前三季度全社会用电量同比增长4.6%

Core Insights - In September, China's total electricity consumption reached 888.6 billion kWh, marking a year-on-year increase of 4.5%. For the first three quarters, total electricity consumption accumulated to 7,767.5 billion kWh, with a growth of 4.6% year-on-year [1] - The third quarter saw a significant electricity consumption of 2.9 trillion kWh, driven by high temperatures in July and a recovering macroeconomic environment, leading to increased industrial capacity [1] - The second industry contributed 51% to the total electricity consumption growth in the third quarter, with a year-on-year increase of 5.1% [1] Industry Performance - The industrial electricity consumption in the third quarter grew by 5.4%, an increase of 2.3 percentage points compared to the second quarter. Manufacturing electricity consumption also rose by 5.2%, up by 3.2 percentage points from the previous quarter [2] - The third industry experienced a robust growth in electricity consumption, with an 8.3% year-on-year increase in the third quarter, driven by policies promoting consumption and the rapid development of new infrastructure [2] - Notable growth was observed in sectors such as information transmission, software, and IT services, with electricity consumption increasing by 33.8% year-on-year, and the electric vehicle charging services sector saw a remarkable growth of 49.6% [2] Quarterly Trends - Year-on-year growth rates for total electricity consumption were 2.5% in Q1, 4.9% in Q2, and 6.1% in Q3, indicating a consistent upward trend throughout the year [3]