AI Data Insight
China's cumulative total social power consumption in the first five months of 2026 reached a year-over-year (YoY) growth rate of 5.7%, climbing steadily from the previous figure of 5.4%. The tertiary industry showed the strongest performance, with emerging demands such as AI computing power and charging and battery swapping services exhibiting double-digit explosive growth. Benefiting from expectations of the peak summer season and the boost from the technology sector, power demand is expected to remain at high levels over the next quarter.