AI Data Insight

According to the latest Q2 2026 data, China's electricity gap in May narrowed to 70.5 billion kWh from 82.8 billion kWh in the previous month, temporarily easing supply and demand pressures. Electricity demand from high-tech manufacturing and data centers surged significantly, indicating that industrial upgrading is driving changes in the power consumption structure. With the peak summer test approaching, the market estimates that there are still risks of tight power supply in localized areas during the summer.

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