8月份全社会用电量同比增长5% 连续第二个月突破万亿千瓦时

Core Insights - In August, the total electricity consumption in China reached 10,154 billion kilowatt-hours, marking a year-on-year increase of 5.0% and setting a historical record for the second consecutive month [1] - The high electricity consumption is attributed to extreme summer temperatures and government policies aimed at boosting consumption and stabilizing industrial growth [1] - The electricity consumption in the secondary industry was 5,981 billion kilowatt-hours, also showing a year-on-year growth of 5.0%, which is an increase of 1.0 percentage points compared to the same period last year [1] Industry Performance - In August, electricity consumption in the manufacturing sector grew by 5.5%, the highest monthly increase this year, with significant recovery in raw material industries such as steel, building materials, non-ferrous metals, and chemicals, which collectively saw a 4.2% increase [2] - High-tech and equipment manufacturing industries demonstrated strong resilience, with a 9.1% increase in electricity consumption, surpassing the average growth rate of the manufacturing sector by approximately 4.6 percentage points [2] - All sub-sectors within high-tech manufacturing achieved positive growth, with rapid increases in electricity consumption in the new energy vehicle and photovoltaic manufacturing sectors, indicating the emergence of new economic growth points [2] Year-to-Date Overview - From January to August, the total electricity consumption in China reached 68,788 billion kilowatt-hours, reflecting a year-on-year increase of 4.6%, with industrial electricity generation accounting for 64,193 billion kilowatt-hours [2] - The first industry saw a significant year-on-year growth of 10.6% in electricity consumption, while the second industry grew by 3.1% and the third industry by 7.7% [2] - Notably, the electricity consumption in the information transmission, software, and IT services sector surged by 15.8%, driven by the rapid development of mobile internet, big data, and cloud computing, with the internet and related services experiencing a remarkable 28.8% increase [3]