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电力:丹麦和德国新能源变迁对我国借鉴意义-国联证券

电力 丹麦和德国新能源变迁对我国借鉴意义 ➢ 欧洲能源转型促新能源规模提升 欧洲经历四轮能源改革方案促欧洲新能源装机规模、发电量提升,2030清洁能源目标占比 45%。丹麦国家规划持续推进,2022 年丹麦风电+光伏发电量占比达 60.81%,支撑丹麦用电需求。德国可再生能源法逐年更新,2022年新能源(风电+光伏)发电量占比达 32.98%。 ➢ 欧洲电力市场完善,电力商品属性突出 欧洲依托跨国

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