单月用电量首破万亿背后的经济密码

Core Insights - In July, China's total electricity consumption reached 10,226 billion kWh, marking a historical milestone of surpassing 1 trillion kWh for the first time, with a year-on-year growth of 8.6% [1][6] Electricity Consumption Data - In July, the primary industry consumed 17 billion kWh (up 20.2% YoY), the secondary industry consumed 5,936 billion kWh (up 4.7% YoY), the tertiary industry consumed 2,081 billion kWh (up 10.7% YoY), and urban and rural residential electricity consumption reached 2,039 billion kWh (up 18.0% YoY) [6][7] - From January to July, total electricity consumption was 58,633 billion kWh, with a YoY increase of 4.5%. The industrial electricity generation accounted for 54,703 billion kWh [6] Industry Trends - The high-tech and equipment manufacturing sectors led the growth in electricity consumption, with a YoY increase of 4.6%, surpassing the average growth rate of the manufacturing sector by 2.3 percentage points [12] - The automotive manufacturing sector saw a significant increase in electricity consumption, with a growth rate of 9.7% [13] Renewable Energy Insights - By the end of May, the installed capacity of non-fossil energy generation exceeded 60% of the total, with renewable energy accounting for nearly 40% of total electricity generation [9][10] - Wind and solar power generation reached 11,478 billion kWh in the first half of the year, representing a YoY increase of 27.4% and accounting for 23.7% of total electricity consumption, an increase of 4.4 percentage points from the previous year [10] Impact of Events on Electricity Consumption - The "Su Super" football league in Jiangsu province has positively impacted local electricity consumption, with service industry electricity usage increasing by 12.7% since the league's inception [13] - The information transmission and software services sector saw a 15.5% increase in electricity consumption, driven by the rapid development of mobile internet, big data, and cloud computing [14]