清洁能源(水电

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牛市坐实了!全球首次!1万亿度电背后,藏着中国经济的什么密码?
Sou Hu Cai Jing· 2025-08-21 18:25
Core Insights - The article highlights that China's electricity consumption in July surpassed 1 trillion kilowatt-hours for the first time, marking a historic milestone both nationally and globally [1][4][9] - This surge in electricity usage is attributed not only to extreme heat but also to robust economic activity, particularly in the manufacturing and service sectors [6][9] Electricity Consumption Growth - In July, the total electricity consumption reached 1.02 trillion kilowatt-hours, a year-on-year increase of 8.6%, indicating significant growth compared to previous years [4][6] - The second industry saw a 4.7% increase in electricity consumption, outpacing the overall average, with high-tech and equipment manufacturing leading the charge [6][9] - The third industry experienced a 10.7% growth in electricity usage, reflecting a vibrant service sector supported by continuous consumer activity [6][9] Contribution of Clean Energy - Nearly one-quarter of the electricity consumed in July came from clean energy sources, such as hydropower, wind, and solar, showcasing a significant shift in the energy structure [7][9] - This transition to cleaner energy sources is a crucial step towards ensuring energy security and promoting sustainable development [7][9] Economic Resilience and Upgrading - The record electricity consumption serves as an indicator of the resilience and vitality of the Chinese economy, with strong performance in both manufacturing and services [9][11] - The growth in electricity usage in high-tech manufacturing reflects a transition from "Made in China" to "Intelligent Manufacturing in China," highlighting the ongoing industrial upgrade [9][11] Future Outlook - The article suggests that maintaining high electricity consumption levels may become the norm, driven by ongoing economic recovery and potential climate change impacts [10][12] - Challenges such as ensuring stable electricity supply during extreme weather and increasing the proportion of clean energy remain critical areas for development [10][11]