连续两月创历史新高—— 用电量折射经济向好态势

Core Insights - In August, China's total electricity consumption reached 10,154 billion kilowatt-hours, marking a 5% year-on-year increase, and setting a historical record for the second consecutive month [1][2] Group 1: Electricity Consumption by Sector - The primary industry saw a robust growth in electricity consumption, with a total of 1,012 billion kilowatt-hours in the first eight months, reflecting a 10.6% year-on-year increase, which is 3.6 percentage points higher than the same period last year [1] - The secondary industry continued its recovery, with electricity consumption of 4.34 trillion kilowatt-hours in the first eight months, up 3.1% year-on-year [1] - The high-tech and equipment manufacturing sectors collectively experienced a 5.3% increase in electricity consumption, surpassing the average growth rate of the manufacturing sector by 2.5 percentage points [1] - The new energy vehicle manufacturing sector maintained rapid growth, with an electricity consumption increase of 23% year-on-year in the first eight months [1] Group 2: Trends in Specific Industries - The information transmission/software and IT services sector saw a significant electricity consumption increase of 15.8%, driven by the rapid development of mobile internet, big data, and cloud computing [2] - The wholesale and retail sector's electricity consumption grew by 11.8%, with the electric vehicle charging and swapping services experiencing a remarkable 44.1% increase [2] - Urban and rural residents' electricity consumption rose by 6.6% in the first eight months, totaling 1.1 trillion kilowatt-hours [2] Group 3: Economic and Policy Influences - The macroeconomic environment is showing signs of recovery, supported by policies aimed at promoting consumption and stabilizing industrial growth, leading to a continuous release of production capacity across various industries [3] - In August, the manufacturing sector's electricity consumption increased by 5.5%, the highest monthly growth rate observed this year, with notable recovery in raw material industries such as steel, building materials, non-ferrous metals, and chemicals [3] - The high-tech and equipment manufacturing sectors demonstrated strong resilience, with a year-on-year electricity consumption growth of 9.1%, indicating positive growth across all sub-industries [3]