从电力消费“图谱”看产业结构之变

Core Viewpoint - In July, China's total electricity consumption reached 1.02 trillion kWh, marking an 8.6% year-on-year increase and setting a global record for monthly electricity consumption, driven primarily by high temperatures and increased residential electricity usage [1] Group 1: Electricity Consumption Trends - The average temperature in July was the highest since 1961, leading to an 18% year-on-year increase in residential electricity consumption, with six provinces experiencing over 30% growth [1] - The total electricity consumption during the first seven months of the year shows a significant increase in high-tech and equipment manufacturing sectors, with a 4.6% year-on-year growth, surpassing the average manufacturing growth rate by 2.3 percentage points [2] Group 2: Structural Changes in Energy Consumption - The optimization of industrial structure is reflected in the electricity consumption patterns, with traditional high-energy-consuming industries showing stable growth while high-tech manufacturing leads the increase [2] - The rise in electricity consumption from digital economy infrastructures, such as data centers and 5G bases, indicates a more diverse and resilient economic structure [2] Group 3: Green Energy and Innovation - Under the "dual carbon" goals, the proportion of non-fossil energy generation is steadily increasing, with wind and solar power growth exceeding the overall electricity consumption increase [3] - The electric vehicle sector is projected to see a 34.3% year-on-year increase in electricity consumption in 2024, highlighting the shift towards green low-carbon industries [3] Group 4: Future Outlook - The electricity consumption in China is expected to continue growing, driven by economic recovery and industrial upgrades, with improvements in growth structure and quality [4]