同期，制造业用电情况呈现智能化、绿色化驱动趋势。 （资料图） 在"双十一"等消费节点带动下，快递物流、仓储配送等现代物流体系用电量也实现同步攀升。 南方财经记者郑玮 广州报道 11月，南方电网经营区域铁路运输业、航空运输业、装卸搬运和仓储业用电量同比分别增长5.1%、 6.6%和4.5%。"11月份，我们日处理包裹量突破335万件，快递量较往年增长约11%。"菜鸟网络东莞麻 涌园区负责人高万辉表示。 12月24日，南方电网公布2025年前11月经营区域（广东、广西、云南、贵州、海南五省区和港澳地区） 的用电量情况。 数据显示，1-11月，南方电网经营区域用电量继续保持稳定增长态势，全社会用电量16496亿千瓦时， 同比增长5.4%。其中，11月份全社会用电量达1447亿千瓦时，当月增速与累计增速持平。 分产业看，以消费类行业为代表的服务业用电量增速亮眼。11月，南方电网经营区域消费类行业用电量 同比增长6.1%。其中，可选消费行业增长9.4%，批发和零售业用电量同比大幅增长17.2%。 11月，南方电网经营区域制造业用电量同比增长3.5%。其中，高技术及装备制造业用电量同比增长 1.1%，仪器仪表制造、专用设 ...

Core Insights - In September, China's total electricity consumption reached 888.6 billion kWh, marking a year-on-year increase of 4.5% [1][3] - From January to September, total electricity consumption accumulated to 7,767.5 billion kWh, with a year-on-year growth of 4.6% [1][3] - The third quarter saw a total electricity consumption of 2.9 trillion kWh, with significant monthly increases, indicating a new phase in energy consumption scale [1][3] Electricity Consumption by Sector - In September, electricity consumption by sector showed varied growth: primary industry at 12.9 billion kWh (7.3% increase), secondary industry at 5,705 billion kWh (5.7% increase), and tertiary industry at 1,765 billion kWh (6.3% increase) [3][4] - Urban and rural residential electricity consumption decreased by 2.6% to 128.7 billion kWh [3][4] - The secondary industry contributed significantly to the overall growth, with a 5.1% increase in the third quarter, accounting for 51% of total electricity consumption growth [4] Policy Impact and Industrial Recovery - Government policies have positively influenced the recovery of the secondary industry, with a notable increase in electricity consumption due to various industry stabilization plans [4] - High-energy-consuming industries saw a 3.2% increase in electricity consumption in the third quarter, driven by traditional peak seasons and recovery in production [4] - High-tech and equipment manufacturing sectors experienced a 9.5% increase in electricity consumption, surpassing the average growth rate of the manufacturing sector [4] Tertiary Industry Performance - The tertiary industry maintained robust growth, with a 7.5% year-on-year increase in electricity consumption for the first three quarters and an 8.3% increase in the third quarter [5] - New infrastructure developments, such as electric vehicles and 5G, significantly boosted electricity consumption in information transmission and retail sectors, with growth rates of 18.3% and 11.7% respectively [5] - The internet and related services saw a remarkable 33.8% increase in electricity consumption, while electric vehicle charging services surged by 49.6% [5] Regional Electricity Consumption Trends - Electricity consumption growth varied significantly across regions, with provinces like Hainan (18.6%), Tibet (15.4%), and Jilin (14.9%) showing the highest increases in September [6] - In the third quarter, Tibet (14.7%), Jilin (11.9%), and Hebei (11.7%) led in electricity consumption growth [6] - High temperatures during the summer contributed to record levels of residential electricity consumption, exceeding 500 billion kWh in the third quarter [6] Residential and Manufacturing Sector Insights - Urban and rural residential electricity consumption grew by 5.6% in the first three quarters, with a 6.4% increase in the third quarter [7] - Several provinces, including Tibet and Jilin, reported manufacturing electricity consumption growth exceeding 5%, with Tibet achieving a remarkable 25.8% increase [7]