我国年用电量首破10万亿千瓦时

Core Insights - China's total electricity consumption surpassed 10 trillion kilowatt-hours in July and August 2025, marking a historic global record for a single country, equivalent to more than double the annual electricity consumption of the United States and exceeding the combined annual consumption of the EU, Russia, India, and Japan [1][2][5] - The increase in electricity consumption from 5 trillion to 10 trillion kilowatt-hours occurred in just over a decade, highlighting China's unique growth rate among major economies and reflecting improvements in energy security [2][3] Group 1: Factors Driving Electricity Consumption - The growth in electricity consumption is driven by a stable macroeconomic environment and increased demand for residential electricity due to high temperatures and enhanced electrification [2][3] - High-end manufacturing has emerged as a core engine for electricity consumption growth, with electricity usage in the new energy vehicle and wind power equipment manufacturing sectors increasing by over 20% and 30%, respectively [3] - The rapid development of the digital economy and emerging technologies has created new electricity consumption points, with internet and related services seeing over 30% growth, and the charging and swapping industry approaching a 50% increase in electricity consumption [3] Group 2: Energy Supply and Infrastructure - China has established a collaborative supply system involving power sources, grids, and demand to support the 10 trillion kilowatt-hours achievement, ensuring stable and orderly operation of the electricity system [3] - On the supply side, coal power continues to provide a safety net, while hydropower, nuclear power, and thermal power work together to maintain a solid foundation, with renewable energy sources like wind and solar playing a significant role in increasing capacity [3] - The construction of a unified national electricity market is accelerating, with policies such as time-of-use pricing and peak-valley pricing being implemented to guide users in managing electricity demand dynamically [3] Group 3: Structural Changes in Energy Consumption - While electricity consumption in emerging industries is steadily increasing, the overall growth rate of high-energy-consuming industries is declining, with sectors like black metal smelting and non-metal mineral products experiencing a downward trend [4] - High-energy-consuming industries are undergoing structural adjustments and energy-saving transformations, leading to a gradual exit of outdated production capacity and the widespread application of advanced energy-saving technologies [4] - The continuous decline in energy consumption per unit of GDP indicates a shift towards a greener and more efficient economic model, enhancing the quality of GDP growth [4][5]