Core Viewpoint - The national energy work conference indicates that China's electricity supply remains safe and stable, with total electricity consumption expected to exceed 10 trillion kilowatt-hours this year, reflecting the robust vitality of the Chinese economy [2][4]. Electricity Supply and Consumption - The total installed power generation capacity in China is projected to exceed 3.8 billion kilowatts by 2025, representing a year-on-year growth of 14%. The total electricity consumption is expected to surpass 10 trillion kilowatt-hours, which is approximately double the total consumption in 2015 and higher than the combined total of the EU, Russia, India, and Japan [4]. - High-tech and equipment manufacturing sectors are leading the growth in electricity consumption, with the electricity consumption for new energy vehicle manufacturing and wind power equipment manufacturing expected to grow by over 20% and 30% respectively from January to November [6]. Non-Fossil Energy Consumption - The "14th Five-Year Plan" aims to increase the share of non-fossil energy in total energy consumption to around 20% by the end of 2025, a target that is now expected to be exceeded [8][10]. - The share of non-fossil energy consumption is projected to reach 25% by 2030, with renewable energy generation capacity expected to exceed 50% of total power generation capacity [18]. Investment in Energy Sector - Energy investments are strong, with key projects expected to complete investments of 3.54 trillion yuan this year, a year-on-year increase of 11%. Significant investments are noted in nuclear power, onshore wind power, and distributed solar power, along with rapid growth in new energy storage and charging infrastructure [12]. - The first batch of wind and solar power bases has been completed, with an expected addition of 370 million kilowatts of new wind and solar capacity this year, maintaining a utilization rate of over 94% [14]. Future Energy Infrastructure - By the end of the "15th Five-Year Plan" in 2030, the capacity for "West-to-East Power Transmission" is expected to reach over 420 million kilowatts, with the total length of oil and gas pipelines reaching 220,000 kilometers [21]. - The energy sector is set to undergo significant transformations, with coal consumption peaking and oil consumption reaching its peak, while the growth in energy and electricity demand will primarily be met by non-fossil energy sources [20].
视频|我国今年用电量将超10万亿千瓦时 2030年新能源装机将成主体
Yang Shi Xin Wen Ke Hu Duan·2025-12-16 08:03