Zheng Quan Ri Bao·2026-02-02 16:24Core Insights - The report predicts that by 2026, China's total electricity consumption will grow by 5%-6% year-on-year, with solar power generation capacity expected to surpass coal power capacity for the first time [1][3]. Group 1: Electricity Consumption - In 2025, China's total electricity consumption is projected to exceed 10 trillion kilowatt-hours, reaching 10.37 trillion kilowatt-hours, marking the first time any single economy has achieved this milestone [1][2]. - Monthly electricity consumption is expected to surpass 1 trillion kilowatt-hours for the first time, with July 2025 seeing consumption reach 1.02 trillion kilowatt-hours [1]. Group 2: Sector Contributions - The second industry remains the primary contributor to electricity consumption, accounting for 6.64 trillion kilowatt-hours in 2025, which is 64.0% of total consumption, contributing 47.5% to the growth [2]. - New infrastructure developments in sectors such as big data, cloud computing, artificial intelligence, 5G networks, and industrial internet are driving rapid growth in electricity consumption, with internet data services expected to grow at an annual rate of 35.9% from 2021 to 2025 [2]. Group 3: Power Generation Capacity - By the end of 2025, China's total installed power generation capacity is expected to reach 3.89 billion kilowatts, a year-on-year increase of 16.1%, with an average annual growth rate of 12.0% during the 14th Five-Year Plan [3]. - Wind and solar power are projected to account for 80.2% of the newly installed generation capacity, with a total of 4.4 billion kilowatts added in 2025 [3]. - By 2026, it is anticipated that over 4 billion kilowatts of new generation capacity will be added, with more than 3 billion kilowatts coming from renewable sources, and solar power capacity expected to exceed coal power capacity for the first time [3].