中国7月用电量超过1万亿度，创造人类纪录！今天我们来聊一个看似平常却也极为关键的话 题：电。 而中国，自2021年经历短暂限电阵痛后，用四年时间彻底重构了一套既保供应、又促转型的电 力体系，一个前所未有的"电力强国"正在崛起。 让我们从几个数字开始感受一下这个"强国"有多强。 从2013年到2023年，中国全社会用电量连续跨越5万亿、6万亿、7万亿、8万亿、9万亿千 瓦时五大台阶。而2025年，这个数字将历史性突破10万亿千瓦时——相当于美国、印度、 日本三国用电量的总和。 在装机容量上，截至2025年5月，中国发电总装机容量突破36.1亿千瓦，同比增长18.8%。 这其中，可再生能源装机占比已达57.9%，光伏单月新增装机破900万千瓦，创全球纪 录。 与欧洲不同，中国走的是"多元耦合"之路，来看我们的能源结构： 煤电仍是压舱石，但角色已从主力发电转向调节性和支撑性电源； 风电、光伏成为新增主力，发电占比持续提升； 储能+特高压构成关键基础设施：储能解决波动性问题，特高压则实现"西电东送""北电南 供"，将能源从资源区精准调度至负荷区。 今年夏天，中国电网迎来了一场极端考验：全国最大电力负荷四次刷新历史纪录 ...

Core Insights - In July, China's electricity consumption exceeded 1 trillion kilowatt-hours, setting a new global record, with the national power load reaching a peak of 1.508 billion kilowatts, an increase of 57 million kilowatts compared to last year [1] - China has successfully restructured its power system over the past four years, ensuring supply stability while promoting transformation, positioning itself as a "powerful nation" in electricity [1] Group 1: Electricity Consumption and Capacity - From 2013 to 2023, China's total electricity consumption has crossed significant milestones, with projections to exceed 10 trillion kilowatt-hours by 2025, equivalent to the combined consumption of the US, India, and Japan [2] - By May 2025, China's total installed power generation capacity is expected to surpass 3.61 billion kilowatts, with a year-on-year growth of 18.8%, and renewable energy capacity accounting for 57.9% [2] Group 2: Energy Structure and Infrastructure - China's energy strategy is characterized by a "multi-coupling" approach, where coal power serves as a stabilizing source rather than the primary generation source, while wind and solar power are becoming the main contributors [3] - Key infrastructure includes energy storage and ultra-high voltage transmission systems, which address volatility and enable efficient energy distribution from resource-rich areas to load centers [3] Group 3: Digital Economy and Electricity Demand - The demand for electricity is surging due to the explosion of global computing power needs, driven by AI training, data centers, and cloud computing, positioning electricity as the "new oil" in the digital economy [3] - In the first half of the year, electricity consumption in China's internet and related services grew by 27.4%, while electricity used in the manufacturing of new energy vehicles increased by 28.7%, and charging services saw a growth rate of 42.4% [3] Group 4: Future Challenges and Goals - Moving forward, the focus will be on optimizing electricity usage and maintaining grid stability as the proportion of green energy increases, alongside the establishment of a unified national electricity market [4] - China's power system is evolving beyond mere supply assurance to enhancing quality, adjusting structure, and promoting transformation [4]