用电量连续两月突破万亿千瓦时，新经济增长点涌现

Core Insights - The article highlights the continuous increase in electricity consumption in China, with August 2023 recording a total electricity usage of 10,154 billion kilowatt-hours, marking a 5.0% year-on-year growth [3][5] - The growth in electricity consumption is attributed to high summer temperatures and supportive government policies aimed at stabilizing industrial growth [3][5] - The article emphasizes the importance of enhancing energy supply capabilities to meet the rising electricity demand, especially with the increasing integration of renewable energy sources [8][9] Electricity Consumption Trends - In August 2023, the manufacturing sector's electricity consumption grew by 5.5%, the highest monthly growth rate of the year, driven by recovery in raw material industries such as steel and chemicals [6] - The first industry saw a significant increase in electricity usage, with a year-on-year growth of 9.7% in August, particularly in livestock and fishery sectors [5][6] - The third industry maintained a robust growth rate, with a cumulative electricity consumption of 13,297 billion kilowatt-hours from January to August, reflecting a 7.7% year-on-year increase [6] Energy Supply and Resilience - The article discusses the high electricity load across most provinces, indicating a significant test for China's power system's regulatory and resource coordination capabilities [8] - The energy supply resilience is characterized by strong self-sufficiency, operational adjustment capabilities, and emergency support systems [8] - Since the 14th Five-Year Plan, domestic energy production has accelerated, with over 90% of the consumption increase being self-supplied, highlighting the growing role of renewable energy [8] Future Challenges and Recommendations - The article identifies the core challenge of maintaining grid stability amid increasing renewable energy integration, which has intermittent and volatile characteristics [9] - Recommendations include advancing the construction of new energy infrastructure to support large-scale development of wind and solar power, and enhancing grid management through technological and managerial innovations [9] - The need for market-oriented reforms to encourage demand-side response and promote energy-efficient behaviors among users is also emphasized [9]