China Drives Global Concentrated Solar Power Expansion

01The Story新闻事实

China operates 2.1 GW of solar thermal power across 24 projects and constructs 3.2 GW across 26 projects, leading global additions as equipment costs halve.截至2026年6月，中国光热发电在运24个项目共210万千瓦，在建26个项目共320万千瓦。技术国产化率超95%，造价十年降低一半。

China operated 24 solar thermal power projects with 2.1 million kW capacity as of June 2026.截至2026年6月底，中国已建成投运光热发电项目24个，装机210万千瓦。
China has 26 solar thermal power projects under construction totaling 3.2 million kW.中国在建光热发电项目26个，装机容量320万千瓦。
Equipment localization rate exceeds 95% with self-controlled high-temperature thermal absorption and storage materials.光热技术装备国产化率超95%，高温吸热与储热关键材料实现自主可控。

China leverages full domestic supply chains and multi-hour thermal storage to lead global concentrated solar power expansion and reinforce grid flexibility.中国依托全产业链自主化与长时熔盐储热技术，成为全球光热发电新增装机主导力量并支撑新型电力系统。

024 Dimensions维度分析

Comparison对比

Global Capacity and Pipeline Comparison全球在运与在建装机对比

China ranks second globally in operational capacity and holds the largest under-construction solar thermal pipeline.中国光热发电在运规模居全球第二，在建规模位居全球首位。

Operational Capacity在运装机容量

June 20262026年6月2.1M kW

June 20262026年6月3.2M kW

China operates 2.1 million kW of solar thermal capacity, second only to Spain's 2.3 million kW.中国已投运光热发电210万千瓦，仅次于西班牙的230万千瓦。
China leads global capacity expansion with 3.2 million kW currently under construction.中国在建光热发电规模达到320万千瓦，为全球新增装机绝对主力。

Cause因果关系

Technological Autonomy and Hardware Innovation技术装备自主化与核心突破

High domestic supply chain integration and breakthroughs in large-aperture collectors drive project scale and efficiency.超95%的装备国产化率与大开口集热器突破，奠定高效率大规模建站基础。

Equipment Localization Rate技术装备国产化率

95 %95%

June 20262026年6月

Annual Photoelectric Efficiency年均光电转换效率

17 %17%

20262026年

China has mastered 4th-generation tower, trough, and Fresnel thermal technologies with over 95% domestic equipment.中国掌握第四代塔式、槽式与菲涅尔式技术，装备国产化率超95%。
The CGN Golmud project deployed the world's first 8.6-meter aperture molten salt trough collector 'Yuan Yao No.1'.中广核格尔木项目应用全球首套8.6米开口“元曜一号”熔盐槽式集热器。

Consequence影响推演

Decade Cost Reduction and Tariff Parity建设造价与上网电价降幅

Technological optimization halved unit capital costs and feed-in tariffs over the past ten years.技术进步推动光热电站单位造价与上网电价在十年间下降约50%。

Unit Capital Cost单位千瓦造价

20262026年15,000 RMB/kW

20262026年0.6 RMB/kWh

Unit construction cost fell from 30,000 RMB/kW a decade ago to 15,000 RMB/kW in 2026.电站单位千瓦造价由10年前约3万元降至目前约1.5万元。
Feed-in tariff decreased from 1.15 RMB/kWh for inaugural demonstration projects to 0.6 RMB/kWh in 2026.上网电价由首批示范项目1.15元/千瓦时降至目前约0.6元/千瓦时。

Future signal前瞻信号

Storage Integration and 2030 Target Outlook长时储能应用与2030年规划展望

Multi-hour thermal storage provides dispatchable renewable capacity to support grid stability through 2030.大容量熔盐储热实现可调节电力支撑，助力2030年光热发电装机目标。

Single-Unit Thermal Storage Capacity单机熔盐储热容量

11,747 MWh1.2万兆瓦时

20262026年

2030 Target Capacity2030年规划装机目标

15M kW1500万千瓦

20302030年

20302030年15M kW

June 20262026年6月2.1M kW

The CGN Golmud 350 MW project features 11,747 MWh thermal storage capacity, supporting 15 hours of dispatchable generation.中广核格尔木350兆瓦项目配置11747兆瓦时储热，具备15小时调节能力。
China aims for total installed solar thermal capacity to reach 15 million kW by 2030.中国规划到2030年光热发电累计装机容量达到1500万千瓦。

03Timeline时间线

2016-09 China launches first batch of 20 CSP demonstration projects.中国启动首批20个光热发电示范项目建设。
2026-06-16 CGN starts building 350 MW Golmud project with 15-hour thermal storage.中广核格尔木350兆瓦光热示范项目开工。
2026-06-30 China reaches 2.1 GW operational and 3.2 GW under-construction CSP capacity.中国光热在运装机达210万千瓦，在建320万千瓦。

Key takeaway核心结论

Technological autonomy and rapid cost halving position China to lead global dispatchable solar thermal expansion through 2030.自主技术突破与成本削减近半驱动中国光热发电加速迈向低成本、大容量发展阶段。

04What to Watch后续关注

Grid integration performance of 15-hour thermal storage systems.15小时大容量熔盐储热系统的实际并网调节成效。
Progress toward the 15 million kW installed capacity target by 2030.2030年1500万千瓦光热装机目标的推进进度。

05Uncertainties不确定因素

Supply chain scaling for high-temperature molten salt thermal materials.高温熔盐储热核心材料的规模化供应与成本波动。
Extreme weather resilience of ultra-large aperture collectors.超大开口槽式集热器在极端气候条件下的长期运维稳定性。

06Sources信息来源

China Becomes Absolute Main Force in Global Concentrated Solar Power Capacity Additions中国已成为全球光热发电新增装机绝对主力中国能源网 · 2026-07-21
CGN Golmud 350 MW CSP Demonstration Project Commences Construction中广核格尔木350兆瓦光热示范项目开工建设国务院国有资产监督管理委员会 · 2026-06-16
China Electricity Council Industry Statistics on Concentrated Solar Power中国电力企业联合会光热发电行业统计数据中国电力企业联合会 · 2026-07-01

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