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 - In 2025, China's total electricity consumption will exceed 10 trillion kilowatt-hours for the first time, which is more than double the annual electricity consumption of the United States and higher than the combined total of the EU, Russia, India, and Japan [1] Group 1: Electricity Consumption Growth Drivers - The 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 expected 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 other electronic device manufacturing sectors [7] Group 2: Impact of New Technologies - The rapid penetration of new information technologies, such as artificial intelligence, 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 exceeding 790 million kilowatt-hours in 2025, marking a 287% year-on-year increase [11] Group 3: Electric Vehicle Charging Services - The electric vehicle charging service industry is projected to see a consumption growth rate of 48.8% in 2025, making it a significant contributor to the growth of the tertiary sector's electricity consumption [17] - The charging service industry is expected to provide services for nearly 30 million pure electric vehicles in 2025, with electricity consumption exceeding 102 billion kilowatt-hours [19] Group 4: Power Supply and Renewable Energy - China's power supply capacity is steadily improving, with total installed power generation capacity exceeding 3.8 billion kilowatts, and the proportion of green electricity continues to rise, with one-third of electricity consumption coming from renewable energy sources [21] - The establishment of a national unified electricity market is underway to provide cross-regional power support for the anticipated 10 trillion kilowatt-hours of electricity consumption [19][21] - The resilience and development vitality of China's large-scale economy are highlighted by its leading position in electricity consumption, supported by the active construction of a new energy system [23]