全球首次！中国月用电破万亿，比十年前翻倍，东盟全年都比不上

Core Insights - China's electricity consumption reached a historic milestone in July 2025, surpassing 1 trillion kilowatt-hours for the first time, marking a year-on-year increase of 8.6% [1][3] - The surge in electricity demand is driven by robust economic growth, particularly in traditional industries like manufacturing, steel, and chemicals, with industrial electricity usage increasing by over 10% year-on-year [3] - The rise of new industries such as electric vehicles and data centers, along with extreme heat leading to increased air conditioning usage, has significantly contributed to the electricity demand [3] Energy Transition - The share of clean energy in China's electricity generation is steadily increasing, with non-fossil energy sources accounting for 35% of total generation in the first half of 2025, up 4 percentage points from the previous year [3] - Large-scale investments in solar and wind power in western regions are facilitating the transfer of clean energy to eastern provinces, alleviating energy pressure in these areas [3][4] - Despite rapid growth in clean energy, some regions still face electricity supply challenges during peak demand periods, prompting the government to accelerate the construction of energy storage facilities and smart grids [4] Policy Considerations - Ensuring the affordability of electricity for residents, particularly for air conditioning and electric vehicle charging, is a critical factor for policymakers [6] - The transition from coal to renewable energy sources is ongoing, with coal's share gradually declining, while energy efficiency improvements and the promotion of energy-saving technologies are essential for reducing overall energy consumption [4][6] - The achievement of surpassing 1 trillion kilowatt-hours in electricity consumption underscores the urgency of energy transition and the need for stable and reliable power supply while advancing clean energy development [6]