AI Data Insight
The latest released data shows China's Q2 2026 industrial power consumption grew by 6.2% year-on-year, further accelerating from the previous 5.5%. Power consumption in high-tech and equipment manufacturing posted double-digit growth, with new energy and AI computing infrastructure becoming major power consumers. Going forward, continued attention must be paid to the impact of European and American tariff policies on China's export momentum, as well as whether "new productive forces" can stably support industrial power demand.