AI Data Insight

The latest data shows that in Q2 2026, China's total societal power shortage surged to 76.5 billion kWh, significantly widening by 34.2% from the previous quarter. Benefiting from the explosion of AI data centers and the strong recovery of high-tech manufacturing, electricity demand has significantly outpaced the growth rate of power generation. With the approaching summer peak period, the market expects that tightening supply and demand will accelerate infrastructure investment in new energy storage and smart grids.

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