In 2023, the growth rate of electricity consumption in the whole society will increase by 3 compared with 20221 percentage point; The growth rate of electricity consumption in the high-tech and equipment manufacturing industry exceeded the overall growth level of the manufacturing industry by 39 percentage points; The growth rate of electricity consumption in the four major high-energy industries is lower than the overall growth level of the manufacturing industry.21 percentage point; This is a series of electricity consumption data disclosed by the China Electricity Council (hereinafter referred to as the "China Electricity Council") on January 30, which shows that China's economy is rebounding for the better, the industry is accelerating transformation and upgrading, and the new momentum continues to grow.
This trend will continue in the future. The "2023-2024 National Electricity Supply and Demand Situation Analysis Report" released by the China Electricity Council on the same day predicts that the national electricity consumption will grow steadily in 2024, and the electricity consumption of the whole society will increase by about 6% year-on-year throughout the year.
Approaching the Spring Festival, Guangdong Powerway Technology Co., Ltd. is still in full swing in production. "Thanks to the close follow-up service of the power supply department, the recent capacity expansion project was able to deliver power within the expected time, allowing us to put our new production lines and equipment into operation smoothly. Mr. Chen, the relevant person in charge of the company, said.
In 2023, Guangdong's foreign trade "new three" exports represented by lithium batteries, electric manned vehicles, and solar cells will continue to be hot, and the growth of electricity consumption data of related enterprises has witnessed the rapid development of enterprises. Taking Guangdong Powerway Technology Co., Ltd. as an example, with the continuous expansion of production scale, the company's electricity demand has increased sharply, and the electricity consumption in 2023 will increase by 571% year-on-year.
This is not an isolated case0%……In 2023, the year-on-year growth rate of electricity consumption in China's whole society will increase quarter by quarter, and the annual growth rate will reach 67%, an increase of 31 percentage point; "In 2023, the growth rate of national electricity consumption will rise steadily, which can reflect the upward trend of China's economy. Jiang Debin, deputy director of the statistics and data center of the China Electricity Council, said.
Electricity consumption is not only a "barometer" of national economic development, but also an intuitive reflection of the trend of industrial upgrading.
According to data from the China Electricity Council, the electricity consumption of the secondary industry will increase by 6% year-on-year in 20235%, and the year-on-year growth rate increased from 42% rose to 9 in the fourth quarter4%。Among them, the annual electricity consumption of the four high-energy industries in the manufacturing industry increased by 5% year-on-year3%, which is lower than the overall growth level of the manufacturing industry by 21 percentage point; In contrast, the high-tech and equipment manufacturing industry is "showing its talents", with annual electricity consumption increasing by 11 percent year-on-year3%, exceeding the overall growth level of the manufacturing industry by 39 percentage points;
From the perspective of the industry, the electricity consumption of the electrical machinery and equipment manufacturing industry will increase by 28% year-on-year in 20237%, the electricity consumption of photovoltaic equipment and components manufacturing in the industry increased by 76% year-on-year8%。The electricity consumption of automobile manufacturing, pharmaceutical manufacturing, computer communication and other electronic equipment manufacturing increased year-on-year respectively5%；Driven by the rapid development of new energy vehicles, the electricity consumption of new energy vehicles increased by 38% year-on-year8%。
The above-mentioned electricity consumption situation can reflect that the transformation and upgrading of the industrial structure of China's manufacturing industry is obvious, and the new momentum of economic growth is continuing to grow. Jiang Debin said.
The economic structure has been optimized and upgraded, and the role of the service industry and consumption as the main engine of economic growth has become more prominent. In 2023, the economic operation of the service industry will show a steady recovery trend, and the electricity consumption of the tertiary industry will increase by 12% year-on-year2%。From the perspective of industry, the electricity consumption of wholesale and retail increased by 17% year-on-year5%, and the accommodation and catering industry increased by 16 year-on-year4%, leasing and business services increased by 16 year-on-year3%, transportation, warehousing and postal services increased by 14 percent year-on-year2%。The rapid development of electric vehicles has driven the electricity consumption of the charging and swapping service industry to increase by 78% year-on-year in 20231%, with an average annual growth rate of 79 in the past five years4%。
Taking into account factors such as macroeconomics and terminal energy electrification, and according to the results of different methods on the electricity consumption of the whole society, it is expected that the electricity consumption of the whole society will reach 9 in 20248 trillion kWh, an increase of about 6% over 2023. It is expected that in 2024, the maximum electricity load of the national unified adjustment will reach 14500 million kilowatts, an increase of about 100 million kilowatts over 2023. Hao Yingjie, secretary-general and spokesman of the China Electricity Council, said.
According to Dong Zengbo, deputy director of the statistics and data center of the China Electricity Council, the main factors supporting the steady growth of electricity consumption in 2024 are the continued steady growth of China's macroeconomy, the continuous improvement of the level of electrification, and the rapid development of new infrastructure construction.
He pointed out that under the guidance of the "dual carbon" goal, the level of electrification in China's industry, construction, transportation, agriculture, residential life and other fields has continued to improve, promoting the further increase in power consumption demand. At the same time, in recent years, China has continuously strengthened the layout of digital infrastructure, and new infrastructure such as big data centers and 5G base stations have developed rapidly. It is expected that the construction of new infrastructure will continue to grow rapidly in 2024, thereby promoting the growth of electricity consumption.