前11月全社会用电量近9.5万亿千瓦时

Core Viewpoint - The National Energy Administration reported that China's total electricity consumption reached 9.46 trillion kilowatt-hours from January to November, with a year-on-year growth of 5.2%, indicating a robust energy demand and a projected increase to over 10 trillion kilowatt-hours by 2025, surpassing the total consumption of the EU, Russia, India, and Japan combined in the previous year [1] Group 1: Electricity Consumption Data - From January to November, the total electricity consumption in the first industry was 1.374 trillion kilowatt-hours, growing by 10.3% year-on-year; the second industry consumed 60.436 trillion kilowatt-hours, with a growth of 3.7%; and the third industry consumed 1.8204 trillion kilowatt-hours, increasing by 8.5% [2] - The high-tech and equipment manufacturing sectors led the growth in electricity consumption, with a year-on-year increase of 6.4% from January to November, signaling the rise of new economic drivers [2] - In November, electricity consumption in high-tech and equipment manufacturing grew by 6.7%, exceeding the average growth rate of the manufacturing sector by 2.5 percentage points, with the automotive manufacturing sector seeing a growth rate of 10% [2] Group 2: Investment and Industrial Activity - Increased investment in equipment updates has led to a surge in orders for equipment manufacturing companies, resulting in higher operational activity and electricity consumption [3] - The government has approved over 8,400 projects in industrial and energy equipment sectors, driving total investments exceeding 1 trillion yuan [3] Group 3: Growth in Charging Services - The electricity consumption in the charging and swapping service industry grew significantly, with a year-on-year increase of 48.3% from January to November, and a notable 60.2% growth in November alone [4] - The rapid development of new infrastructure such as 5G, big data, and cloud computing has contributed to the substantial increase in electricity consumption in these sectors [4] - The average annual growth rate of electricity consumption in internet data services, driven by internet technology, was 28.0% from 2018 to 2023, with a projected growth of 30.9% in 2024 [4] Group 4: Electric Vehicle Market Impact - The increase in electric vehicle sales has driven the demand for charging infrastructure, with November sales of new energy vehicles reaching 1.823 million units, accounting for 53.2% of total vehicle sales [5] - As of November 2025, the total number of electric vehicle charging facilities reached 19.322 million, marking a 52% year-on-year increase [6] - The growth of charging infrastructure is also seen in heavy-duty electric trucks, particularly in logistics hubs, prompting a new wave of investment in grid upgrades [6]