9月23日，国家能源局发布8月份全社会用电量等数据。数据显示，8月，全社会用电量达到10154亿千瓦 时，同比增长5.0%。 值得注意的是，7月我国全社会用电量为10226亿千瓦时，单月用电量首次突破万亿千瓦时，创下全球纪 录。随着8月数据出炉，意味着今年我国7、8月连续两个月的全社会用电量均超万亿千瓦时。此外，8月 全国制造业用电量同比增长5.5%，也成为今年以来月度最高增速。 为何我国全社会用电量能够连续两个月超万亿千瓦时？ 中国电力企业联合会统计与数智部副主任蒋德斌接受《每日经济新闻》记者（以下简称每经记者）书面 采访时表示，全国全社会用电量规模的高企，一方面与夏季高温天气直接相关；另一方面，在国家"两 新"（推动新一轮大规模设备更新和消费品以旧换新）"两重"（国家重大战略实施和重点领域安全能力 建设）以及反内卷稳工业增长等一系列政策拉动下，宏观经济保持回暖态势，各行业产能持续释放。 用电量为何连创新高？ 蒋德斌告诉每经记者，今年7月之后，8月全国全社会用电量再次超过万亿千瓦时，连续两月创历史新 高。 蒋德斌表示，全社会用电量规模的高企，首先与夏季高温天气直接相关。今年7~8月，多轮高温过境我 国，高温 ...

Core Insights - The total electricity consumption in China reached 10,226 billion kWh in July, marking a year-on-year growth of 8.6%, and the cumulative electricity consumption for the first seven months increased by 4.5% [1][5] Group 1: Industrial Sector - The transition from old to new energy sources in the industrial sector is accelerating, with high-tech and equipment manufacturing industries showing a higher growth rate in electricity consumption compared to the four major high-energy-consuming industries (chemicals, building materials, steel, and non-ferrous metals) [1][2] - In July, the electricity consumption of the secondary industry was 5,936 billion kWh, reflecting a year-on-year increase of 4.7%, which is 1.5 percentage points higher than June, indicating a steady improvement in industrial production [1] Group 2: Digital Economy - The electricity consumption of the tertiary industry grew by 7.8% in the first seven months, with the internet and related services sector experiencing a remarkable increase of 28.2% [3] - The rapid development of technologies such as big data, cloud computing, and artificial intelligence has made the digital economy a key variable driving the surge in electricity demand [3] Group 3: Energy Supply Structure - The energy supply structure is undergoing a transformation, with the average temperature in July reaching a historical high since 1961, leading to an 18.0% year-on-year increase in residential electricity consumption [4] - The country effectively managed a historical peak electricity load of 15.08 million kW without implementing orderly electricity consumption measures, showcasing improved energy security capabilities [4] - The installed capacity of renewable energy sources has surpassed that of thermal power, with non-fossil energy accounting for over 60% of the total installed capacity, indicating a significant acceleration in the green energy transition [4] Group 4: Overall Outlook - The historic milestone of surpassing 10 trillion kWh in monthly electricity consumption not only reflects the ability to respond to extreme weather but also illustrates the ongoing industrial upgrade and green transition [5] - The growth of emerging industries is expected to unleash greater potential for the Chinese economy in the future [5]

Core Insights - In July, China's total electricity consumption reached 10,226 billion kilowatt-hours, marking a year-on-year increase of 8.6%, and this is the first time monthly consumption has surpassed the trillion-kilowatt-hour mark [1][3] - The growth in electricity consumption reflects new trends in industrial development, driven by high temperatures and stable industrial production [1][3] Electricity Consumption by Sector - The primary sector consumed 17 billion kilowatt-hours, up 20.2% year-on-year; the secondary sector consumed 5,936 billion kilowatt-hours, up 4.7%; and the tertiary sector consumed 2,081 billion kilowatt-hours, up 10.7% [3][5] - The secondary sector's electricity consumption showed a continuous recovery, with a growth rate of 4.7%, an increase of 1.5 percentage points from the previous month [5] High-Technology and Service Industries - The electricity consumption in high-tech and equipment manufacturing industries is leading the growth, while the internet and related services saw a significant increase of 28.2% year-on-year [5] - The new energy vehicle manufacturing sector also experienced a substantial growth of 25.7% in electricity consumption [5] Emerging Consumption Drivers - New electricity consumption drivers include data centers, electric vehicle charging services, and the sports economy, particularly in regions like Zhejiang, Jiangsu, and Guangdong [5][9] - In Jiangsu, the restaurant industry's electricity consumption surged over 25% year-on-year, driven by events like local football leagues [7] Peak Load and Energy Management - High temperatures have led to record electricity loads in several regions, prompting the State Grid to enhance cross-regional power transmission and initiate residential energy-saving actions [10][11] - In Anhui, the peak load reached 68.57 million kilowatts, a 7.92% increase from the previous year, while Jiangsu's peak load also set a new record at 156 million kilowatts, up 6.12% year-on-year [11]