（文章来源：人民日报） 1—11月，全社会用电量累计94602亿千瓦时，同比增长5.2%。中国电力企业联合会统计与数智部副主 任蒋德斌介绍，11月，全社会用电量增速比去年同期提高3.4个百分点，各产业和城乡居民生活用电量 增速均比去年同期有所提高。高技术及装备制造业用电量同比增速超出当月制造业平均增长水平2.5个 百分点。 本报北京12月24日电 （记者丁怡婷）记者从国家能源局获悉：11月，全社会用电量8356亿千瓦时，同 比增长6.2%。分产业看，第一产业用电量113亿千瓦时，同比增长7.9%；第二产业用电量5654亿千瓦 时，同比增长4.4%，其中，工业用电量同比增长4.6%，高技术及装备制造业用电量同比增长6.7%；第 三产业用电量1532亿千瓦时，同比增长10.3%，其中，充换电服务业以及信息传输、软件和信息技术服 务业用电量分别同比增长60.2%、18.9%。 ...

国家能源局12月24日发布数据显示，11月份，全社会用电量8356亿千瓦时，同比增长6.2%，增速比去 年同期提高3.4个百分点；前11个月，全社会用电量约9.46万亿千瓦时，同比增长5.2%。 蒋德斌表示，今年前11个月，第二产业用电量对全社会用电量增长的贡献率为46.3%；第三产业用电量 对全社会用电量增长的贡献率为30.4%，其中充换电服务业用电量同比增长48.3%，拉动批发和零售业 用电量同比增长13.1%。 厦门大学中国能源经济研究中心教授孙传旺表示，当前充换电服务业用电量的快速增长，表明我国交通 能源结构调整已进入加速阶段。未来，随着充电基础设施布局、技术水平及运营服务的系统性升级，供 给侧扩容与需求侧潜力将共同推动充换电服务业用电量步入持续且可预期的增长周期。这不仅有利于加 速形成新能源汽车消费与充电基础设施高质量发展的良性生态，也为构建清洁低碳、安全高效的现代能 源体系提供有力支撑。 "从今年11月份的全社会用电量数据来看，各产业和居民生活用电量增速均较去年同期有所提高。"中国 电力企业联合会统计与数智部副主任蒋德斌在接受《证券日报》记者采访时进一步表示，11月份，第一 产业用电量同比增长7. ...

12月24日，国家能源局发布11月份全社会用电量等数据。 1~11月，全社会用电量9.46万亿千瓦时，同比增长5.2%。其中，11月，全国全社会用电量为8356亿千瓦 时，同比增长6.2%，增速比去年同期提高3.4个百分点。 近期召开的2026年全国能源工作会议指出，2025年全国全社会用电量预计首超10万亿千瓦时。从纵向 比，这是我国2015年全年全社会用电量的约两倍；从横向看，高于欧盟、俄罗斯、印度、日本去年全社 会用电量的总和。 高技术及装备制造业合计用电量增速领先 从分产业用电看，1~11月，第一产业用电量1374亿千瓦时，同比增长10.3%；第二产业用电量60436亿 千瓦时，同比增长3.7%；第三产业用电量18204亿千瓦时，同比增长8.5%。观察前述数据不难发现，第 二产业在前11个月的用电量"总盘子"中占比最高。 具体来看，1~11月，高技术及装备制造业合计用电量增速相对领先，同比增长6.4%。这一增长态势成 为新动能崛起的关键信号。 中国电力企业联合会（以下简称中电联）统计与数智部副主任蒋德斌接受《每日经济新闻》记者微信采 访时透露，11月，我国高技术及装备制造业用电量同比增长6.7%，超出 ...

12月24日，国家能源局发布11月份全社会用电量等数据。 1—11月，全社会用电量9.46万亿千瓦时，同比增长5.2%。其中，11月，全国全社会用电量为8356亿千 瓦时，同比增长6.2%，增速比去年同期提高3.4个百分点。 前11月，互联网数据服务用电量同比增长43.3% 11月的第三产业各子行业用电量增速，也均比去年同期有所提高。 近期，2026年全国能源工作会议指出，2025年全国全社会用电量预计首超10万亿千瓦时。从纵向比，这 是我国2015年全年全社会用电量的约两倍；从横向看，高于欧盟、俄罗斯、印度、日本去年全社会用电 量的总和。 前11月，高技术及装备制造业合计用电量同比增长6.4% 从分产业用电看，第一产业用电量1374亿千瓦时，同比增长10.3%；第二产业用电量60436亿千瓦时， 同比增长3.7%；第三产业用电量18204亿千瓦时，同比增长8.5%。观察前述数据不难发现，第二产业在 前11个月的用电量"总盘子"中占比最高。 具体来看，1—11月，高技术及装备制造业合计用电量增速相对领先，同比增长6.4%。这一增长态势成 为新动能崛起的关键信号。 中国电力企业联合会（简称"中电联"）统计与数智 ...

2026年全国能源工作会议宣布，2025年我国全社会用电量将首超10万亿千瓦时！继2024年我国全年发电量突破10万亿千瓦时后，电力领域 迎来了又一个历史性的时刻！10万亿相当于美国、印度、俄罗斯、日本、巴西、加拿大六大经济体的年度用电量总和。 今年7月、8月，我国全国社会用电量连续两月超万亿千瓦时，全球首次出现一个国家的月度用电量"超万亿"，让14亿多人享用充沛、稳 定、平价的电力供应，以越来越清洁绿色的电力支撑世界超大型经济体行稳致远，用电量数据的背后，是中国经济的强劲脉动，是经济社 会发展向新向优向绿的深刻转型。 1996年，我国全社会用电量首次突破1万亿千瓦时大关；2011年，突破5万亿千瓦时；2021年，突破8万亿千瓦时。 01 10万亿 意味着中国经济增长的刚性和韧性 2025年尾声，多家国际机构密集上调2025年中国经济增速预期，其中，世界银行、国际货币基金组织、亚洲开发银行分别上调0.4、0.2、 0.1个百分点。 分产业观察，我国经济总量攀升与结构优化的双重特征尤为明显。今年前三季度，第一产业用电量同比增长10.2%，领跑三大产业，折射 出农业现代化的新趋势，看向第二产业，三季度，第二产业用 ...

用电量有望创新纪录！记者12月15日从2026年全国能源工作会议获悉，2025年全国全社会用电量预计首超10万亿千瓦时。 如何理解10万亿千瓦时？从纵向比，这是我国2015年全年全社会用电量的约两倍；从横向看，高于欧盟、俄罗斯、印度、日本去年全社会用电量 的总和。 "这一量级在全球范围内尚属首次。"中国电力企业联合会统计与数智部副主任蒋德斌说，这不仅标志着我国用电规模稳居世界首位，更成为中国 经济与能源发展进程中的重要里程碑。 这是2025年7月1日在新疆阿勒泰地区吉木乃县拍摄的50万千瓦时风电项目配套输电线路建设现场（无人机照片）新华社发（努尔别克·努尔曼 摄） 这一"新纪录"传递着中国经济的澎湃活力。 在生产端，高技术及装备制造业用电增速持续领跑，据预测，1到11月新能源车整车制造、风能原动设备制造等细分领域增速分别超过20%和 30%。 在消费端，从智能家电到新能源汽车，从文旅消费到餐饮住宿，增长的居民用电与消费市场的新热点紧密相连，据预测，1到11月，互联网和相关 服务业用电量同比增速超30%，充换电服务业用电量增速近50%。 这一"新纪录"彰显发电与电网系统的"硬核"实力。 "新纪录"中"含绿量"不 ...

Group 1 - The report highlights that the Chinese economy is showing resilience despite pressures, with confidence in achieving annual development goals [5][8] - The commercial electronics sector is leading the A-share market's fluctuations, indicating a potential investment opportunity [5][11] - The average P/E ratios for the Shanghai Composite Index and the ChiNext Index are above their three-year median levels, suggesting a favorable environment for medium to long-term investments [11][12] Group 2 - The AI application in mobile devices is accelerating, with companies like DeepSeek increasing their pre-training scale, indicating growth potential in the AI sector [13][15] - The domestic power supply and demand situation is improving, with significant growth in electricity consumption in sectors like charging and information technology services [17][18] - The chemical industry is gradually entering a recovery phase, with demand rebounding and supply constraints expected to ease, presenting investment opportunities [21][22] Group 3 - The food and beverage industry is experiencing a slowdown in revenue growth, but segments like snacks and soft drinks are showing promising growth rates [27][29] - The photovoltaic industry is facing challenges with supply and demand, but ongoing capacity reduction efforts may lead to improved industry dynamics [31][34] - The media sector is benefiting from improved policy environments and accelerated AI applications, creating opportunities for growth in gaming, film, and advertising [37][38]

Core Viewpoint - The article highlights the positive impact of e-commerce in China from January to October 2025, emphasizing its role in boosting consumption, promoting modern industrial systems, and expanding high-level openness to the outside world [3][4]. E-commerce Development - In the first ten months of 2025, China's online retail sales increased by 9.6% year-on-year, driven by digital consumption and quality e-commerce [3]. - Smart products and online services saw significant growth, with smart wearables like AI glasses and smartwatches growing by 23.1%, and online service consumption increasing by 21% [4]. - Instant e-commerce also thrived, with sales rising by 24.3%, particularly in the restaurant sector where online coupons for in-store experiences grew by 25.1% [4]. Industrial E-commerce - Industrial e-commerce is facilitating the digital transformation of small and medium-sized enterprises, with over 400 matching events held by major e-commerce platforms [4]. - Key sectors such as textiles and pharmaceuticals experienced e-commerce transaction growth of 5.5% and 3.4%, respectively [4]. - Agricultural products and rural online retail sales grew by 9.5% and 7.5%, respectively, indicating a strong push for e-commerce to empower local agricultural products [4]. International Cooperation - The "Silk Road E-commerce" initiative is fostering high-quality cooperation along the Belt and Road, with 12 innovative practice cases being replicated nationwide [5]. - Activities promoting the Chinese market as a global opportunity included 36 events, with significant sales growth in imported goods, such as a 73.7% increase in Uzbek candy and a 39.9% increase in Thai mangosteen [5]. Foreign Investment - In the first ten months of 2025, China established 53,782 new foreign-invested enterprises, a year-on-year increase of 14.7%, while actual foreign investment amounted to 621.93 billion yuan, a decrease of 10.3% [11]. - The manufacturing sector attracted 161.91 billion yuan, while the service sector received 445.82 billion yuan in foreign investment [11]. - High-tech industries saw a significant increase in foreign investment, with e-commerce services growing by 173.1% [11].

Core Insights - The National Energy Administration reported that as of the end of October, the total installed power generation capacity in China reached 3.75 billion kilowatts, representing a year-on-year growth of 17.3% [1] - Solar power generation capacity reached 1.14 billion kilowatts, with a significant year-on-year increase of 43.8%, while wind power capacity reached 590 million kilowatts, growing by 21.4% [1] - Total electricity consumption in China for the first ten months was 86,246 billion kilowatt-hours, reflecting a year-on-year increase of 5.1% [1] Installed Capacity - Total installed power generation capacity: 3.75 billion kilowatts, up 17.3% year-on-year [1] - Solar power capacity: 1.14 billion kilowatts, up 43.8% year-on-year [1] - Wind power capacity: 590 million kilowatts, up 21.4% year-on-year [1] Electricity Consumption - Total electricity consumption: 86,246 billion kilowatt-hours, up 5.1% year-on-year [1] - Electricity consumption by the primary industry: 1,262 billion kilowatt-hours, up 10.5% year-on-year [1] - Electricity consumption by the secondary industry: 54,781 billion kilowatt-hours, up 3.7% year-on-year, with industrial electricity consumption increasing by 3.9% [1] - Electricity consumption by the tertiary industry: 16,671 billion kilowatt-hours, up 8.4% year-on-year, with rapid growth in the charging and swapping service industry and information transmission, software, and IT services [1] Sector-Specific Insights - The charging and swapping service industry experienced a significant increase in electricity consumption, with the internet data service sector growing by 43.2% year-on-year [2] - The wholesale and retail sector's charging and swapping service industry saw a year-on-year increase of 47.0% in electricity consumption [2]

Core Insights - In October, China's total electricity consumption reached 857.2 billion kilowatt-hours, marking a year-on-year increase of 10.4%, the highest monthly growth rate this year [1] - From January to October, total electricity consumption accumulated to 8.6246 trillion kilowatt-hours, with a year-on-year growth of 5.1%, indicating a positive trend in the national economy [1] Group 1: Factors Driving Electricity Consumption Growth - The significant increase in electricity consumption in October is attributed to multiple factors, including a low base from the previous year and the effective release of consumer potential during the overlapping National Day and Mid-Autumn Festival holidays [2] - The "autumn tiger" phenomenon, characterized by high temperatures in southern China, particularly in Jiangxi, Zhejiang, and Shanghai, led to a surge in residential cooling electricity usage, with increases of 65.9%, 63.2%, and 47.0% respectively [2] Group 2: Sectoral Electricity Consumption Analysis - The primary industry showed steady growth, with October electricity consumption at 12 billion kilowatt-hours, a year-on-year increase of 13.2% [3] - The secondary industry, as the main electricity consumer, recorded 568.8 billion kilowatt-hours in October, with industrial electricity consumption growing by 6.4% [3] - The high-tech and equipment manufacturing sectors performed notably well, with October electricity consumption increasing by 11%, particularly in the electrical machinery and automotive manufacturing sectors [3] Group 3: Tertiary Industry and Overall Economic Indicators - The tertiary industry emerged as one of the fastest-growing sectors, with October electricity consumption at 160.9 billion kilowatt-hours, a year-on-year increase of 17.1% [3] - The cumulative electricity consumption of the tertiary industry from January to October reached 1.67 trillion kilowatt-hours, reflecting a year-on-year growth of 8.4% [4] - The overall electricity consumption data indicates a positive trend in economic activity, consumer potential release, and industrial structure optimization in China [4]