用电量首破10万亿千瓦时

Core Insights - China's total electricity consumption is projected to reach 10.4 trillion kilowatt-hours by 2025, marking a historic milestone and representing a year-on-year growth of 5% [1] - This consumption level is more than double that of the United States and exceeds the combined annual electricity consumption of the EU, Russia, India, and Japan [1] Economic Context - The growth in electricity consumption reflects the resilience of China's large-scale economy and indicates ongoing industrial structure upgrades and a green economic transition [1] - The macroeconomic stability has laid a solid foundation for electricity demand growth, further driven by high temperatures and increased electrification in daily life [1] Electricity Demand Drivers - The electricity consumption surpassed 1 trillion kilowatt-hours in July and August 2025, setting a global record [1] - The rapid increase from 5 trillion to 10 trillion kilowatt-hours in just over a decade is unprecedented among major economies, highlighting China's manufacturing prowess and improved energy security [1] Sectoral Contributions - High-end manufacturing is becoming a core driver of electricity demand growth, with electricity consumption in the new energy vehicle and wind power equipment manufacturing sectors expected to grow by over 20% and 30%, respectively [1] - 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 [1] Energy Supply and Infrastructure - A robust energy supply system has been established, coordinating power generation, grid management, and demand-side measures to ensure stable electricity supply [1] - Coal, hydropower, nuclear, and thermal power are working together to provide a solid energy foundation, while renewable energy sources are becoming the main contributors to incremental power generation [1] High Energy Consumption Industries - Overall electricity consumption growth in high-energy-consuming industries is slowing, with sectors like black metal smelting and non-metal mineral products showing a decline [1] - The trend of energy-saving adjustments and the exit of outdated capacities in high-energy industries is contributing to a continuous decrease in energy consumption per unit of GDP [1] Conclusion - The achievement of 10 trillion kilowatt-hours signifies the solid foundation of China's manufacturing sector and the steady improvement in electrification levels for public welfare [1] - It reflects the upgrade of the energy supply system and the effectiveness of building a new power system, showcasing China's commitment to high-tech, high-value-added industrial transformation and green low-carbon transition [1]