中经评论：从电力消费“图谱”看产业结构之变

Core Insights - 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 usage [1] - The growth in electricity consumption reflects significant changes in China's economic structure and growth dynamics, with the energy consumption increment during the 14th Five-Year Plan period being 1.5 times that of the 13th Five-Year Plan [1] Group 1: Electricity Consumption Trends - High temperatures significantly contributed to the increase in residential electricity usage, with urban and rural residential consumption rising by 18% year-on-year, and six provinces experiencing over 30% growth [1] - Industrial electricity consumption is recovering, with high-tech manufacturing and equipment manufacturing sectors showing a growth rate of 4.6%, surpassing the average manufacturing growth rate by 2.3 percentage points [2] - The electricity consumption of the new energy vehicle manufacturing sector grew by 25.7%, indicating a shift towards high-value-added industries [2] Group 2: Structural Changes in Energy Consumption - The optimization of industrial structure is evident in the electricity consumption patterns, with traditional high-energy-consuming industries showing stable growth while high-tech sectors lead the way [2] - The rapid growth of electricity consumption in digital economy infrastructures, such as data centers and 5G bases, highlights the diversification and resilience of China's economic structure [2] Group 3: Green Energy and Innovation - The proportion of non-fossil energy in electricity generation is steadily increasing, with wind and solar power growth exceeding the overall electricity consumption increase [3] - The demand for electricity from green low-carbon industries, such as new energy vehicles and photovoltaic sectors, is expected to grow significantly, with projections indicating a 34.3% increase in electricity consumption for new energy vehicle manufacturing in 2024 [3] Group 4: Future Outlook - The electricity consumption in China is expected to continue growing, driven by economic recovery and industrial upgrades, with an emphasis on improving the structure and quality of growth [4] - Understanding the changes in electricity consumption patterns is crucial for grasping the challenges and opportunities in the context of high-quality development [4]