中电联：“十五五”期间全国电气化率年均增幅约1个百分点

Core Insights - The report indicates that 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] - The report highlights regional disparities in electrification rates, with the eastern region at about 31.6%, central at 27.5%, western at 29.3%, and northeastern at 16.8% [1] - The report anticipates a steady growth in electrification rates during the 14th Five-Year Plan period, with an expected average annual increase of about 1 percentage point, reaching around 35% by 2030 [3] Regional Electrification Rates - In 2024, the electrification rates for key regions are as follows: Beijing-Tianjin-Hebei at approximately 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] - The Guangdong-Hong Kong-Macao Greater Bay Area's electricity consumption is projected to be on par with Japan, with an electrification rate exceeding Japan's by about 10 percentage points [1] Sectoral Electrification Rates - The industrial sector's electrification rate is expected to reach about 27.7% in 2024, with high-energy-consuming industries at approximately 18.4% and high-tech and equipment manufacturing at around 64.7% [2] - The construction sector is projected to see a significant increase, with an electrification rate of about 55.3% in 2024, while the transportation sector is expected to reach approximately 6.5% [2] - Rural electrification is also advancing, with agricultural and rural residential electrification rates at 43.6% in 2024, reflecting a 1.9 percentage point increase from the previous year [2] Future Projections - The report forecasts that during the 14th Five-Year Plan period, the annual addition of wind and solar power capacity will exceed 20 million kilowatts, significantly contributing to the growth of electrification levels [3] - The contribution of low-carbon electrification development to the overall electrification rate growth is expected to exceed 80% [3]