新能源电力占比攀升，欧盟呼吁“新电改”

Core Insights - The European Union is significantly increasing the share of electricity in final energy consumption to address climate change and energy security concerns [6][7] - The upcoming European Grids Package aims to accelerate grid construction, streamline approval processes, and improve cost-sharing mechanisms to enhance renewable energy integration and reduce consumer energy prices [3][4] Group 1: European Grids Package - The European Grids Package is expected to be released by December 2025, focusing on modernizing the grid and facilitating the deployment of renewable energy projects [3] - The package aims to reduce system bottlenecks and enhance the capacity for renewable energy integration, ultimately lowering energy prices for consumers [3][4] - The urgency for grid modernization has been highlighted by recent large-scale power outages in Spain and Portugal, which exposed vulnerabilities in the current grid system [3] Group 2: Current State of the Electricity Network - Over 30% of low-voltage distribution networks in Europe are over 40 years old, necessitating urgent investment in upgrades and digitalization [4] - The European electricity sector has made significant progress in energy transition, with renewable energy's share rising from 16% in 2014 to 24.5% in 2024 [4] - By 2024, renewable energy is expected to account for 47% of electricity consumption in the EU, with solar power projected to become the largest source of electricity by June 2025 [4] Group 3: Investment Needs and Future Projections - The EU's REPowerEU plan requires approximately €584 billion for grid construction and upgrades by 2030 to meet energy transition goals [6] - If grid modernization does not accelerate, up to 190 million heat pumps and 120 million electric vehicles may not be integrated into the grid by 2050, undermining climate goals and increasing energy prices [6] Group 4: Energy Transition and Industrial Competitiveness - High energy prices have led to energy poverty for approximately 47 million Europeans, impacting industrial competitiveness [5] - The EU is implementing the Affordable Energy Action Plan to reduce electricity costs and increase investment in infrastructure to enhance renewable energy capacity [5] Group 5: Collaboration and Future Directions - The EU is focusing on establishing a new energy security strategy that prioritizes electricity as the core of the energy system [7] - The European electricity industry emphasizes the need for policy implementation to provide certainty for investors and ensure the stability of the electricity market [8] - There is a call for integrating storage technologies and ensuring that flexibility sources can replace natural gas to stabilize the energy system and reduce price peaks [9][10]