（年终特稿）中国经济这一年：能源领域现三大突破

Core Insights - In 2025, China's total electricity consumption is expected to exceed 10 trillion kilowatt-hours, surpassing the combined total of the EU, Russia, India, and Japan from the previous year, marking a significant milestone in China's energy development [1][2] - China's oil and gas production is projected to reach historical highs by 2025, with crude oil production around 215 million tons and natural gas production exceeding 260 billion cubic meters, reflecting the country's commitment to energy security [1][2] - The cumulative installed capacity of wind and solar power in China is expected to reach 1.482 billion kilowatts by March 2025, surpassing that of thermal power for the first time, with wind and solar expected to account for 22% of total electricity consumption [2] Group 1: Electricity Consumption - China's total electricity consumption is projected to exceed 10 trillion kilowatt-hours in 2025, a first globally [1] - In July and August, China's monthly electricity consumption surpassed 1 trillion kilowatt-hours, equivalent to Japan's annual consumption [1] - The stability of electricity supply during peak summer periods indicates a high level of energy supply resilience [1] Group 2: Oil and Gas Production - By 2025, China's crude oil production is expected to reach approximately 215 million tons, while natural gas production is projected to exceed 260 billion cubic meters [1][2] - The continuous increase in oil and gas production is supported by enhanced exploration and technological innovation [2] Group 3: Renewable Energy Development - By March 2025, China's cumulative installed capacity of wind and solar power is expected to reach 1.482 billion kilowatts, exceeding that of thermal power [2] - The addition of approximately 37 million kilowatts of wind and solar capacity in 2025 will contribute to 22% of total electricity consumption [2] - China aims to achieve six times the installed capacity of wind and solar power by 2035 compared to 2020 levels, targeting 3.6 billion kilowatts [2] Group 4: Policy and Future Outlook - The Chinese government plans to address new challenges in energy security, carbon reduction, and technological innovation by 2026, aiming for a new energy system by 2030 [3] - The transition to a dual control system for carbon emissions is expected to support high-quality green development and expand market opportunities for low-carbon industries [2][3]