连续两个月破万亿千瓦时！我国月度用电量再创世界纪录

Core Insights - China's monthly electricity consumption has set a new world record, with a total of 1015.4 billion kilowatt-hours in August, reflecting a year-on-year growth of 5.0% [1][3] - The continuous increase in electricity consumption over July and August indicates a positive trend in the economy, driven by high temperatures and supportive government policies [1][3] Electricity Consumption Breakdown - Industrial electricity consumption growth outpaced residential consumption, with the first industry consuming 16.4 billion kilowatt-hours (up 9.7%), the second industry 598.1 billion kilowatt-hours (up 5.0%), the third industry 204.6 billion kilowatt-hours (up 7.2%), and residential consumption at 196.3 billion kilowatt-hours (up 2.4%) [3][4] - Manufacturing electricity consumption rose by 5.5% year-on-year, with significant recovery in raw material industries such as steel, building materials, and chemicals, which collectively grew by 4.2% [3][4] Regional Economic Highlights - In Anhui, electricity consumption in the automotive manufacturing sector surged by 23.2%, contributing 53% to the overall manufacturing electricity growth [6] - Jiangsu's manufacturing electricity consumption reached 45.79 billion kilowatt-hours, up 7.8%, significantly supporting the overall electricity growth [6] - Guangdong's data centers consumed 0.705 billion kilowatt-hours, marking a 47.3% increase, driven by the "East Data West Computing" strategy and demand from AI and cloud computing industries [6][7] Energy Efficiency Trends - Despite the record electricity consumption, China's energy density is decreasing, indicating a decoupling of economic growth from energy consumption [8][9] - From 2013 to 2023, China's energy consumption grew at an average of 3.3%, supporting a 6.1% economic growth rate, with energy intensity decreasing by 26.1% [8][9] - The trend towards energy efficiency is bolstered by policy guidance and the growth of low-energy, high-value-added industries, which are replacing traditional high-energy-consuming sectors [9]