超万亿度电，见证中国经济转型的世界意义

Core Insights - In July, China's total electricity consumption exceeded 1 trillion kilowatt-hours for the first time, reaching 10,226 billion kilowatt-hours, a year-on-year increase of 8.6%, reflecting the economic vitality and high-quality development of China [2][4] - The record electricity consumption is a result of both economic activity and the resilience of China's energy supply system, with foreign investment confidence in China's economy continuing to rise [2][3] Industry Analysis - The first industry saw a significant electricity consumption increase of 20.2%, indicating a trend towards agricultural modernization through the adoption of electrified equipment [3] - The second industry, particularly high-tech and equipment manufacturing, showed notable growth in electricity consumption, while traditional high-energy-consuming industries experienced a decline, highlighting the industrial economy's shift towards high-end and intelligent transformation [3] - The third industry, especially the internet services and charging services sectors, experienced a surge in electricity consumption, reflecting the expansion of the digital economy and green transportation [3] Energy Transition - The increase in electricity consumption is underpinned by a green energy transition, with renewable energy sources like wind, solar, and biomass accounting for nearly 25% of total electricity generation in July [3][4] - China's electricity consumption growth is projected to increase by 5%-6% by 2025, with total consumption expected to exceed 13 trillion kilowatt-hours by 2030, indicating a robust energy security and structural optimization [4] Global Implications - China's rapid electrification signifies that a large-scale economy can achieve growth while advancing green transformation, providing a practical example for other countries pursuing low-carbon development [5] - The optimization and cleaning of China's electricity structure enhance global climate governance and energy security, presenting a shared opportunity for sustainable growth worldwide [5]