AI Data Insight
In the latest period (May 2026), the year-over-year (YoY) growth rate of China's total electricity consumption for the month reached 6.9%, a significant rebound from the previous value of 6.0%. Benefiting from the explosive demand for new energy vehicles (NEVs) and computing power, the high-tech equipment manufacturing industry and the tertiary sector performed the strongest. Looking ahead, with the arrival of the peak summer season, overall electricity demand will remain at a high level in the short term, while in the medium to long term, attention should be paid to the electricity consumption support from AI and the green transition.