AI Data Insight
China's newly released month-over-month (MoM) growth rate of total electricity consumption for Q2 (June) 2026 stood at 3.58%, down from the previous 5.68% but still maintaining stable positive growth. Despite the slowing overall MoM momentum, electricity consumption in emerging sectors such as internet data services and EV charging/swapping surged against the trend by over 40%. As the peak summer electricity consumption season approaches, overall power supply and demand are expected to face localized tightening challenges.