前三季度全社会用电量同比增长4.6% 增速呈逐季回升态势

Core Insights - In September, China's total electricity consumption reached 888.6 billion kWh, marking a year-on-year increase of 4.5% [1] - For the first three quarters, total electricity consumption accumulated to 7,767.5 billion kWh, with a year-on-year growth of 4.6% [1] - The second industry showed a significant recovery in electricity consumption growth in Q3, contributing 51% to the overall increase [1] Group 1: Electricity Consumption by Sector - In September, the first industry consumed 12.9 billion kWh (up 7.3%), the second industry consumed 570.5 billion kWh (up 5.7%), and the third industry consumed 176.5 billion kWh (up 6.3%) [1] - For the first three quarters, the first, second, and third industries saw year-on-year growth in electricity consumption of 10.2%, 3.4%, and 7.5% respectively [1] Group 2: Trends and Drivers - The electricity consumption growth rate showed a quarterly recovery, with increases of 2.5%, 4.9%, and 6.1% in Q1, Q2, and Q3 respectively [1] - High-tech and equipment manufacturing industries experienced a 9.5% increase in electricity consumption in Q3, surpassing the average growth rate of the manufacturing sector by 4.3 percentage points [2] - The service sector's electricity consumption grew by 8.3% in Q3, driven by the rapid development of new infrastructure such as electric vehicles and 5G [2]