Solar feed-in in Germany up 33% in September; renewables up 9.5% year to date — Eter News

Enriched Analysis 深度解析

Solar feed-in in Germany up 33% in September; renewables up 9.5% year to date德国9月太阳能并网电量增长33%,年初至今可再生能源增长9.5%

An IWR analysis of ENTSO-E data shows German solar feed-in rose 33.0% to 8.55 billion kWh in September 2026, driven by sunny weather and continued photovoltaic expansion. Wind and hydropower feed-in fell year on year. Renewables supplied 209.88 billion kWh from January to September, up 9.5%, reaching a 63.7% share of total feed-in.IWR对ENTSO-E数据的分析显示,受晴朗天气和光伏持续扩张推动,2026年9月德国太阳能并网电量增长33.0%,达85.5亿千瓦时。风电和水电并网量同比下降。1至9月可再生能源供电2098.8亿千瓦时,增长9.5%,占总并网电量的63.7%。

Renewable Energy Industry (IWR) 2 Oct 2026 2026年10月2日

8.558.55

Solar feed-in太阳能并网电量

192192

Sunshine hours日照小时数

63.763.7

Renewables share可再生能源占比

01The Story新闻事实

An IWR analysis of ENTSO-E data shows German solar feed-in rose 33.0% to 8.55 billion kWh in September 2026, driven by sunny weather and continued photovoltaic expansion. Wind and hydropower feed-in fell year on year. Renewables supplied 209.88 billion kWh from January to September, up 9.5%, reaching a 63.7% share of total feed-in.IWR对ENTSO-E数据的分析显示,受晴朗天气和光伏持续扩张推动,2026年9月德国太阳能并网电量增长33.0%,达85.5亿千瓦时。风电和水电并网量同比下降。1至9月可再生能源供电2098.8亿千瓦时,增长9.5%,占总并网电量的63.7%。

  • Solar feed-in rose 33.0% to 8.55 billion kWh in September 2026 (September 2025: 6.43 billion kWh).2026年9月太阳能并网电量增长33.0%,达85.5亿千瓦时(2025年9月为64.3亿千瓦时)。
  • Wind power feed-in fell 6.7% to 11.31 billion kWh; hydropower (excluding pumped storage) fell 33.1% to 0.81 billion kWh.风电并网量下降6.7%至113.1亿千瓦时;水电(不含抽水蓄能)下降33.1%至8.1亿千瓦时。
  • Renewables fed in 209.88 billion kWh from January to September 2026, up 9.5% from 191.71 billion kWh a year earlier.2026年1至9月可再生能源并网2098.8亿千瓦时,较上年同期的1917.1亿千瓦时增长9.5%。
  • The renewables share of total feed-in was 63.7% (January–September 2025: 62.3%).可再生能源占总并网电量比例为63.7%(2025年1至9月为62.3%)。
  • September saw around 192 sunshine hours nationwide, about 28% above the 1961–1990 average, and a mean temperature of 15.9 °C, roughly 2.6 degrees above that baseline.9月全国日照约192小时,比1961–1990年平均值高约28%;平均气温15.9°C,比该基准高约2.6度。
  • Hard coal feed-in rose 12.5% to 22.74 billion kWh year to date, while lignite fell 1.9% to 48.52 billion kWh.年初至今硬煤并电量增长12.5%至227.4亿千瓦时,褐煤下降1.9%至485.2亿千瓦时。

Germany's renewable electricity supply is growing fast enough that even a month of weaker wind and hydropower still left renewables up 3.8% year on year, with solar expansion and weather driving the mix shift.德国可再生能源电力供应增长迅速,即使在风电和水电走弱的月份,可再生能源仍同比增长3.8%,太阳能扩张和天气因素正在推动电力结构转变。

024 Dimensions维度分析

Comparison对比

Solar surge vs. wind and hydro decline太阳能激增与风电水电下滑

September's sunny weather plus photovoltaic expansion lifted solar feed-in 33%, while wind fell 6.7% and hydropower 33.1% versus September 2025.9月晴朗天气加上光伏扩张使太阳能并网电量增长33%,而风电同比下降6.7%,水电下降33.1%。

Solar feed-in太阳能并网电量

Sep 20262026年9月8.55 billion kWh

Sep 20262026年9月11.31 billion kWh

Sep 20262026年9月0.81 billion kWh

  • Average solar feed-in at noon reached 38,486 MW in September, up from 28,947 MW a year earlier.9月正午太阳能平均并网功率达38,486兆瓦,上年同期为28,947兆瓦。
Cause因果关系

Weather as a generation driver天气作为发电驱动因素

DWD preliminary data show ~192 sunshine hours nationwide, about 28% above the 1961–1990 average, with the south especially sunny; Baden-Württemberg recorded ~247 hours.德国气象局初步数据显示全国日照约192小时,比1961–1990年平均值高约28%,南部日照尤为充足;巴登-符腾堡州约247小时。

Sunshine hours日照小时数

192 hours192小时

Sep 20262026年9月

Sep 20262026年9月192 hours

1961–1990 average1961–1990年平均150 hours

  • Schleswig-Holstein reported the lowest state figure at around 129 sunshine hours.石勒苏益格-荷尔斯泰因州日照最低,约129小时。
Consequence影响推演

Renewables share of total feed-in可再生能源占总并网电量比例

Renewables reached a 63.7% share of recorded feed-in from January to September 2026, up from 62.3% a year earlier, as total feed-in grew 7.1%.2026年1至9月可再生能源占记录并网电量的63.7%,高于上年同期的62.3%,总并网电量增长7.1%。

Renewables share可再生能源占比

Jan–Sep 20262026年1–9月63.7 %

Jan–Sep 20262026年1–9月329.34 billion kWh

  • Wind contributed 98.29 billion kWh and solar 75.89 billion kWh year to date.年初至今风电贡献982.9亿千瓦时,太阳能758.9亿千瓦时。
Contradiction矛盾之处

Conventional feed-in still rising常规能源并网量仍在上升

Conventional feed-in rose 3.1% year to date, with hard coal up 12.5% and gas up 2.5%, while lignite fell 1.9%.年初至今常规能源并网量增长3.1%,其中硬煤增长12.5%,天然气增长2.5%,褐煤下降1.9%。

Hard coal feed-in硬煤并网电量

22.74 billion kWh22.74十亿千瓦时

Jan–Sep 20262026年1–9月

Lignite feed-in褐煤并网电量

48.52 billion kWh48.52十亿千瓦时

Jan–Sep 20262026年1–9月

  • Gas feed-in rose 2.5% to 41.25 billion kWh year to date.年初至今天然气并网量增长2.5%至412.5亿千瓦时。

03Timeline时间线

  1. 2026-09 Solar feed-in in Germany rose 33.0% year on year to 8.55 billion kWh in a sunny September.在阳光充足的9月,德国太阳能并网电量同比增长33.0%,达85.5亿千瓦时。
  2. 2026-10-01 ENTSO-E country data used in the IWR analysis, as of October 1, 2026 (preliminary).IWR分析所用的ENTSO-E各国数据截至2026年10月1日(初步数据)。
  3. 2026-10-02 IWR published its analysis of German feed-in data.IWR发布德国并网电量数据分析。

Key takeaway核心结论

Solar expansion and exceptionally sunny weather pushed German solar feed-in up 33% in September, keeping renewables on a 9.5% growth path year to date despite weaker wind and hydro.太阳能扩张和异常晴朗的天气使德国9月太阳能并网电量增长33%,尽管风电和水电走弱,可再生能源年初至今仍保持9.5%的增长。

04What to Watch后续关注

  1. Whether solar feed-in growth continues as photovoltaic capacity expands through the rest of 2026.随着光伏装机在2026年剩余时间继续扩张,太阳能并网量增长能否持续。
  2. Whether wind and hydropower feed-in recover from their below-prior-year September levels.风电和水电并网量能否从低于上年同期的9月水平回升。
  3. Whether the renewables share of total feed-in continues to climb above 63.7% in the final quarter.第四季度可再生能源占总并网电量的比例能否继续攀升并超过63.7%。

05Uncertainties不确定因素

  • The ENTSO-E-based figures are preliminary (as of October 1, 2026) and exclude own consumption, so they may differ from official gross generation statistics such as Eurostat's.基于ENTSO-E的数据为初步数据(截至2026年10月1日),且不含自用电量,因此可能与Eurostat等官方总发电量统计存在差异。
  • Weather-driven monthly swings mean September's solar surge may not indicate a sustained monthly growth rate.天气导致的月度波动意味着9月太阳能激增可能不代表持续的月度增速。

06Sources信息来源

  1. Solar Power Feed-In Up 33 Percent in September – Renewables Up 9.5 Percent Year to Date - Renewable Energy IndustrySolar Power Feed-In Up 33 Percent in September – Renewables Up 9.5 Percent Year to Date - Renewable Energy Industry Renewable Energy Industry (IWR) · 2026-10-02

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