Core Insights - The new energy vehicle manufacturing industry continues to experience rapid growth, with electricity consumption in this sector increasing by 28.7% year-on-year in the first half of the year [2] Electricity Consumption Overview - In June, the total electricity consumption reached 867 billion kilowatt-hours, a year-on-year increase of 5.4% [1] - For the first half of the year, total electricity consumption was 48,418 billion kilowatt-hours, up 3.7% year-on-year, with industrial electricity generation accounting for 45,371 billion kilowatt-hours [1] - The first industry consumed 676 billion kilowatt-hours, growing by 8.7%; the second industry consumed 31,485 billion kilowatt-hours, up 2.4%; and the third industry consumed 9,164 billion kilowatt-hours, increasing by 7.1% [1] Sector-Specific Electricity Consumption - High-tech and equipment manufacturing sectors showed a leading growth rate in electricity consumption, with a combined increase of 3.8%, surpassing the average manufacturing growth rate by 1.7 percentage points [2] - Specific sectors such as automotive manufacturing (8.8%), general equipment manufacturing (6.8%), specialized equipment manufacturing (5.5%), and instrumentation manufacturing (5.3%) all exceeded 5% growth in electricity consumption [2] - The information transmission/software and IT services sector saw a 14.8% increase, while the internet and related services grew by 27.4% [2] - The wholesale and retail sector's electricity consumption rose by 11.4%, with the electric vehicle charging and swapping service sector experiencing a significant increase of 42.4% [2] Residential Electricity Consumption - From January to June, urban and rural residential electricity consumption reached 7,093 billion kilowatt-hours, a year-on-year increase of 4.9% [3] - In June alone, residential electricity consumption hit 1,291 billion kilowatt-hours, marking a 10.8% increase [3] - Regions such as Chongqing, Zhejiang, Shanghai, and Sichuan reported substantial increases in residential electricity consumption, with growth rates of 40.9%, 33.7%, 32.2%, and 29.5% respectively [3] Peak Electricity Load - Since July, the national maximum electricity load has been consistently breaking historical records, reaching 15.06 million kilowatts on July 16, an increase of 0.55 million kilowatts compared to the previous year [4] - The electricity supply-demand situation is expected to remain generally balanced by 2025, despite potential tightness during peak summer periods [4]

高温天气带动用电负荷持续攀升。近期，全国多个省份陆续调整分时电价机制，以市场化手段破解电力 供需平衡难题。 发电侧，通过价格信号引导用户用电行为与新能源出力特性相匹配，有利于破解新能源消纳问题。新能 源发电具有波动性、间歇性特征，尤其是光伏，主要发电时段较为集中，11时至14时通常是出力高峰 期，与用户用电高峰期存在时间错配，该时段电力供应远大于需求，若沿用以往的电价机制，既无法反 映真实的供需关系，又容易造成大量弃电，所以多个省份陆续把中午时段调整为低谷甚至深谷电价时 段。 用户和电网侧，通过价格信号的精准调控引导削峰填谷，有利于降低用户用电成本、保障电网安全稳定 运行。比如，海南"零点高峰"现象极具代表性。截至2024年底，海南新能源汽车保有量达40.9万辆，新 能源汽车集中在零点充电，导致电网负荷纪录频繁刷新，2023年和2024年迎峰度夏期间，在"00:00— 00:20"时段13次创新高，电网系统调节能力面临挑战。为此，从2025年4月1日起，海南省调整了分时用 电时段，原谷时段"00:00—00:20"变为平时段，而"08:00—10:00"则调整为新的谷时段，通过分时电价的 调整引导用户主动参与 ...