Looking at the flow code of trillions of kilowatt hours of electricity from the August electricity data of Southern Power Grid
In August, the total electricity consumption in the operating area of Southern Power Grid reached 185.4 billion kilowatt hours, a year-on-year increase of 7.3%, with a growth rate 4.7 percentage points higher than that in July. What is particularly impressive is that the cumulative sales of electricity in the region exceeded one trillion kilowatt hours on August 16th, 14 days earlier than last year. From the big data of electricity in August, upgrading industrial structure and revitalizing momentum have become the two main lines driving the increase in electricity consumption in the operating areas of Southern Power Grid.
Industrial structure upgrading: presenting a bipolar pattern of "high-tech expansion" offsetting "high energy consumption contraction"
In August, the electricity consumption of the first, second, and third industries, as well as residential electricity consumption in the operating area of Southern Power Grid, increased by 4.3%, 4.5%, 9.1%, and 14.1% year-on-year, respectively. Affected by the continuous high temperature weather in the first and middle of the year, the air conditioning load was rapidly released, and the growth rate of residential electricity consumption led the way, with an incremental contribution rate of 36.2%, becoming the primary driving force for electricity consumption growth.
Excluding the increase in electricity consumption caused by high temperatures and the changes in industrial electricity structure, there are new trends in economic operation. In August, the electricity consumption of high-tech and equipment manufacturing industries in the operating area of Southern Power Grid increased by 5.1% year-on-year, higher than the average growth rate of 3.5% in the manufacturing industry, and has been outperforming high energy consuming industries for six consecutive months.
In Guangdong, the trend of industrial transformation and upgrading is particularly evident. In August, the electricity consumption of high-tech and equipment manufacturing industries in nine cities in the Guangdong Hong Kong Macao Greater Bay Area increased by 9.1% year-on-year, which is 1.8 percentage points higher than the increase in electricity consumption of the whole society, accounting for 46.2% of the industrial proportion and nearly 1 percentage point higher than the same period last year. From the perspective of segmented industries, the electricity consumption of the specialized equipment manufacturing industry, automobile manufacturing industry, computer/communication and electronic equipment manufacturing industry, and electrical machinery and equipment manufacturing industry have all achieved rapid growth.
Entering the production base of Guangzhou Huadu Gaojing Solar Energy Company, photovoltaic panels are efficiently produced from the production line, and the automated production line is running at full speed. We have successively won multiple large-scale centralized procurement orders, with sufficient orders in domestic and overseas markets, and the continuous expansion of production scale has driven the continuous increase in electricity demand, "said Dong Xiaoting, Vice President of Gaojing Solar Energy Company. With many orders and busy production lines, electricity consumption is also increasing. In August, Gaojing Solar Energy Company's electricity consumption increased by over 40% year-on-year, becoming the core driving force behind the industry's rising electricity consumption. In the same month, the electricity consumption of photovoltaic equipment and component manufacturing industry in Guangzhou increased by 31.9% year-on-year.
A group of traditional industries in Guangxi are accelerating their transformation towards high-end, intelligent, and green industries, achieving energy consumption reduction and capacity improvement. In the production workshop of Guanggang Group in Fangchenggang, Guangxi, intelligent overhead cranes automatically grab steel billets, AI systems control furnace temperature in real time, and the entire production line is unmanned and continuously rolled. High end steel orders are fully booked, and the workshop works day and night - traditional Lingang Steel is moving from "manual steelmaking" to "5G smart steelmaking". In August, the company's electricity consumption ranked first in Fangchenggang City, with a year-on-year increase of over 20%.
Momentum is accumulating and revitalizing: the intelligent economy and new energy industry chain are experiencing multiple outbreaks and running at an "acceleration"
The industrial structure is changing, and the growth momentum is also changing. According to data from the General Administration of Customs, in August, China's "new three samples" exports reached 23 billion US dollars, an increase of 36% year-on-year. Behind the impressive performance report, the electricity consumption growth rate of the "three new" industries represented by "new industries, new formats, and new business models" in the operating area of Southern Power Grid has reached 40.7%, maintaining a high growth rate of over 25% for 43 consecutive months; With a 3.3% share of electricity consumption, it contributed 14.2% of the increase in electricity consumption. Both foreign trade exports and electricity consumption have risen, intuitively demonstrating the abundant vitality of the new development momentum.
According to the analysis of the flexible team of "Electricity Looking at Economy" of Southern Power Grid, "In August, the combined contribution rate of the intelligent economy and new energy industry chains in the operating area of Southern Power Grid to the incremental growth of the entire network was nearly 30%." Currently, the region presents three major characteristics: the growth momentum of advanced manufacturing industry is dominated by new tracks, industrial electricity consumption is clustered and explosive, and green digital manufacturing is driven by two wheels.
Artificial intelligence is accelerating its development, and the demand for computing power is leaving a mark on electricity consumption. In August, the electricity consumption of the intelligent economy industry chain in the operating area of Southern Power Grid increased by 6.4% year-on-year. The electricity consumption of the upstream electrical machinery and equipment manufacturing industry increased by 11.1% year on year, that of the midstream Internet data service industry increased by 39.1% year on year, and that of the downstream intelligent robot, laser and additive manufacturing increased by 60% and 37.1% year on year respectively.
In Gui'an New Area, Guizhou, intelligent computing training and rendering tasks from all over the country are accelerating their convergence. In August, the local big data industry's electricity consumption increased by 32.7% year-on-year. In the Shantou Overseas Chinese Experimental Zone in Guangdong Province, as a typical example of the demand for electricity in the computing power market, the first batch of pilot enterprises took the lead in practicing "Token Going Global". Data shows that the electricity consumption of key monitored enterprises in Shantou Overseas Chinese Experimental Zone has increased by over 100% for nine consecutive months. It is reported that Shantou actually exports about 65 billion tokens per day, and the daily demand for Shantou's tokens from overseas is 3 trillion tokens, with an annual growth rate of 70%.
According to data from the China Association of Automobile Manufacturers, the sales of new energy vehicles in China reached 60.6% of the total new car sales in August, and the monthly sales proportion reached a new high; The export volume of new energy vehicles has increased by 1.3 times year-on-year, accounting for over 50% of the total automobile export volume for three consecutive months. This momentum is directly reflected in electricity consumption. In August, the electricity consumption of the new energy industry chain in the operating area of Southern Power Grid increased by 10% year-on-year. The electricity consumption of upstream chemical raw materials and chemical products manufacturing industry increased by 8%; The electricity consumption of midstream battery manufacturing industry and new energy vehicle manufacturing increased by 36% and 53.7% respectively year-on-year; The downstream charging and swapping service industry has maintained double-digit growth for 51 consecutive months at a growth rate of 45.3%, with an incremental contribution rate of 11.2%, becoming the industry with the largest incremental contribution to the entire network in that month.
The more "hot" a company's exports are, the steeper its electricity consumption curve will be. BYD, rooted in Pingshan, Shenzhen, exported 189500 new energy vehicles in August, a year-on-year increase of 134.45%, with overseas sales accounting for 43%. BYD's electricity consumption in Shenzhen increased by 21.4% year-on-year in the same month. Relying on the full chain supporting advantages of new energy vehicles, the electricity consumption of Shenzhen's automobile manufacturing industry increased by 59.8% year-on-year in August, maintaining a high growth trend of over 30% for five consecutive months.
The rapid growth of electricity consumption records the solid steps of industrial upgrading and also marks the speed of the era of new kinetic energy growth. Behind the trillion kilowatt hours of electricity sales is the accelerated revitalization of new industries and the transformation of traditional industries. The rising power curve of Southern Power Grid's operating area indicates that the region's economic growth is shifting from "quantity accumulation" to "quality leap".
