基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极电解液隔膜隔膜电解液电芯

用电量首破10万亿千瓦时中国能源发展立起新里程碑

2025-12-17 16:16:14 来源：北方有色网责任编辑：王欣悦

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12月15日，2026年全国能源工作会议在北京召开。会议披露的核心数据显示，我国能源发展再攀新高：今年全国发电总装机预计超过38亿千瓦，同比增长14%;全社会用电量首次突破10万亿千瓦时(度)，其中7月、8月连续两个月用电量超1万亿千瓦时，成功应对20次超去年峰值的迎峰度夏电力负荷考验，彰显了我国电力系统的坚实保障能力。

“这一突破不仅标志着我国用电规模稳居世界首位，更成为中国经济与能源发展进程中的重要里程碑。”中国电力企业联合会统计与数智部副主任蒋德斌在解读数据时强调，用电量的稳步攀升既是经济活力的直接体现，也是能源供应体系韧性的有力证明。

会议同时亮出“十四五”以来的能源发展成绩单。国家能源局有关负责人表示，我国能源自给率已从80%左右提升至84%以上，建成全球最大的可再生能源体系，能源体量规模稳居世界第一。截至2025年1-10月，全国可再生能源总装机已达22.2亿千瓦，占全国总装机容量近六成，发电量占比超四成，超过同期第三产业与城乡居民生活用电量之和，绿色能源已成为电力供应的重要支柱。

从用电结构看，人工智能产业的快速发展成为拉动电力需求的新引擎。今年1-10月，我国互联网数据服务用电量同比增长43%，与生产性服务业用电整体激增的态势形成呼应——同期信息传输、软件和信息技术服务业用电量同比增长21.0%，充换电服务业增长更是高达61.8%。“算力的尽头是电力”已成为全球共识，微软CEO纳德拉近期多次公开表示，电力短缺已成为当前人工智能产业发展的核心瓶颈，这一观点在美国、韩国等国家得到印证：美国西雅图因AI算力需求激增频繁停电，微软部分GPU因缺电闲置;韩国高丽大学、首尔大学等科研机构的AI研究也因电力供应不足被迫缩减设备运行时间。

面对新的能源发展格局，会议部署了2026年七项重点任务，其中明确提出要组织开展“人工智能+”能源融合试点，持续提高新能源供给比重，全年计划新增风电、太阳能发电装机2亿千瓦以上。这一部署既回应了AI产业的电力需求，也为能源绿色低碳转型指明方向，为“十五五”新型能源体系建设开好局、起好步奠定基础。

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用电量首破10万亿千瓦时 中国能源发展立起新里程碑

用电量首破10万亿千瓦时中国能源发展立起新里程碑