我国用电量首次突破10万亿千瓦时

Core Insights - China's total electricity consumption is projected to exceed 10 trillion kilowatt-hours by 2025, reaching 10.4 trillion kilowatt-hours, representing a year-on-year growth of 5% [1][5] - This milestone is unprecedented for a single country, equating to more than double the annual electricity consumption of the United States and surpassing the combined annual consumption of the EU, Russia, India, and Japan [6] Group 1: Factors Driving Electricity Consumption Growth - 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][7] - Notably, it took China just over a decade to increase its annual electricity consumption from 5 trillion to 10 trillion kilowatt-hours, a growth rate unmatched by other major economies [2][7] Group 2: Sectoral Contributions to Electricity Demand - High-end manufacturing is becoming a key driver of electricity consumption growth, with electricity usage in the new energy vehicle and wind power equipment manufacturing sectors expected to grow by over 20% and 30%, respectively [3][8] - The rapid development of the digital economy and emerging technologies is creating new electricity demand points, with internet services and related sectors seeing over 30% growth, and the charging and swapping industry approaching a 50% increase in electricity consumption [3][8] Group 3: Electricity Supply and Infrastructure - A robust electricity supply system has been established, focusing on collaboration between power generation, grid management, and demand-side management [3][8] - On the generation side, coal, hydro, nuclear, and thermal power are working together to ensure a stable supply, while renewable energy sources are being rapidly deployed to manage fluctuations [3][8] - The construction of a unified national electricity market is accelerating, with policies like time-of-use pricing being implemented to align electricity demand with supply [3][8] Group 4: Trends in High Energy-Consuming Industries - While electricity consumption in emerging industries is rising, the overall growth rate in high energy-consuming sectors is declining, with specific industries like black metal smelting and non-metal mineral products experiencing decreases [4][9] - The shift towards energy efficiency and the exit of outdated production capacities are contributing to a continuous decline in energy consumption per unit of GDP, indicating a greener economic trajectory [4][9]