2030, new energy power from the current 5% to 18% by 2050, solar power will account for 20-25% share of the power supply, the future of solar thermal power (CSP) and photovoltaic power generation will be (PV) power equal shares, respectively 11% of the share of electricity. A shares of solar thermal power generating equipment, the small number of listed companies, including Hunan glue gun Electric shares (600416.SH) in 1985 developed the butterfly solar thermal power systems, solar thermal power company Stirling technology has a profound accumulation of give buy rating; three flower shares (002050.SZ) by holding HelioFocus butterfly solar thermal power technology, is expected next year will bring benefits, recommended for overweight rating; air power (600893.SH) ahead of the layout of Sterling optical thermal generators, Tianwei change (600550.SH) solar thermal power generation equipment, glue stick Jin Jing Technology (600586.SH) to provide heliostat array, were given overweight rating. Solar thermal power (CSP) and photovoltaic (PV) power generation has its advantages.
Photovoltaic (PV) power generation technology is more mature, the high number of installed solar thermal power (CSP) is currently installed capacity in the 600-1000MW; solar thermal power (CSP) generation cost of $ 3,000 / kW or so, photovoltaic (PV) power generation cost $ 5,000 / kW or so, solar thermal power (CSP) cost reduction compared to the more difficult, can reduce costs through economies of scale, photovoltaic (PV) power generation cost down more easily; solar thermal power (CSP) will not have sources of pollution, photovoltaic (PV) of contamination; solar thermal power (CSP) 15-35% conversion efficiency, photovoltaic (PV) conversion efficiency of 10-30%, the future is likely to reach concentrating photovoltaic solar thermal conversion efficiency; solar thermal power (CSP) in addition to water needed outside Stirling, photovoltaic without water, heat and light intensity of the light higher, but the current is more stable. Solar thermal power (CSP) generation will robust growth.
Global operation and construction of solar thermal power (CSP) plant have been more than 800MW and 900MW of installed capacity, the planned construction of up to 12.5GW more. China only 52MW currently under construction around the future planning of 4000MW, huge room for growth.