用电量首破10万亿千瓦时 见证中国经济的强劲活力

Core Insights - China's total electricity consumption is projected to exceed 10 trillion kilowatt-hours by 2025, marking a historic milestone and reflecting the country's robust economic resilience and transition towards a greener economy [1][2]. Group 1: Electricity Consumption Growth - The total electricity consumption in China is expected to reach 10.4 trillion kilowatt-hours by 2025, representing a year-on-year growth of 5% [1]. - This figure is unprecedented for a single country, surpassing the annual electricity consumption of the United States by more than double and exceeding the combined total of the EU, Russia, India, and Japan [1]. - The rapid increase from 5 trillion to 10 trillion kilowatt-hours occurred in just over a decade, highlighting China's unique growth rate among major economies [2]. Group 2: Factors Driving Electricity Demand - The growth in electricity consumption is driven by a stable macroeconomic environment and increased demand for electricity due to high temperatures and enhanced electrification levels [2]. - New energy vehicles and wind power equipment manufacturing are projected to see electricity consumption growth rates exceeding 20% and 30%, respectively, by 2025 [3]. - The digital economy and emerging technologies are creating new electricity demand points, with internet services and related infrastructure seeing over 30% growth in electricity consumption [3]. Group 3: Energy Supply and Infrastructure - China has established a collaborative supply system involving power sources, grids, and demand management to support the anticipated electricity consumption [3]. - The energy supply system includes a mix of coal, hydro, nuclear, and renewable energy sources, with a focus on stabilizing output through advanced storage solutions [3]. - The construction of a unified national electricity market is progressing, with policies like time-of-use pricing being implemented to align electricity demand with supply [3]. Group 4: Structural Changes in Energy Consumption - While electricity consumption in emerging industries is steadily increasing, high-energy-consuming sectors are experiencing a slowdown, with some industries like black metal smelting showing a decline [4]. - The overall trend in high-energy industries is towards structural adjustment and energy-saving transformations, leading to a continuous decrease in energy consumption per unit of GDP [4]. - The achievement of 10 trillion kilowatt-hours reflects the solid foundation of China's manufacturing sector and the steady improvement in electrification levels, indicating a shift towards high-tech and high-value-added industries [4].