全球首次，2025年我国全社会用电量超10万亿千瓦时——这个“10万亿”，意味着什么（经济新方位）

Core Insights - In 2025, China's total electricity consumption is projected to exceed 10 trillion kilowatt-hours for the first time, marking a significant milestone in global energy consumption [3][4] - The growth in electricity consumption reflects China's status as a manufacturing powerhouse and indicates a substantial improvement in energy security [3][4] Group 1: Electricity Consumption Growth - Total electricity consumption in 2025 is expected to reach 10,368.2 billion kilowatt-hours, a year-on-year increase of 5.0% [3] - The first industry will consume 149.4 billion kilowatt-hours, growing by 9.9% [3] - The second industry will account for 66,366 billion kilowatt-hours, with a growth rate of 3.7% [3] - The third industry will consume 19,942 billion kilowatt-hours, reflecting an 8.2% increase [3] - Urban and rural residents' electricity consumption will reach 15,880 billion kilowatt-hours, growing by 6.3% [3] Group 2: Industrial and Sectoral Changes - The second industry remains the primary electricity consumer, accounting for approximately 64% of total consumption [4] - High-value-added and technology-intensive industries are driving new electricity consumption growth, with semiconductor manufacturing seeing a significant increase [4][5] - The third industry is becoming a crucial driver of electricity consumption, with sectors like data centers and electric vehicle charging services experiencing rapid growth [5][7] Group 3: Electrification and Energy Efficiency - The electrification rate of end-use energy is around 30%, surpassing that of major developed economies [7] - Investments in smart irrigation systems and rural electrification projects are enhancing energy efficiency and supporting agricultural electricity needs [7][8] - The development of electric heating and high-temperature heat pumps in industrial sectors is contributing to energy transition [8] Group 4: Power Supply and Infrastructure - China has the world's largest power supply system, with renewable energy sources like wind and solar surpassing traditional coal power [9][10] - The construction of ultra-high voltage transmission lines is facilitating the transfer of clean energy from resource-rich regions to consumption centers [10] - The national electricity market is evolving, with significant increases in electricity trading volumes, reflecting a more dynamic and integrated energy market [11]