義大利太陽能市場：市場佔有率分析、產業趨勢與統計、成長預測（2026-2031）

2025 年義大利太陽能市場裝置容量為 43.5 吉瓦，預計到 2031 年將達到 93.06 吉瓦，高於 2026 年的 49.37 吉瓦。

預計在預測期（2026-2031 年）內，複合年成長率將達到 13.49%。

電力平準化成本（LCOE）的下降、歐盟的「再生能源指令」（REPowerEU）以及義大利的「2030年電力產業發展規劃」（PNIEC 2030）目標，共同為開發商提供了長期發展前景。即使補貼逐步取消，充裕的資本流入也維持了發展動能。在陽光最充足的南部各州，大型太陽能計劃目前全天的發電量均超過燃氣發電，平均LCOE低於0.040歐元/千瓦時。光是2024年，就簽署了價值28億歐元的企業購電協議（PPA），這顯示主要製造商將固定價格的太陽能合約視為對沖大宗商品價格波動風險的有效手段。在家庭層面，「超級獎勵計畫」（Super Bonus scheme）正在刺激住宅需求，但該計畫即將結束，因此在2025年之前儘早安裝太陽能系統勢在必行。

義大利太陽能市場趨勢及分析

降低太陽能發電的平準化電成本

2024年，義大利太陽能光電發電的平均電波成本（LCOE）將降至0.045歐元/度電時，首次在不享有補貼的情況下與傳統發電成本持平。主流晶體矽組件的效率已達22.5%，標準化的安裝系統進一步降低了系統總成本。在義大利南部地區，公共產業計劃的度電成本已降至0.040歐元/千瓦時，燃氣發電廠的地位也隨之下降。義大利本土逆變器製造商Fimer推出了一款效率高達99.2%的組串式逆變器，有效降低了轉換損耗，這將進一步鞏固到2027年的成本持續下降趨勢。

歐盟的 REPowerEU 和 PNIEC 2030 目標

布魯塞爾將義大利2030年的太陽能裝置義務提高到85吉瓦，幾乎是先前國家太陽能規劃目標的兩倍，並引入了季度合規性審查機制以維持政治承諾。羅馬撥款69億歐元用於國家太陽能區域發展計畫（PNRR），其中60%指定用於南部地區的太陽能擴張。區域「綠色走廊」已將50兆瓦以上項目的核准週期從24個月縮短至約8個月。此外，新建面積超過1000平方公尺的商業建築現在必須安裝屋頂太陽能系統，從而創造了穩定的市場需求。

飽和的電網和冗長的核准程序

北方電網積壓了23吉瓦的計劃，導致併網時間延遲長達兩年，熱點地區的併網費用也飆升至每兆瓦8萬歐元。 Terna公司180億歐元的擴建計畫仍在進行中。開發商必須經過14項核准程序，光是環境影響評估一項就可能需要長達12個月的時間。針對10兆瓦以下電廠的簡化審核流程可以緩解壓力，但對佔新增裝置容量絕大部分的大型電廠卻收效甚微。

細分市場分析

到2025年，太陽能光電發電將佔新增裝置容量的99.97%，這主要得益於成熟的供應鏈和便利的屋頂安裝方式。聚光太陽熱能發電（CSP）目前的裝置容量僅0.02吉瓦，但其複合年成長率高達104.7%。六小時熔鹽儲熱系統可滿足晚間用電高峰需求。西西里島的太陽輻射量高（年均超過2000千瓦時/平方公尺），這使得聚光燈太陽能發電能夠提供與天然氣發電廠競爭的固定電價，歐盟的分類標準也認可其電網穩定能力。義大利國家電力公司（Enel Green Power）的混合式聚光太陽能-光伏發電模式，將白天的太陽能發電與日落後的儲熱輸出相結合，有望徹底改變可再生能源作為核心能源的利用方式。

義大利聚光太陽能發電（CSP）市場規模仍然小規模，但綠色債券提供的優惠融資條件正在降低資本成本。獨立發電商（IPP）已獲得25年的上網電價補貼（FIT），該補貼涵蓋電力供應和類似「容量保證」的運轉率支付，從而提高了風險調整後的收益。要求50兆瓦以上計劃提供電網支援服務的政策實際上鼓勵了儲熱技術的發展，引導開發商轉向可調功率的聚光太陽能發電。因此，中期成長更取決於組件供應商能否快速大規模生產專用接收器和儲熱鹽，而較少依賴技術風險。

義大利太陽能市場報告按技術（光伏和聚光型太陽熱能發電）、併網類型（併網和離網）以及最終用戶（大型公用事業公司、商業/工業用戶和住宅）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
  • 太陽能發電量下降趨勢與平準化能源成本 (LCOE) 相關
  • 歐盟的 REPowerEU 和 PNIEC 2030 目標
  • 義大利工業企業間電力購買協議（PPA）數量迅速成長
  • 住宅「超級獎金」和稅額扣抵計劃
  • 透過農光互補提高土地的雙重用途價值
  • 將用戶側儲能成本與太陽能發電成本進行比較
• 市場限制
  • 飽和的電網和冗長的核准程序
  • 逐步減少超級獎金優惠待遇
  • 對農地地面太陽能發電的限制
  • 當地居民反對及景觀保護條例
• 供應鏈分析
• 監理展望
• 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
  • 光伏（PV）
  • 聚光型太陽熱能發電（CSP）
• 按網格類型
  • 併網
  • 離網
• 最終用戶
  • 實用規模
  • 商業和工業（C&I）
  • 住宅
• 按成分（定性分析）
  • 太陽能模組/面板
  • 逆變器（組串式、集中式、微型）
  • 安裝和追蹤系統
  • 系統周邊設備和電氣設備
  • 儲能和混合整合

第6章 競爭情勢

• 市場集中度
• 策略性舉措（併購、夥伴關係、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
  • Enel Green Power SpA
  • EF Solare Italia SpA
  • Sonnedix Power Holdings Ltd
  • Renantis SpA（ex-Falck Renewables）
  • A2A SpA
  • Acea SpA
  • Gruppo STG Srl
  • Peimar Srl
  • SunPower Corporation
  • SunEdison Inc.
  • Canadian Solar Inc.
  • JinkoSolar Holding Co., Ltd.
  • Trina Solar Co., Ltd.
  • SMA Solar Technology AG
  • Fimer SpA
  • TerniEnergia SpA
  • Sorgenia SpA
  • Saras SpA（Sardeolica）
  • NextEnergy Capital Group
  • Engie Italia SpA

第7章 市場機會與未來展望

The Italy Solar Energy Market size in terms of installed base was valued at 43.5 gigawatt in 2025 and estimated to grow from 49.37 gigawatt in 2026 to reach 93.06 gigawatt by 2031, at a CAGR of 13.49% during the forecast period (2026-2031).

Lowered levelized cost of electricity, the European Union's REPowerEU mandate, and Italy's PNIEC 2030 target combine to provide developers with long-range visibility, while abundant capital inflows sustain momentum even as subsidies taper. Utility-scale projects now achieve an average LCOE of below EUR 0.040/kWh in sunny southern provinces, outperforming gas-fired generation at every hour of the day. Corporate power-purchase agreements (PPAs) worth EUR 2.8 billion were signed in 2024 alone, indicating that large manufacturers view fixed-price solar contracts as a hedge against commodity volatility. At the household level, the Superbonus incentive is spurring residential demand, although its upcoming phase-down creates urgency that may prompt front-loading of installations into 2025.

Italy Solar Energy Market Trends and Insights

Declining LCOE of PV Electricity

Italy's average solar LCOE fell to EUR 0.045/kWh in 2024, marking the first instance of subsidy-free parity with conventional generation. Module efficiencies reached 22.5% for mainstream crystalline panels, and standardized racking further trimmed balance-of-system expenses. Southern utility projects now deliver LCOE as low as EUR 0.040/kWh, pushing gas peakers into residual duty. Domestic inverter maker Fimer introduced 99.2% efficiency string models that reduce conversion losses, locking in cost reductions that are likely to deepen through 2027.

EU REPowerEU & PNIEC 2030 Targets

Brussels raised Italy's 2030 solar obligation to 85 GW, nearly doubling the earlier PNIEC figure and incorporating quarterly compliance reviews that maintain political focus. Rome earmarked EUR 6.9 billion in PNRR funds, with 60% dedicated to southern solar build-out. Regional "green corridors" have reduced permit cycles for sites exceeding 50 MW from 24 months to approximately 8 months, while new commercial buildings over 1,000 m2 are required to install rooftop systems, creating an assured demand pipeline.

Grid Saturation & Lengthy Permitting

Northern grids face 23 GW of queued projects, which delays connections by up to two years and increases interconnection fees to EUR 80,000/MW in hotspots. Terna's EUR 18 billion expansion plan is still ramping. Developers must navigate 14 approvals; environmental impact assessments alone can take up to 12 months. Fast-track rules for sub-10 MW plants ease pressure but do little for the large farms that dominate new capacity.

Other drivers and restraints analyzed in the detailed report include:

1. Corporate-PPA Boom Among Italian Industrials
2. Residential "Superbonus" & Tax-Credit Schemes
3. Phase-down of Superbonus Incentives

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

Segment Analysis

PV installations accounted for 99.97% of total additions in 2025, driven by mature supply chains and the ease of rooftop siting. Concentrated solar power, though scarcely 0.02 GW today, is accelerating at a 104.7% CAGR and could supply evening peaks with six-hour molten-salt storage. Sicily's high direct normal irradiance, exceeding 2,000 kWh/m2/year, enables CSP to dispatch at fixed tariffs that rival those of gas units, and the EU taxonomy favors its grid-firming traits. Enel Green Power's hybrid CSP-PV blueprint pairs up-front PV yields with stored thermal output after dusk, a template that could reshape baseload renewables.

The Italy solar energy market size for CSP remains modest, yet favorable debt terms under green bonds lower capital cost. Independent power producers secure 25-year feed-in contracts that cover both electricity and "capacity-like" availability payments, improving risk-adjusted returns. A policy requiring >=50 MW projects to demonstrate grid-support services implicitly rewards thermal storage, nudging developers toward CSPs' dispatchable profile. Medium-term growth thus hinges less on technology risk than on how quickly component suppliers can scale specialized receivers and salts.

The Italy Solar Energy Market Report is Segmented by Technology (Solar Photovoltaic and Concentrated Solar Power), Grid Type (On-Grid and Off-Grid), and End-User (Utility-Scale, 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. Enel Green Power S.p.A.
2. EF Solare Italia S.p.A.
3. Sonnedix Power Holdings Ltd
4. Renantis S.p.A. (ex-Falck Renewables)
5. A2A S.p.A.
6. Acea S.p.A.
7. Gruppo STG S.r.l.
8. Peimar S.r.l.
9. SunPower Corporation
10. SunEdison Inc.
11. Canadian Solar Inc.
12. JinkoSolar Holding Co., Ltd.
13. Trina Solar Co., Ltd.
14. SMA Solar Technology AG
15. Fimer S.p.A.
16. TerniEnergia S.p.A.
17. Sorgenia S.p.A.
18. Saras S.p.A. (Sardeolica)
19. NextEnergy Capital Group
20. Engie Italia S.p.A.

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 Declining LCOE of PV Electricity
  • 4.2.2 EU REPowerEU & PNIEC 2030 Targets
  • 4.2.3 Corporate-PPA Boom Among Italian Industrials
  • 4.2.4 Residential "Superbonus" & Tax-credit Schemes
  • 4.2.5 Agrivoltaics Enhancing Dual-Use Land Value
  • 4.2.6 Behind-the-Meter Storage Cost Parity with PV
• 4.3 Market Restraints
  • 4.3.1 Grid Saturation & Lengthy Permitting
  • 4.3.2 Phase-down of Superbonus Incentives
  • 4.3.3 Restrictions on Ground-mount PV on Farmland
  • 4.3.4 Local Opposition & Landscape-Protection Rules
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Outlook
• 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 PESTLE Analysis

5 Market Size & Growth Forecast

• 5.1 By Technology
  • 5.1.1 Solar Photovoltaic (PV)
  • 5.1.2 Concentrated Solar Power (CSP)
• 5.2 By Grid Type
  • 5.2.1 On-Grid
  • 5.2.2 Off-Grid
• 5.3 By End-User
  • 5.3.1 Utility-Scale
  • 5.3.2 Commercial and Industrial (C&I)
  • 5.3.3 Residential
• 5.4 By Component (Qualitative Analysis)
  • 5.4.1 Solar Modules/Panels
  • 5.4.2 Inverters (String, Central, Micro)
  • 5.4.3 Mounting and Tracking Systems
  • 5.4.4 Balance-of-System and Electricals
  • 5.4.5 Energy Storage and Hybrid Integration

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, Partnerships, 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 as available, Strategic Information, Products & Services, and Recent Developments)
  • 6.4.1 Enel Green Power S.p.A.
  • 6.4.2 EF Solare Italia S.p.A.
  • 6.4.3 Sonnedix Power Holdings Ltd
  • 6.4.4 Renantis S.p.A. (ex-Falck Renewables)
  • 6.4.5 A2A S.p.A.
  • 6.4.6 Acea S.p.A.
  • 6.4.7 Gruppo STG S.r.l.
  • 6.4.8 Peimar S.r.l.
  • 6.4.9 SunPower Corporation
  • 6.4.10 SunEdison Inc.
  • 6.4.11 Canadian Solar Inc.
  • 6.4.12 JinkoSolar Holding Co., Ltd.
  • 6.4.13 Trina Solar Co., Ltd.
  • 6.4.14 SMA Solar Technology AG
  • 6.4.15 Fimer S.p.A.
  • 6.4.16 TerniEnergia S.p.A.
  • 6.4.17 Sorgenia S.p.A.
  • 6.4.18 Saras S.p.A. (Sardeolica)
  • 6.4.19 NextEnergy Capital Group
  • 6.4.20 Engie Italia S.p.A.

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-need Assessment