Group 1: Electricity Consumption Growth - In July, China's total electricity consumption exceeded 1 trillion kilowatt-hours for the first time, reflecting strong economic activity, with a year-on-year growth of 8.6% [1] - The highest electricity load reached 1.508 billion kilowatts, an increase of 57 million kilowatts compared to last year's peak [1] - Urban and rural residential electricity consumption in July reached 203.9 billion kilowatt-hours, a significant year-on-year increase of 18% [1] Group 2: Economic Drivers of Electricity Demand - The third industry showed robust growth in electricity consumption, with a total of 1.13 trillion kilowatt-hours from January to July, marking a year-on-year increase of 7.8% [2] - The internet and related services sector saw a remarkable year-on-year growth of 28.2% in electricity consumption during the same period [2] - Hangzhou's digital economy led the charge with a 15.7% increase in electricity consumption in the information transmission, software, and IT services sector [2] Group 3: Electric Vehicle Impact - The charging and swapping service industry for electric vehicles experienced a significant year-on-year growth of 42.6% in electricity consumption from January to July [3] - The number of electric vehicle charging infrastructure units increased by 93.2% year-on-year, reaching 16.696 million by the end of July [3] - The penetration rate of new energy vehicles in China's passenger car market is expected to reach 56.7% in August, which is anticipated to further boost electricity consumption in the charging service sector [3]
(经济观察)万亿千瓦时用电量折射中国经济热力
Zhong Guo Xin Wen Wang·2025-08-23 14:42