十年翻一番——2025年我国用电量首次超过10万亿千瓦时

Core Viewpoint - China's total electricity consumption in 2025 is projected to reach 10,368.2 billion kilowatt-hours, reflecting a year-on-year growth of 5.0%, showcasing the resilience and vitality of China's large-scale economy [1][3]. Group 1: Electricity Consumption Growth - The average annual growth rate of electricity consumption during the 14th Five-Year Plan period is approximately 6.6%, with an annual increase of 563.6 billion kilowatt-hours, which is 0.9 percentage points higher than the previous five-year period [2][3]. - By 2025, China's electricity consumption will exceed the total of several major economies, including the EU, Russia, India, and Japan, highlighting China's status as a manufacturing and population powerhouse [3]. Group 2: Economic Impact on Electricity Demand - Economic growth is driving electricity demand, with urban and rural residential electricity consumption growing at annual rates of 6.4% and 6.2%, respectively, indicating a gradual reduction in the urban-rural electricity consumption gap [4]. - In 2025, the first, second, and third industries are expected to see electricity consumption growth rates of 9.9%, 3.7%, and 8.2%, respectively, with the first and third industries leading the growth [6]. Group 3: High-End Manufacturing and New Energy - High-tech and equipment manufacturing industries are projected to have an electricity consumption growth rate of 6.4%, with significant growth in automotive, general equipment, and instrumentation manufacturing [6]. - The electricity consumption growth in new energy vehicles and wind power equipment manufacturing is expected to exceed 20% and 30%, respectively, indicating a strong shift towards new scenarios and services [7]. Group 4: Third Industry and New Infrastructure - The third industry is anticipated to consume 2.0 trillion kilowatt-hours of electricity by 2025, accounting for approximately 19.2% of total electricity consumption, becoming a key driver of electricity demand [7]. - New infrastructure and emerging technologies, such as charging services and information technology services, are experiencing significant growth, with year-on-year increases of 48.8% and 17.0%, respectively [7].