首破万亿度 7月全社会用电用在哪了

Core Viewpoint - In July 2023, China's total electricity consumption exceeded 1 trillion kilowatt-hours for the first time, reaching 1.02 trillion kilowatt-hours, marking a significant milestone in the country's energy supply capabilities and reflecting the success of industrial restructuring and upgrading [1][9]. Group 1: Electricity Consumption Growth - The total electricity consumption in July 2023 increased by 8.6% year-on-year, with urban and rural residential electricity consumption reaching 203.9 billion kilowatt-hours, up 18% year-on-year [3][4]. - High temperatures in July drove significant increases in residential electricity consumption, with several provinces experiencing over 30% growth [4]. - The highest electricity load recorded in July reached 15.08 million kilowatts, an increase of 5.7 million kilowatts compared to the previous year's peak [4][5]. Group 2: Sectoral Electricity Consumption - In July, the first industry consumed 17 billion kilowatt-hours, up 20.2% year-on-year; the second industry consumed 5,936 billion kilowatt-hours, up 4.7%; and the third industry consumed 2,081 billion kilowatt-hours, up 10.7% [6]. - The growth in the first industry was attributed to both weather factors and the increasing electrification of agriculture, with new technologies driving demand [6][7]. - The third industry's growth reflects rapid development in new productive forces, particularly in the internet and related services, which have become significant electricity consumers [7]. Group 3: Energy Structure Changes - As of the end of July, the total installed power generation capacity reached 3.67 billion kilowatts, a year-on-year increase of 18.2%, with solar power capacity growing by 50.8% and wind power capacity by 22.1% [9]. - The shift towards high-tech and equipment manufacturing, along with the internet and charging services, is creating a new economic paradigm of "decarbonization without reduction" [8]. - The electricity market transaction volume reached 6,246 billion kilowatt-hours in July, up 7.4% year-on-year, with green electricity transactions increasing by 43.2% [8].