在制造业大省广东，11月份高技术及装备制造业用电量同比增长5.1%，当中汽车制造业用电量增长 13.7%，增速在九大细分行业中位居首位。此外，以新能源汽车为代表的绿色产业快速成长，该月广东 新能源汽车整车制造用电量实现44.9%的大幅增长。 企业绿色转型需求也在加速释放。11月份，南宁市绿电绿证服务中心挂牌成立，目前已对接1212家企业 绿色用能需求。值得一提的是，绿色转型在南方五省区充换电领域快速推进，该区域充换电服务业用电 量11月同比增长49.1%，反映出新能源汽车终端应用的加速普及，进一步增强新能源汽车产业发展的内 生动力。(完)【编辑:胡寒笑】 中新社广州12月24日电 (王华)中国南方电网公司24日消息，今年1月至11月，中国南方五省区(广东、广 西、云南、贵州、海南)全社会用电量16496亿千瓦时，同比增长5.4%。电力数据还显示，该区域产业发 展呈现"含金量""含绿量"双提升，尤其制造业持续向高端化与高附加值发展。 从具体行业看，以11月为例，南方电网经营区域制造业用电量同比增长3.5%。当中仪器仪表制造、专 用设备制造、电气机械和器材制造等行业用电量增幅均超过8%，汽车制造业用电量同比增长4 ...

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 ...

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Economic Overview - In November, the national economy continued to show a stable and progressive development trend, with a focus on implementing proactive macro policies and promoting high-quality development [2][6] - The total grain production for the year is expected to exceed 1.4 trillion jin, with a year-on-year increase of 1.2% [2] Industrial Production - The industrial added value above designated size increased by 4.8% year-on-year in November, with a month-on-month increase of 0.44% [3] - The equipment manufacturing industry and high-tech manufacturing industry saw significant growth, with increases of 7.7% and 8.4% respectively [3] - The production of 3D printing equipment, industrial robots, and new energy vehicles grew by 100.5%, 20.6%, and 17.0% year-on-year respectively [3] Retail Sales - The total retail sales of consumer goods reached 43,898 billion yuan in November, a year-on-year increase of 1.3% [4] - Online retail sales amounted to 144,582 billion yuan, with a year-on-year growth of 9.1%, and physical goods online retail sales accounted for 25.9% of total retail sales [4] - Service retail sales grew by 5.4% year-on-year, with significant growth in cultural, sports, and travel services [4] Fixed Asset Investment - Fixed asset investment (excluding rural households) decreased by 2.6% year-on-year from January to November, while manufacturing investment increased by 1.9% [5] - Infrastructure investment fell by 1.1%, and real estate development investment dropped by 15.9% [5] - Investment in high-tech industries, such as information services and aerospace manufacturing, saw significant increases of 29.6% and 19.7% respectively [5] Policy Impact - A series of proactive macro policies have effectively supported stable economic operations, leading to expanded consumer demand and increased key investments [7][8] - The implementation of consumption upgrade policies has resulted in significant sales growth in home appliances and communication equipment [8] - The industrial production growth was supported by policies promoting market demand and industrial upgrades [8] Price Trends - The Consumer Price Index (CPI) rose by 0.7% year-on-year in November, marking a continuous recovery trend [9] - The Producer Price Index (PPI) showed a month-on-month increase of 0.1%, indicating a narrowing decline trend since August [10][11] Long-term Economic Outlook - The resilience of the economy remains strong, with macro policies providing robust support and new growth drivers emerging [12][13] - The expansion of market demand and the continuous growth of new economic drivers are expected to positively impact economic development [12][14] - The upcoming economic policies aim to enhance domestic demand and optimize supply, ensuring a solid foundation for future growth [14]

Core Viewpoint - The Producer Price Index (PPI) in November continued to rise month-on-month for the second consecutive month, with the year-on-year decline stabilizing compared to the previous month, indicating a trend of narrowing year-on-year declines since August [1][3]. Group 1: Factors Influencing PPI - Consumption upgrade is driving price increases, with notable price rises in sports and cultural goods. In November, the price of arts and crafts and ceremonial goods manufacturing rose by 20.6% year-on-year, an increase of 2.2 percentage points from the previous month. The price of sports balls manufacturing increased by 4.3%, up by 1 percentage point from the previous month [1][3]. - The development of emerging industries is positive, with accelerated industrial transformation towards intelligence and sustainability. In November, the price of non-ferrous metal smelting and rolling increased by 7.8% year-on-year, up by 1 percentage point from the previous month. Prices for graphite and carbon products rose by 3.8%, and integrated circuit manufacturing prices increased by 1.7% [1][3]. Group 2: Market Competition and Policy Implications - The effects of regulating market competition are becoming evident, with the year-on-year price declines for photovoltaic equipment and components, lithium-ion batteries, and new energy vehicles narrowing by 2.0, 0.7, and 0.6 percentage points, respectively [2][4]. - The current PPI is still declining year-on-year, and further efforts are needed to solidify the foundation for a reasonable price recovery. Future strategies include expanding domestic demand, strengthening the domestic circulation, and improving supply-demand relationships to promote reasonable price recovery and enhance business operations [5].

Core Viewpoint - The Producer Price Index (PPI) in November showed a month-on-month increase for the second consecutive month, indicating a trend of narrowing year-on-year decline since August, with positive changes observed in recent PPI data [1][2] Group 1: PPI Trends - In November, the PPI increased by 0.1% month-on-month, driven by seasonal demand for winter energy and heating, improved market competition, and rising international non-ferrous metal prices [1] - Year-on-year, the PPI decreased by 2.2%, with the decline widening by 0.1 percentage points compared to the previous month, primarily due to a high base effect from the same period last year [1] Group 2: Factors Supporting Price Recovery - Consumer upgrades are increasingly evident, with rising demand for high-quality living leading to price increases in sectors such as sports and cultural goods. In November, the price of arts and crafts and ceremonial goods manufacturing rose by 20.6% year-on-year, an increase of 2.2 percentage points from the previous month; the price of sports balls manufacturing rose by 4.3%, up by 1 percentage point [1] - Emerging industries are experiencing positive development, with accelerated smart and green transformation leading to increased demand for raw materials and finished products. In November, prices in the non-ferrous metal smelting and rolling industry rose by 7.8% year-on-year, an increase of 1 percentage point from the previous month; graphite and carbon product manufacturing prices rose by 3.8%; integrated circuit manufacturing prices rose by 1.7% [2] - The effects of regulating market competition are becoming evident, with prices in photovoltaic equipment and components manufacturing, lithium-ion battery manufacturing, and new energy vehicle manufacturing showing a narrowing decline compared to the previous month [2] Group 3: Future Outlook - Overall, the PPI has shown a month-on-month increase for two consecutive months, with positive factors supporting reasonable price recovery continuing to accumulate. However, the year-on-year PPI remains in decline, indicating that further efforts are needed to solidify the foundation for price recovery [2]

中国南方五省区10月用电量实现两位数增长 中新社广州11月24日电(王华 蓝旺)据中国南方电网公司24日消息，10月份，中国南方五省区(广东、广 西、云南、贵州、海南)全社会用电量达到1603亿千瓦时，同比增长10%，是该区域自今年2月以来，单 月用电量首次实现两位数增长，印证区域经济持续稳中有进。 分产业看，10月份，南方五省区第一、二、三产业及城乡居民生活用电量同比分别增长6.6%、6.5%、 12%和21.7%。 "10月份用电量的较快增长，离不开经济增长的正向拉动。"南网能源院供需协同研究部项目经理董楠分 析，数据显示，该区域内超七成行业用电量实现正增长，其中近四成行业增速超过10%。 来源：中国新闻网 编辑：陈俊明 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 从行业用电情况看，产业升级与消费复苏共同构成增长主线，高技术及装备制造业与数字经济领域表现 亮眼。10月份，高技术及装备制造业用电量同比增长6.7%，其 ...

Group 1 - Consumer prices remain stable, with core CPI showing a continuous rebound. In the first three quarters, the overall consumer price index (CPI) decreased by 0.1% year-on-year, while the core CPI, excluding food and energy, rose to 1% in September, marking the highest level in nearly 19 months. The core CPI increased by 0.6% year-on-year, an expansion of 0.2 percentage points compared to the first half of the year [2] - Food prices saw a larger decline, with a year-on-year decrease of 1.8% in the first three quarters, which impacted the CPI by approximately 0.32 percentage points. Energy prices also remained low, with a 3.3% year-on-year decline, affecting the CPI by about 0.25 percentage points [2] Group 2 - The Producer Price Index (PPI) decreased by 2.8% year-on-year in the first three quarters, with a smaller decline of 2.9% in the third quarter compared to a 3.2% drop in the second quarter. The PPI's year-on-year decline narrowed in August and September due to improved market competition and the ongoing construction of a unified national market [3] - Certain industries experienced a reduction in price declines, with the prices of photovoltaic equipment, lithium-ion batteries, and new energy vehicles decreasing by 11.4%, 5.1%, and 1.2% respectively, but with a narrowing of declines compared to the first half of the year [3] Group 3 - High-tech industries are witnessing price increases driven by macro policies and the development of new productive forces. The prices of integrated circuit packaging and testing rose by 3.0% year-on-year, while the prices of arts and crafts manufacturing surged by 12.7% due to the release of upgraded consumer demand [4]

Core Insights - The total electricity consumption in China exceeded 1 trillion kilowatt-hours in both July and August, marking a significant milestone in energy usage and reflecting economic growth trends [1][2][4] Group 1: Electricity Consumption Data - In July, total electricity consumption reached 10,226 billion kilowatt-hours, a year-on-year increase of 8.6%, while in August, it was 10,154 billion kilowatt-hours, up 5% year-on-year [1][2] - The electricity consumption of the primary industry in July was 17 billion kilowatt-hours, growing by 20.2%, while the secondary industry consumed 5,936 billion kilowatt-hours, with a growth rate of 4.7% [2][3] - The tertiary industry saw an electricity consumption of 2,081 billion kilowatt-hours in July, with a year-on-year increase of 10.7% [2] Group 2: Factors Driving Electricity Consumption - High temperatures across the country have led to increased electricity loads, with the maximum national electricity load reaching 1.465 billion kilowatts in July, a historical high [4][5] - Economic recovery and policies promoting consumption have contributed to the rise in electricity usage, with manufacturing electricity consumption in August increasing by 5.5%, the highest for the year [5][6] - The growth in electricity consumption is also driven by the recovery in high-tech and equipment manufacturing sectors, with all sub-sectors showing positive growth [5][6] Group 3: Energy Supply and Stability - The stable electricity supply is attributed to strong energy self-sufficiency and robust operational capabilities, with over 90% of the consumption increase being supported by domestic energy production [7][8] - The establishment of a comprehensive energy supply and storage system has enhanced the ability to manage electricity supply during peak demand periods [8] - The national energy emergency support system has been developed to ensure reliable electricity supply, with no major power outages reported during peak usage [8]

Core Insights - In August, China's total electricity consumption reached 10,154 billion kilowatt-hours, marking a 5% year-on-year increase, and setting a historical record for the second consecutive month [1][2] Group 1: Electricity Consumption by Sector - The primary industry saw a robust growth in electricity consumption, with a total of 1,012 billion kilowatt-hours in the first eight months, reflecting a 10.6% year-on-year increase, which is 3.6 percentage points higher than the same period last year [1] - The secondary industry continued its recovery, with electricity consumption of 4.34 trillion kilowatt-hours in the first eight months, up 3.1% year-on-year [1] - The high-tech and equipment manufacturing sectors collectively experienced a 5.3% increase in electricity consumption, surpassing the average growth rate of the manufacturing sector by 2.5 percentage points [1] - The new energy vehicle manufacturing sector maintained rapid growth, with an electricity consumption increase of 23% year-on-year in the first eight months [1] Group 2: Trends in Specific Industries - The information transmission/software and IT services sector saw a significant electricity consumption increase of 15.8%, driven by the rapid development of mobile internet, big data, and cloud computing [2] - The wholesale and retail sector's electricity consumption grew by 11.8%, with the electric vehicle charging and swapping services experiencing a remarkable 44.1% increase [2] - Urban and rural residents' electricity consumption rose by 6.6% in the first eight months, totaling 1.1 trillion kilowatt-hours [2] Group 3: Economic and Policy Influences - The macroeconomic environment is showing signs of recovery, supported by policies aimed at promoting consumption and stabilizing industrial growth, leading to a continuous release of production capacity across various industries [3] - In August, the manufacturing sector's electricity consumption increased by 5.5%, the highest monthly growth rate observed this year, with notable recovery in raw material industries such as steel, building materials, non-ferrous metals, and chemicals [3] - The high-tech and equipment manufacturing sectors demonstrated strong resilience, with a year-on-year electricity consumption growth of 9.1%, indicating positive growth across all sub-industries [3]