前11月高技术及装备制造业合计用电量增速领先 中电联专家：11月汽车制造业用电量增速保持两位数增长

Core Insights - The National Energy Administration reported that the total electricity consumption in China reached 9.46 trillion kilowatt-hours from January to November, marking a year-on-year growth of 5.2% [1] - In November alone, electricity consumption was 835.6 billion kilowatt-hours, with a year-on-year increase of 6.2%, which is 3.4 percentage points higher than the same month last year [1] - The 2026 National Energy Work Conference projected that total electricity consumption in China is expected to exceed 10 trillion kilowatt-hours by 2025, which is approximately double the total for 2015 [1] Industry Breakdown - The electricity consumption in the primary industry reached 137.4 billion kilowatt-hours, growing by 10.3% year-on-year; the secondary industry consumed 6,043.6 billion kilowatt-hours, with a growth of 3.7%; and the tertiary industry consumed 182.04 billion kilowatt-hours, increasing by 8.5% [2] - High-tech and equipment manufacturing industries saw a combined electricity consumption growth of 6.4% year-on-year, indicating a rise in new economic momentum [2] - In November, electricity consumption in high-tech and equipment manufacturing grew by 6.7%, surpassing the average growth rate of the manufacturing sector by 2.5 percentage points [2] Investment and Production - Increased investment is leading to a surge in orders for equipment manufacturing companies, which in turn drives up electricity consumption as factories operate more intensively [3] - The National Development and Reform Commission has approved over 8,400 projects to support equipment upgrades, leading to total investments exceeding 1 trillion yuan [2][3] Sector-Specific Growth - The electricity consumption for internet data services surged by 43.3% year-on-year from January to November, with November alone seeing a 43.1% increase [4] - The charging service industry experienced a 48.3% growth in electricity consumption, with November's growth rate reaching 60.2%, significantly higher than the previous year [4] - The rapid development of new infrastructure such as 5G networks, big data, and cloud computing has contributed to the substantial increase in electricity consumption in these sectors [4] Electric Vehicle Impact - The rise in electricity consumption in the charging service sector is closely linked to the rapid expansion of electric vehicle ownership and supporting infrastructure [5] - In November, 1.823 million electric vehicles were sold, accounting for 53.2% of total vehicle sales, indicating a significant shift towards electrification in the automotive market [5] - As of November 2025, the total number of electric vehicle charging facilities reached 19.322 million, a year-on-year increase of 52% [6]