法國可再生能源市場－佔有率分析、產業趨勢與統計、成長預測（2026-2031）

法國可再生能源市場預計將從 2025 年的 15.97 吉瓦成長到 2026 年的 17.61 吉瓦，從 2026 年到 2031 年的複合年成長率為 10.25%，到 2031 年達到 28.68 吉瓦。

這一穩步成長反映了具有約束力的歐盟再生能源指令（REPowerEU Directive）、國際可再生能源機構（IRENA）報告的2024年太陽能光伏安裝成本下降20%以及2024年企業購電協議（PPA）項目儲備超過1842吉瓦時（GWh）。平準化成本的下降已使計劃回報率超過法國退休基金所青睞的8%門檻，從而幫助公共產業和獨立發電商（IPP）加快專案儲備的轉換。根據修訂後的多年能源計畫（PPE2），離岸風電競標正在擴大技術多樣性，並促進國內銀行提供長期企劃案融資。同時，2024年《農光互補法》將允許在葡萄和穀物種植區50萬公頃土地上進行雙重用途，為下一階段的商業規模太陽能成長奠定基礎。隨著 EDF Renewables、TotalEnergies 和 Engie Green 等綜合公共產業與 Neoen、Voltalia 和 Akuo Energy 等公司爭奪上網電價補貼和商業購電協議，競爭日益激烈。同時，預計到 2040 年，布列塔尼和普羅旺斯-阿爾卑斯-藍色海岸地區需要 1000 億歐元的電網升級改造，以消除電網瓶頸。

法國可再生能源市場趨勢與分析

歐盟「Fit for 55」和「REPowerEU」目標加速了法國可再生能源的普及。

布魯塞爾呼籲法國將可再生能源在最終能源消耗的比例從2024年的20.7%提高到2030年的42.5%。來自復甦與韌性基金的54億歐元津貼將用於支持電網強化、許可程序數位化以及儲能示範項目，以促進併網。法國更新後的《國家能源與氣候計畫》承諾在2030年新增54-60吉瓦太陽能裝置容量和33-35吉瓦陸上風電裝置容量，使年新增裝置容量翻三倍。由於歐盟排放交易體系（EU ETS）的排放權價格超過每噸80歐元，邊際經濟效益已顯著向風能和太陽能傾斜。同時，可再生熱能和交通運輸配額正在加速生物甲烷的部署。每兩年一次的合規查核點提供了嚴格的保障，維持了政策壓力，並增強了投資者對法國可再生能源市場的信心。

多年能源計畫2（PPE2）擴大離岸風電競標計畫範圍

修訂後的PPE2計畫分四輪競標，總合裝置容量達17.2吉瓦離岸離岸風力發電。其中，2024年AO7輪招標的得標價格為每兆瓦時69歐元，比先前的價格上限降低了30%。大西洋固定風計劃的運轉率超過50%，而地中海浮體式競標則促進了聖納澤爾和瑟堡當地製造地的發展。歐盟的在地採購要求規定，機艙價值的40%和下部結構的60%必須在歐盟境內採購，這有助於供應鏈在地化和創造就業機會。該計畫每兆瓦的資本密集度為300萬歐元，主要依靠法國巴黎銀行和法國興業銀行主導的企業聯合組織貸款。由於其商業運營後的市場風險較低，對於尋求長期投資的退休基金而言，該項目極具吸引力。

冗長的核准程序和法律訴訟延緩了併網可再生能源發電。

陸域發電工程從可行性研究到商業營運平均需要七到九年，此外還需要四年用於行政核准，以及長達三年的法律訴訟。距離住宅500公尺的退讓距離限制了60%的潛在開發地塊，而軍用機場周圍的雷達限制又排除了另外10%的地塊。 2024年，15%的都道府縣知事核准因訴訟而被推翻，迫使開發人員重新進行研究，並降低了專案的淨現值。這種負擔對沒有內部法律團隊的小規模開發商影響最大，使得市場力量向大型公用事業公司傾斜。

細分市場分析

預計到2024年，太陽能光電發電將新增2.8吉瓦裝置容量，並在2031年之前以18.55%的年平均成長率持續成長，成為法國可再生能源市場中成長最快的領域。兩大關鍵促進因素分別是農光互補（將在50萬公頃土地上實現水電兩用）以及對面積超過1000平方米的新建商業建築強制安裝屋頂光伏系統。到2025年，水力發電將佔總裝置容量的33.12%，即使在環境限制了新專案的開發，水力發電仍能提供必要的抽水柔軟性。風力發電正迎頭趕上，新增裝置容量達3吉瓦，離岸風電競標達17.2吉瓦。生質能源的目標是到2030年達到44兆瓦時的生物甲烷產量。海洋能和地熱能仍處於示範階段，總合佔不到1%。

太陽能發電的蓬勃發展正加速法國可再生能源市場的成長，雙面組件的效率已達22%，追蹤器在奧克西塔尼和新阿基坦大區的應用也日益普及。離岸風電規模龐大且多樣化，大西洋的固定式離岸風計劃和地中海的浮動式風力發電充分利用了深海域的潛力。水力發電的老舊機組正在進行大規模維修，到2030年，法國也將新增2吉瓦抽水蓄能電站，以整合剩餘的太陽能電力。生質能源的成長依賴沼氣池處理法規的完善，阿爾薩斯地區的地熱試點計畫正致力於在擴大規模前大幅降低成本。

法國可再生能源市場報告按技術（太陽能、風能、水力、生質能源、地熱能和海洋能）和最終用戶（公共產業、商業和工業以及住宅）進行細分。市場規模和預測以裝置容量（吉瓦）為單位。

其他福利：

• Excel格式的市場預測（ME）表
• 3個月的分析師支持

目錄

第1章 引言

• 研究假設和市場定義
• 調查範圍

第2章調查方法

第3章執行摘要

第4章 市場情勢

• 市場概覽
• 市場促進因素
  • 歐盟「Fit for 55」和「REPowerEU」目標加速了法國可再生能源的普及。
  • 多年能源計畫2（PPE2）將導致離岸風電競標數量增加
  • 降低太陽能和陸域風力發電的平準化度電成本可提高計劃內部收益率
  • 隨著40家CAC公司透過範圍1-2排放實現脫碳，企業購電協議(PPA)激增
  • 運作老舊風電場，無需額外土地即可使發電量增加一倍。
  • 農光互補技術允許農業用地實現雙重用途
• 市場限制
  • 冗長的核准程序和法律訴訟延緩了可再生能源併網進程。
  • 布列塔尼和普羅旺斯-阿爾卑斯-藍色海岸大區（PACA）的電網擁塞限制了新增容量。
  • 核能發電廠擴建工程造成技術純熟勞工短缺。
  • 鋰離子電池供不應求限制了並聯儲能系統的引入。
• 供應鏈分析
• 監管環境
• 技術展望
• 波特五力模型
  • 新進入者的威脅
  • 供應商的議價能力
  • 買方的議價能力
  • 替代品的威脅
  • 競爭對手之間的競爭
• PESTEL 分析

第5章 市場規模與成長預測

• 透過技術
  • 太陽能（光伏和聚光太陽能）
  • 風力發電（陸上和海上）
  • 水力發電（小規模、大型、抽水蓄能）
  • 生質能源
  • 地熱
  • 海洋能（潮汐和波浪）
• 最終用戶
  • 公用事業
  • 商業和工業
  • 住宅

第6章 競爭情勢

• 市場集中度
• 策略性措施（併購、合資、資金籌措、購電協議）
• 市場佔有率分析（主要企業的市場排名和佔有率）
• 公司簡介
  • EDF Renewables
  • TotalEnergies Renewables
  • Engie Green
  • Neoen SA
  • Voltalia SA
  • Akuo Energy
  • Albioma SA
  • Boralex Inc
  • WPD Offshore France
  • RWE Renewables France
  • Iberdrola（Ailes Marines）
  • Enel Green Power France
  • Orsted France
  • Vestas France
  • Siemens Gamesa RE France
  • GE Vernova France
  • Nordex France
  • BayWa re France
  • Envision France

第7章 市場機會與未來展望

The France Renewable Energy Market is expected to grow from 15.97 gigawatt in 2025 to 17.61 gigawatt in 2026 and is forecast to reach 28.68 gigawatt by 2031 at 10.25% CAGR over 2026-2031.

Steady momentum reflects binding REPowerEU mandates, a 20% fall in solar-PV installed costs reported by IRENA in 2024, and a corporate PPA pipeline that surpassed 1,842 GWh during 2024. Falling levelized costs have lifted project returns above the 8% hurdle preferred by French pension funds, helping utilities and independent power producers accelerate the conversion of their pipelines. Offshore wind auctions under the revised Multi-year Energy Programme (PPE2) are broadening the diversity of technology and crowding in long-term project finance from domestic banks. At the same time, agrivoltaics legislation enacted in 2024 is unlocking dual land use across 500,000 hectares of viticulture and cereal zones, laying the groundwork for the next growth leg of commercial-scale solar. Competitive intensity is rising as integrated utilities, such as EDF Renewables, TotalEnergies, and Engie Green, vie with Neoen, Voltalia, and Akuo Energy for feed-in tariff contracts and corporate off-take agreements. Meanwhile, grid bottlenecks in Brittany and Provence-Alpes-Cote d'Azur are expected to require EUR 100 billion of transmission upgrades through 2040.

France Renewable Energy Market Trends and Insights

EU Fit-for-55 And REPowerEU Targets Accelerate French RES Uptake

Brussels requires France to lift the renewable share of final energy consumption to 42.5% by 2030, up from 20.7% in 2024. Recovery and Resilience Facility grants of EUR 5.4 billion support grid reinforcement, permitting digitalization, and storage pilots that ease integration. France's updated National Energy and Climate Plan commits to 54-60 GW of solar and 33-35 GW of onshore wind by 2030, requiring a threefold increase in annual installation rates. Allowance prices above EUR 80 per ton under the EU ETS shift marginal economics decisively in favor of wind and solar, while renewable heat and transport mandates accelerate the injection of biomethane. Compliance checkpoints every two years create a hard back-stop that keeps policy pressure high and maintains investor confidence in the France renewable energy market.

Multi-year Energy Programme (PPE2) Raises Offshore Wind Auction Pipeline

The revised PPE2 schedules 17.2 GW of offshore wind capacity across four auction rounds, with strike prices in the 2024 AO7 round clearing at EUR 69 /MWh, 30% below earlier ceilings. Atlantic fixed-bottom projects boast capacity factors exceeding 50%, while Mediterranean floating auctions are driving the development of local manufacturing hubs in Saint-Nazaire and Cherbourg. Local-content rules that require 40% nacelle value and 60% foundation fabrication within the EU are fostering supply-chain localization and job creation. Capital intensity of EUR 3 million per MW concentrates financing in syndicates led by BNP Paribas and Societe Generale; however, the low merchant exposure after COD makes the assets attractive to pension funds seeking duration.

Lengthy Permitting & Court Appeals Delay Grid-Connected RES

Onshore wind projects average 7-9 years from feasibility to COD, with administrative steps consuming four years and court appeals adding up to three more. Setback distances of 500 m from residences curtail 60% of otherwise viable parcels, while radar rules near military airbases eliminate an additional 10%. Appeals overturned 15% of prefectural approvals in 2024, forcing developers to restart studies and eroding net present value. The burden falls hardest on small developers lacking in-house legal teams, tilting market power toward large utilities.

Other drivers and restraints analyzed in the detailed report include:

1. Falling LCOE of Solar-PV & Onshore Wind Improves Project IRR
2. Corporate PPAs Surge As CAC-40 Firms Decarbonize Scopes 1-2
3. Grid Congestion In Brittany & PACA Limits Additional Capacity

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Solar added 2.8 GW in 2024 and is forecast to expand at a 18.55% CAGR through 2031, the strongest uplift in the France renewable energy market. Two drivers dominate: agrivoltaics, which open up dual land use on 500,000 hectares, and rooftop mandates on new commercial buildings exceeding 1,000 m2. Hydropower retained 33.12% of installed capacity in 2025, providing indispensable pumped-storage flexibility even as environmental constraints cap greenfield development. Wind energy follows, buoyed by 3 GW of repowering and 17.2 GW of offshore auctions, while bioenergy pursues France's 44 TWh biomethane target for 2030. Ocean and geothermal energy remain at the demonstration stage, adding, accounting for less than 1% combined capacity.

Solar's momentum accelerates the France renewable energy market as bifacial modules reach 22% efficiency and tracker penetration deepens across Occitanie and Nouvelle-Aquitaine. Offshore wind contributes scale and diversity, with fixed-bottom Atlantic projects and floating Mediterranean farms capturing deep-water potential. Hydropower's aging fleet receives targeted upgrades that add 2 GW of pumped storage by 2030 to integrate solar oversupply. Bioenergy growth hinges on digestate disposal regulations, and geothermal pilots in Alsace aim to achieve cost breakthroughs before scaling up.

The France Renewable Energy Market Report is Segmented by Technology (Solar Energy, Wind Energy, Hydropower, Bioenergy, Geothermal, and Ocean Energy) and End-User (Utilities, Commercial and Industrial, and Residential). The Market Sizes and Forecasts are Provided in Terms of Installed Capacity (GW).

List of Companies Covered in this Report:

1. EDF Renewables
2. TotalEnergies Renewables
3. Engie Green
4. Neoen SA
5. Voltalia SA
6. Akuo Energy
7. Albioma SA
8. Boralex Inc
9. WPD Offshore France
10. RWE Renewables France
11. Iberdrola (?Ailes Marines)
12. Enel Green Power France
13. Orsted France
14. Vestas France
15. Siemens Gamesa RE France
16. GE Vernova France
17. Nordex France
18. BayWa r.e. France
19. Envision France

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 EU Fit-for-55 & REPowerEU targets accelerate French RES uptake
  • 4.2.2 Multi-year Energy Programme (PPE2) raises offshore wind auction pipeline
  • 4.2.3 Falling LCOE of solar-PV & onshore wind improves project IRR
  • 4.2.4 Corporate PPAs surge as CAC-40 firms decarbonise scopes 1-2
  • 4.2.5 Repowering ageing wind farms doubles yield without extra land
  • 4.2.6 Agrivoltaics law unlocks dual-land use in agri-regions
• 4.3 Market Restraints
  • 4.3.1 Lengthy permitting & court appeals delay grid-connected RES
  • 4.3.2 Grid congestion in Brittany & PACA limits additional capacity
  • 4.3.3 Nuclear life-extension works squeeze skilled labour pool
  • 4.3.4 Li-ion cell shortages constrain co-located storage roll-outs
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry
• 4.8 PESTEL Analysis

5 Market Size & Growth Forecasts

• 5.1 By Technology
  • 5.1.1 Solar Energy (PV and CSP)
  • 5.1.2 Wind Energy (Onshore and Offshore)
  • 5.1.3 Hydropower (Small, Large, PSH)
  • 5.1.4 Bioenergy
  • 5.1.5 Geothermal
  • 5.1.6 Ocean Energy (Tidal and Wave)
• 5.2 By End-User
  • 5.2.1 Utilities
  • 5.2.2 Commercial and Industrial
  • 5.2.3 Residential

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, JVs, Funding, PPAs)
• 6.3 Market Share Analysis (Market Rank/Share for key companies)
• 6.4 Company Profiles (includes Global-level Overview, Market-level Overview, Core Segments, Financials, Strategic Information, Products & Services, Recent Developments)
  • 6.4.1 EDF Renewables
  • 6.4.2 TotalEnergies Renewables
  • 6.4.3 Engie Green
  • 6.4.4 Neoen SA
  • 6.4.5 Voltalia SA
  • 6.4.6 Akuo Energy
  • 6.4.7 Albioma SA
  • 6.4.8 Boralex Inc
  • 6.4.9 WPD Offshore France
  • 6.4.10 RWE Renewables France
  • 6.4.11 Iberdrola (?Ailes Marines)
  • 6.4.12 Enel Green Power France
  • 6.4.13 Orsted France
  • 6.4.14 Vestas France
  • 6.4.15 Siemens Gamesa RE France
  • 6.4.16 GE Vernova France
  • 6.4.17 Nordex France
  • 6.4.18 BayWa r.e. France
  • 6.4.19 Envision France

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-need Assessment