The Dynamic Evolution of Industrial Electricity Consumption Linkages and Flow Path in China

An in-depth investigation into the evolutionary characteristics, transmission mechanisms, and optimization pathways of electricity consumption linkages across China’s industrial sectors highlights their substantial theoretical and practical significance in achieving the “dual carbon” goals and advancing high-quality economic development. This study investigates the structural characteristics and developmental trends of electricity consumption linkages across China’s industrial sectors using an enhanced hypothetical extraction method. The analysis draws on national input–output tables and sector-specific electricity consumption data during the period from 2002 to 2020. Key transmission routes between industrial sectors are identified through path analysis and average path length calculations. The findings reveal that China’s industrial electricity consumption structure is marked by notable scale expansion and differentiation. The magnitude of inter-sectoral electricity flows continues to grow steadily. The evolution of these linkages exhibits clear phase-specific patterns, while the intensity of electricity consumption connections across sectors shows pronounced heterogeneity. Furthermore, the transmission path analysis revealed differentiated characteristics of electricity influence transmission, with generally shorter internal paths within sectors, significant cross-sectoral transmission differences, and manufacturing demonstrating good transmission accessibility with moderate path distances to major sectors. These insights provide a robust foundation for designing differentiated energy conservation policies, as well as for optimizing the overall structure of industrial electricity consumption.