融科银行：万亿千瓦时用电量背后的中国能源转型密码

Core Insights - In July 2025, China's total electricity consumption surpassed 1 trillion kilowatt-hours for the first time, reaching 1.02 trillion kilowatt-hours, a year-on-year increase of 8.6%, marking a significant milestone in global energy consumption [1] - The increase in electricity consumption is attributed to both extreme high temperatures and industrial production, showcasing the resilience of the Chinese economy [2] - The share of renewable energy in total electricity generation has reached nearly 25%, indicating a rapid transformation towards green energy [4] Group 1: Electricity Consumption - China's electricity consumption exceeded 1 trillion kilowatt-hours in July 2025, a historic record and the first country to achieve this milestone [1] - The growth in electricity consumption was driven by a combination of high temperatures and a 4.7% increase in electricity usage in the secondary industry [2] Group 2: Renewable Energy Growth - Renewable energy generation now accounts for approximately 25% of total electricity consumption, with wind and solar power installations leading globally [4] - As of July 2025, installed capacity for wind power reached 404 million kilowatts, and solar power reached 536 million kilowatts [4] Group 3: Systemic Innovations in Energy - The increase in renewable energy share is supported by systemic innovations across the energy sector, including diversified power production and advanced transmission networks [5] - The establishment of a comprehensive clean energy transmission network and significant advancements in energy storage have positioned China as a leader in large-scale renewable energy development [5] Group 4: Economic Implications - The record electricity consumption and the significant share of renewable energy highlight the potential for green development to coexist with economic growth, reshaping global energy dynamics [6]