“超欧美主要发达经济体”！万亿级大市场，来了！

Core Insights - China's electrification rate has surpassed 28%, exceeding that of major developed economies in Europe and the U.S. [1] - By 2030, the national electrification rate is expected to reach around 35%, which is 8 to 10 percentage points higher than the average of OECD countries [1] - The Guangdong-Hong Kong-Macao Greater Bay Area has the highest electrification rate in the country at 41.7% [1] Summary by Sections Current Electrification Status - The current electrification rate in China is over 28%, indicating that nearly 30% of total energy consumption will be electricity by 2024 [1] - The electrification level reflects the economic development and quality of life in a country or region [1] Future Projections - During the 14th Five-Year Plan period, the national electrification rate is projected to grow steadily at an average annual increase of about 1 percentage point [3] - If the electrification rate increases by 1 percentage point by 2025, it would require replacing 58 million tons of coal or 24 million tons of oil consumption with electricity [6] Market Opportunities - Each 1 percentage point increase in electrification will create substantial new electricity demand, necessitating significant investments in power supply, grid, and storage facilities [4] - The development of low-carbon electrification will stimulate new industries, business models, and energy scenarios, contributing to a green electricity economy [8] - By 2030, achieving a 35% electrification rate could lead to a market scale reaching trillions, significantly enhancing energy security [10]