一组关键词看前三季度全国能源形势

Core Insights - The National Energy Administration reported significant growth in electricity consumption and renewable energy capacity in the first three quarters of the year, highlighting the resilience of the energy supply system amid challenges posed by extreme weather and economic recovery [2][4]. Group 1: Electricity Consumption - In July and August, electricity consumption in China exceeded 1 trillion kilowatt-hours for the first time, setting a world record [2]. - There were 66 days where daily electricity consumption surpassed 30 billion kilowatt-hours since July, an increase of 29 days compared to the previous year [2]. - The increase in electricity demand is attributed to economic recovery and prolonged high-temperature weather, which posed new challenges for summer electricity supply [2]. Group 2: Charging Infrastructure - By September 2025, the total number of electric vehicle charging facilities in China is expected to reach 18.063 million, a year-on-year increase of 54.5% [3]. - The total rated power of public charging facilities is approximately 200 million kilowatts, reflecting a 59.2% increase since the beginning of the year [3]. - The introduction of high-power charging facilities has improved charging speed significantly, with capabilities of charging for 10 minutes to achieve over 300 kilometers of range [3]. Group 3: Renewable Energy - In the first three quarters, China added 31 million kilowatts of renewable energy capacity, a year-on-year increase of 47.7%, accounting for 84.4% of the total new capacity [4]. - As of September, the total installed capacity of renewable energy reached 2.198 billion kilowatts, a 27% increase year-on-year, representing 59.1% of the country's total power generation capacity [4]. - Renewable energy generation reached 2.89 trillion kilowatt-hours, a 15.5% increase year-on-year, making up about 40% of total electricity generation [4].