<p>德国周四现货电价下跌，因为预计风能供应将在需求预测降低的情况下上升，而法国电价因假期后需求强劲而上涨。</p>
<p>德国日前基准电价（TRDEBD1）下跌 10.3%，至每兆瓦时 70.40 欧元（82.10 美元），截至格林威治时间 0956。</p>
<p>法国日前基准电价（TRFRBD1）上涨 38.9%，至每兆瓦时 31.25 欧元。</p>
<p>数据显示，德国风电发电预计将在周四增加 4.1 吉瓦，达到 30 吉瓦，而法国风电预计下降 1.8 吉瓦，降至 9.8 吉瓦。</p>
<p>LSEG 分析师何秀兰表示，德国的信号偏空，消费降低和风能供应增加，而法国、比利时和荷兰的剩余负荷在增加。</p>
<p>法国核电可用性上升一个百分点，达到总容量的 76%。</p>
<p>数据显示，德国周四的电力需求预计下降 1.1 吉瓦，降至 60.2 吉瓦，而法国消费上升 1.7 吉瓦，达到 49.7 吉瓦，因周二的停战日假期后需求持续上升。</p>
<p>Engie 的 EnergyScan 分析师表示，整个地区的季节性温暖天气持续存在，预计将持续到本周末，显著降低了电力需求。</p>
<p>然而，他们表示，下周的天气预报已被下调，预计气温将低于季节性正常水平，且该地区本周与下周之间的气温波动接近 10 摄氏度。</p>
<p>德国明年基准电价（TRDEBYZ6）上涨 0.9%，至每兆瓦时 89.70 欧元。法国 2026 年基准电价（TRFRBYZ6）在周二收于每兆瓦时 52.65 欧元后未成交。</p>
<p>基准欧洲碳排放许可证（CFI2Zc1）上涨 1.5%，至每公吨 81.82 欧元。</p>
<p>德国最大的电力生产商 RWE 报告称，今年前九个月的利润高于预期，受益于在英国一座前煤电厂场地上出售数据中心项目的收益。</p>
<p>（1 美元 = 0.8575 欧元）</p>

<p>德国周四现货电价下降 10.3%，至 70.40 欧元/兆瓦时，原因是风能供应增加和需求预测降低。相比之下，法国电价上涨 38.9%，达到 31.25 欧元/兆瓦时，因假期后需求强劲。德国风电发电预计将上升至 30 吉瓦，而法国风电则预计会减少。分析师预测温暖天气将持续，降低电力需求，但下周的预测显示气温将下降。RWE 报告称，前三个季度的利润高于预期，这得益于一项数据中心项目的出售</p>

<p>The German spot electricity price for Thursday fell as wind supply is expected to rise in the country amid lower demand forecasts, while the French price rose on stronger demand after the Tuesday holiday.</p>
<div class="lb-trans"><p>德国周四现货电价下跌，因为预计风能供应将在需求预测降低的情况下上升，而法国电价因假期后需求强劲而上涨。</p>
</div><p>German day-ahead baseload (TRDEBD1) fell 10.3% to 70.40 euros ($82.10) a megawatt hour (MWh) by 0956 GMT.</p>
<div class="lb-trans"><p>德国日前基准电价（TRDEBD1）下跌 10.3%，至每兆瓦时 70.40 欧元（82.10 美元），截至格林威治时间 0956。</p>
</div><p>The French day-ahead baseload (TRFRBD1) was up 38.9% at 31.25 euros/MWh.</p>
<div class="lb-trans"><p>法国日前基准电价（TRFRBD1）上涨 38.9%，至每兆瓦时 31.25 欧元。</p>
</div><p>German wind power generation was expected to add 4.1 gigawatts to 30 GW on Thursday, while French wind power was seen down 1.8 GW to 9.8 GW, LSEG data showed.</p>
<div class="lb-trans"><p>数据显示，德国风电发电预计将在周四增加 4.1 吉瓦，达到 30 吉瓦，而法国风电预计下降 1.8 吉瓦，降至 9.8 吉瓦。</p>
</div><p>The signal is bearish for Germany, with lower consumption and higher wind supply, while residual load is increasing in France, Belgium and the Netherlands, said LSEG analyst Xiulan He.</p>
<div class="lb-trans"><p>LSEG 分析师何秀兰表示，德国的信号偏空，消费降低和风能供应增加，而法国、比利时和荷兰的剩余负荷在增加。</p>
</div><p>French nuclear availability rose one percentage point to 76% of total capacity.</p>
<div class="lb-trans"><p>法国核电可用性上升一个百分点，达到总容量的 76%。</p>
</div><p>Power demand in Germany was seen down 1.1 GW at 60.2 GW on Thursday, while French consumption was up 1.7 GW to 49.7 GW as demand continues to rise following the Armistice Day holiday on Tuesday, LSEG data showed.</p>
<div class="lb-trans"><p>数据显示，德国周四的电力需求预计下降 1.1 吉瓦，降至 60.2 吉瓦，而法国消费上升 1.7 吉瓦，达到 49.7 吉瓦，因周二的停战日假期后需求持续上升。</p>
</div><p>Warm conditions for the season continue to prevail throughout the region and are expected through the end of the week, significantly reducing power demand, said analysts at Engie's EnergyScan.</p>
<div class="lb-trans"><p>Engie 的 EnergyScan 分析师表示，整个地区的季节性温暖天气持续存在，预计将持续到本周末，显著降低了电力需求。</p>
</div><p>However, next week's forecasts have been revised downward, with temperatures expected to fall below seasonal norms and a temperature swing of nearly 10 degrees Celsius between this week and next in the region, they said.</p>
<div class="lb-trans"><p>然而，他们表示，下周的天气预报已被下调，预计气温将低于季节性正常水平，且该地区本周与下周之间的气温波动接近 10 摄氏度。</p>
</div><p>German year-ahead baseload (TRDEBYZ6) rose 0.9% to 89.70 euros/MWh. The French 2026 baseload (TRFRBYZ6) was untraded after closing at 52.65 euros/MWh on Tuesday.</p>
<div class="lb-trans"><p>德国明年基准电价（TRDEBYZ6）上涨 0.9%，至每兆瓦时 89.70 欧元。法国 2026 年基准电价（TRFRBYZ6）在周二收于每兆瓦时 52.65 欧元后未成交。</p>
</div><p>Benchmark European carbon permits (CFI2Zc1) rose 1.5% to 81.82 euros a metric ton.</p>
<div class="lb-trans"><p>基准欧洲碳排放许可证（CFI2Zc1）上涨 1.5%，至每公吨 81.82 欧元。</p>
</div><p>RWE, Germany's largest power producer, reported higher-than-expected profit for the first nine months of the year, boosted by a gain on the sale of a data centre project on the site of a former coal-fired power plant in Britain.</p>
<div class="lb-trans"><p>德国最大的电力生产商 RWE 报告称，今年前九个月的利润高于预期，受益于在英国一座前煤电厂场地上出售数据中心项目的收益。</p>
</div><p>($1 = 0.8575 euros)</p>
<div class="lb-trans"><p>（1 美元 = 0.8575 欧元）</p>
</div>

由于风力发电量的增加，德国现货价格下跌