AI Data Insight
China's secondary industry power consumption YoY growth rate dropped to 4.7% in June 2026, a mild pullback from the previous 6.0%, indicating a slight slowdown in the overall pace of industrial expansion. However, strong power consumption growth in high-tech and equipment manufacturing, coupled with a surge in demand for AI computing power and battery charging and swapping services, have become new engines supporting power demand. As the summer peak power supply period arrives, short-term extreme heat will test the peak regulation resilience of the power grid.