AI Data Insight
The latest Q2 2026 data shows that the month-on-month growth rate of China's total electricity consumption strongly rebounded to 5.68%, completely reversing the sluggishness of the previous decline of -4.54%. Benefiting from the early arrival of abnormally high temperatures, as well as the surging power consumption of AI computing centers and electric vehicle charging and swapping services, the overall electricity consumption structure presents a new momentum of "digital plus green energy." It is expected that the summer peak season will continue to catalyze the performance of the power sector.