这个“10万亿”，意味着什么

Core Insights - In 2025, China's total electricity consumption will exceed 10 trillion kilowatt-hours for the first time, marking a significant milestone in global energy consumption [2][11] - This consumption level is more than double that of the United States and surpasses the total consumption of the EU, Russia, India, and Japan combined [2] - The growth in electricity consumption reflects China's robust manufacturing capabilities and enhanced energy security [2] Electricity Consumption by Sector - The total electricity consumption in 2025 is projected to be 10,368.2 billion kilowatt-hours, with the primary industry consuming 149.4 billion kilowatt-hours (up 9.9%), the secondary industry 66,366 billion kilowatt-hours (up 3.7%), and the tertiary industry 19,942 billion kilowatt-hours (up 8.2%) [1][3] - The secondary industry remains the largest consumer, accounting for approximately 64% of total consumption, with significant growth in high-value and technology-intensive sectors [3][4] - The tertiary industry is also a key driver of electricity consumption, with notable growth in data centers and information technology services [4] Electrification and Energy Efficiency - The electrification rate of end-use energy is around 30%, which is higher than that of major developed economies, contributing to increased electricity consumption [6][5] - Rural electrification efforts have led to a narrowing gap in electricity consumption between urban and rural residents, supported by significant investments in rural power infrastructure [6][5] Renewable Energy and Power Supply - China has the world's largest power supply system, with renewable energy sources like wind and solar surpassing traditional coal power in installed capacity [8][9] - The country has made substantial investments in clean energy and grid infrastructure, with over 46 ultra-high voltage projects completed to enhance energy distribution [9][10] - The national electricity market has seen a significant increase in trading volume, reflecting a more dynamic and integrated energy market [10] Industry Trends - The shift towards high-end, intelligent, and green development is evident, with new electricity growth points emerging from high-tech manufacturing and renewable energy sectors [4][3] - The demand for electricity in the artificial intelligence sector and data centers is driving substantial increases in consumption, particularly in regions like Zhejiang and Jiangsu [3][4] Conclusion - The anticipated growth in electricity consumption to over 10 trillion kilowatt-hours by 2025 signifies not only an upgrade in power supply capabilities but also a transition towards a more modern and efficient economy [11]