AI Data Insight
In the second quarter of 2026, the year-on-year growth rate of China's total social electricity gap reached 25.43%, a significant jump from the previous quarter's 13.59%. The data reflects the massive rigid demand driven by AI computing power centers and manufacturing upgrades, coupled with the volatility of new energy expanding the system's peak-shaving pressure. Going forward, with the arrival of the summer peak, regional power dispatch and grid resilience will face severe tests.