报告：预计到2030年全国电气化率将达到35%左右

Core Insights - The report predicts that the national electrification rate in China will reach approximately 35% by 2030, with an average annual increase of about 1 percentage point during the 14th Five-Year Plan period [1][2] Electrification Rate Overview - In 2024, China's electrification rate is expected to be around 28.8%, an increase of 0.9 percentage points from the previous year, surpassing that of major developed economies in Europe and the US [1] - Regional electrification rates in 2024 are projected as follows: Eastern region at approximately 31.6%, Central region at 27.5%, Western region at 29.3%, and Northeast region at 16.8%, with respective increases of 1.0, 1.1, 0.9, and 0.4 percentage points [1] - Specific economic zones show varied electrification rates: Beijing-Tianjin-Hebei at 21.4%, Yangtze River Delta at 34.1%, Guangdong-Hong Kong-Macau Greater Bay Area at 41.7%, and Chengdu-Chongqing Economic Circle at 29.5% [1] Sector-Specific Electrification Rates - The industrial sector's electrification rate is expected to reach about 27.7% in 2024, up by 0.6 percentage points, with high-energy-consuming industries at approximately 18.4% and high-tech and equipment manufacturing at 64.7% [2] - The construction sector is projected to see a significant increase, with an electrification rate of around 55.3% in 2024, an increase of 1.8 percentage points, and the wholesale and retail, as well as accommodation and catering industries, at 61.8% [2] - The transportation sector's electrification rate is expected to be about 6.5% in 2024, reflecting a 0.7 percentage point increase [2] Rural Electrification and Green Transition - The electrification rate for agriculture and rural residents is projected to be 43.6% in 2024, an increase of 1.9 percentage points, supported by the rapid development of distributed photovoltaic systems in rural areas [2] Low-Carbon Electrification Development - The report emphasizes the ongoing momentum in low-carbon electrification, with an expected annual addition of over 20 million kilowatts in wind and solar power installations during the 14th Five-Year Plan period, contributing significantly to the overall electrification rate growth [2]