7月全社会用电量超1万亿度 比2015年7月翻一番

Core Insights - In July, China's total electricity consumption reached 10,226 billion kilowatt-hours, marking an 8.6% year-on-year increase and the first time monthly consumption surpassed the trillion-kilowatt-hour mark [1][6] - The growth in electricity consumption was driven by multiple rounds of high temperatures, with significant increases in the first and third industries' electricity usage, reaching new highs since 2008 [2][6] Industry Performance - In July, electricity consumption by the primary industry was 17 billion kilowatt-hours (up 20.2%), the secondary industry was 5,936 billion kilowatt-hours (up 4.7%), and the tertiary industry was 2,081 billion kilowatt-hours (up 10.7%) [6] - Cumulative electricity consumption from January to July was 58,633 billion kilowatt-hours, reflecting a 4.5% year-on-year growth [6][7] Sector Analysis - High-tech and equipment manufacturing sectors saw a 4.6% increase in electricity consumption, outpacing the average growth rate of the manufacturing sector by 2.3 percentage points [8] - The new energy vehicle manufacturing sector experienced a significant growth of 25.7% in electricity consumption from January to July [8] - In contrast, the four major high-energy-consuming industries had a modest growth of 0.9%, with specific sectors like chemical manufacturing and black metal smelting showing minimal increases [8] Seasonal Trends - The summer of 2023 has seen a notable increase in electricity load due to high temperatures, with some regions reporting over 30% year-on-year growth in residential electricity consumption [9] - Measures to ensure electricity supply during peak summer demand include the commissioning of 6,266 megawatts of new power generation capacity in the first half of the year, exceeding planned targets [9][10]