中电联：预计2025年迎峰度冬期间全国电力供需总体平衡

Core Insights - The China Electricity Council (CEC) predicts a balanced national power supply and demand during the peak winter period of 2025, with some regional tightness expected in North and East China [1] - The overall supply and demand for thermal coal in China is currently balanced, providing a solid foundation for power supply during the winter peak [1] Group 1: National Power Supply and Demand - CEC's report indicates that the national electricity consumption for the first three quarters of 2025 increased by 2.5%, 4.9%, and 6.1% year-on-year, showing a quarterly recovery trend [1] - In July and August, the national electricity consumption exceeded 1 trillion kilowatt-hours for two consecutive months, setting a historical record [1] Group 2: Sector Performance - The first sector (agriculture, forestry, animal husbandry, and fishery) saw an electricity consumption of 114.2 billion kilowatt-hours in the first three quarters, marking a year-on-year increase of 10.2% [2] - The second sector's electricity consumption showed a quarterly recovery, contributing 51.0% to the overall electricity consumption growth in the third quarter, making it the main driver of growth [2] - The third sector's electricity consumption reached 1.51 trillion kilowatt-hours in the first three quarters, with a year-on-year growth of 7.5%, accounting for 19.4% of total electricity consumption and contributing 30.9% to the overall growth [2]