated well, the development of the follow-up demonstration projects initiated by the state in the second half of 2019 will also have basic conditions.
According to CSPPLAZA statistics, in 2019, 16 commercial CSP projects are expected to be in the substantive construction stage, with a total installed capacity of 1890 MW, including 8 domestic projects with a total installed capacity of 450 MW; The total installed capacity is 1440 MW. Obviously, for China's solar thermal supply chain manufacturers, it is necessary to get orders as much as possible, and it is necessary to expand both markets at home and abroad.
