2030年全国电气化率预计达到35%左右

Core Insights - The "China Electrification Annual Development Report 2025" indicates that China's electrification rate is projected to reach approximately 28.8% in 2024, an increase of 0.9 percentage points from the previous year, surpassing that of major developed economies in Europe and the US [1] Regional Electrification Rates - In 2024, the electrification rates for different regions in China are as follows: Eastern region at about 31.6%, Central region at 27.5%, Western region at 29.3%, and Northeast region at 16.8%, with respective increases of 1.0, 1.1, 0.9, and 0.4 percentage points from the previous year [1] - The Beijing-Tianjin-Hebei region, Yangtze River Delta, Guangdong-Hong Kong-Macau Greater Bay Area, and Chengdu-Chongqing Economic Circle have electrification rates of approximately 21.4%, 34.1%, 41.7%, and 29.5%, with increases of 0.4, 0.9, 0.9, and 1.6 percentage points respectively; notably, the Greater Bay Area's electricity consumption is on par with Japan, with an electrification rate exceeding Japan's by about 10 percentage points [1] Industrial Electrification Rates - The industrial electrification rate is steadily increasing, projected to reach about 27.7% in 2024, up by 0.6 percentage points from the previous year; the four major high-energy-consuming industries have an electrification rate of approximately 18.4%, an increase of 0.1 percentage points [2] - High-tech and equipment manufacturing industries have an electrification rate of about 64.7%, with a 0.1 percentage point increase, while consumer goods manufacturing has an electrification rate of approximately 46.0%, increasing by 0.8 percentage points [2] Building and Transportation Electrification - The building sector's electrification rate is expected to grow rapidly, reaching about 55.3% in 2024, an increase of 1.8 percentage points; the wholesale and retail, as well as accommodation and catering sectors, have an electrification rate of 61.8%, up by 1.1 percentage points [2] - The transportation sector's electrification rate is projected to reach about 6.5% in 2024, with an increase of 0.7 percentage points [2] Rural Electrification and Green Transition - The electrification rate for agriculture and rural residents is expected to reach 43.6% in 2024, an increase of 1.9 percentage points, with rapid development in distributed photovoltaic systems and new models for clean energy utilization [2] Future Projections - The report anticipates that during the 14th Five-Year Plan period, the national electrification rate will grow steadily at an average annual increase of about 1 percentage point, reaching approximately 35% by 2030, exceeding the OECD average by 8-10 percentage points [2] - The momentum for low-carbon electrification is expected to strengthen, with annual additions of wind and solar power capacity projected to exceed 200 million kilowatts during the 14th Five-Year Plan period, significantly contributing to the growth of the electrification rate [3]