创造人类记录！全球第一电力强国炼成

Core Insights - In July, China's electricity consumption exceeded 1 trillion kilowatt-hours, setting a new global record, with the national power load reaching a peak of 1.508 billion kilowatts, an increase of 57 million kilowatts compared to last year [1] - China has successfully restructured its power system over the past four years, ensuring supply stability while promoting transformation, positioning itself as a "powerful nation" in electricity [1] Group 1: Electricity Consumption and Capacity - From 2013 to 2023, China's total electricity consumption has crossed significant milestones, with projections to exceed 10 trillion kilowatt-hours by 2025, equivalent to the combined consumption of the US, India, and Japan [2] - By May 2025, China's total installed power generation capacity is expected to surpass 3.61 billion kilowatts, with a year-on-year growth of 18.8%, and renewable energy capacity accounting for 57.9% [2] Group 2: Energy Structure and Infrastructure - China's energy strategy is characterized by a "multi-coupling" approach, where coal power serves as a stabilizing source rather than the primary generation source, while wind and solar power are becoming the main contributors [3] - Key infrastructure includes energy storage and ultra-high voltage transmission systems, which address volatility and enable efficient energy distribution from resource-rich areas to load centers [3] Group 3: Digital Economy and Electricity Demand - The demand for electricity is surging due to the explosion of global computing power needs, driven by AI training, data centers, and cloud computing, positioning electricity as the "new oil" in the digital economy [3] - In the first half of the year, electricity consumption in China's internet and related services grew by 27.4%, while electricity used in the manufacturing of new energy vehicles increased by 28.7%, and charging services saw a growth rate of 42.4% [3] Group 4: Future Challenges and Goals - Moving forward, the focus will be on optimizing electricity usage and maintaining grid stability as the proportion of green energy increases, alongside the establishment of a unified national electricity market [4] - China's power system is evolving beyond mere supply assurance to enhancing quality, adjusting structure, and promoting transformation [4]