中国经济年报丨中国年用电量首破10万亿千瓦时 新质生产力驱动用电新增量

Core Insights - By 2025, China's total electricity consumption is expected to exceed 10 trillion kilowatt-hours, marking a first globally and surpassing the annual consumption of the US by more than double, as well as the combined total of the EU, Russia, India, and Japan [1] Group 1: Electricity Consumption Growth Drivers - The booming high-end manufacturing sector is a new driver of electricity consumption growth, with a motorcycle smart factory in Hangzhou projected to achieve revenues exceeding 15 billion yuan in 2025, with over 70% of its sales coming from overseas markets [3] - A new materials company in Hangzhou anticipates electricity consumption exceeding 25 million kilowatt-hours in 2025, driven by the demand for semiconductor high-purity equipment and new energy storage electrode production [5] - The electricity consumption in Hangzhou is projected to surpass 110 billion kilowatt-hours in 2025, with a year-on-year growth rate of 6.5%, particularly in the automotive, computer, communication, and electronic device manufacturing sectors [7] Group 2: Impact of New Technologies - The rapid development of artificial intelligence and new information technologies is driving significant growth in electricity consumption in the internet and related service industries, with a smart elderly care service company experiencing a 25% year-on-year increase in electricity consumption due to model training and new product testing [9] - In Jiaxing, the first "10,000 Card" computing power cluster in Zhejiang is under construction, with electricity consumption in the computing power industry expected to exceed 790 million kilowatt-hours in 2025, reflecting a 287% year-on-year increase [11] Group 3: Electric Vehicle Charging and Services - The "light-storage charging and swapping" energy station in Zhaoqing is operational, with a 600-kilowatt supercharging pile capable of fully charging new energy vehicles in just ten minutes [13] - The total charging volume from charging piles operated by Guangdong Electric Vehicle Service Company is expected to reach nearly 800 million kilowatt-hours in 2025, with supercharging stations seeing a 167% year-on-year increase in total charging volume [15] - The electricity consumption in the charging and swapping service industry is projected to grow by 48.8% in 2025, making it a significant contributor to the growth of the tertiary sector's electricity consumption [17] Group 4: Energy Supply and Market Structure - By 2025, the electricity consumption from the charging and swapping service industry is expected to exceed 102 billion kilowatt-hours, supporting nearly 30 million pure electric vehicles nationwide [19] - A preliminary national unified electricity market will be established by 2025 to provide cross-regional electricity support for the anticipated 10 trillion kilowatt-hours of electricity consumption [21] - China's electricity supply capacity is steadily improving, with total installed power generation capacity exceeding 3.8 billion kilowatts, and renewable energy accounting for one-third of total electricity consumption by 2025 [24]