AI Data Insight

China's total electricity consumption month-over-month (MoM) growth rate for the second quarter of 2026 (Q2 2026) was -4.5375%, significantly slowing down and turning negative compared to the previous value of 8.6644% in Q4 2025. Although overall short-term economic activity faces headwinds, official supplementary data shows a sharp increase in electricity consumption by high-tech equipment manufacturing and internet data services. This reflects that the demand for AI computing power is accelerating the structural transformation of industries, becoming an important sector supporting electricity consumption.

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