上半年全社会用电量同比增长3.7%

Core Insights - The new energy vehicle manufacturing industry continues to experience rapid growth, with electricity consumption in this sector increasing by 28.7% year-on-year in the first half of the year [2] Electricity Consumption Overview - In June, the total electricity consumption reached 867 billion kilowatt-hours, a year-on-year increase of 5.4% [1] - For the first half of the year, total electricity consumption was 48,418 billion kilowatt-hours, up 3.7% year-on-year, with industrial electricity generation accounting for 45,371 billion kilowatt-hours [1] - The first industry consumed 676 billion kilowatt-hours, growing by 8.7%; the second industry consumed 31,485 billion kilowatt-hours, up 2.4%; and the third industry consumed 9,164 billion kilowatt-hours, increasing by 7.1% [1] Sector-Specific Electricity Consumption - High-tech and equipment manufacturing sectors showed a leading growth rate in electricity consumption, with a combined increase of 3.8%, surpassing the average manufacturing growth rate by 1.7 percentage points [2] - Specific sectors such as automotive manufacturing (8.8%), general equipment manufacturing (6.8%), specialized equipment manufacturing (5.5%), and instrumentation manufacturing (5.3%) all exceeded 5% growth in electricity consumption [2] - The information transmission/software and IT services sector saw a 14.8% increase, while the internet and related services grew by 27.4% [2] - The wholesale and retail sector's electricity consumption rose by 11.4%, with the electric vehicle charging and swapping service sector experiencing a significant increase of 42.4% [2] Residential Electricity Consumption - From January to June, urban and rural residential electricity consumption reached 7,093 billion kilowatt-hours, a year-on-year increase of 4.9% [3] - In June alone, residential electricity consumption hit 1,291 billion kilowatt-hours, marking a 10.8% increase [3] - Regions such as Chongqing, Zhejiang, Shanghai, and Sichuan reported substantial increases in residential electricity consumption, with growth rates of 40.9%, 33.7%, 32.2%, and 29.5% respectively [3] Peak Electricity Load - Since July, the national maximum electricity load has been consistently breaking historical records, reaching 15.06 million kilowatts on July 16, an increase of 0.55 million kilowatts compared to the previous year [4] - The electricity supply-demand situation is expected to remain generally balanced by 2025, despite potential tightness during peak summer periods [4]