报告分析指出，当前，欧洲负电价频现，加上补贴机制差异给可再生能源电力项目盈利带来压力，欧洲 急需加快电网建设、优化政策与市场机制以释放可再生能源发展潜力。 根据该报告，过去10年间，欧洲可再生能源市场装机规模增长了150%，预计2026年至2050年间，欧洲 可再生能源装机容量还将增加三倍。为支撑可再生能源持续扩张，报告预计，到2030年，欧洲就需要新 增投资约6000亿欧元，此后，相关投资还需进一步增加，以满足实现气候目标并替代化石能源发电设 施。到2050年，欧洲对可再生能源的相关投资累计需要达到1.5万亿欧元。 与此同时，并网审批进展缓慢也在推高可再生能源弃电水平。报告显示，尽管欧盟规定可再生能源发电 项目许可审批应在两年内完成，但在部分市场，审批周期已被拉长至10年之久。目前，欧洲等待电网接 入审批的可再生能源项目装机规模已超过1000吉瓦。 综合外媒消息，随着可再生能源装机容量快速增长，欧洲电网消纳和审批延迟等问题日益突出，导致可 再生能源弃电量持续上升。 根据全球电力市场分析机构Aurora Energy Research最新发布的报告，2024年，欧洲范围内，技术性可再 生能源弃电量已突破10太 ...

Group 1 - The core issue of negative electricity prices is becoming more prevalent in China's electricity market, particularly in Shandong and Zhejiang provinces, due to an oversupply of electricity from renewable sources like wind and solar [2][6][7] - During the 2023 "May Day" holiday, Shandong experienced approximately 46 hours of negative electricity prices, with negative pricing occurring almost daily between 8 AM and 4 PM [3][4] - The frequency of negative electricity prices in Shandong has matched that of 2023, marking the first instance of negative prices occurring for five consecutive days [4][6] Group 2 - Negative electricity prices are primarily driven by supply exceeding demand, compounded by the inability to store electricity and the need for generators to maintain operations to avoid high startup costs [6][7] - Despite increased energy consumption during the holiday due to tourism, industrial users reduced operations, leading to a decrease in overall demand while renewable energy generation remained high [6][7] - The introduction of new policies aimed at enhancing the electricity market and increasing renewable energy capacity has contributed to the rise in negative electricity prices [7][8] Group 3 - The "136 Document" issued in February 2023 aims to promote market-oriented pricing for renewable energy, which is expected to increase market volatility and the frequency of negative electricity prices [8] - While negative prices may not directly translate to profit for consumers due to additional costs, they can lead to overall lower electricity costs [8] - The development of energy storage solutions, particularly long-duration storage, is seen as a potential strategy to mitigate market volatility and enhance predictability in electricity pricing [8]