中国电力需求创纪录高位 AI与电动车推动

2025年中国总用电量达到创纪录的10.4万亿千瓦时,受人工智能服务和电动汽车充电驱动,超过美国并拉大与全球其他主要经济体的差距。国家能源局数据显示,这是中国历史上首次年度用电量突破10万亿千瓦时。增长主要来自第三产业和居民用电。

国家能源局周六宣布,2025年中国总用电量达到10.4万亿千瓦时,比上年增长5%,超过美国的两倍多。这是全球最高水平,超过了欧盟、俄罗斯、印度和日本的总和,央视援引该局数据报道。

增长的主要驱动力是第三产业——包括人工智能云服务等服务行业——和居民用电。第三产业用电量增长8.2%,达到1.99万亿千瓦时,主要得益于电动汽车充电和电池更换增长48.8%,以及信息技术服务增长17%,反映出数据中心和AI服务需求的激增。

第一产业(包括农业、林业、畜牧业和渔业)用电量同比增长9.9%,达到1494亿千瓦时。第二产业(包括制造业、建筑业和采矿业)用电量增长3.7%,达到6.64万亿千瓦时。

居民用电量达到1.59万亿千瓦时,同比增长6.3%,去年河南、陕西和湖北等省份的热浪导致多个地区用电创纪录。

这一纪录凸显了中国在AI和电动汽车领域的快速发展,推动能源需求持续上升,同时也暴露了能源供应的挑战。

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