7月全社会用电量创新高 透过用电量突破看我国产业发展新趋势

Core Insights - In July, China's total electricity consumption reached 10,226 billion kilowatt-hours, marking a year-on-year increase of 8.6%, and this is the first time monthly consumption has surpassed the trillion-kilowatt-hour mark [1][3] - The growth in electricity consumption reflects new trends in industrial development, driven by high temperatures and stable industrial production [1][3] Electricity Consumption by Sector - The primary sector consumed 17 billion kilowatt-hours, up 20.2% year-on-year; the secondary sector consumed 5,936 billion kilowatt-hours, up 4.7%; and the tertiary sector consumed 2,081 billion kilowatt-hours, up 10.7% [3][5] - The secondary sector's electricity consumption showed a continuous recovery, with a growth rate of 4.7%, an increase of 1.5 percentage points from the previous month [5] High-Technology and Service Industries - The electricity consumption in high-tech and equipment manufacturing industries is leading the growth, while the internet and related services saw a significant increase of 28.2% year-on-year [5] - The new energy vehicle manufacturing sector also experienced a substantial growth of 25.7% in electricity consumption [5] Emerging Consumption Drivers - New electricity consumption drivers include data centers, electric vehicle charging services, and the sports economy, particularly in regions like Zhejiang, Jiangsu, and Guangdong [5][9] - In Jiangsu, the restaurant industry's electricity consumption surged over 25% year-on-year, driven by events like local football leagues [7] Peak Load and Energy Management - High temperatures have led to record electricity loads in several regions, prompting the State Grid to enhance cross-regional power transmission and initiate residential energy-saving actions [10][11] - In Anhui, the peak load reached 68.57 million kilowatts, a 7.92% increase from the previous year, while Jiangsu's peak load also set a new record at 156 million kilowatts, up 6.12% year-on-year [11]