全球首次！我国全社会用电量突破10万亿千瓦时

Core Insights - The total electricity consumption in China is projected to exceed 10 trillion kilowatt-hours by 2025, marking a historic milestone globally, and is equivalent to more than double the annual electricity consumption of the United States [1][4] - This significant increase in electricity consumption reflects profound changes in the structure of various industries and highlights China's robust economic resilience and development vitality [1][4] Electricity Consumption Breakdown - By 2025, the electricity consumption growth rates for different sectors are as follows: primary industry at 9.9%, secondary industry at 3.7%, tertiary industry at 8.2%, and urban-rural residential electricity at 6.3% [5][6] - The primary and tertiary industries are leading in growth rates, indicating advancements in agricultural electrification and the rapid growth of service industries [5][6] - The secondary industry remains the largest consumer, accounting for approximately 64.0% of total electricity consumption, but shows signs of slowing growth as industrial upgrades reshape electricity elasticity [5][6] Sector-Specific Insights - High-tech and equipment manufacturing sectors are experiencing a growth rate of 6.4%, with notable increases in automotive manufacturing (10.9%), general equipment manufacturing (8.7%), and instrumentation manufacturing (7.6%) [5][6] - In contrast, the four major high-energy-consuming industries have a relatively low growth rate of 1.8%, with only certain sub-sectors like black metal smelting and processing showing positive growth [6] - The tertiary sector's electricity consumption reached 2 trillion kilowatt-hours, accounting for about 19.2% of total consumption, driven by new infrastructure and emerging service industries [6][7] Emerging Trends - New energy vehicles and wind power equipment manufacturing are projected to grow significantly, with growth rates exceeding 20% and 30% respectively [7] - The rapid development of the digital economy and emerging technologies is driving electricity demand, particularly in sectors like internet services and charging infrastructure, which are seeing growth rates of over 30% and nearly 50% respectively [7] - The overall electricity data reflects an optimization and upgrading of China's economic structure, with a strong emphasis on green and low-carbon transitions in the energy sector [7]