全球首次！中国月度用电量首破万亿大关，新能源占比显著提升

Core Insights - In July, China's total electricity consumption exceeded 1 trillion kilowatt-hours for the first time, reaching 1.02 trillion kilowatt-hours, a year-on-year increase of 8.6%, marking a significant milestone in the power industry and reflecting the vitality of the Chinese economy [2] - The increase in electricity consumption was driven by multiple rounds of high temperatures and stable industrial production, with urban and rural residential electricity consumption reaching 203.9 billion kilowatt-hours, a year-on-year increase of 18.0% [2] - The share of renewable energy is undergoing a historic transformation, with the proportion of wind, solar, and biomass power generation rapidly increasing to nearly one-quarter of the total, indicating accelerated progress in China's energy transition [2] Industry Developments - Electricity is becoming a core competitive force in the Fourth Industrial Revolution, with the consensus in the global AI industry that "the end of computing power is electricity" [3] - The "East Data West Computing" strategy is steadily advancing, and new policies are being implemented to meet the growing electricity demand from emerging scenarios such as computing centers and smart factories [3] - The monthly electricity consumption surpassing 1 trillion kilowatt-hours not only signifies China's leading energy supply capacity globally but also indicates a strategic advantage in infrastructure construction for future industrial upgrades [3]