前三季度用电量创新高 从电力数据看“算力新城”拔节生长

Group 1 - The total electricity consumption in China reached a historical high of 7.77 trillion kilowatt-hours in the first three quarters, with year-on-year growth rates of 2.5%, 4.9%, and 6.1% respectively, indicating a steady economic performance [1][3] - The production of major energy products, including coal, oil, gas, and electricity, has maintained growth, with clean energy generation accounting for 35.3% of total electricity generation, an increase of 1.9 percentage points from the previous year [3][4] - The second industry saw a significant increase in electricity consumption, contributing 51% to the overall growth in electricity consumption, with a year-on-year increase of 5.1% in the third quarter [12][14] Group 2 - The internet and related services sector experienced a remarkable year-on-year electricity consumption growth of 33.8%, highlighting the rapid development of the digital economy [7] - In Gansu's Qingyang, the "East Data West Calculation" project has led to a significant increase in electricity consumption related to computing, with local electricity consumption structure undergoing changes [9][11] - High-tech and equipment manufacturing sectors showed robust growth, with a year-on-year increase of 9.5% in electricity consumption in the third quarter, driven by automotive manufacturing and electrical machinery sectors [16]