法国生态转型部公布了其第四轮技术中立型可再生能源招标结果,共遴选出36个项目,合计装机容量507.7MW,略高于原定的500MW目标。
本轮中标容量全部来自光伏项目,这是该机制实施以来首次未有任何风电项目入选。其中,农光互补项目(agrivoltaics)占比明显提升,凸显出在竞争性招标环境下,开发商对该类资产的兴趣持续上升。
Photosol成为本轮最大赢家,斩获129.2MW装机容量,其中包括本轮单体规模最大的项目——位于卢瓦尔-谢尔省(Loir-et-Cher)的一座44MW光伏电站。
价格方面,下降趋势持续。加权平均中标电价为€0.07413($0.087)/kWh,较上一轮下降€0.00647/kWh。此前,首轮和第二轮拍卖电价分别为€0.07689/kWh和€0.08519/kWh,显示出在2023年12月前价格上行后随即回落的趋势。
项目地域分布依然不均衡。法国中部省份获得的项目数量最多,其中谢尔省(Cher)中标项目数量居首;南部及中南部省份通常获得2至3个项目;而北部和东北部地区入选项目相对有限。
法国能源监管委员会(CRE)再次重申其建议,即在即将推出的PPE2技术中立招标中试点采用单一、不加权的参考市场电价。CRE认为,该方案有助于实现不同技术之间的公平竞争、控制财政风险、降低可再生能源“相互挤压”带来的市场风险,并鼓励发电项目与储能系统协同部署。
CRE还重申此前关于Case 2 bis类别下农业项目每轮250MW容量上限的调整建议,认为鉴于该类项目平均成本较低,应考虑提高或取消这一限制。下一轮招标目标规模仍为500MW,具体时间尚未公布。
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