超欧美日印总和！中国年用电量首破10万亿度，用电量背后的含金量

Core Insights - China's total electricity consumption is projected to exceed 10 trillion kilowatt-hours for the first time by 2025, marking a significant milestone in its energy consumption history [1][2][3] Data Milestone - In 2025, China's electricity consumption is expected to reach 10 trillion kilowatt-hours, which is approximately double the total consumption in 2015 [2][3] Industry Engine - The surge in electricity consumption is driven by a structural shift in China's economy, with high-tech industries and equipment manufacturing leading the growth [4] - From January to November 2025, electricity consumption in the new energy vehicle manufacturing sector increased by over 20%, while the wind power equipment manufacturing sector saw growth exceeding 30% [4] - The digital economy is also experiencing explosive growth, with electricity consumption in the internet and related services increasing by over 30%, and charging and swapping services nearing a 50% increase [4] Energy Support - China's electricity generation capacity is expected to exceed 3.8 billion kilowatts by 2025, representing a 14% year-on-year increase [5] - The country has established the world's largest electricity system, featuring a diverse range of power sources and a leading transmission network [5] - China has built 44 cross-regional transmission channels with a reliability rate of 99.924%, indicating a highly stable power system [5] Green Transition - By 2025, wind and solar power are expected to account for approximately 22% of total electricity consumption, reflecting a significant increase in the "green" component of energy consumption [6] - The share of non-fossil energy consumption is projected to exceed the 20% target, with new wind and solar installations reaching about 370 million kilowatts [6][7] Global Perspective - China's electricity development index ranks 7th among 100 countries, making it the only developing country in the top 20 [7] - Emerging economies, led by China, are expected to drive global electricity demand growth in the coming years, with China's demand growth contributing significantly to global increases [7]