11万亿千瓦时！我国用电规模持续爬坡

Core Viewpoint - The China Electricity Council (CEC) predicts that by 2025, China's total electricity consumption will exceed 10 trillion kilowatt-hours, with a balanced supply-demand situation and significant growth in renewable energy capacity, particularly solar power, which is expected to surpass coal power for the first time by 2026 [1][7]. Group 1: Electricity Consumption Growth - In 2025, China's total electricity consumption is projected to grow by 5.0% year-on-year, reaching 10.37 trillion kilowatt-hours, maintaining its position as the world's largest electricity consumer [2]. - The secondary industry remains the primary driver of electricity demand, accounting for 6.64 trillion kilowatt-hours, or 64.0% of total consumption, contributing 47.5% to the growth [2][3]. - The tertiary industry is emerging as a new growth engine, with electricity consumption reaching 1.99 trillion kilowatt-hours, a year-on-year increase of 8.2%, contributing 30.7% to overall growth [3]. Group 2: Renewable Energy 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 non-fossil energy sources accounting for 61.7% of total capacity [4][5]. - Wind and solar power installations are projected to account for over 80% of new capacity additions, with a total of 4.4 billion kilowatts added in 2025 [5]. - Renewable energy generation is expected to constitute 42.9% of total electricity generation by 2025, with a significant increase in new generation capacity from wind, solar, and biomass sources [5]. Group 3: Future Projections for 2026 - In 2026, solar power generation capacity is anticipated to surpass coal power for the first time, with total installed capacity reaching approximately 4.3 billion kilowatts [7]. - Total electricity consumption in 2026 is projected to grow by 5-6%, supported by favorable economic conditions and government policies [7][8]. - The new infrastructure initiatives and advancements in digital technologies are expected to drive significant growth in electricity consumption across various sectors [9][10].