10.4万亿千瓦时！中国1年用电量是美国的2倍多，比欧盟+俄罗斯+印度+日本总和还高？

Core Insights - China's total electricity consumption has reached a historic milestone of 10.4 trillion kilowatt-hours in 2025, marking a 5% year-on-year increase, which is more than double the annual electricity consumption of the United States and exceeds the combined total of the EU, Russia, India, and Japan [1][3]. Group 1: Understanding the Scale of Electricity Consumption - The figure of 10.4 trillion kilowatt-hours translates to nearly 7,500 kilowatt-hours per person annually for China's 1.4 billion population, sufficient for an average household to use continuously for over 60 years [3]. - This consumption level is double that of China's total electricity usage in 2015, indicating a significant growth over the past decade [3]. Group 2: Drivers of Electricity Consumption Growth - The surge in electricity consumption is primarily driven by three key factors: the strong performance of emerging industries, increased residential consumption, and robust green electricity supply [5]. - Emerging industries, particularly high-tech and equipment manufacturing, have seen substantial electricity consumption growth, with electric vehicle manufacturing exceeding 20% and wind energy equipment manufacturing surpassing 30% [6]. - Residential electricity consumption has increased by 6.3% due to the rise of smart appliances and electric vehicles, while the recovery in the service sector, including tourism and dining, has contributed to an 8.2% increase in electricity usage [7]. - The share of green electricity is also rising, with wind and solar power installations expected to reach approximately 370 million kilowatts, accounting for 22% of total electricity generation [8]. Group 3: Implications for Global Energy Landscape - China's record electricity consumption not only signifies a numerical achievement but also reshapes multiple energy dynamics, showcasing the strength of its power system with a total installed capacity of 3.8 billion kilowatts and a reliability rate of 99.924% [9]. - From a global perspective, China is becoming the core engine of electricity demand growth, contributing significantly to the expected 4% annual increase in global electricity demand over the next three years, with emerging economies accounting for 85% of this growth [9]. - The increase in green electricity supply offers a "Chinese solution" for global energy transition, exemplified by the cross-regional transmission of green electricity from Inner Mongolia to Hainan [9].