11月21日，国家能源局发布的10月份全社会用电量等数据显示，10月份，全社会用电量达8572亿千瓦 时，同比增长10.4%，创下今年以来月度用电量增速新高；1至10月，全社会用电量累计86246亿千瓦 时，同比增长5.1%，其中规模以上工业发电量达到80625亿千瓦时，彰显国民经济运行稳中向好的积极 态势。 中国电力企业联合会统计与数智部副主任蒋德斌在接受中国证券报记者采访时表示，从10月份全社会用 电量等数据的相关情况可以看出，我国经济活跃度提升、消费潜力释放、产业结构优化的良好发展态 势。 第二产业作为用电主力，10月份用电量5688亿千瓦时，同比增长6.2%，其中工业用电量同比增长 6.4%，延续平稳运行态势。高技术及装备制造业表现突出，10月份用电量同比增长11%，其中电气机械 和器材制造业、汽车制造业等六大细分领域增速均超10%。1至10月，高技术及装备制造业合计用电量 同比增长6.4%，其中汽车制造业以11.8%的增速领跑相关六大细分领域，彰显我国产业升级与高端制造 的强劲韧性。 第三产业成为增长最快的板块之一，10月份用电量1609亿千瓦时，同比增长17.1%。其中，批发和零售 业、信息传输/ ...

记者从国家能源局获悉：10月，全社会用电量8572亿千瓦时，同比增长10.4%。这是今年以来单月增速 首次超过10%，创今年月度用电量增速新高。 10月，第二产业中的高技术及装备制造业用电量同比增长11.0%。第三产业中的批发和零售业、信息传 输/软件和信息技术服务业用电量同比分别增长24.4%和21.0%。 分产业看，第一产业用电量120亿千瓦时，同比增长13.2%；第二产业用电量5688亿千瓦时，同比增长 6.2%，其中，工业用电量同比增长6.4%；第三产业用电量1609亿千瓦时，同比增长17.1%；城乡居民生 活用电量1155亿千瓦时，同比增长23.9%。 1至10月，全社会用电量累计86246亿千瓦时，同比增长5.1%。分产业看，第一、第二、第三产业用电 量同比分别增长10.5%、3.7%、8.4%；城乡居民生活用电量同比增长6.9%。 （文章来源：人民日报） ...

1至10月，全社会用电量累计86246亿千瓦时，同比增长5.1%。分产业看，第一、第二、第三产业用电 量同比分别增长10.5%、3.7%、8.4%；城乡居民生活用电量同比增长6.9%。 分产业看，第一产业用电量120亿千瓦时，同比增长13.2%；第二产业用电量5688亿千瓦时，同比增长 6.2%，其中，工业用电量同比增长6.4%；第三产业用电量1609亿千瓦时，同比增长17.1%；城乡居民生 活用电量1155亿千瓦时，同比增长23.9%。 10月，第二产业中的高技术及装备制造业用电量同比增长11.0%。第三产业中的批发和零售业、信息传 输/软件和信息技术服务业用电量同比分别增长24.4%和21.0%。 本报北京11月21日电 （记者丁怡婷）记者从国家能源局获悉：10月，全社会用电量8572亿千瓦时，同 比增长10.4%。这是今年以来单月增速首次超过10%，创今年月度用电量增速新高。 《 人民日报 》（ 2025年11月22日 01 版） (责编：胡永秋、杨光宇) 关注公众号：人民网财经 ...

Core Insights - In September, China's total electricity consumption reached 888.6 billion kWh, a year-on-year increase of 4.5% [1] - From January to September, total electricity consumption accumulated to 7,767.5 billion kWh, with a year-on-year growth of 4.6% [1] - The third quarter saw significant growth in electricity consumption, with a total of 2.9 trillion kWh, marking a new phase in energy consumption scale for China's economic development [1] Group 1: Electricity Consumption by Sector - In September, the first industry consumed 12.9 billion kWh, up 7.3% year-on-year; the second industry consumed 5,705 billion kWh, up 5.7%; the third industry consumed 1,765 billion kWh, up 6.3%; while urban and rural residential electricity consumption fell by 2.6% to 128.7 billion kWh [1] - The second industry's electricity consumption for the first three quarters was 4.91 trillion kWh, a year-on-year increase of 3.4%, with a notable recovery in the third quarter, growing by 5.1% [2] - The manufacturing sector's electricity consumption in the third quarter increased by 5.2%, with 17 provinces reporting growth rates exceeding 5% [2] Group 2: Growth Drivers - The growth in the second industry's electricity consumption was driven by a series of government policies aimed at stabilizing growth, particularly in sectors like electronics, automotive, and steel [2] - High-tech and equipment manufacturing sectors saw a significant increase in electricity consumption, with a 9.5% year-on-year growth in the third quarter, surpassing the average growth rate of the manufacturing sector [3] - The third industry's electricity consumption grew by 8.3% in the third quarter, supported by rapid development in new energy vehicles and infrastructure [4] Group 3: Residential Electricity Consumption - The average temperature in the third quarter was historically high, leading to a record residential electricity consumption exceeding 500 billion kWh [5] - Residential electricity consumption for the first three quarters increased by 5.6%, with a 6.4% increase in the third quarter [5] - Several provinces, including Tibet and Ningxia, reported residential electricity consumption growth exceeding 10% due to higher average temperatures [5]

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]

Core Insights - In September, the total electricity consumption reached 888.6 billion kWh, marking a year-on-year increase of 4.5% [2] - The secondary industry's electricity consumption was 570.5 billion kWh, with a year-on-year growth of 5.7%, indicating a significant rebound [2] - The third industry's electricity consumption in September was 176.5 billion kWh, showing a year-on-year increase of 6.3% [3] Group 1: Electricity Consumption Trends - The total electricity consumption for the third quarter increased by 5.1% year-on-year, with the secondary industry contributing 51.0% to this growth [2] - Industrial electricity consumption grew by 5.4% year-on-year in the third quarter, an increase of 2.3 percentage points from the second quarter [2] - Manufacturing electricity consumption rose by 5.2% year-on-year in the third quarter, up by 3.2 percentage points from the previous quarter [2] Group 2: Sector-Specific Growth - The rapid development of new energy vehicles and charging infrastructure has significantly boosted electricity consumption in the information transmission/software and IT services sectors, which grew by 18.3% and 11.7% respectively in the third quarter [3] - The internet and related services sector saw a remarkable year-on-year growth of 33.8% in electricity consumption during the third quarter [3] - The electric vehicle charging services sector experienced a staggering year-on-year increase of 49.6% in electricity consumption [3]

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 significant increase in electricity consumption, with a total of 1,012 billion kilowatt-hours in the first eight months, reflecting a 10.6% year-on-year growth, which is 3.6 percentage points higher than the previous year [1] - The secondary industry continued its recovery, with electricity consumption of 4.34 trillion kilowatt-hours in the first eight months, showing a 3.1% year-on-year increase [1] - The high-tech and equipment manufacturing sectors experienced a 5.3% increase in electricity consumption, outperforming 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% in the first eight months [1] Group 2: Trends in Specific Industries - The information transmission, software, and IT services sectors saw a 15.8% increase in electricity consumption, driven by the rapid development of mobile internet, big data, and cloud computing [2] - The wholesale and retail sectors experienced an 11.8% increase, with the electric vehicle charging and swapping services growing by 44.1% [2] - Urban and rural residential electricity consumption grew by 6.6% in the first eight months, with a 2.4% year-on-year increase in August [2] Group 3: Economic and Policy Context - The macroeconomic environment is showing signs of recovery, supported by policies aimed at promoting consumption and stabilizing industrial growth, leading to a release of production capacity across various sectors [3] - In August, manufacturing electricity consumption increased by 5.5%, the highest monthly growth rate of the year, with notable recovery in raw material industries such as steel, building materials, non-ferrous metals, and chemicals [3] - High-tech and equipment manufacturing sectors demonstrated strong resilience, with all sub-sectors achieving positive growth, indicating the emergence of new economic growth points [3]

Core Insights - In August, China's total electricity consumption reached 10,154 billion kilowatt-hours, marking a 5% year-on-year increase, and achieving a historical high for the second consecutive month [1] - The first industry saw a significant 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 [1] - The second 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 third industry maintained rapid growth, with electricity consumption of 1.33 trillion kilowatt-hours in the first eight months, showing a 7.7% year-on-year increase [1] Industry-Specific Insights - High-tech and equipment manufacturing industries collectively saw a 5.3% year-on-year increase in electricity consumption in the first eight months, outperforming the average growth rate of the manufacturing sector by 2.5 percentage points [1] - The new energy vehicle manufacturing sector experienced a remarkable growth of 23% in electricity consumption during the first eight months [1] - The information transmission/software and IT services sector reported a 15.8% year-on-year increase in electricity consumption, 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 seeing a substantial increase of 44.1% [2] Economic Context - The high electricity consumption levels are attributed to the summer heat, with record high loads reported in July and August due to high temperatures across the country [2] - Government policies aimed at promoting consumption and stabilizing industrial growth have contributed to a warming macroeconomic environment, leading to a release of production capacity across various industries [3] - In August, the manufacturing sector's electricity consumption grew by 5.5%, the highest monthly increase this year, with notable recovery in raw material industries such as steel, building materials, non-ferrous metals, and chemicals [3] - The resilience of high-tech and equipment manufacturing is evident, with all sub-sectors achieving positive growth, indicating the emergence of new economic growth points [3]

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]

Core Insights - National Energy Administration reported that from January to April, the total electricity consumption in China reached 3.16 trillion kilowatt-hours, representing a year-on-year growth of 3.1%, with an increase of 0.6 percentage points compared to the first quarter [1] - In April, the total electricity consumption was 772.1 billion kilowatt-hours, showing a year-on-year growth of 4.7%, which is significantly higher than the growth levels observed in January and February [1] Industry Analysis - The primary industry saw a rapid increase in electricity consumption, with a total of 42.4 billion kilowatt-hours from January to April, marking a year-on-year growth of 10.0% [1] - The secondary industry maintained growth, consuming 2.05 trillion kilowatt-hours, which is a year-on-year increase of 2.3%, with high-tech and equipment manufacturing sectors leading in growth rates [1] - The tertiary industry also experienced significant growth, with electricity consumption reaching 585.6 billion kilowatt-hours, a year-on-year increase of 6.0%, and an acceleration of 0.8 percentage points compared to the first quarter [1] Sector-Specific Insights - In April, the tertiary industry's electricity consumption was 139 billion kilowatt-hours, reflecting a year-on-year growth of 9.0% [2] - The information transmission/software and IT services sector saw a year-on-year increase of 15.1%, boosted by the rapid development of mobile internet, big data, and cloud computing, with the internet and related services growing by 27.8% [2] - The wholesale and retail sector maintained double-digit growth, with a year-on-year increase of 12.8%, while the electric vehicle sector, particularly the charging and swapping services, experienced a remarkable growth of 44.3% [2]