AI Data Insight
China's total electricity consumption grew by 1.2% year-over-year in September 2026, slowing slightly from the previous 1.7% in August, with a single-month electricity consumption of 899.7 billion kWh. Despite entering the autumn off-peak season for electricity use, explosive computing power demand driven by "new quality productive forces" such as artificial intelligence and internet data services is becoming the core engine supporting electricity consumption growth. Going forward, attention should be paid to winter heating demand and the peak-shaving challenges brought by the intermittency of green power.