中国电气化率已高于欧美，粤港澳大湾区居全国首位

Core Insights - China's electrification rate is projected to reach approximately 28.8% in 2024, an increase of 0.9 percentage points from the previous year, surpassing that of major developed economies in Europe and the US [1][2] - By 2030, the national electrification rate is expected to reach around 35%, exceeding the OECD average by 8 to 10 percentage points [1] - The report indicates that the electrification rates in key regions for 2024 are as follows: Beijing-Tianjin-Hebei at about 21.4%, Yangtze River Delta at 34.1%, Guangdong-Hong Kong-Macao Greater Bay Area at 41.7%, and Chengdu-Chongqing Economic Circle at 29.5% [1] Electrification and Energy Transition - A higher electrification rate reflects the continuous enhancement of China's power supply and the acceleration of the green low-carbon energy transition [2] - Electrification is considered a crucial measure for achieving the "dual carbon" goals and addressing the clean energy needs of the population [2] - The International Energy Agency emphasizes electrification as a key pathway to combat climate change [2] Industrial Electrification - The electrification rate in the industrial sector is steadily increasing, projected to reach about 27.7% in 2024, with significant improvements in high-energy-consuming industries [4] - The report highlights that the combined electrification rate for four major high-energy industries is approximately 18.4%, while high-tech and equipment manufacturing reaches about 64.7% [4] - The total industrial electricity consumption is expected to reach 6.3 trillion kilowatt-hours in 2024, accounting for 64% of total social electricity consumption [4] Strategies for Electrification Development - To further promote electrification, three key areas of focus are recommended: innovation-driven technology advancements, deepening industrial substitution, and improving the ecological system for development [4][5] - The emphasis is placed on accelerating the adoption of electric furnace technology in high-energy-consuming industries such as steel and construction materials [5] - There is a call for the replacement of inefficient motors and transformers with high-efficiency, energy-saving equipment, and the encouragement of electric boilers in stable regions [5]