{ "as_of": "2026-08", "name": "National electricity consumption by sector (全社会用电量)", "source": "National Energy Administration (NEA) electricity consumption releases: 2025 full year (2026-01-17), January–June 2026 (2026-07-27) and January–August 2026 (2026-09-20)", "total_2025_yi_kwh": 103682, "total_2025_yoy_pct": 5.0, "total_2025_pct_share_tertiary_resid": 50, "sectors": { "primary": { "label": "Primary (agriculture)", "2025_yi_kwh": 1494, "yoy_pct": 9.9, "share_pct": 1.4 }, "secondary": { "label": "Secondary (industry)", "2025_yi_kwh": 66366, "yoy_pct": 3.7, "share_pct": 64.0 }, "tertiary": { "label": "Tertiary (services)", "2025_yi_kwh": 19942, "yoy_pct": 8.2, "share_pct": 19.2 }, "residential": { "label": "Residential (urban + rural households)", "2025_yi_kwh": 15880, "yoy_pct": 6.3, "share_pct": 15.3 } }, "growth_drivers": [ "Services and urban and rural households together contributed 50% of the growth in electricity consumption.", "Power use by EV charging and battery-swap services grew 48.8% year on year; information transmission, software and IT services grew 17.0%." ], "headline_note": "10.37 trillion kWh (10,368.2 TWh), up 5.0% year on year.", "source_2025": { "period": "2025", "publisher": "National Energy Administration (NEA), reported by CCTV and People's Daily", "title": "2025 national electricity consumption, released 17 January 2026", "url": "https://news.cctv.com/2026/01/17/ARTIui5FYZCmQlPSGo01c2EF260117.shtml", "published": "2026-01-17", "confidence": "secondary", "notes": "Total and growth read on the CCTV report and a People's Daily reprint (https://www.gjbmj.gov.cn/n1/2026/0118/c409080-40647423.html). NEA original (https://www.nea.gov.cn/20260121/715f79826488476a9162da7c8bd77c80/c.html) not reachable." }, "ytd_2026": { "h1": { "label": "January–June 2026", "period": "2026-01 to 2026-06", "total_yi_kwh": 50999, "yoy_pct": 5.3, "month_label": "June", "month_yi_kwh": 8981, "month_yoy_pct": 3.7, "publisher": "National Energy Administration (NEA), reported by IT Home", "title": "NEA electricity consumption release for June 2026", "url": "https://www.ithome.com/0/982/245.htm", "published": "2026-07-27", "confidence": "secondary", "excerpt": "1～6 月，全社会用电量累计 50999 亿千瓦时，同比增长 5.3%。", "notes": "IT Home page read. The +5.3% half-year growth is also stated by CREA/GEM's H1 2026 coal power review (read)." }, "jan_aug": { "label": "January–August 2026", "period": "2026-01 to 2026-08", "total_yi_kwh": 71730, "yoy_pct": 4.3, "month_label": "August", "month_yi_kwh": 10332, "month_yoy_pct": 1.7, "sectors": { "primary": { "label": "Primary (agriculture)", "yi_kwh": 1046, "yoy_pct": 3.3 }, "secondary": { "label": "Secondary (industry)", "yi_kwh": 45297, "yoy_pct": 4.4 }, "tertiary": { "label": "Tertiary (services)", "yi_kwh": 14256, "yoy_pct": 7.1 }, "residential": { "label": "Residential (urban + rural households)", "yi_kwh": 11132, "yoy_pct": 0.3 } }, "drivers": [ { "label": "High-tech and equipment manufacturing", "yi_kwh": 8451, "yoy_pct": 9.3 }, { "label": "EV charging and battery-swap services", "yi_kwh": 1147, "yoy_pct": 55.1 }, { "label": "Internet data services", "yi_kwh": 695, "yoy_pct": 42.5 } ], "publisher": "National Energy Administration (NEA), reported by Xinhua Finance and National Business Daily", "title": "NEA electricity consumption release for August 2026", "url": "https://www.cnfin.com/hb-lb/detail/20260920/4472468_1.html", "sector_url": "https://www.mrjjxw.com/articles/2026-09-20/4586487.html", "published": "2026-09-20", "confidence": "secondary", "excerpt": "1—8月，全社会用电量累计71730亿千瓦时，同比增长4.3%。", "notes": "Total and August month read on Xinhua Finance; sector split and drivers read on National Business Daily (mrjjxw.com), both citing the NEA release of 2026-09-20. NEA original not reachable. Sector values sum to 71,731 (rounding)." } }, "plans": { "production_capacity": { "label": "Domestic energy production capacity", "unit": "billion tonnes of coal equivalent", "unit_short": "bn tce", "target_2025": 4.6, "target_2025_kind": "floor: at least", "target_source": { "publisher": "National Development and Reform Commission (NDRC) and National Energy Administration (NEA)", "title": "14th Five-Year Plan for a Modern Energy System (NDRC Energy [2022] No. 210)", "url": "https://www.gov.cn/zhengce/zhengceku/2022-03/23/5680759/files/ccc7dffca8f24880a80af12755558f4a.pdf", "published": "2022-03-23", "confidence": "verified", "excerpt": "到 2025 年，国内能源年综合生产能力达到 46 亿吨标准煤以上", "notes": "Plan PDF read in chinaqueue research (docs/research/research-B.json, B5). NEA's Q&A on the plan repeats the floor: https://www.ndrc.gov.cn/xxgk/jd/jd/202203/t20220322_1320031.html (2022-03-22, read)." }, "actual_2025": 5.13, "actual_source": { "publisher": "National Development and Reform Commission (NDRC) and National Energy Administration (NEA)", "title": "Plan for Building a New-Type Energy System in the 15th Five-Year period, Box 1: main indicators", "url": "https://www.ndrc.gov.cn/xwdt/tzgg/202606/P020260625613973397386.pdf", "published": "2026-06-25", "confidence": "verified", "excerpt": "能源综合生产能力 亿吨标准煤 51.3 (2025年) 58 (2030年) 约束性", "notes": "Same indicator as the 14th Five-Year floor. The National Bureau of Statistics separately reports 2025 primary energy production at 5.13 bn tce (NBS 14th Five-Year achievements report, via https://www.aisixiang.com/data/177630.html; secondary)." }, "target_2030": 5.8, "target_2030_kind": "binding" }, "electrification": { "label": "Electricity's share of final energy use", "unit": "%", "target_2025": 30, "target_2025_kind": "about", "target_source": { "publisher": "National Development and Reform Commission (NDRC) and National Energy Administration (NEA)", "title": "14th Five-Year Plan for a Modern Energy System (NDRC Energy [2022] No. 210)", "url": "https://www.gov.cn/zhengce/zhengceku/2022-03/23/5680759/files/ccc7dffca8f24880a80af12755558f4a.pdf", "published": "2022-03-23", "confidence": "verified", "excerpt": "电气化水平持续提升，电能占终端用能比重达到 30%左右。", "notes": "Plan PDF read in chinaqueue research (docs/research/research-B.json, B6)." }, "actual_2025": 29.5, "actual_change_pp": 1.4, "actual_source": { "publisher": "China Electricity Council (CEC), China Electrification Annual Development Report 2026, reported by Xinhua Finance", "title": "CEC: China's electrification rate about 29.5% in 2025", "url": "https://www.cnfin.com/dz-lb/detail/20260922/4473688_1.html", "published": "2026-09-22", "confidence": "secondary", "excerpt": "报告显示，2025年，我国电气化率约29.5%，较上年提高1.4个百分点。", "notes": "CEC report itself not reachable. The 15th Five-Year plans round the 2025 baseline to 30%." }, "target_2030": 35, "target_2030_kind": "indicative", "target_2030_source": { "publisher": "National Development and Reform Commission (NDRC) and National Energy Administration (NEA)", "title": "Plan for Building a New-Type Energy System in the 15th Five-Year period, Box 1: main indicators", "url": "https://www.ndrc.gov.cn/xwdt/tzgg/202606/P020260625613973397386.pdf", "published": "2026-06-25", "confidence": "verified", "excerpt": "电能占终端能源消费比重 % 30 35 预期性" } } }, "notes": [ "Shares are calculated on 2025 data: primary 1.4%, secondary 64.0%, tertiary 19.2%, residential 15.3%.", "Industry (the secondary sector) is still the core of power demand at about 64% of the total; the four big energy-intensive industries grew relatively slowly (about +1.8%).", "2026 year-to-date figures are cumulative from January and compare with the same months of 2025." ], "generated_at": "2026-10-14T10:17:16" }