先凑够电力再说：东南亚想接盘取代中国产业链，门儿都没有！

Group 1 - In 2023, China generated approximately 9.2 trillion kilowatt-hours of electricity, accounting for 34% of global electricity generation, while the US generated 4.5 trillion kilowatt-hours, making up 15% [1][8] - Together, China and the US account for nearly half of the world's electricity consumption, with the remaining 18 countries in the top 20 generating only about 49% combined [1][2] - The total electricity generation of ASEAN countries in 2022 was about 1.1 trillion kilowatt-hours, with a planned increase to 1.4 trillion kilowatt-hours by 2025, which is significantly lower than China's consumption in key industries [2][5] Group 2 - China's synthetic fiber industry produced 68.72 million tons in 2023, consuming about 500 billion kilowatt-hours of electricity, while the aluminum industry consumed 520 billion kilowatt-hours, surpassing the total electricity consumption of several major European countries [3][5] - Southeast Asian countries like Vietnam and Indonesia have significantly lower electricity generation, with Vietnam generating 2.764 trillion kilowatt-hours and Indonesia 1.85 trillion kilowatt-hours in 2023, highlighting the disparity in energy capacity [3][10] - The electricity demand for industries such as aluminum and automotive manufacturing in Southeast Asia would require a substantial increase in their current electricity generation capabilities, which is not feasible in the short term [5][11] Group 3 - China's manufacturing sector consumed 4.79 trillion kilowatt-hours in 2023, representing 52% of the country's total electricity generation, indicating the critical need for robust energy infrastructure to support industrial growth [6][11] - The current electricity supply in Southeast Asia is insufficient to support high-energy industries, with countries like Vietnam and Indonesia struggling to meet basic electricity needs [10][11] - The transition of industrial chains from China to Southeast Asia is not merely a logistical challenge but requires decades of investment in energy infrastructure to achieve comparable levels of electricity supply [11][12]