2025年欧盟光伏新增装机小幅回落，罗增速居首并跻身前十

Core Insights - The EU's photovoltaic (PV) installations are projected to reach approximately 65GW in 2025, reflecting a year-on-year decline of 0.7% [1] - Cumulative EU PV capacity is expected to reach 406GW by the end of 2025, with a target of 718GW by 2030, although the original goal of 750GW may not be met [1] - The decline in new installations is attributed to reduced subsidies and easing energy price pressures, particularly affecting residential PV installations, which are expected to drop from 28% in 2023 to 14% in 2025 [1] Country Distribution - Germany (17.6GW), Spain (9.2GW), and France (6.7GW) are the top three countries for new PV installations in 2025, followed by Italy (5.2GW) and Poland (3.7GW) [1] - Romania is projected to add 2.2GW of new installations in 2025, ranking sixth in the EU with a year-on-year growth rate of approximately 30%, marking the highest growth rate in the EU [1] - Romania has maintained growth for three consecutive years, with a cumulative installation capacity of about 7GW, placing it among the top ten in the EU [1] Policy Drivers - The growth of Romania's PV sector is primarily driven by subsidies from the National Recovery and Resilience Facility and the Modernization Fund [2] - Looking ahead to 2026, if subsidy policies continue, Romania's new PV installations are expected to reach 2.5GW, moving closer to its national energy plan target of 10GW by 2030 [2]