10万亿度电的“新”意与“绿”意

Core Insights - China's total electricity consumption is projected to exceed 10 trillion kilowatt-hours by 2025, maintaining its position as the world's largest electricity consumer [1] Consumption Overview - China's annual electricity consumption is more than double that of the United States and surpasses the combined total of the EU, Russia, India, and Japan for 2024 [1] - The 10 trillion kilowatt-hours mark represents approximately double China's total electricity consumption in 2015, indicating a strong economic growth trajectory [1] Structural Changes - High-end manufacturing, particularly in the electric vehicle sector, is emerging as a significant driver of electricity demand, with a year-on-year growth rate exceeding 20% [1] - The tertiary sector and urban-rural residential electricity consumption are also rapidly increasing, especially in the internet and related services industries, which have seen a year-on-year growth rate exceeding 30% [1] - The proliferation of electric vehicles is driving a nearly 50% year-on-year increase in electricity consumption in the charging and battery swap industry [1] Supply Dynamics - By 2025, non-fossil energy sources are expected to account for over 60% of installed power generation capacity, becoming the dominant source of electricity [1] - One-third of the total electricity consumed in China will be green electricity, reflecting a significant shift towards sustainable energy sources [1] - The country is intensifying the construction of ultra-high voltage projects to deliver more clean electricity across regions [1]